Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By: Murray Fife

Overview of this book

Dynamics AX is built on a number of foundation products from Microsoft that are used to make it bigger, better, and stronger than the average business system. Taking advantage of these products will make your life easier. Use these tools to maximize the efficiency of your business management, taking advantage of a powerful and centralized tool set. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to use tools that you already have to extend out Dynamics AX and discover potential new directions. You will be surprised at what you can do on a shoestring budget. The book will allow you to streamline your work processes, and use the system's powerful and centralised features to the advantage of your organization. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to maximize the potential of Dynamics AX with common and popular tools to enhance your business management systems. We will begin by exploring how to extend Dynamics AX out with SharePoint. After this, the book will guide you through important elements in maximizing business management efficiency, focusing on key aspects like reports, dashboards, and workflows. The book will then finish by teaching you how to customize your management systems, achieving a comprehensive coverage of the most important extension processes relevant to you and your business with very little programming. This is a book for those of you that want to make the most out of Dynamics AX by using what you already have, and without breaking the bank.
Table of Contents (18 chapters)
Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a Power View report via the PowerPivot gallery


Once you have PowerPivot data sources published to your PowerPivot gallery in SharePoint, they become linked to Power View, and you are able to create dashboards and reports from them. Users can be given access to the PowerPivot gallery directly, or they can be given links to the Power View report designer so that they are able to create their own ad-hoc reports at any time.

In the following recipe we will show how you can create Power View reports directly from the PowerPivot gallery.

How to do it...

To create a Power View report from the PowerPivot gallery, follow these steps:

  1. Open the PowerPivot gallery and find the data source that you want to report off:

  2. There are three icons on the top-right of the data source. The first will open up the data source in Excel, the second will allow you to create a Power View report from the data source, and the third allows you to define the refresh schedule of the data. For this example, click on the...