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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Book Image

Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update
Mar, 2015 | 352 pages
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Table of Contents (17 chapters)
Microsoft Dynamics AX 2012 R3 Reporting Cookbook
Microsoft Dynamics AX 2012 R3 Reporting Cookbook
Credits
Credits
About the Authors
About the Authors
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Understanding and Creating Simple SSRS Reports
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
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
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
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
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
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
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
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
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
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

About the Authors

Deepak Agarwal (Microsoft MVP) is a Microsoft Certified Professional and has been working professionally on Dynamics AX since 2011. He has worked with different versions of Axapta, such as AX 2009, AX 2012, R2, and R3. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Though his strengths are rooted in X++ development, he is a highly regarded developer and has knowledge of technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team.

He was awarded the Most Valuable Professional (MVP) on Dynamics AX in 2013 and 2014 by Microsoft.

He has also contributed to the following books:

  • Microsoft Dynamics AX 2012 Reporting Cookbook

  • Microsoft Dynamics AX 2012 Programming

  • Microsoft System Centre Configuration Manager

Deepak shares his experience with Dynamics AX on his blog at http://theaxapta.blogspot.in/.

Sincere thanks to my friend, Himashu, for his motivation and support.

I would also like to thank Mr. Kamalakannan Elangovan, the author of Microsoft Dynamics AX 2012 Reporting Cookbook, Packt Publishing, the earlier version of this book. Thanks to the Packt Publishing team for this great opportunity. It's a privilege to work with you all.

Also, thanks to all the reviewers who invested their time and provided useful feedback, which helped us a lot to make this book more effective and useful.

Chhavi Aggarwal started working on Dynamics AX in 2012. She is a Microsoft Certified Professional and has worked on both the 2009 and 2012 versions of Dynamics AX. She is an expert in SSRS reports and has also done a lot of customization and development in Dynamics AX R2/R3 through X++. She has a very deep knowledge of the technical aspects related to Dynamics AX R2/R3, as well as sound technical and logical skills in customization and development. She has also worked with the Microsoft team for standard base development.

I am grateful to my loving parents for motivating and supporting me through thick and thin. Sincere thanks to Mr. Puneet Agarwal (elder brother) and Mrs. Ankita Agarwal (sister-in-law), in addition to my dearly youngest brother Ankit Aggarwal for being the strongest pillars in my most difficult times.

I offer my immense reverence to the honorable Mr. Kamalakannan Elangovan, the author of the previous version of Microsoft Dynamics AX 2012 Reporting Cookbook, who has always been a great source of inspiration. Also, a special thanks to the Packt Publishing team, who always stood beside us throughout this entire journey.

I am overwhelmed by the invaluable role played by the reviewers for their helpful comments and suggestions.

Kamalakannan Elangovan has over 8 years of development experience in Dynamics AX. He shares a passion for product development and has pioneered multiple ISV solutions on Dynamics AX. In the past, he has worked with Innovites to create the first multidimensional ISV solution for cable industries called "InnoVites for cable". Building the solution from scratch, he gained great insights into building, selling, and promoting a product among customers and partners in the Microsoft Ecosystem. You can find out more about him at http://about.me/casperkamal.

Kamal is enthusiastic about sharing his learnings with the community, which led him to create one of the first few blogs for AX in 2006. It is currently available at http://kamalblogs.wordpress.com. He is active on Twitter and is very well known in the community by his pseudonym, "Casperkamal".

First of all, I would like to thank my wife, Sangeetha, and my little daughter, Anu, for their considerable support during the long hours I put into this book. I also want to apologize for the time I stole from them to invest in this book.

Thanks to Dhangar Naveen who spent a considerable number of hours working along with me in making the examples involved in each recipe.

Special thanks to the wonderful team at Packt Publishing who have patiently guided and supported me in making this book a reality.

Also, a big thanks to the readers of my blog, my fellow bloggers, and the Dynamics AX community, who have directly and indirectly inspired me to create this book.

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