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  • Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update
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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

By : Agarwal, Aggarwal, Elangovan
4.4 (7)
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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

4.4 (7)
By: Agarwal, Aggarwal, Elangovan

Overview of this book

Microsoft Dynamics AX 2012 R3 Reporting Cookbook is recommended for Dynamics AX developers and .NET-based SSRS developers looking to familiarize themselves with the new AX reporting framework.
Table of Contents (12 chapters)
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Preface
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Conventions
Reader feedback
Customer support
Free Chapter
1
1. Understanding and Creating Simple SSRS Reports
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1. Understanding and Creating Simple SSRS Reports
Introduction
Using a query as a data source in a report
Creating auto designs from datasets
Grouping in reports
Adding ranges to the report
Deploying a report
Creating a menu item for a report
Creating a report using a query in Warehouse Management
2
2. Enhancing Your Report – Visualization and Interaction
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
Expression in reports
Aggregation in reports
Adding an image in auto design
Formatting reports
Adding unbounded parameters in reports
Adding filters to data regions
Adding document map navigation to reports
Creating drill-up/drill-down actions in reports
3
3. Report Programming Model
3. Report Programming Model
Introduction
Opening a report through a controller
Modifying the report query in controller
Opening a report with a dialog
Creating a report using the UI Builder class
Adding a lookup on a report dialog using the UI Builder class
Connecting the UI builder class with a contract class
Adding ranges from unbound parameters to a query
Modifying the UI by caller
Turning off a report dialog
Setting up security for reports
Adding up the report menu item into privilege
Calling multiple reports from a controller
Calling multiple reports simultaneously using a single 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
Creating a report using a controller and the UI Builder class
4
4. Report Programming Model – RDP
4. Report Programming Model – RDP
Introduction
Creating a simple RDP report
Testing the RDP report
Creating a simple precision design
Creating an advanced RDP report
Creating a report with multiple data sources in a single table
Creating a group view report
Adding headers and displaying company images
Using an existing temp table in RDP
Pre-processing reports
5
5. Integrating External Datasources
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 sub-report with SQL Report Builder
Creating a sub-report in auto design
Creating a sub-report in precision design
6
6. Beyond Tabular Reports
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
7
7. Upgrading and Analyzing Reports
7. Upgrading and Analyzing Reports
Introduction
Upgrading a report from its previous version
Analyzing and modifying an existing report
Implementing validation in reports
Surrogate fields in reports
Grouping and ordering controls in the report dialog
RDP with multiple temporary tables
Multi-value lookup
Inventory dimensions in reports
Financial dimensions in query reports
Financial dimensions in RDP reports
8
8. Troubleshooting and Other Advanced Recipes
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, save as file tasks in reports
Handling events after 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
Improving the functionality of reports
9
9. Developing Reports with Complex Databases
9. Developing Reports with Complex Databases
Introduction
Creating reports by fetching the data using complex queries
Creating reports by fetching the data using views
Creating reports by fetching the data using maps
10
10. Unit Test Class and Best Practices Used for Reports
10. Unit Test Class and Best Practices Used for Reports
Introduction
Creating a unit test class for a contract class
Creating a unit test class for a controller class
Creating a unit test class for an RDP class
Best practices for AX 2012 report development
11
Index
Index

Using a query as a data source in a report

Queries offer the simplest and easiest way to retrieve data for SSRS reports in Dynamics AX R3. They are very advantageous as they are reusable, and the same query can be used as the data source of another SSRS report in Dynamics AX R3. They are also very easy to design.

We can create queries in two ways: either by using the query class, or under the Queries node in Application Object Tree (AOT). In this recipe, we will create a query under the Queries node in AOT and use it as a data source in SSRS reports. Later on, we will guide you on how to add the query as a data source through Visual Studio.

Getting ready

To work through this recipe, you will require AX 2012 R2 or AX 2012 R3 rich clients with developer permission.

How to do it...

Create a new query named PKTVendorDetails under the Queries node in AOT, and add some fields in the query. Create a new SSRS report in Visual Studio 2010 and add the PKTVendorDetails query into that report as a data source.

  1. Open the AX Development Workspace (Ctrl + D).
  2. Go to AOT | Queries and add a new query.
  3. Rename the query to PKTVendorDetails.
  4. Go to query's data source node and add the new data source.
  5. Rename the data source to VendTable and set property table to VendTable.
  6. There are two steps to select fields from VendTable. You can use any of these:
    • Go to the Fields node under the VendTable data source and set Dynamic Property to Yes. This will automatically add all the fields in the VendTable to the query.
    • Drag and drop the required field directly from the table. Drag VendGroup, AccountNum, InvoiceAccount, and Blocked from VendTable as shown in the following screenshot. This is the best way to optimize the query and, consequently, reduce the fetch time, so we will go for this option in our recipes.
    How to do it...
  7. Save the query.
  8. Now open Visual Studio.
  9. Navigate to File | New | Project.
  10. In the new project dialog, select Microsoft Dynamics AX, and then Report Model.
  11. Set the name as PKTVendorDetailsReport.
    How to do it...
  12. Now, right-click on project in Solution Explorer and Add a new Report to the PKTVendDetailReport project as shown in the following screenshot:
    How to do it...
  13. Rename the report as PKTVendorDetailsReport.
  14. Now open the report by double-clicking on it in Solution Explorer.
  15. Right-click on the Dataset node and select the New Dataset option.
  16. Rename the dataset as VendorMaster.
  17. Now, right-click on the VendorMaster dataset and select Properties.
    How to do it...
  18. Click on the ellipsis (…) button How to do it... in Query.
  19. Select the PKTVendorDetail query from the list and click on the Next button.
    How to do it...
  20. Select All Fields since we dropped all the unwanted fields during the creation of the query. From the All Display Methods node, select Name. Click on the OK button.
    How to do it...

This will generate the fields list for the dataset. This completes the addition of a dataset to a report.

How it works…

In this receipe we have used queries as a datasource in SSRS report in Dynamics AX R3 as queries are reusable and can help to add the ranges in a report.

Connecting VS to AX

When creating a new report project in Visual Studio, if there is no option such as Microsoft Dynamics AX, then ensure that you have your reporting extensions installed. When you have multiple instances of Dynamics AX installed, Visual Studio identifies the instance to connect to from the client configuration. The active client configuration is used to establish the connection. The layer in which the report must be created is also fetched from the client configuration.

Retrieving metadata and data

With AX 2012, Windows Communication Foundation (WCF) based system services have been introduced. This includes the metadata service, query service, and user session service. The SSRS reporting extension uses the query and metadata services. The metadata service helps the report designer in Visual Studio to retrieve the metadata information of Queries, Tables, and Extended Data Types (EDT). The query service is used to fetch the data.

Verify the query

In the case of a complex query, a better approach would be validating the query before it is included in the report. Write a job in Dynamics AX that will use the query to retrieve the data and print the values to the infolog. This will help in identifying the problem when there is an issue with the report.

No joins

The report supports multiple datasets, but as in AX forms these datasets cannot be joined and they remain independent.

End of Section 3
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