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Microsoft Dynamics AX 2012 Reporting Cookbook

Cookbook
Kamalakannan Elangovan

There no better way of getting to grips with the Dynamics AX framework than learning by example. This cookbook is packed with recipes for creating and managing reports along with full explanations for complete understanding.
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Book Details

ISBN 139781849687720
Paperback314 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: Understanding and Creating Simple SSRS Reports
Introduction
Reporting overview
Using a query as a datasource in a report
Creating an auto design from a dataset
Grouping in reports
Adding ranges to the report
Deploying the report
Creating a menu item for the report
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 center
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

What You Will Learn

  • 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.

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