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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

Creating auto designs from datasets

There are two ways to design an SSRS report in Visual Studio:

  • Precision design: This is for advanced structured design

  • Auto design: This is for general tabular design

In this recipe, we will create a simple auto design report by using the dataset added in the previous recipe, which will fetch the data and show it in the report.

In auto design, there are layouts that are already built in, and we can choose one in which we want to show the data, based on our preferences.

Getting ready

To develop reports in Dynamics AX 2012 R3, you need Visual Studio, through which you can design, develop, and deploy the reports. SQL Reporting Services must be properly installed and configured. You must also have access to the reporting manager to manage and see the reports present in AX 2012 R3.

How to do it...

In this recipe, we will add an auto design under the Design node of the report. We will then assign its layout properties to ReportLayoutStyleTemplate and print the report.

Note

There are some standard report templates in AX. You can choose any of them for pre-designed layouts.

  1. Right-click on the Designs node, select Add, and then select Auto Design. This will create a new auto design under the Design node. Rename it as VendorMaster.

  2. In the VendorMaster properties, set the LayoutTemplate property to ReportLayoutStyleTemplate and set the Name property to VendorMaster.

  3. Under the new auto design node, right-click on VendorMaster and select Add | Table. Set the properties for this table as shown in the following screenshot:

  4. Notice that the fields are added to the table design automatically.

  5. Right-click on Auto design (VendorMaster) and select Preview. This will show a preview of the report.

  6. To rearrange the fields as per the user requirement, go to the Data node under the Table node. You can move fields in two ways, by:

    • Using the right-click menu options, such as Move to Top, Move Up, Move Down, Move to Bottom

    • Using shortcuts, like Alt + Up/Down arrow

The new format will look like the following screenshot:

How it works…

Auto design is much easier to design and develop when compared to precision design. The default type (table/chart) for auto design is defined in the properties of the dataset. The default type determines what kind of control is added when the dataset is dragged and dropped into the auto design node.

Templates: Templates are responsible for printing the header, footer, and company name on a report. They also manage the font and colors. Currently, AX does not support printing the company image in the header through auto design.

Report preview: This accesses the default company in AX to show a report preview. So, ensure that the default company in AX has data, otherwise you may not find data in the preview.

Note

Standard SSRS reporting doesn't have the concept of auto design. This is only available in the AX SSRS implementation.

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