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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

By : Agarwal, Aggarwal, Elangovan

4.4 (7)

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.

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. Understanding and Creating Simple SSRS Reports

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. 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. 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. 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. 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. 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. 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. 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. 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. 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

Index

Index

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What this book covers

Chapter 1, Understanding and Creating Simple SSRS Reports, helps you to walk through the basis of SSRS reports and create a simple report using queries. This chapter will also help you understand the basic characteristics of reports.

Chapter 2, Enhancing Your Report – Visualization and Interaction, covers how to enhance the visualization and interaction of reports through parameters, creating data regions and charts, and formatting the reports.

Chapter 3, A Report Programming Model, helps you build the SSRS reports programmatically inside Dynamics AX and add the validations programmatically.

Chapter 4, Report Programming Model – RDP, helps you to develop the advanced reports using the data provider framework. In this chapter, we will create a report using RDP classes.

Chapter 5, Integrating External Datasources, covers how the SSRS reports can be extended to include other data sources or through the integration framework.

Chapter 6, Beyond Tabular Reports, helps you understand the other formats of reports such as using matrices and charts. This book also covers the interesting components of reports such as gauges, rectangles, and lists.

Chapter 7, Upgrading and Analyzing Reports, discusses the approaches for moving the MorphX-based reports into SSRS reports and also covers the patterns of reports.

Chapter 8, Troubleshooting and Other Advanced Recipes, dives into the performance and troubleshooting of SSRS reports. This will also introduce the log viewer through which you can analyze the report usage and its log.

Chapter 9, Developing Reports with Complex Databases, discusses developing the SSRS reports that have complex data and how to drive that data into reports using maps, views, and queries.

Chapter 10, Unit Test Class and Best Practices Used for Reports, helps you create the unit test classes for a report, which will help you test the business logic being written to develop reports. It will also tell you best practices to be followed when developing the reports.

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