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Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Reporting.

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Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Reporting and Cube Analysis.

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Presentation on theme: "Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Reporting."— Presentation transcript:

1 Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Reporting

2 Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.

3

4 Introductions Name Company Job role Experience with product Favorite hobby/activity

5 Things You Need to Know Class Information Starting time Ending time Breaks Lunch Facilities Restrooms Telephones

6 Virtual Machine Log On Information Virtual Machines Log On Information: User nameAdministrator PasswordPa$$w0rd

7 Chapter Overview Chapter 1: Overview Chapter 2: SQL Server Reporting Services Chapter 3: SQL Server Analysis Services Chapter 4: Enterprise Portal and Role Centers

8 Chapter 1: Overview Objectives Identify available reporting features in Microsoft Dynamics AX 2012 Explain how reporting features are used in Microsoft Dynamics AX 2012 Explain how Role Centers use other reporting features in Microsoft Dynamics AX 2012

9 Development Tools

10 SSRS Report

11 Role Center

12 Chapter 2: SQL Server Reporting Services Objectives Describe the installation procedure and prerequisites Describe the tools that are used to develop and deploy reports for Microsoft Dynamics AX 2012 Describe the process for developing reports by using Visual Studio Describe three options for deploying reports Describe how SSRS reports can be used within Microsoft Dynamics AX 2012

13 Microsoft Dynamics AX 2012 Reporting Framework

14 Reporting Services Extensions Installation Prerequisites for installation of Reporting Services Extensions include: Microsoft SQL Server 2008 Reporting Services If you are using Microsoft SQL Server 2008 R2, Cumulative Update 3 or later is required Windows PowerShell 2.0

15 Report Development Tools Report Development Tools: MorphX and the Application Object Tree Visual Studio 2008 with Business Intelligence Development Studio Visual Studio 2010 SQL Server Reporting Services SQL Server Analysis Services

16 Report Development Process Create a reporting project Define data source Define dataset Define data region Define filter and sort parameters Build the reporting project Deploy the report Display the report

17 Demonstration: Create New Report This demonstration shows how to create a new report by using Visual Studio min

18 Lab 2.1: Create a Simple Report Lab Scenario Develop a report to expose customer transaction data Estimated time: 45 minutes

19 Lab 2.1: Create a Simple Report Exercise 1: Create a Microsoft Dynamics AX query Exercise 2: Create a new report in Visual Studio Exercise 3: Apply Layout template Exercise 4: Add Column sorting Exercise 5: Group report data Exercise 6: Filter report data Exercise 7: Add a dynamic parameter Exercise 8: Save and deploy the report Exercise 9: View the report in Microsoft Dynamics AX

20 Lab 2.2: Create a Report With X++ Business Logic Lab Scenario Develop a report to display customer data with parameters for account number, account statement and whether to include tax. Estimated time: 45 minutes

21 Lab 2.2: Create a Report With X++ Business Logic Exercise 1: Create a Temporary Table Exercise 2: Define a Report Provider Class Exercise 3: Define a Data Contract Class Exercise 4: Define a Data Contract Method Exercise 5: Define a Method to Return the Data to Reporting Services Exercise 6: Add Business Logic for the Report Exercise 7: Create a Reporting Project Exercise 8: Bind a Report to a Report Data Provider Class

22 Summary : SQL Server Reporting Services Installation requirements Reporting framework Report development tools Create a simple report

23 Chapter 3: SQL Server Analysis Services Objectives Review SQL Server Analysis Services features and capabilities Describe the SQL Server Analysis Services installation procedure and prerequisites Describe the process for developing cubes by using Business Intelligence Development Studio Show how SQL Server Analysis Services can be used to display data in a Role Center web part Define the process for creating a report in Microsoft Dynamics AX 2012 that uses data from a SQL Server Analysis Services cube Explain the options for analyzing cube data

24 Cube Structure

25 Perspectives – subset of cube data Measures – fields or columns of data to analyze Attributes – fields or columns that are used as parameters to categorize Measures Dimensions – group of Attributes KPI – Key Performance Indicator; a collection of calculations that are used to measure business performance

26 Configuration Prerequisites Prerequisites for configuring SQL Server Analysis Services: Microsoft SQL Server 2008 Analysis Services SQL Server Management Studio SQL Server Business Intelligence Development Studio

27 Cube Development Process Create perspective Specify measures and attributes Generate Analysis Services project Deploy cube

28 Demonstration: Develop a Cube Using Sales Data This demonstration shows how to develop a cube by using Sales data. 20 min.

29 Lab 3.1: Create a Report Using Cube Data Lab Scenario Display a bar graph of sales on a role center page by using cube data. Estimated time: 45 minutes

30 Summary : SQL Server Analysis Services Understand Installation sequence and requirements Deploy default cubes Create new cubes Develop reports using cube data

31 Chapter 4: Enterprise Portal and Role Centers Objectives Describe Enterprise Portal improvements Explain how to install Enterprise Portal and role centers Modify existing role centers Create new role centers Add new reports to role centers

32 Enterprise Portal and Role Center

33 Shared Version vs. Personal Version Web parts Action Pane Business Overview Report Cues Infolog Navigation Connect Quick Launch Quick Links

34 Demonstration: Modify a Role Center This demonstration shows how to modify the personal version of a role center. 20 min

35 Lab 4.1: Create a Report to Display in a Role Center Lab Scenario Develop a new CAO Role Center page. Estimated time: 60 minutes

36 Lab 4.1: Create a Report to Display in a Role Center Exercise 1: Define a Query Exercise 2: Create a Reporting Project Exercise 3: Create a Report Exercise 4: Configure Report Parameters Exercise 5: Apply Layout and Style Templates Exercise 6: Create a Menu Item Exercise 7: Create a Role Center Exercise 8: Add a Report to Role Center Estimated time: 100 minutes

37 Summary : Enterprise Portal and Role Centers Installation Requirements Personal vs. Shared pages Role Center Profiles Creating new Role Centers Adding reports to Role Centers

38 Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.


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