Developing SSRS Reports for Dynamics AX


Developing SSRS Reports for Dynamics AX
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Build reports using AOT queries, report data provider classes, or an external data source
  • Learn how to deploy reports and manage SSRS reports in AOT, as well as customize standard reports
  • Discover best practices for Dynamics AX 2012 reporting and learn common SSRS expressions, classes, and methods

Book Details

Language : English
Paperback : 132 pages [ 235mm x 191mm ]
Release Date : September 2013
ISBN : 1782177744
ISBN 13 : 9781782177746
Author(s) : Mukesh Hirwani
Topics and Technologies : All Books, Enterprise Products and Platforms, Enterprise

Table of Contents

Preface
Chapter 1: Developing a Simple SSRS Report in Visual Studio
Chapter 2: Developing Advanced Reports in Visual Studio
Chapter 3: Developing a Report from an External Data Source
Chapter 4: Importing Reports from Visual Studio to AX and Report Deployment
Chapter 5: Using Controller and User Interface Builder Classes
Chapter 6: Developing Reports Using RDP and Report Contracts
Chapter 7: Customizing Existing Microsoft Dynamics AX Reports Using Visual Studio
Appendix A: Common SSRS Expressions
Appendix B: Common Standard AX Classes and Methods
Appendix C: Reporting Best Practices
Index
  • Chapter 1: Developing a Simple SSRS Report in Visual Studio
    • Reporting services modes
      • The Native mode
      • The SharePoint integrated mode
    • Walkthrough – Create an Auto Design report with AX Query
      • Scenario
      • Prerequisites
      • Creating an AOT Query
      • Creating a Report Model project
      • Creating an Auto Design SSRS report
      • Saving the report to AOT and deploying it to the Report Server
        • Deploying using Microsoft Dynamics AX 2012 Management Shell
      • Running the report
    • Walkthrough – Creating a drill-through report
      • Scenario
      • Prerequisites
      • Creating a Report Model project
      • Creating reports
        • Creating a Vendor list report
        • Creating a Purchase order list report
        • Creating a Purchase order details report
      • Providing a drill-through action under designs
        • Adding a parameter – the Purchase order list report
        • Adding a parameter – the Purchase order details report
      • Drill-through action
        • The Vendor list report
        • The Purchase order list report
      • Saving the report to AOT and deploying it to the Report Server
      • Preview
    • Summary
    • Chapter 2: Developing Advanced Reports in Visual Studio
      • Common controls
        • Textbox
        • Line
        • Table
        • Matrix
        • Rectangle
        • List
        • Image
        • Subreport
        • Chart
        • Gauge
      • Walkthrough – Creating a Matrix report
        • Scenario
        • Prerequisites
        • Creating a Report Model project
        • Creating a Matrix report using Auto Design
        • Saving the report to AOT and deploying it to the Report Server
        • Running the report
      • Walkthrough – Creating a Chart report
        • Scenario
        • Prerequisites
        • Creating an AOT Query
        • Creating a Report Model project
        • Creating an Auto Design SSRS report
        • Saving the report to AOT and deploying it to the Report Server
          • Deploying using Microsoft Dynamics AX 2012 Management Shell
        • Running the report
      • Summary
      • Chapter 3: Developing a Report from an External Data Source
        • Walkthrough – Creating a report using an external data source
          • Scenario
          • Prerequisites
          • Preparing report data
          • Creating a report project
          • Creating an external report data source
          • Creating reports
          • Modifying report appearances
          • Report preview
        • Summary
            • Chapter 6: Developing Reports Using RDP and Report Contracts
              • The Report data provider class
              • The Report contract class
              • Walkthrough – Creating an Auto Design report using the RDP class
                • Scenario
                • Prerequisites
                • Creating a Report data provider class
                • Creating a Report Model project
                • Creating a Table report using Auto Design
                • Saving to AOT, deploying, and running the report
              • Walkthrough – Creating a Precision Design report
                • Scenario
                • Creating a Precision Design from Auto Design
                • Adding totals to the Amount field
                • Adding a page break for each customer
                • Saving to AOT, deploying, and running the report
              • Walkthrough: Creating a report with parameters
                • Scenario
                • Prerequisites
                • Creating a contract class
                • Modifying RDP to accept the Report Contracts
                • Refreshing the Report Dataset for new parameters
                • Saving to AOT, deploying, and running the report
              • Summary
                    • Appendix C: Reporting Best Practices
                      • Best practices for AX 2012 report development
                        • Report table
                          • Do's
                          • Don'ts
                        • The RDP class
                          • Do's
                          • Don'ts
                        • The Contract class
                          • Do's
                          • Don'ts
                        • The Controller class
                          • Do's
                          • Don'ts
                        • The UI Builder class
                          • Do's
                          • Don'ts
                        • Report design
                          • Do's
                          • Don'ts
                        • AOT queries
                          • Do's
                          • Don'ts

                      Mukesh Hirwani

                      Mukesh Hirwani is currently working as a Technical Solution Architect with Microsoft Dynamics Gold Partner. The company provides specialized solutions to the family of Microsoft Dynamics Partners/Resellers/Customers. Mukesh started his career back in the year 2008 parallel to his Post-graduation (Master of Science Studies in Software Engineering from the Birla Institute of Technology and Science). Since then, he has been a recognized Microsoft Certified Professional for AX in all the major areas: Development, Configuration and Installation, Integration, Financials, Projects, Customer Relationship Management, Human Resources, and Trade and Logistics. He has also been delivering trainings for AX Technical Track. From 2008 to 2013, Mukesh has participated in over 12 Microsoft Dynamics AX implementations. He has handled a wide range of development, consulting, and leading roles, while always maintaining a significant role as an Enterprise Application Developer. In the early days of the year 2013, Mukesh has worked with Microsoft for AX 2012 R2 learning material preparation.
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                      Submit Errata

                      Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                      Errata

                      - 1 submitted: last submission 29 Nov 2013

                      Page 14
                      Step 1 is accurate and some more detailed explaination is as follows:
                      We need to tell the user go to the Solutions Explorer , choose the solution and right click. Also please note that the way this information is presented to the user depends on the settings they used when they first configured Visual Studio. Some settings create a solution explorer node, others don’t.

                      Page 15
                      Step 6 should be changed to:
                      Select the AccountNum, Name display method from CustTable_1, and select Voucher , TransType , TransDate, Invoice, and AmountCur fields, remainAmountCur() display methods, and Currency fields from CustTrans_1 (Refer to Screenshot 8: New Dataset).

                      Between Step 6 and Step 7, additional step:
                      Click OK to create the dataset.

                      Screenshot 8 shows all the selected fields but the lab shows only a few field that needs to be selected.

                      Page 18
                      Step 1, to be a little more clearer:
                      Click on the report in the model editor and then rename it to “CustTransactions”.

                      Sample chapters

                      You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

                      Frequently bought together

                      Developing SSRS Reports for Dynamics AX +    Microsoft Dynamics AX 2012 Reporting Cookbook =
                      50% Off
                      the second eBook
                      Price for both: ₨326.40

                      Buy both these recommended eBooks together and get 50% off the cheapest eBook.

                      What you will learn from this book

                      • Develop simple reports in Visual studio, auto design, precision design, and drill through reports
                      • Create advanced reports in Visual studio, Matrix, or Chart reports
                      • Generate reports using an external data source
                      • Deploy and managing reports inside AX
                      • Use report data providers, report contracts, UI builders, and report controller classes for report development
                      • Customize Dynamics AX Standard reports

                      In Detail

                      SQL Server Reporting Services is the primary reporting platform for Microsoft Dynamics AX. Nowadays every business demands reports ranging from showing an aggregate view of their business performance to the transactional data formatted in a way that can be easily filtered, printed, and emailed. SQL Server Reporting Services allows you to do all this and more, quickly and easily.

                      Developing SSRS Reports for Dynamics AX 2012 covers all the technical aspects of AX 2012 reporting, taking you through various step-by-step guides to quickly develop reports. It encapsulates various real-time scenarios and walkthroughs which will guide you step-by-step to develop reports. You will then go on to learn about various performance-related measures to help you develop or customize reports for Dynamics AX 2012 more efficiently.

                      Developing SSRS Reports for Dynamics AX 2012 is completely based on Microsoft Dynamics AX 2012 report development. Developing SSRS Reports for Dynamics AX has been written in a way to make reporting complex components quicker and easier. You will come across day-to-day scenarios to perform report development.

                      Learn various mechanisms of developing reports in Visual Studio for Dynamics AX 2012. Develop reports using various types of data sources like AOT Query, external data source, and Report Data Provider class. You will also learn various performance enhancement techniques that will help you to manage complex reporting requirements.

                      Approach

                      Written as a step-by-step tutorial, covering all technical aspects of AX 2012 reporting to enable you to quickly learn to and develop reports.

                      Who this book is for

                      This book is ideal for developers and administrators, who deal with Microsoft Dynamics AX 2012 reporting in day-to-day scenarios. No prior exposure to Dynamics AX 2012 reporting is assumed. Readers must know about AX architecture, about the AOT, basic X++ skills, and the basics of SSRS.

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