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Microsoft Dynamics® AX 2012

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

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1 Microsoft Dynamics® AX 2012
<add course number> <add title of course> This course examines <add course title here> Important: We recommend that you use Microsoft® PowerPoint® 2003 or a later version to display the slides for this course. If you use PowerPoint Viewer or an earlier version of PowerPoint, all the features of the slides might not display correctly. Preparation tasks Perform the following tasks to prepare for this course: Read all of the materials for this course. Practice performing the demonstrations and lab exercises. Work through the Test Your Knowledge section and determine how you will use this section to reinforce participant learning and promote knowledge transfer to on-the-job performance. Microsoft Dynamics® AX 2012 Reporting

2 Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add course number> Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane. <add title of course> There are several tasks that instructors should complete to ensure a smooth start-up to the class. These tasks include, but are not limited to the following: Contact training center in advance – contact the training center several days prior to the beginning of class and verify the following: That the center has correct Hyper-V image The image will be installed prior to your arrival Training room has white boards, markers, flip charts, and the audiovisual equipment that are required to help you deliver the class Confirm the date and time that you want to arrive at the center Check the training room before class – go to the training center and check your room the day before class starts. Verify that equipment is available and images are loaded. Always test the image during this inspection visit. This is also the time to set out participant materials at the participant desks, prepare name cards, prepare white boards and flip charts for use, and to test audiovisual equipment. Arrive early the first day of class – allow time to take care of last minute details, such as starting up your instructor machine, opening the PowerPoint slide deck, and preparing your notes. Prepare a parking lot – we strongly encourage you to designate a flip chart page or a section of a white board as a parking lot for unanswered questions. This will enable you to set aside questions that cannot be immediately answered or that require answers that might take longer than the class timeline will allow. Display the Welcome slide – the Welcome slide is the first slide in each class slide deck. This slide should be on display as participants enter the room. Ensure participant sign-in – ensure that participants sign the class roster that is provided by the training center as they enter the training room Check on PartnerSource to see if there is a training extension that goes with this course. The extension is to be used in conjunction with the courseware, not as stand-alone training manual. You can download the extension from PartnerSource: https://mbs.microsoft.com/partnersource , then go to Communities > Training > Training materials. Make sure to provide the course participants with the extension as part of the student materials. Besides the training manuals, the extensions also include Syllabus and Instructor Notes to help the instructor prepare for the training.

3 Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add course number> Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane. <add title of course> Post-Class Tasks Post-class tasks can vary depending on the class delivered and the training center used, and generally include the following: Evaluations: administer any evaluations that are required for the class, including the standard Microsoft Dynamics post-class evaluation. We recommend that you direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation. Parking lot: write down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant addresses and sending out a group with follow-up answers is often a simple solution. Closure with training center: make a final visit to the training center contact person to ensure that the training center knows that the class is complete and any final issues can be addressed.

4 <add title of course>
<add course number> Introductions <add title of course> Name Company Job role Experience with product Favorite hobby/activity Introductions The beginning of class is guided by the first few slides of the PowerPoint slide deck. Display this slide and introduce yourself using the bullets on the slide. Include information about the qualifications that you have to teach the class. Allow participants time to introduce themselves using these same bullets.

5 <add title of course>
<add course number> Things You Need to Know <add title of course> Class Information Starting time Ending time Breaks Lunch Facilities Restrooms Telephones Class Logistics Display this slide and go through the logistics of times, breaks, and restrooms. This is also a good time to start setting expectations for participation: class will start on time and participants are expected to shut off mobile phones and at that time

6 Virtual Machine Log On Information
Virtual Machines Log On Information: User name Administrator Password Pa$$w0rd

7 <add title of course>
<add course number> Chapter Overview <add title of course> Chapter 1: Overview Chapter 2: SQL Server Reporting Services Chapter 3: SQL Server Analysis Services Chapter 4: Enterprise Portal and Role Centers Introduce the Class: This slide introduces the class table of contents. We recommend that you have participants open the training manual and browse the table of contents while you review the topics that will be covered in class. Chapter 1: Overview: provides an overview of the Microsoft Dynamics AX 2012 reporting features, capabilities, and development tools. Chapter 2: SQL Server Reporting Services: provides an overview of the reporting framework. It lists the installation requirements, explains the available development tools, describes the report deployment options, and demonstrates the development process. Chapter 3: SQL Server Analysis Services: describes the cube structure, lists installation requirements, describes the cube deployment options, and demonstrates the development process. Chapter 4: Enterprise Portal and Role Centers: describes the Enterprise Portal improvements, explains the installation process, describes the purpose of role centers, and then demonstrates the development process for creating and editing Role Center pages and Enterprise Portal web parts.

8 <add title of course>
<add course number> Chapter 1: Overview <add title of course> 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 Duration: 120 minutes Key message: Microsoft is integrating their existing technology stack with Microsoft Dynamics AX 2012 to make development and use of Reporting and Business Intelligence efficient and straightforward. Benefits: This chapter will describe the reporting and business intelligence features that are available in Microsoft Dynamics AX 2012, and it will identify the tools and applications that are required to develop and use the features. NOTE: <Add extra notes, if applicable>

9 <add title of course>
<add course number> Development Tools <add title of course> Discuss the Development Tools and resulting reporting options that are available in Microsoft Dynamics AX 2012. Microsoft Dynamics AX 2012 – AOT Visual Studio 2010 – Primary development environment for SSRS reports, integration with Microsoft Dynamics AX 2012 Visual Studio 2008 and Business Intelligence Development Studio in VS2008 – this is required to develop KPIs in AX2012, but is not installed on the demonstration images SQL Server 2008 – integration with Microsoft Dynamics AX 2012, SSRS extensions

10 <add title of course>
<add course number> SSRS Report <add title of course> Discuss SSRS as a default reporting tool in Microsoft Dynamics AX 2012

11 <add title of course>
<add course number> Role Center <add title of course> Discuss Role Center and available web parts (KPIs, Cues, work lists, and so on).

12 Chapter 2: SQL Server Reporting Services
<add course number> Chapter 2: SQL Server Reporting Services <add title of course> 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 Duration: 180 minutes Key message: SSRS is the default reporting option for Microsoft Dynamics AX 2012 Benefits: Standard reporting tool is widely known; it allows reports to display in mutliple clients (Microsoft Dynamics AX client, Enterprise Portal, batch jobs, individual reports, Report manager, and so on). NOTE: <Add extra notes, if applicable>

13 Microsoft Dynamics AX 2012 Reporting Framework
<add course number> Microsoft Dynamics AX 2012 Reporting Framework <add title of course> Microsoft Dynamics AX 2012 Reporting Framework

14 Reporting Services Extensions Installation
<add course number> Reporting Services Extensions Installation <add title of course> 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
<add course number> Report Development Tools <add title of course> 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
<add title of course> <add course number> 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
<add course number> Demonstration: Create New Report <add title of course> This demonstration shows how to create a new report by using Visual Studio 2010 In this demonstration, you will show how to create a new report using Visual Studio Duration: 20 minutes Demonstration Steps : Develop Reports page 2-8 NOTE: <add extra note, if applicable> 20 min

18 Lab 2.1: Create a Simple Report
<add course number> Lab 2.1: Create a Simple Report <add title of course> Lab Scenario Develop a report to expose customer transaction data Before students begin the lab, read the scenarios associated with the class. This lab will demonstrate how to develop a report to expose customer data. The estimated duration is 30 minutes. Before students begin the lab. Review the scenario. 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 Add notes, if applicable.

20 Lab 2.2: Create a Report With X++ Business Logic
<add course number> Lab 2.2: Create a Report With X++ Business Logic <add title of course> Lab Scenario Develop a report to display customer data with parameters for account number, account statement and whether to include tax. Before students begin the lab, read the scenarios associated with the class. This lab will demonstrate how to develop a report to expose customer data. The estimated duration is 30 minutes. Before students begin the lab. Review the scenario. 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 Add notes, if applicable.

22 Summary : SQL Server Reporting Services
<add course number> Summary : SQL Server Reporting Services <add title of course> Installation requirements Reporting framework Report development tools Create a simple report Add notes, if applicable.

23 Chapter 3: SQL Server Analysis Services
<add course number> Chapter 3: SQL Server Analysis Services <add title of course> 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 Duration: 3 hours Key message: This chapter focuses on developing cubes to provide data for KPIs or reports and displaying results in a Role Center page. Benefits: This chapter provides tools to develop more graphical and interactive reports and KPIs NOTE: <Add extra notes, if applicable>

24 <add title of course>
<add course number> Cube Structure <add title of course> Describe cube structure

25 <add title of course>
<add course number> Cube Structure <add title of course> 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
<add course number> Configuration Prerequisites <add title of course> Prerequisites for configuring SQL Server Analysis Services: Microsoft SQL Server 2008 Analysis Services SQL Server Management Studio SQL Server Business Intelligence Development Studio SQL Server Analysis Services is installed as part of the SQL Server installation. Separately, the installation wizard for Microsoft Dynamics AX 2012 will configure SQL Server Analysis Services to work with Microsoft Dynamics AX 2012. These prerequisites are for the SSAS configuration part of the Microsoft Dynamics AX 2012 installation.

27 Cube Development Process
<add course number> Cube Development Process <add title of course> Create perspective Specify measures and attributes Generate Analysis Services project Deploy cube

28 Demonstration: Develop a Cube Using Sales Data
<add course number> Demonstration: Develop a Cube Using Sales Data <add title of course> This demonstration shows how to develop a cube by using Sales data. In this demonstration, you will show how to create a cube Duration: 20 minutes Demonstration Steps : Develop Cubes demonstration from page 3-6 NOTE: <add extra note, if applicable> 20 min.

29 Lab 3.1: Create a Report Using Cube Data
<add course number> Lab 3.1: Create a Report Using Cube Data <add title of course> Lab Scenario Display a bar graph of sales on a role center page by using cube data. Before students begin the lab, read the associated scenarios to the class. This lab will demonstrate how to develop a cube and display results on a role center web page. Before students begin the lab, review the scenario. Estimated time: 45 minutes

30 Summary : SQL Server Analysis Services
<add course number> Summary : SQL Server Analysis Services <add title of course> Understand Installation sequence and requirements Deploy default cubes Create new cubes Develop reports using cube data Add notes, if applicable.

31 Chapter 4: Enterprise Portal and Role Centers
<add course number> Chapter 4: Enterprise Portal and Role Centers <add title of course> 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 Duration: 3 hours Key message: This chapter focuses on listing Enterprise Portal improvements, explaining installation requirements, describing role center profiles, and explaining the process for developing new role centers, Enterprise Portal pages, and adding reports and KPIs to web parts. Benefits: This chapter will help students use the development processes that were discussed in previous chapters to create content to display in role centers and in the Enterprise Portal. NOTE: <Add extra notes, if applicable>

32 Enterprise Portal and Role Center
<add course number> Enterprise Portal and Role Center <add title of course> Add screenshots to the powerpoint for illustration purposes, if applicable. This slide is just an example. Task Page User Controls: 1 - All forms open in a Modal Window 2 - Close Button 3 - FastTab 4 - Two-column Layout 5 - FactBox

33 Enterprise Portal and Role Center
<add course number> Enterprise Portal and Role Center <add title of course> Shared Version vs. Personal Version Web parts Action Pane Business Overview Report Cues Infolog Navigation Connect Quick Launch Quick Links Explain the difference between editing the Shared version of an Enterprise Portal page versus editing the Personal version of a page.

34 Demonstration: Modify a Role Center
<add course number> Demonstration: Modify a Role Center <add title of course> This demonstration shows how to modify the personal version of a role center. In this demonstration, you will show how to modify the personal version of an existing role center page. Duration: 20 minutes Demonstration Steps : Exercise 4.1 on page 4-16 NOTE: <add extra note, if applicable> 20 min

35 Lab 4.1: Create a Report to Display in a Role Center
<add course number> Lab 4.1: Create a Report to Display in a Role Center <add title of course> Lab Scenario Develop a new CAO Role Center page. Before students begin the lab, read the associated scenarios to the class. This lab will demonstrate how create a new role center page. Before students begin the lab, review the scenario. 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 Add notes, if applicable. Estimated time: 100 minutes

37 Summary : Enterprise Portal and Role Centers
<add course number> Summary : Enterprise Portal and Role Centers <add title of course> Installation Requirements Personal vs. Shared pages Role Center Profiles Creating new Role Centers Adding reports to Role Centers Add notes, if applicable.

38 Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.
<add course number> Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane. <add title of course> Post-class tasks can vary depending on the class delivered and the training center used, but generally includes the following: Evaluations – administer any evaluations that are required for the class, including the standard Microsoft Dynamics post-class evaluation. It is a good idea to direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation. Parking lot – take down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant addresses and sending out a group with follow-up answers is often a simple solution. Closure with training center – make a final visit to the training center contact person to ensure that the training center knows that the class is complete and any final issues can be addressed.


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