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  • Book Overview & Buying 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)
Buy this Book
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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
Buy this Book

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
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Sections
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Conventions
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Reader feedback
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Customer support
Free Chapter
1
1. Understanding and Creating Simple SSRS Reports
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1. Understanding and Creating Simple SSRS Reports
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Introduction
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Using a query as a data source in a report
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Creating auto designs from datasets
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Grouping in reports
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Adding ranges to the report
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Deploying a report
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Creating a menu item for a report
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Creating a report using a query in Warehouse Management
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2. Enhancing Your Report – Visualization and Interaction
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2. Enhancing Your Report – Visualization and Interaction
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Introduction
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Creating multiple data regions and charts in reports
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Creating a chart data region
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Creating a new layout template
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Expression in reports
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Aggregation in reports
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Adding an image in auto design
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Formatting reports
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Adding unbounded parameters in reports
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Adding filters to data regions
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Adding document map navigation to reports
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Creating drill-up/drill-down actions in reports
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3. Report Programming Model
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3. Report Programming Model
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Introduction
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Opening a report through a controller
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Modifying the report query in controller
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Opening a report with a dialog
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Creating a report using the UI Builder class
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Adding a lookup on a report dialog using the UI Builder class
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Connecting the UI builder class with a contract class
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Adding ranges from unbound parameters to a query
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Modifying the UI by caller
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Turning off a report dialog
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Setting up security for reports
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Adding up the report menu item into privilege
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Calling multiple reports from a controller
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Calling multiple reports simultaneously using a single controller
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Debugging a report model
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Adding data methods in business logic
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Adding a URL drill through action in reports
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Debugging business logic
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Unit testing business logic
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Creating a report using a controller and the UI Builder class
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4. Report Programming Model – RDP
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4. Report Programming Model – RDP
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Introduction
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Creating a simple RDP report
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Testing the RDP report
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Creating a simple precision design
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Creating an advanced RDP report
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Creating a report with multiple data sources in a single table
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Creating a group view report
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Adding headers and displaying company images
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Using an existing temp table in RDP
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Pre-processing reports
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5. Integrating External Datasources
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5. Integrating External Datasources
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Introduction
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Adding a datasource through business logic
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Using an XML feed as a datasource
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Building a parameter lookup using business logic
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Building a report through an external datasource
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Adding a parameter for an external datasource query
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Creating a customer summary OLAP report
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Adding a parameter lookup for OLAP
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Designing an OLAP table report with SQL Report Builder
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Designing a map sub-report with SQL Report Builder
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Creating a sub-report in auto design
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Creating a sub-report in precision design
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6. Beyond Tabular Reports
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6. Beyond Tabular Reports
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Introduction
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Creating a matrix report
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Creating a multicolumn matrix report
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Creating a column chart report
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Creating a line chart
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Gauges in reports
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List and rectangle controls in reports
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Adding reports to the role center
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7. Upgrading and Analyzing Reports
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7. Upgrading and Analyzing Reports
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Introduction
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Upgrading a report from its previous version
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Analyzing and modifying an existing report
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Implementing validation in reports
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Surrogate fields in reports
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Grouping and ordering controls in the report dialog
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RDP with multiple temporary tables
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Multi-value lookup
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Inventory dimensions in reports
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Financial dimensions in query reports
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Financial dimensions in RDP reports
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8. Troubleshooting and Other Advanced Recipes
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8. Troubleshooting and Other Advanced Recipes
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Introduction
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Assessing report performance and usage
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Handling long-running reports in AX
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Troubleshooting reports in AX
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Auto e-mail, save as file tasks in reports
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Handling events after report completion
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Generating and displaying barcodes in reports
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Hiding controls by context
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Using AXEnumProvider as the dataset for parameters in reports
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Adding a new report design to print management
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Deploying language-specific reports to speed up execution time
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Improving the functionality of reports
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9. Developing Reports with Complex Databases
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9. Developing Reports with Complex Databases
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Introduction
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Creating reports by fetching the data using complex queries
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Creating reports by fetching the data using views
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Creating reports by fetching the data using maps
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10. Unit Test Class and Best Practices Used for Reports
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10. Unit Test Class and Best Practices Used for Reports
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Introduction
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Creating a unit test class for a contract class
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Creating a unit test class for a controller class
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Creating a unit test class for an RDP class
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Best practices for AX 2012 report development
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Index
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Index

Creating auto designs from datasets

There are two ways to design an SSRS report in Visual Studio:

  • Precision design: This is for advanced structured design
  • Auto design: This is for general tabular design

In this recipe, we will create a simple auto design report by using the dataset added in the previous recipe, which will fetch the data and show it in the report.

In auto design, there are layouts that are already built in, and we can choose one in which we want to show the data, based on our preferences.

Getting ready

To develop reports in Dynamics AX 2012 R3, you need Visual Studio, through which you can design, develop, and deploy the reports. SQL Reporting Services must be properly installed and configured. You must also have access to the reporting manager to manage and see the reports present in AX 2012 R3.

How to do it...

In this recipe, we will add an auto design under the Design node of the report. We will then assign its layout properties to ReportLayoutStyleTemplate and print the report.

Note

There are some standard report templates in AX. You can choose any of them for pre-designed layouts.

  1. Right-click on the Designs node, select Add, and then select Auto Design. This will create a new auto design under the Design node. Rename it as VendorMaster.
  2. In the VendorMaster properties, set the LayoutTemplate property to ReportLayoutStyleTemplate and set the Name property to VendorMaster.
    How to do it...
  3. Under the new auto design node, right-click on VendorMaster and select Add | Table. Set the properties for this table as shown in the following screenshot:
    How to do it...
  4. Notice that the fields are added to the table design automatically.
  5. Right-click on Auto design (VendorMaster) and select Preview. This will show a preview of the report.
    How to do it...
  6. To rearrange the fields as per the user requirement, go to the Data node under the Table node. You can move fields in two ways, by:
    • Using the right-click menu options, such as Move to Top, Move Up, Move Down, Move to Bottom
      How to do it...
    • Using shortcuts, like Alt + Up/Down arrow

The new format will look like the following screenshot:

How to do it...

How it works…

Auto design is much easier to design and develop when compared to precision design. The default type (table/chart) for auto design is defined in the properties of the dataset. The default type determines what kind of control is added when the dataset is dragged and dropped into the auto design node.

Templates: Templates are responsible for printing the header, footer, and company name on a report. They also manage the font and colors. Currently, AX does not support printing the company image in the header through auto design.

Report preview: This accesses the default company in AX to show a report preview. So, ensure that the default company in AX has data, otherwise you may not find data in the preview.

Note

Standard SSRS reporting doesn't have the concept of auto design. This is only available in the AX SSRS implementation.

End of Section 4
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