Microsoft Dynamics® AX 2012
Reporting and Cube Analysis
Introductions
Introduction to: Clifford W. Robinson M.S.M, P.M.P., M.C.P.
Industries supported:
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Oil &Gas
Manufacturing
Service Providers
Health Care
Public sector
Life Sciences
Introductions from training members
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Name
Location
What is your job role.
Experience with Microsoft Dynamics AX.
If you could choose; which ERP: Oracle, SAP or Microsoft.
Definitions of Keywords and Acronyms
• AOT – Applications Object Tree
• Artifacts - Classes for Data Contracts & RDP Framework, Query
Elements, VS Report Model Projects, Perspectives, Views &
Analysis Services Projects.
• BIDS – Business Intelligence Development Studio
• OLAP – On-Line Analytical Processing
• OLTP – On-Line Transactional Processing
• Cube = OLAP
• SSRS – SQL Server Reporting Services
• SSIS – SQL Server Integration Services
• SSAS – SQL Server Analysis Services
• VS – Visual Studio
• RDP – Report Data Provider
Overview of things covered in the first week.
• SQL Server Reporting Services
• SQL Server Analysis Server
• Microsoft Dynamics AX Role Center
Out of scope:
SSIS
Report Builder 3.0
X++/AOT reports
PowerPivot
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Chapter 2: SQL Server Reporting Services 2-1
Objectives 2-1
Introduction 2-1
Installation 2-3
Report Development Tools 2-6
Develop Reports
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Deploy Reports
2-19
Integrate SSRS with Microsoft Dynamics AX 2012
Lab 2.1 - Create a Simple Report
2-24
Lab 2.2: Create a Report with X++ Business Logic
Summary
2-39
Test Your Knowledge
2-40
Quick Interaction: Lessons Learned 2-41
Solutions
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2-20
2-33
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Chapter 3: SQL Server Analysis Services 3-1
Objectives 3-1
Introduction 3-1
Analysis Overview 3-2
Installation and Configuration3-4
Develop Cubes
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Develop KPI to Display in Role Center
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Develop a Report to Display in Microsoft Dynamics AX 2012 3-20
Analyze Cube Data 3-26
Lab 3.1 - Create a Report Using Cube Data 3-31
Summary
3-34
Test Your Knowledge
3-35
Quick Interaction: Lessons Learned 3-36
Solutions
3-37
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Chapter 4: Enterprise Portal and Role Centers
4-1
Objectives 4-1
Introduction 4-1
Enterprise Portal Improvements
4-1
Installing of Enterprise Portal and Role Centers
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Modify Existing Role Centers 4-11
Create New Role Centers
4-19
Troubleshooting
4-21
Lab 4.1 - Create a Report to Display in a Role Center 4-23
Summary
4-30
Test Your Knowledge
4-31
Quick Interaction: Lessons Learned 4-32
Solutions
4-33
Introductions
Things You Need to Know
• Class Information
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Starting time 9:30am
Ending time 4:00pm
Breaks 10:45am and 2:30pm
Lunch 12:00pm
• Facilities
• Restrooms
• Telephones- on silent please. If you must use the
phone talk outside of the training room.
Virtual Machine Log On Information
Virtual Machines Log On Information:
User name
Administrator
Password
Pa$$w0rd
Chapter Overview
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Chapter 1: Overview
Chapter 2: SQL Server Reporting Services
Chapter 3: SQL Server Analysis Services
Chapter 4: Enterprise Portal and Role Centers
Chapter 1: Overview
Objectives
• Identify available reporting features in Microsoft
Dynamics AX 2012
• Explain how reporting features are used in Microsoft
Dynamics AX 2012
• Explain how Role Centers use other reporting features in
Microsoft Dynamics AX 2012
Development Tools
SSRS Report
Role Center
Chapter 2: SQL Server Reporting Services
Objectives
• Describe the installation procedure and prerequisites
• Describe the tools that are used to develop and deploy
reports for Microsoft Dynamics AX 2012
• Describe the process for developing reports by using
Visual Studio
• Describe three options for deploying reports
• Describe how SSRS reports can be used within
Microsoft Dynamics AX 2012
Microsoft Dynamics AX 2012 Reporting Framework
Reporting Services Extensions Installation
Prerequisites for installation of Reporting Services
Extensions include:
• Microsoft SQL Server 2008 Reporting Services
• If you are using Microsoft SQL Server 2008 R2,
Cumulative Update 3 or later is required
• Windows PowerShell 2.0
Report Development Tools
Report Development Tools:
• MorphX and the Application Object Tree
• Visual Studio 2008 with Business Intelligence
Development Studio
• Visual Studio 2010
• SQL Server Reporting Services
• SQL Server Analysis Services
Report Development Process
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Create a reporting project
Define data source
Define dataset
Define data region
Define filter and sort parameters
Build the reporting project
Deploy the report
Display the report
Demonstration: Create New Report
This demonstration shows how to create a new report by
using Visual Studio 2010
20 min
Lab 2.1: Create a Simple Report
Lab Scenario
Develop a report to expose customer transaction data
Estimated time: 45 minutes
Lab 2.1: Create a Simple Report
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Exercise 1: Create a Microsoft Dynamics AX query
Exercise 2: Create a new report in Visual Studio
Exercise 3: Apply Layout template
Exercise 4: Add Column sorting
Exercise 5: Group report data
Exercise 6: Filter report data
Exercise 7: Add a dynamic parameter
Exercise 8: Save and deploy the report
Exercise 9: View the report in Microsoft Dynamics AX
Lab 2.2: Create a Report With X++ Business Logic
Lab Scenario
Develop a report to display customer data with parameters
for account number, account statement and whether to
include tax.
Estimated time: 45 minutes
Lab 2.2: Create a Report With X++ Business Logic
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Exercise 1: Create a Temporary Table
Exercise 2: Define a Report Provider Class
Exercise 3: Define a Data Contract Class
Exercise 4: Define a Data Contract Method
Exercise 5: Define a Method to Return the Data to
Reporting Services
• Exercise 6: Add Business Logic for the Report
• Exercise 7: Create a Reporting Project
• Exercise 8: Bind a Report to a Report Data Provider Class
Summary : SQL Server Reporting Services
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Installation requirements
Reporting framework
Report development tools
Create a simple report
Chapter 3: SQL Server Analysis Services
Objectives
• Review SQL Server Analysis Services features and
capabilities
• Describe the SQL Server Analysis Services installation
procedure and prerequisites
• Describe the process for developing cubes by using
Business Intelligence Development Studio
• Show how SQL Server Analysis Services can be used to
display data in a Role Center web part
• Define the process for creating a report in Microsoft
Dynamics AX 2012 that uses data from a SQL Server
Analysis Services cube
• Explain the options for analyzing cube data
Cube Structure
Cube Structure
• Perspectives – subset of cube data
• Measures – fields or columns of data to analyze
• Attributes – fields or columns that are used as
parameters to categorize Measures
• Dimensions – group of Attributes
• KPI – Key Performance Indicator; a collection of
calculations that are used to measure business
performance
Configuration Prerequisites
Prerequisites for configuring SQL Server Analysis
Services:
• Microsoft SQL Server 2008 Analysis Services
• SQL Server Management Studio
• SQL Server Business Intelligence Development
Studio
Cube Development Process
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Create perspective
Specify measures and attributes
Generate Analysis Services project
Deploy cube
Demonstration: Develop a Cube Using Sales Data
This demonstration shows how to develop a cube by using
Sales data.
20 min.
Lab 3.1: Create a Report Using Cube Data
Lab Scenario
Display a bar graph of sales on a role center page by using
cube data.
Estimated time: 45 minutes
Summary : SQL Server Analysis Services
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Understand Installation sequence and requirements
Deploy default cubes
Create new cubes
Develop reports using cube data
Chapter 4: Enterprise Portal and Role Centers
Objectives
• Describe Enterprise Portal improvements
• Explain how to install Enterprise Portal and role centers
• Modify existing role centers
• Create new role centers
• Add new reports to role centers
Enterprise Portal and Role Center
Enterprise Portal and Role Center
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Shared Version vs. Personal Version
Web parts
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Action Pane
Business Overview
Report
Cues
Infolog
Navigation
Connect
Quick Launch
Quick Links
Demonstration: Modify a Role Center
This demonstration shows how to modify the personal
version of a role center.
20 min
Lab 4.1: Create a Report to Display in a Role Center
Lab Scenario
Develop a new CAO Role Center page.
Estimated time: 60 minutes
Lab 4.1: Create a Report to Display in a Role Center
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Exercise 1: Define a Query
Exercise 2: Create a Reporting Project
Exercise 3: Create a Report
Exercise 4: Configure Report Parameters
Exercise 5: Apply Layout and Style Templates
Exercise 6: Create a Menu Item
Exercise 7: Create a Role Center
Exercise 8: Add a Report to Role Center
Estimated time: 100 minutes
Summary : Enterprise Portal and Role Centers
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Installation Requirements
Personal vs. Shared pages
Role Center Profiles
Creating new Role Centers
Adding reports to Role Centers