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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

Deploying a report

SSRS, being a server side solution, needs to deploy reports in Dynamics AX 2012 R3. Until the reports are deployed, the user will not be able to see them or the changes made in them, neither from Visual Studio nor from the Dynamics AX rich client.

Reports can be deployed in multiple ways and the developer must make this decision. In this recipe, we will show you how we can deploy reports using the following:

  • Microsoft Dynamics AX R3
  • Microsoft Visual Studio
  • Microsoft PowerShell

Getting ready

In order to deploy reports, you must have the permission and rights to deploy them to SQL Reporting Services. You must also have the permission to access the reporting manager configuration.

Before deploying reports using Microsoft PowerShell, you must ensure that Windows PowerShell 2.0 is installed.

How to do it...

Microsoft Dynamics AX R3 supports the following ways to deploy SSRS reports.

Location of deployment

For each of the following deployment locations, let's have a look at the steps that need to be followed:

  1. Microsoft Dynamics AX R3:
    1. Reports can be deployed individually from a developer workspace in Microsoft Dynamics AX.
    2. SSRS reports can be deployed by using the developer client in Microsoft Dynamics AX R3.
    3. In AOT, expand the SSRS Reports node, expand the Reports node, select the particular report that needs to be deployed, expand the selected report node, right-click on the report, and then select and click on Deploy Element.
      Location of deployment
    4. The developer can deploy as many reports as need to be deployed, but individually.
    5. Reports can be deployed for all the translated languages.
  2. Microsoft Visual Studio:
    1. Individual reports can be deployed using Visual Studio.
    2. Open Visual Studio. In Solution Explorer, right-click on the reporting project that contains the report that you want to deploy, and click on Deploy.
      Location of deployment
    3. The reports are deployed for the neutral (invariant) language only.
  3. Microsoft PowerShell:
    1. This is used to deploy the default reports that exist within Microsoft Dynamics AX R3.
    2. Open Windows PowerShell and by using this, you can deploy multiple reports at the same time.
      Location of deployment
    3. Visit http://msdn.microsoft.com/en-us/library/dd309703.aspx for details on how to deploy reports using PowerShell.
  4. To verify whether a report has been deployed, open the report manager in the browser and open the Dynamics AX folder. The PKTVendorDetails report should be found in the list of reports.

    Note

    You can find the report manager URL from System administration | Setup | Business intelligence | Reporting Services | Report servers.

  5. The report can be previewed from Reporting Services also. Open Reporting Services and click on the name of the report to preview it.

How it works

Report deployment is the process of actually moving all the information related to a report to a central location, which is the server, from where it can be made available to the end user. The following list indicates the typical set of actions performed during deployment:

  1. The RDL file is copied to the server.
  2. The business logic is placed in the server location in the format of a DLL.

    Deployment ensures that the RDL and business logic are cross-referenced to each other.

    Note

    The MorphX IDE from AX 2009 is still available. Any custom reports that are designed can be imported. This support is only for the purpose of backward compatibility. In AX 2012 R3, there is no concept of MorphX reports.

End of Section 7
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