Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Book Image

Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Book Image

Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Overview of this book

Microsoft Dynamics AX 2012 R3 Reporting Cookbook

Microsoft Dynamics AX 2012 R3 Reporting Cookbook

Credits

About the Authors

About the Authors

About the Reviewers

About the Reviewers

www.PacktPub.com

www.PacktPub.com

Preface

Free Chapter

Understanding and Creating Simple SSRS Reports

Understanding and Creating Simple SSRS Reports

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

Enhancing Your Report – Visualization and Interaction

Enhancing Your Report – Visualization and Interaction

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

Report Programming Model

Report Programming Model

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

Report Programming Model – RDP

Report Programming Model – RDP

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

Integrating External Datasources

Integrating External Datasources

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

Beyond Tabular Reports

Beyond Tabular Reports

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

Upgrading and Analyzing Reports

Upgrading and Analyzing Reports

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

Troubleshooting and Other Advanced Recipes

Troubleshooting and Other Advanced Recipes

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

Developing Reports with Complex Databases

Developing Reports with Complex Databases

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

Unit Test Class and Best Practices Used for Reports

Unit Test Class and Best Practices Used for Reports

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

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Creating reports by fetching the data using complex queries

In this recipe, we will develop an SSRS report in Dynamics AX R3 using complex queries. This will help to fetch the complex data and show it in the report. In this recipe, we will create three queries and get the data from these queries in a single SSRS report.

Getting ready

In this recipe, we will create three queries which will be further used in the next recipe for fetching data. These three queries will be based on the sales order, purchase order, and transfer order.

How to do it…

Go to AOT | Queries, right-click on New Query, and create a new query named PKTCustInvoiceTrans.
This query is used to fetch the data related to post sales orders. By using this query we can fetch related customer details and tax information corresponding to the posted sales order.
Similarly, we will create a query based on the purchase order and name it as PKTVendinvoiceTrans. This will help to fetch the data related to the vendor and tax information corresponding...