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Extending Microsoft Dynamics AX 2012 Cookbook

You're reading from   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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Product type Paperback
Published in Aug 2013
Publisher Packt
ISBN-13 9781782168331
Length 314 pages
Edition 1st Edition
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Author (1):
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Murray Fife Murray Fife
Author Profile Icon Murray Fife
Murray Fife
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Table of Contents (18) Chapters Close

Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1. Extending Out with SharePoint FREE CHAPTER 2. Reports and Dashboards 3. Dashboards, Charts, and Scorecards 4. Communication and Collaboration 5. Using Cases to Manage Incidents and Requests 6. Organizing Your Workflows 7. Reporting in Office 8. Talking to the Outside World 9. Creating Help 10. Web Services and Forms 11. Role Center Personalization and Customization Index

Adding scorecards to a user's Role Center


Once you have created scorecards through PerformancePoint, they can be added to any user's Role Center so that they can quickly see the KPIs that they are interested in and also track trends. In the following recipe we will show you how to easily do that.

How to do it...

To add a PerformancePoint scorecard to a user's Role Center, follow these steps:

  1. Through the Dynamics AX client, go to the home page so that you are able to see the user's Role Center, and click on the Personalize this page link in the top-right of the page.

  2. When the page goes into edit mode, click on the Add a Web Part link in the area that you would like to add the scorecard to.

  3. From the Web Parts browser, navigate to the PerformancePoint category, and then the PerformancePoint Scorecard web part and click on the Add button.

  4. This will add a PerformancePoint panel to your page. Click on the Click here to open the tool pane link to open up the web part properties so that we can configure...

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