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Extending Microsoft Dynamics AX 2012 Cookbook

Chapter 2. Reports and Dashboards

In this chapter, we will show you how to create your own ad-hoc reports and dashboards by using tools that you are already using such as Excel, or by using PowerPivot and Power View to create interactive dashboards and reporting galleries. This chapter will cover:

Creating a Power View report from Dynamics AX
Creating a Power View report from Power View cubes
Saving Power View dashboards and reports
Adding a Power View report to a Role Center
Exporting a Power View report to PowerPoint
Creating a PowerPivot gallery in SharePoint
Creating a PowerPivot data source for Power View
Creating a Power View report via the PowerPivot gallery
Linking Power View reports to Dynamics AX forms

Key benefits

Extend Dynamics in a cost-effective manner by using tools you already have

Solve common business problems with the valuable features of Dynamics AX

Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics AX in your business scenario

Description

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.

Who is this book for?

This title is for business professionals, such as administrators and consultants, who want to take full advantage of the features of Dynamics AX. This book has a wide appeal and you do not need to be a SharePoint, database or programming expert. As long as you know a little about these elements, you will be able to take full advantage of the business efficiency created with Dynamics AX extensions.

What you will learn

Easily create attractive dashboards and reports using Performance Point, PowerView and Excel

Improve and maximize the potential of user communication and collaboration with Outlook and Lync

Create and configure roles centers for your users

Build personal portals and document libraries within SharePoint

Create a streamlined organization through workflows

Build new help files specific to your business

Develop personalized and customized screens

What do you get with Print?

Instant access to your digital eBook copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

Frequently bought together

Microsoft Dynamics AX 2012 Reporting Cookbook

$54.99

Extending Microsoft Dynamics AX 2012 Cookbook

$60.99

Total $ 115.98

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cazo76 Oct 09, 2013

The book is a must add to any Functional consultant's and/or Client based IT department library. Every chapter is an easy to follow how-to that easily explains each covered area. After having this book for less than three weeks, I was able to show the client how to add role centers to their respective outlook accounts. I am going to recommend that the client use this book to handle adding their process flows into the help menu.The book is well written and is very easy to read. A novice would be able to follow the sections in each chapter which uses the Contoso demo company. The book was able to get detailed enough while straddling the line to not get so technical that only a developer would understand it.[...]

Amazon Verified review

J.Lopez Sep 30, 2013

Extending Microsoft Dynamics AX 2012 Cookbook is a great book of recipes that will aid you in creation of forms, web services etc. The directions(recipes) are easy to follow and extremely beneficial.The recipes include great "help" or reminders and tips that can really go a long way in ensuring that your creations are at their best. This books is clearly written with great contributors and a great author that understand Microsoft Dynamics and gives real world scenarios.Please visit [...] for more information.

Peter B S Mello Sep 17, 2018

If you want to get serious with Dynamics, you need this book. There are other books from this author too.

M.Aamer - AX - MVP Oct 15, 2013

Extending Microsoft Dynamics AX 2012 Cookbook provides a wide deep range of non-functional requirements which gives a flavor to Microsoft Dynamics AX implementation. I recommend this book for Microsoft Dynamics AX Solution Architect, Application Consultant, Business Analyst, and IT Manager. This book gives them the overall overview with the required level of details to implement, and deploy important non-function requirements of which build on Microsoft technologies Microsoft SharePoint, Microsoft Office Excel, and Microsoft Office Outlook.It provides a walkthrough of utilizing Microsoft Office Excel Power View, and PowerPivot and how it integrate with Microsoft SharePoint, and Microsoft Dynamics AX. In addition to the executive supporting tools of Dashboard, Charts, and Scorecards platform.Extending Microsoft Dynamics AX 2012 Cookbook illustrate how to use Microsoft Dynamics AX as a communication channel between the organization and its customers, how to utilize the push strategy reports through the personalized role center to give the right information to the right person at the right time. I enjoyed the book content very much.[...]

uhgriesser Feb 05, 2014

Gäbe es nur mehr von solchen Büchern. Endlich mal nicht nur Theorie oder "so müsste es gehen", sondern Lösungen die sofort anwendbar sind. Danke

Extending Microsoft Dynamics AX 2012 Cookbook: This is a brilliantly accessible book, packed with practical examples, that's perfect for business professionals who want to make more of the advanced features of Dynamics AX to save money and increase management efficiency.

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