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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update
Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update: Over 90 recipes to help you resolve your new SSRS Reporting woes in Dynamics AX 2012 R3

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Profile Icon Agarwal Profile Icon Aggarwal Profile Icon Kamalakannan Elangovan
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NZ$69.99 NZ$77.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4 (7 Ratings)
eBook Mar 2015 352 pages 1st Edition
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Arrow left icon
Profile Icon Agarwal Profile Icon Aggarwal Profile Icon Kamalakannan Elangovan
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NZ$69.99 NZ$77.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4 (7 Ratings)
eBook Mar 2015 352 pages 1st Edition
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NZ$69.99 NZ$77.99
Paperback
NZ$96.99
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NZ$69.99 NZ$77.99
Paperback
NZ$96.99
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Microsoft Dynamics AX 2012 R3 Reporting Cookbook Update

Chapter 1. Understanding and Creating Simple SSRS Reports

This chapter will cover the following topics:

  • 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

Introduction

Reports are a basic necessity for any business process, as they aid in making critical decisions by analyzing all the data together in a customized manner. Reports can be fetched in many types, such as ad-hoc, analytical, transactional, general statements, and many more by using images, pie charts, and many other graphical representations. These reports help the user to undertake required actions. Microsoft SQL Reporting Services (SSRS) is the basic primary reporting tool of Dynamics AX 2012 R2 and R3.

This chapter will help you to understand the development of SSRS reports in AX 2012 R3 by developing and designing reports using simple steps. These steps have further been detailed into simpler and smaller recipes. In this chapter, you will design a report using queries with simple formatting, and then deploy the report to the reporting server to make it available for the user. This is made easily accessible inside the rich client.

Reporting overview

Microsoft SQL Server Reporting Services (SSRS) is the most important feature of Dynamics AX 2012 R2 and R3 reporting. It is the best way to generate analytical, high user scale, transactional, and cost-effective reports. SSRS reports offer ease of customization of reports so that you can get what you want to see. SSRS provides a complete reporting platform that enables the development, design, deployment, and delivery of interactive reports. SSRS reports use Visual Studio (VS) to design and customize reports. They have extensive reporting capabilities and can easily be exported to Excel, Word, and PDF formats.

Dynamics AX 2012 has extensive reporting capabilities like Excel, Word, Power Pivot, Management Reporter, and most importantly, SSRS reports. While there are many methodologies to generate reports, SSRS remains the prominent way to generate analytical and transactional reports. SSRS reports were first seen integrated in AX 2009, and today, they have replaced the legacy reporting system in AX 2012.

SSRS reports can be developed using classes and queries. In this chapter, we will discuss query-based reports. Reports using classes will be discussed in later chapters.

In query-based reports, a query is used as the data source to fetch the data from Dynamics AX 2012 R3. We add the grouping and ranges in the query to filter the data. We use the auto design reporting feature to create a report, which is then deployed to the reporting server. After deploying the report, a menu item is attached to the report in Dynamics AX R3 so that the user can display the report from AX R3.

Through the recipes in this chapter, we will build a vendor master report. This report will list all the vendors under each vendor group. It will use the query data source to fetch data from Dynamics AX and subsequently create an auto design-based report. So that this report can be accessed from a rich client, it will then be deployed to the reporting servicer and attached to a menu item in AX.

Here are some important links to get started with this chapter:

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Description

Microsoft Dynamics AX 2012 R3 Reporting Cookbook is recommended for Dynamics AX developers and .NET-based SSRS developers looking to familiarize themselves with the new AX reporting framework.

Who is this book for?

Microsoft Dynamics AX 2012 R3 Reporting Cookbook is recommended for Dynamics AX developers and .NET-based SSRS developers looking to familiarize themselves with the new AX reporting framework.

What you will learn

  • Create and deploy reports in AX 2012 R3
  • Understand the SSRS report programming flow
  • Modify the reporting framework
  • Create RDPbased reports
  • Design tabular matrices and chartbased reports
  • Debug reports, the reporting framework, and business logic
  • Migrate reports from the legacy reporting framework
  • Get to grips with unit testing and troubleshooting SSRS reports

Product Details

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Publication date : Mar 27, 2015
Length: 352 pages
Edition : 1st
Language : English
ISBN-13 : 9781784392260
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Microsoft
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Product Details

Publication date : Mar 27, 2015
Length: 352 pages
Edition : 1st
Language : English
ISBN-13 : 9781784392260
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Microsoft
Languages :

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Table of Contents

11 Chapters
1. Understanding and Creating Simple SSRS Reports Chevron down icon Chevron up icon
2. Enhancing Your Report – Visualization and Interaction Chevron down icon Chevron up icon
3. Report Programming Model Chevron down icon Chevron up icon
4. Report Programming Model – RDP Chevron down icon Chevron up icon
5. Integrating External Datasources Chevron down icon Chevron up icon
6. Beyond Tabular Reports Chevron down icon Chevron up icon
7. Upgrading and Analyzing Reports Chevron down icon Chevron up icon
8. Troubleshooting and Other Advanced Recipes Chevron down icon Chevron up icon
9. Developing Reports with Complex Databases Chevron down icon Chevron up icon
10. Unit Test Class and Best Practices Used for Reports Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

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adnan baloch May 19, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Businesses depending on ERP to make their decisions have a great need to generate their own customized reports. In Microsoft Dynamics AX 2012 R3, the reporting component is powered by SQL Server Reporting Services (SSRS). This book demystifies the generation of reports using SSRS through easy to understand code samples. However, a sound understanding of object oriented concepts is a prerequisite. The book starts off by showing how to create a simple report using a query as a data source. The formatting of the report is made quick and easy with the help of the auto design feature. Ranges are utilized to help the users filter the data according to their needs. Finally, the report is deployed so it is visible as a menu item in AX. The second chapter tackles sprucing up the report through charts and custom images based on the evaluation of user defined expressions. The next chapter delves into the Report Programming Model in AX and explains how the Model-View-Controller pattern is used in the reporting framework of AX to generate data based on specified parameters and display the report. A particularly useful recipe in this chapter deals with using the same controller for calling multiple reports simulataneously while also handling their security. When reports are dependent on the analysis and consolidation of data provided by the business logic, the Report Data Provider(RDP) comes into play. Creating a report with multiple data sources in a single table as well as displaying company images in the report is made possible thanks to RDP. Connecting SSRS reports with external data sources like XML feeds, SQL server and OLAP are discussed in the next chapter. Adding a map sub report as well as using precision design to create a flexible sub report are also explained clearly. Using charts and gauges and adding validation in reports is made possible with AX 2012. The recipe showing how to upgrade from previous reports is very reassuring to longtime users of Dynamics AX. Surrogate fields introduced in AX 2012 can prove to be quite powerful. However, their proper use is shrouded in mystery for the uninitiated. Two practical examples demonstrate how to leverage surrogate fields in query-based as well as RDP-based reports. A chapter on troubleshooting provides a good deal of solutions for common issues encountered in deployment, rendering and data in reports. Tips are also provided for dealing with barcode generation and improving the performance of language-specific reports like Sales Invoice. Readers plagued by performance problems will particularly appreciate the section showing how to troubleshoot the cause of slowdown by using the free Report Log Viewer tool. The final chapter deals with creating unit classes for contract, controller and RDP classes to aid in testing the feature logic. The book bids adieu to the readers with some great time-saving and productivity-enhancing best practices for report development.
Amazon Verified review Amazon
Brian Apr 05, 2015
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Deepak gives you the easy route to become an AX report expert. Great reference book for recall and patterns too!
Amazon Verified review Amazon
gcc Spain May 20, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book drives you, in a very practical way, from the basics of Ax reporting to the most complex scenarios. Troubleshooting and performance tips are also really helpful. In my opinion it is a must for Ax technical community
Amazon Verified review Amazon
Filippo Gallocchio Apr 23, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great book!Deepak has huge experience and that's make all easier
Amazon Verified review Amazon
Pradeep May 06, 2015
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Microsoft Dynamics AX 2012 R3 Reporting Cookbook is really a very useful to develop the SSRS report for a beginner level to an expert level. This book is explained in detail of developing a report with detailed screen shots and step by step explanation of development of a report. This book is very useful to me, so suggest to all technical consultants .....
Amazon Verified review Amazon
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