Microsoft Dynamics AX 2012 Reporting Cookbook


Microsoft Dynamics AX 2012 Reporting Cookbook
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Overview
Table of Contents
Author
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Sample Chapters
  • Practical recipes for creating and managing reports
  • Illustrated step-by-step examples that can be adopted in real time
  • Complete explanations of the report model and program model for reports
  • Examples of all types of report formats including chart, matrix, tabular in precision, and auto design
  • Ready-to-use fixes and tips for real-time reporting challenges

Book Details

Language : English
Paperback : 314 pages [ 235mm x 191mm ]
Release Date : September 2013
ISBN : 1849687722
ISBN 13 : 9781849687720
Author(s) : Kamalakannan Elangovan
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, Enterprise

Table of Contents

Preface
Chapter 1: Understanding and Creating Simple SSRS Reports
Chapter 2: Enhancing Your Report – Visualization and Interaction
Chapter 3: A Report Programming Model
Chapter 4: Report Programming Model – RDP
Chapter 5: Integrating External Datasources
Chapter 6: Beyond Tabular Reports
Chapter 7: Upgrading and Analyzing Reports
Chapter 8: Troubleshooting and Other Advanced Recipes
Appendix: Introduction to SSRS
Index
    • Chapter 2: Enhancing Your Report – Visualization and Interaction
      • Introduction
      • Creating multiple data regions and charts in reports
      • Creating a chart data region
      • Creating a new layout template
      • Expressions in layouts
      • Aggregation in reports
      • Adding an image in auto design
      • Formatting reports
      • Adding unbounded parameters in reports
      • Adding filters to data regions
      • Adding a document map navigation to reports
      • Adding a drill up/drill down navigation to reports
      • Chapter 3: A Report Programming Model
        • Introduction
        • Opening a report through a controller
        • Modifying the report query in the controller
        • Adding ranges from unbound parameters to the query
        • Modifying the UI by caller
        • Turning off the report dialog
        • Setting up security for reports
        • Calling multiple reports from a controller
        • Debugging a report model
        • Adding data methods in business logic
        • Adding a URL drill-through action in reports
        • Debugging business logic
        • Unit testing business logic
        • Chapter 4: Report Programming Model – RDP
          • Introduction
          • Creating a simple RDP report
          • Testing the RDP
          • Creating a simple precision design
          • Creating an advanced RDP report
          • Creating a group view report
          • Adding headers and displaying company images
          • Using an existing temp table in RDP
          • Preprocessing reports
          • Chapter 5: Integrating External Datasources
            • Introduction
            • Adding a datasource through business logic
            • Using an XML feed as a datasource
            • Building a parameter lookup using business logic
            • Building a report through an external datasource
            • Adding a parameter for an external datasource query
            • Creating a customer summary OLAP report
            • Adding a parameter lookup for OLAP
            • Designing an OLAP table report with SQL Report Builder
            • Designing a map subreport with SQL Report Builder
            • Creating a subreport in auto design
            • Creating a subreport in precision design
            • Chapter 6: Beyond Tabular Reports
              • Introduction
              • Creating a matrix report
              • Creating a multicolumn matrix report
              • Creating a column chart report
              • Creating a line chart
              • Gauges in reports
              • List and rectangle controls in reports
              • Adding reports to the role centre
              • Chapter 7: Upgrading and Analyzing Reports
                • Introduction
                • Upgrading a report from the previous version
                • Analyzing and modifying an existing report
                • Implementing validation in reports
                • Surrogate fields in reports
                • Grouping and ordering controls in a report dialog
                • RDP with multiple temporary tables
                • Multi-value lookup
                • Inventory dimensions in reports
                • Financial dimensions in reports
                • Financial dimensions in RDP reports
                • Chapter 8: Troubleshooting and Other Advanced Recipes
                  • Introduction
                  • Assessing report performance and usage
                  • Handling long running reports in AX
                  • Troubleshooting reports in AX
                  • Auto e-mail and Save as file tasks in reports
                  • Handling events post report completion
                  • Generating and displaying barcodes in reports
                  • Hiding controls by context
                  • Using AXEnumProvider as the dataset for parameters in reports
                  • Adding a new report design to print management
                  • Deploying language-specific reports to speed up execution time
                  • Making your reports function better
                  • Appendix: Introduction to SSRS
                    • Introduction
                    • Why SSRS?
                    • Reporting architecture
                    • Dynamics AX reporting extensions
                    • AX 2009 versus AX 2012
                    • Understanding AX reports
                    • Installation and configuration checklist

                    Kamalakannan Elangovan

                    Kamalakannan Elangovan has over eight years of development experience in Dynamics AX. He shares a passion for product development and has pioneered multiple ISV solutions on Dynamics AX. In the past he worked with Innovites to create the first multidimensional ISV solution for cable industries called "Innovites for cable". Building the solution from scratch, he has gained great insights into building, selling, and promoting the product among customers and partners in the Microsoft Ecosystem. You can learn more about him at http://about.me/casperkamal. He is enthusiastic about sharing his learning with the community which led him to create one of the first few blogs for AX in 2006. It is currently available at http://kamalblogs.wordpress.com. He is active through twitter and the community, popularly by his pseudonym Casperkamal.

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                    Sample chapters

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

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                    What you will learn from this book

                    • Create and deploy reports
                    • Understand the report programming flow
                    • Modify the reporting framework
                    • Create RDP-based reports
                    • Design tabular matrix and chart-based reports
                    • Debug reports, the reporting framework, and business logic
                    • Migrate reports from the legacy reporting framework
                    • Use web services, OLAP, and external data sources to create your report
                    • Learn how to approach report modifications

                    In Detail

                    Dynamics AX 2012 is a modern ERP solution from Microsoft that is targeted at the mid-and-high-level organizations. It is seeing an increased rate of adoption due to its tighter integration with the Microsoft technology stack and the flexibility it offers.

                    "Microsoft Dynamics AX 2012 Reporting Cookbook" focuses mainly on the reporting aspects of Microsoft Dynamics AX 2012. Reports play a very central role in an ERP system being accessible to customers, vendors, top management and the shop floor. Every ERP implementation includes reporting changes as companies try to refit the reports to their standards and processes. As a Dynamics AX developer, reporting skills are a must-have and this book intends to make report development easier and simpler.

                    "Microsoft Dynamics AX 2012 Reporting Cookbook" deals with the SSRS-based reporting framework introduced with Dynamics AX 2012. It explains the reporting model in detail and offers instruction-led examples to help you understand the nuances involved in developing a report.

                    Throughout this book, you will learn how to build your own reports based on Queries, RDP, and different designs like Auto/Precision designs. You will also gain an understanding of the programmatic flow, which will help you develop reports with confidence. You will find different approaches to debug issues in your reports. The examples offered in this book can be readily used in your real-world scenarios. This book also offers strategies for new reports as well as for migrating your reports from the old reporting framework and development. Report designs like table, matrix, and charts have been discussed with examples. There are also tips, tools and references spread across the book that can hasten your report development process.

                    Overall, this book will guarantee you a deeper understanding of report development in Dynamics AX.

                    Approach

                    "Microsoft Dynamics AX 2012 Reporting Cookbook" is full of practical recipes for creating and managing reports as well as identifying the most appropriate reporting tool for any reporting challenge. In addition, you will learn about universal topics such as how to locate data for any given report. Although some of the reporting tools addressed in this book are exclusive to Dynamics AX 2012, many of the topics discussed also apply to older versions of AX. This book is packed with illustrations and real-time examples that are presented in a task-oriented Cookbook structure. Real-time tips and tricks make the book very interactive and informative at the same time.

                    Who this book is for

                    "Microsoft Dynamics AX 2012 Reporting Cookbook" is recommended for Dynamics AX developers and .NET-based SSRS developers looking to familiarize themselves with the AX reporting framework. A basic understanding of Morphx and X++ is assumed but the step-by-step instructions make it easy even for a beginner. Some examples use C# and VB.NET, so experience with Visual Studio is a plus, but not a must.

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