Ax2012 Enus Wn Dev 10

Chapter 10: Reporting

CHAPTER 10: REPORTING Objectives

The objectives are:

Explain the SQL Server Reporting Services report capabilities in Microsoft Dynamics AX 2012.

Explain the features added for Visual Studio Reporting Tools for Microsoft Dynamics AX 2012.

Introduction SQL Server Reporting Services is the primary reporting platform for Microsoft Dynamics AX 2012. The default, out-of-the-box reports that are provided with Microsoft Dynamics AX run on the Reporting Services platform. They provide users with better looking reports, more export formats, and a more capable report designer. The goals for this transition include:

Utilize the Microsoft technology stack. Keep business logic in Microsoft Dynamics AX. Easy transition for X++ and C# developers to the new reporting

architecture.

10-1

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement

What's New - Technical in Microsoft Dynamics AX 2012 for Development

Overview New Reporting Architecture

The SQL Server Reporting Services architecture in Microsoft Dynamics AX 2012 has been modified to follow a Model-View-Controller (MVC) design pattern variation. This architecture allows many different client types to call Microsoft Dynamics AX 2012 Reporting Services reports including: Microsoft Dynamics AX clients, Enterprise Portal, and Batch Job. This also means that Reporting Services can be replaced by a different application for rendering reports.

FIGURE 10.1 REPORTING SERVICES ARCHITECTURE

NOTE: Microsoft Dynamics AX 2012 reports require SQL Server 2008.

Installation and Deployment

To install the reporting components in Microsoft Dynamics AX 2009, you had to install the reporting extensions when running the Setup wizard. For Microsoft Dynamics AX 2012, the Setup wizard is changed. It no longer includes an option for installing the reporting extensions.

10-2




When you run the Setup wizard for Microsoft Dynamics AX 2012, you can install the business intelligence components. While installing the business intelligence components, the Setup wizard will:

Verify that prerequisite software has been installed on your server. Prompt you to select a SQL Server Reporting Services instance. Prompt you to select a SQL Server Analysis Services instance.

For report deployment, the Microsoft Dynamics AX 2009 Reporting Project Deployment form is replaced with PowerShell scripts.

Upgrade Consideration

Reports and cubes are not upgraded to Microsoft Dynamics AX 2012.

The X++ reporting framework is being deprecated in Microsoft Dynamics AX 2012. Reports based on the X++ reporting framework and existing SQL Server Reporting Services reports will be copied to the Microsoft Dynamics AX 2012 system, but they will not be upgraded. It is recommended to use a SQL Server Reporting Services report that is provided with Microsoft Dynamics AX 2012 as a template and customize it to meet your needs.

Configuration

Previously, you could use the X++ framework to modify the queries used to retrieve data for reports. In Microsoft Dynamics AX 2012, the Reporting Services framework is updated and uses the same functionality. This means you can now filter and sort the data on Reporting Services reports.

Auto-reports

In Microsoft Dynamics AX 2009, you could use the Auto-report wizard to create customized, ad hoc reports. These reports were based on the X++ reporting framework. With Microsoft Dynamics AX 2012, you can use the Auto-report wizard to create customized, ad hoc reports that are based on the SQL Server Reporting Services framework. To start the Auto-report wizard, click the Print icon on a form.

Batch Support

SQL Server Reporting Services reports in Microsoft Dynamics AX 2012 can now be integrated with the Microsoft Dynamics AX batch framework. This allows you to:

Schedule a long-running report to be printed during off-peak hours. Schedule a report to be printed on a recurring-basis.

10-3




Report Web Parts

The Web Part used to display reports in Role Centers and other Enterprise Portal pages is updated. This Web Part is renamed from Microsoft Dynamics Report Server Report to Microsoft Dynamics AX Report. The Web Part has also been updated to improve usability. It is now easier to:

Add the Web Part to a page. Select a report to display in the Web Part. Select parameters to filter the data displayed on the report.

Improved Support for Multiple Languages

To support multiple languages in Microsoft Dynamics AX 2009, you have to deploy a report in each specific language. In Microsoft Dynamics AX 2012, you can deploy the report, and that version will automatically reflect all supported languages.

Development Information The following features are added to Visual Studio Reporting Tools for Microsoft Dynamics AX 2012.

Data Binding

Visual Studio Reporting Tools for Microsoft Dynamics AX is now improved to make binding of data easier and you can build more involved reports.

The IEnumerable interface is now supported as a data method return type. With the addition of the AxQuery.ExecuteQueryStream method you can run a query and return a data table with the given results.

The report preview will now limit the return of data to 1000 records by default. This makes the processing of large amounts of data for the preview more efficient. To view all the data in the preview of your report, in the Preview window, click the Load data sets fully link.

The SQL Reporting Services solution for Microsoft Dynamics AX 2012 includes a new data source type called Report Data Provider (RDP) which you can use to build reports that have data from an X++ class as the source. You can build custom business logic to be rendered in reports using predefined X++ classes. You can also bind parameter elements to Report Definition Language (RDL) expressions using the expression editor.

10-4




Improvements to Parameters

Additional parameter improvements include the following:

Reference a report parameter from a dataset. You can bind multiple dataset parameters to a single report parameter.

Use the Expression Editor to specify expressions in a report parameter.

Use label expression evaluation during the preview of your Visual Studio reports.

Exception handling of parameters is supported in report preview. Additional logic is added to parameters to detect parameter

dependencies in complex parameter expressions. Group and order report parameters to activate a multilevel parameter

hierarchy. Support for multi-value parameter selection for strings and

enumerations.

Improvements to Auto-designed Reports

The blue style for drill-through links are predefined in the default design style templates for tables, lists, and matrix data regions in auto-designed reports. Changes to labels will be reflected on the reports that use them without having to change the reports. The changes are reflected as soon as the reports are redeployed.

You can now set the chart axis value. The following two options are supported:

In a column chart report, the chart's x and y-axis can be set to 0, regardless of what the data contains. For example, even if the data is between 30 and 100, the chart y-axis could still be set to 0.

Ability to have the starting and ending values for a column chart report automatically match the data.

The values that you enter across Visual Studio sessions will be stored and the auto-complete functionality is activated. Visual Studio Reporting Tools for Microsoft Dynamics AX will recall the different values entered in a given text box. A property named Render Grand Total is now added to auto design tables. If the property is set to True, then the report will calculate and display grand totals based on the selected aggregation type. You can also customize or turn off the report summary caption in auto design reports without a single line of code. The whole solution is manageable by using report design properties.

An end-user can use interactive sorting at run time to sort columns on the automatically designed report. This differs from static sorting where you build a specific sort order into the report when you are building it. In interactive sorting, the end-user can sort by column A and then change the sort to column B.

10-5




You can now use Microsoft Dynamics AX field groups in automatically designed reports. Lists and tables will support bound and also unbound field groups, in list and table data regions. Field groups can also be added to reports automatically designed grouping the header and footer. To reflect a change in field groups, the report must be redeployed. You can use field groups to customize the columns to show in your report. For example, you can add the Address field group to a report instead of adding the individual Address, City, State, and ZIP/postal code fields. You can add or remove fields from the field group in the table and have the changes show in all the forms and reports that use the field group.

Print Management

Microsoft Dynamics is integrated with Windows Print Management to print Visual Studio reports, and now you can do the following:

Change the print destination programmatically Pack and unpack print destinations Use email and file functionality Pass parameters

The run user interface and parameters for MorphX reporting are added for Visual Studio Reporting Tools for Microsoft Dynamics AX.

Print Management API Support

The Application Programming Interfaces (APIs) required by Microsoft Dynamics AX Print Management are now supported. These APIs, together with added forms, help end-users to run reports in various formats, and also help developers manage and run reports.

Cross-reference Tool

You can use the Microsoft Dynamics AX cross-reference system to view the relationships between objects. The Cross-reference tool is now updated to work for reports. Like any other object in the AOT, you can right-click Report > Add-ins > Cross-reference tool > Using, and the data source will be displayed. You can also select a data source, such as a query in the AOT, and select Used By, and it will list the report or the reports that use it.

Security

Reports are fully integrated into the Microsoft Dynamics AX security system. When you secure data that uses tasks and roles, reports automatically respect that security.

10-6




Data Access

Reports now use services instead of the .NET Business Connector to retrieve Microsoft Dynamics AX online transaction processing (OLTP) data. The report data provider makes it easy to reuse existing X++ code to access data for Microsoft Dynamics AX reports. Performance and scalability have also been improved.

Other Improvements

Additional improvements include the following:

Microsoft Dynamics AX Visual Studio reports can be run and managed programmatically from X++.

SQL Server Reporting Services based reports in Microsoft Dynamics AX 2012 make use of metadata defined on Extended Data Types (EDTs). Report columns bound to an EDT will reflect formatting and layout information defined in Microsoft Dynamics AX.

Microsoft Dynamics AX financial dimensions can be included in Microsoft SQL Server Reporting Services reports with the use of the enhanced query picker.

Microsoft Dynamics AX labels can be used on reports. A report can be created that will automatically change its formatting

at run time from left to right, to right to left, based on the language and new properties that are set for the report.

AXRDCE is a Microsoft Dynamics AX specific reporting extension. It relies on the SQL Server Reporting Services RDCE reporting extension to offer report runtime transformation. AXRDCE provides many features, such as EDT formatting, alignment, display length, security, and label translation.

End-users can dynamically filter data within their reports on any field that is part of their data source at run time without having to create a static parameter at design time.

Scenario: Create a Simple Report

Isaac, the Developer, wants to create a Reporting Services report to expose vendor transaction data.

Procedure: Create a Simple Report

To define a query that is used in a query bound report, follow these steps:

1. Open the Microsoft Dynamics AX developer workspace. 2. In the AOT, right-click the Queries node, and then click New

Query. 3. Select the node for the query and then type a name.

10-7




4. Expand the new query node. 5. Right-click the Data Sources node and then select New Data

Source. 6. Enter VendTrans into the Table property field. 7. Save the query. 8. Expand the dataset node. 9. Right-click the fields node of the query, click Properties. 10. Change the Dynamic property and set the Dynamic property to No

so fields can be removed from the view. 11. Remove the fields that you do not want to include from the query

data source. 12. Save the query.

Procedure: Create a New Report in Visual Studio

To create a new report in Visual Studio, follow these steps:

1. On the File menu in Visual Studio, point to New, and then click Project. The New Project dialog box is displayed.

2. Click the Microsoft Dynamics AX node, and in the Templates pane, click Report Model.

3. In the Name box type a name, and in the Location box, type a file path and then click OK.

4. In the Solution Explorer, right-click the report node and select Add > Report.

5. An empty report model named Report1 is created. 6. In the Model Editor, right-click the Report1 node, and then click

Rename and enter a name. 7. Expand the report node if it is not already expanded. 8. Right-click the Datasets node and then click Add Dataset. 9. In the Properties window, specify the following values. 10. Set the Data Source property to Dynamics AX. 11. Set the Data Source Type property to Query. 12. Set the Name property. 13. Set the Query property. 14. In the Model Editor, select the data source node and drag it onto the

Designs node. An auto design named AutoDesign1 is created. 15. Right-click the AutoDesign1 node, and then click Preview and

select the Report tab. 16. Notice that the report appears unformatted, as you have not yet

applied any layout or style templates to it. 17. Close the Preview window.

10-8




Procedure: Apply Layout Templates

To apply a layout template, follow these steps:

1. In the Model Editor, select the AutoDesign1 node. 2. In the Properties window, set the Layout Template property to

ReportLayoutStyleTemplate. Enter a name into the Title property. 3. In the Model Editor, expand the AutoDesign1 node, and then select

the node for the table data region. 4. In the Properties window, set the Style Template property to

TableStyleTemplate. 5. Optional: In the Model Editor, right-click the AutoDesign1 node,

and then click Preview and select the Report tab to view the new style settings for the report.

6. Optional: Close the Preview window.

Procedure: Add Column Sorting

To add column sorting to an AutoDesign report, follow these steps:

1. In the Model Editor, expand the AutoDesign1 node and table data region, and then select the Sorting node under the table data region.

2. Right-click the Sorting node and then click Add Sort. 3. Type a name for the Sorting node. 4. In the Properties window, set the Sort By property. 5. Optional: In the Model Editor, right-click the AutoDesign1 node,

and then click Preview to view the new style settings for the report. 6. Optional: Close the Preview window. 7. Save the report. 8. In the Model Editor, expand the AutoDesign1 node, and then select

the sort field under the Data region. 9. In the Properties window, set the Interactive sorting property to

True. 10. Repeat this step for the other sorting columns. 11. Optional: In the Model Editor, right-click the AutoDesign1 node,

and then click Preview to view the new style settings for the report. 12. Optional: Close the Preview window. 13. Save the report.

10-9




Procedure: Grouping Report Data

To group report data, follow these steps:

1. In the Model Editor, expand the AutoDesign1 node. 2. Right-click the Groupings node under the table data region and then

click Add Grouping. 3. Type "Group1" as the Name. 4. In the Properties window, set the Label property. 5. Right-click the Group on node, and then click Add Group on. 6. Type a name for the Group on node. 7. In the Properties window, set the Expression property. 8. Select the Group1 node. 9. In the Properties window, expand the Instance Aggregates, and set

Render Location to GroupFooter. 10. Select the field to aggregate under the Data node. 11. In the Properties window, expand the Aggregation item, and set

Aggregate Function to Sum. 12. Optional: In the Model Editor, select the AutoDesign1 node, and

then click Preview to view the new style settings for the report. 13. Close the Preview window.

Procedure: Filtering Report Data

To filter report data, follow these steps:

1. In the AOT, right-click the Queries node, and then locate the query. 2. Right-click the Ranges node and then click New Range. 3. A default range is created for you by Microsoft Dynamics AX. 4. Save the query. 5. In the Model Editor, select the table node. 6. Right-click the node and select Refresh to reflect changes that are

made to the Microsoft Dynamics AX Query. 7. Expand the Parameters node to display the list of report parameters. 8. Right-click the node and select Add > Parameter. 9. Type a name for the Parameter. 10. In the Properties window, set the Prompt String property to the

filter field. 11. In the Model Editor, expand the AutoDesign1 node. 12. Right-click the Filters node and select Add Filter. 13. Type a name for the Filter.

10-10




14. In the Properties window: a. Set the Expression property. b. Set the Operator property to Like. c. Set the Value property.

15. Optional: In the Model Editor, select the AutoDesign1 node, and

then click Preview to view the new style settings for the report. 16. Close the Preview window. 17. Save the report.

Procedure: Add a Dynamic Parameter

To add a dynamics parameter, follow these steps:

1. Create a new Query. 2. Locate the table and drag it onto the Data Sources node. 3. Include the field for your parameter in your dataset view. 4. In the Model Editor, right-click the Datasets node, and then click

Add Dataset. 5. Type a name for the Datasets node. 6. Select the node for the dataset. 7. In the Properties window, specify the following values:

a. Set the Data Source property to Dynamics AX. b. Set the Data Source Type property to Query. c. Set the Default Layout property to Table. d. Set the Name property. e. Set the Query property.

8. In the Model Editor, select the AutoDesign1 node. 9. Expand the Parameters node to display the list of report parameters. 10. In the Properties window, click the button in the Values property. 11. Select the From Dataset button and set the following:

a. Set the Dataset property. b. Set the Value Field property. c. Set the Label Field property.

12. Optional: In the Model Editor, right-click the AutoDesign1 node,


10-11




Procedure: Save and Deploy the Report

To save and deploy the report, follow these steps:

1. Right-click the project in Solution Explorer, and select Add to AOT. 2. Right-click the project in Solution Explorer, and select Deploy. 3. Move to the Report Manager to view the report.

Procedure: View the Report in Microsoft Dynamics AX

To view the report in AX, follow these steps:

1. In the AOT, expand the Menu Items node and select the Output node.

2. Right-click the Output node and then click New Menu Item. 3. Type a name for the New Menu Item. 4. Right-click the menu item and select Properties to set the following:

a. Set the ObjectType property to SSRSReport. b. Set the Object property. c. Set the Label Field property to AutoDesign1.

5. Save the Menu item. 6. Right-click the menu item and select Open. 7. Select a filter criteria and click OK.

Scenario: Create an Advanced Report

Isaac, the Developer, wants to create a Reporting Services report that shows him AOT object information. Isaac must be able to search for properties and the report will return the AOT objects matching the search criteria.

Procedure: Create an Advanced Report

To create an advanced report, follow these steps:

1. Open Microsoft Dynamics AX. 2. In the AOT, right-click the Tables node, and then click New Table. 3. Right-click the table node, click Properties. 4. Locate the Name property and then enter a name. 5. Locate the TableType property and then type InMemory. 6. Expand the Fields node. 7. Right-click the Fields node of the table, and then click New >

String. 8. Create a new field and name it Node and set the ExtendedDataType

property to Description. 9. Add a label for the field node.

10-12




10. Repeat these steps for two additional fields. 11. Save the table. 12. In the AOT, right-click the Classes node, and then click New Class

to create a new Contract Class. 13. Right-click the class node, click Properties. 14. Locate the Name property and then enter a name. 15. In the AOT, right-click the Classes node, and then click New Class

to create a new Data Provider class. 16. Right-click the table node, click Properties. 17. Locate the Name property and then enter a name.

To create a new report in Visual Studio, follow these steps:

1. On the File menu in Visual Studio, point to New, and then click Project. The New Project dialog box is displayed.

2. Click the Microsoft Dynamics AX node, and in the Templates pane, click Report Model.

3. In the Name box type a name, and in the Location box, type a file path and then click OK.

4. In the Solution Explorer, click the Add button and select Report. 5. An empty report model named Report1 is created. 6. Right-click the newly created report and rename the report model. 7. Expand the model node if it is not already expanded. 8. Right-click the Datasets node, and then click Add Dataset. 9. In the Properties window, specify the following values:

a. Set the Data Source property to Dynamics AX. b. Set the Data Source Type property to Report Data. Provider. c. Set the Default Layout property to Table. d. Set the Name and Query property.

10. In the Model Editor, select the Datasource node and drag it onto the

Designs node. An auto design named AutoDesign1 is created. 11. Right-click the AutoDesign1 node, and then click Preview. 12. Set the LayoutTemplate and TableStyleTemplate properties to

view the report visual settings. 13. Group the report dataset. 14. Right-click AutoDesign1 and then click Create Precision Design. 15. Right-click the PrecisionDesign node, then click Rename, and set

the name to Report.

To save and deploy the report, follow these steps:

1. Right-click the project in Solution Explorer, and select Rebuild. 2. Verify that you have no build errors. 3. Right-click the project in Solution Explorer, and select Add to AOT.

10-13




4. Verify that you can add to the AOT. 5. Right-click the project in Solution Explorer, and select Deploy. 6. Verify that you can add to the AOT. 7. Move to the Report Manager to view the report.

To view the report in AX, follow these steps:

1. In the AOT, expand the Menu Items node and select the Output node.

2. Right-click the Output node and then click New Menu Item. 3. Type a name for the New Menu Item. 4. Right-click the menu item and select Properties set the following:

a. Set the ObjectType property to SSRSReport. b. Set the Object property. c. Set the Label Field property to AutoDesign1.

5. Save the AX Menu item. 6. Right-click the menu item and select Open.

10-14




Lab 10.1 - Create a Simple Report This lab will focus on how to use the basics for developing simple reports. Topics that you will review include using free text and query bound report parameters, sorting and filtering report data, and applying report templates to produce uniform views of Microsoft Dynamics AX data.

Scenario

Isaac, the Developer, wants to create a Reporting Services report to expose customer transaction data.

Challenge Yourself: Create an AX Query

Use the information that is provided to create a query bound report that exposes customer transaction data.

Challenge Yourself: Create a New Report in Visual Studio

Use the information that is provided to create a new report in Visual Studio.

Challenge Yourself: Add Sorting and Grouping

Use the information that is provided to add sorting and grouping to the report.

Challenge Yourself: Filtering Report Data

Use the information that is provided to add filter criteria to the report.

Challenge Yourself: Add a Dynamic Parameter

Use the information that is provided to add a dynamic parameter.

Challenge Yourself: Save and Deploy

Use the information that is provided to save and deploy the report.

Need a Little Help?

1. Create a Microsoft Dynamics AX Query. 2. Add field data to the Query. 3. Create a new report model in Visual Studio. 4. Create a report dataset. 5. Create a report design. 6. Apply Style Templates. 7. Add sorting and grouping. 8. Filter report data.

10-15




9. Save and deploy the report. 10. View the report in Microsoft Dynamics AX 2012.

Step by Step: Create an AX Query

1. Open Microsoft Dynamics AX. 2. In the AOT, right-click the Queries node, and then click New

Query. 3. Right-click the node for the query, click Rename, and then type

CustTrans_W1. 4. Expand the CustTrans_W1 node. 5. Right-click the Data Sources node and then select New Data

Source. 6. Enter CustTrans into the Table property field. 7. Save the query. 8. Expand the CustTrans_1 Dataset node. 9. Right-click the Fields node of the query, click Properties. 10. Change the Dynamic property and set the Dynamic property to No

so fields can be removed from the view. 11. Only include the following fields in your dataset view AccountNum,

AmountCur, TransDate, TransType, and Txt. 12. Save the query.

Step by Step: Create a New Report in Visual Studio

1. Open Microsoft Visual Studio. 2. On the File menu, point to New, and then click Project. The New

Project dialog box appears. 3. In the Project Types pane, click the Microsoft Dynamics AX node,

and in the Templates pane, click Report Model. 4. In the Name box type SSRSDemo, and in the Location box, type a

file path. 5. Click OK. 6. In the Solution Explorer, click the Add button and select Report. 7. An empty report model named Report1 is created. 8. In the Model Editor, right-click the Report1 node, and then click

Rename. 9. Type CustTransList_WS1 as the name. 10. Expand the CustTransList_WS1 node if it is not already expanded. 11. Right-click the Datasets node and then click Add Dataset. 12. Select the node for the dataset.

10-16




13. In the Properties window, specify the following values: a. Set the Data Source property to Dynamics AX. b. Set the Data Source Type property to Query. c. Set the Name property to CustTransListDS. d. Set the Query property to Select * from CustTrans_W1.

14. In the Model Editor, select the CustTransListDS node and drag it

onto the Designs node. An auto design named AutoDesign1 is created for the report.

15. Optional: Right-click the AutoDesign1 node, and then click Preview and select the Report tab.

16. Optional: Notice that the report appears unformatted, as you have not yet applied any layout or style templates to it.


Step by Step: Apply Layout Templates

1. In the Model Editor, select the AutoDesign1 node. 2. In the Properties window, set the Layout Template property to

ReportLayoutStyleTemplate. Also, type Customer Transaction List for the Title property.

3. In the Model Editor, expand the AutoDesign1 node, and then select the node for the CustTransListTable data region.

4. In the Properties window, set the Style Template property to TableStyleTemplate.

5. Optional: In the Model Editor, right-click the AutoDesign1 node, and then click Preview and select the Report tab to view the new style settings for the report.


Step by Step: Add Column Sorting

1. In the Model Editor, expand the AutoDesign1 node, and then select the Sorting node under the CustTransListTable data region.

2. Right-click the Sorting node and then click Add Sort. 3. Type AccountNum as the name. 4. In the Properties window, set the Sort By property to

=Fields!AccountNum.Value. 5. In the Model Editor, right-click the AutoDesign1 node, and then

click Preview to view the new style settings for the report. 6. Close the Preview window. 7. Save the report. 8. In Model Editor, expand the AutoDesign1 node, and then select the

AccountNum field under the Data region.

10-17




9. In the Properties window, set the Interactive sorting property to True.

10. Repeat this step for the AmountCur, TransDate, and TransType1 columns.

11. Optional: In the Model Editor, right-click the AutoDesign1 node, and then click Preview to view the new style settings for the report.

12. Optional: Close the Preview window. 13. Save the report.

Step by Step: Grouping Report Data

1. In the Model Editor, expand the AutoDesign1 node. 2. Right-click the Groupings node under the CustTransListTable data

region, and then click Add Grouping. 3. Type Group1 as the name. 4. In the Properties window, set the Label property to

=Fields!AccountNum.Value. 5. Right-click the Group on node, and then click Add Group on 6. Type AccountNum as the name. 7. In the Properties window, set the Expression property to

=Fields!AccountNum.Value. 8. Right-click the Group1 node and then click Properties. 9. In the Properties window, expand the Instance Aggregates, and set

Render Location to GroupFooter. 10. Select the AmountCur field under the Data node. 11. In the Properties window, expand the Aggregation item, and set

Aggregate Function to Sum. 12. Optional: In the Model Editor, right-click the AutoDesign1 node,

and then click Preview to view the new style settings for the report. 13. Optional: Close the Preview window.

Step by Step: Filtering Report Data

1. Open Microsoft Dynamics AX. 2. In the AOT, right-click the Queries node, and then locate the

CustTrans_WS1 query. 3. Expand the CustTrans_W1 nodes. 4. Right-click the Ranges node and then click New Range. 5. A default range using the AccountNum field is created for you by

Microsoft Dynamics AX. 6. Save the query. 7. In the Model Editor, select the CustTransListDS node. 8. Right-click the node and select Refresh to reflect changes made to

the Microsoft Dynamics AX Query.

10-18




9. Expand the Parameters node to display the list of report parameters. 10. Right-click the node and select Add > Parameter. 11. Type AccountParam as the name. 12. In the Properties window, set the Prompt String property to

Account. 13. Optional: In the Model Editor, right-click the AutoDesign1 node,

and then click Preview to view the new style settings for the report. 14. Optional: Close the Preview window. 15. Save the report. 16. In Model Editor, expand the AutoDesign1 node. 17. Right-click the Filters node and select Add Filter. 18. Type AccountFilter as the name. 19. In the Properties window.

a. Set the Expression property to FieldsAccountNum.Value. b. Set the Operator property to Like. c. Set the Value property to =Parameters!AccountParam.Value.


and then click. Preview to view the new style settings for the report. 21. Optional: Close the Preview window. 22. Save the report.

Step by Step: Add a Dynamic Parameter 1. Open Microsoft Dynamics AX. 2. Create a new Query. 3. Rename the query to CustTable_W1. 4. Expand the CustTable_W1 node. 5. Locate the CustTable table and drag it onto the Data Sources node

for the CustTable_W1 query. 6. Include the AccountNum field in your dataset view 7. Save the query. 8. In the Model Editor, right-click the Datasets node, and then click

Add Dataset. 9. Type CustomersDS as the name. 10. Select the node for the dataset. 11. In the Properties window, specify the following values:

a. Set the Data Source property to Dynamics AX. b. Set the Data Source Type property to Query. c. Set the Default Layout property to Table. d. Set the Name property to CustomersDS. e. Set the Query property to Select * from CustTable_W1.

12. In the Model Editor, select the AutoDesign1 node.

10-19




13. Expand the Parameters node to display the list of report parameters. 14. Select the AccountParam node. 15. In the Properties window, click the button in the Values property. 16. Select From Dataset radio button and set the following:

a. Set the Dataset property to CustomersDS. b. Set the Value Field property to AccountNum. c. Set the Label Field property to AccountNum.



Step by Step: Save and Deploy the Report

1. Right-click the SSRSDemo project in Solution Explorer, and select Rebuild.

2. Verify that you have no build errors. 3. Right-click the SSRSDemo project in Solution Explorer, and select

Add SSRSDemo to AOT. 4. Verify that you can add to the AOT. 5. Right-click the SSRSDemo project in Solution Explorer, and select

Deploy. 6. Verify that you can add to the AOT. 7. Move to the Report Manager to view the report.

Step by Step: View the Report in Microsoft Dynamics AX

1. Open Microsoft Dynamics AX. 2. In the AOT, expand Menu Items node and select the Output node. 3. Right-click the Output node and then click New Menu Item. 4. Type CustTransList_WS1 as the name. 5. Right-click the CustTransList_WS1 and select Properties to set

the following: a. Set the ObjectType property to SSRSReport. b. Set the Object property to CustTransList_WS1. c. Set the Label Field property to AutoDesign1.

6. Save the Microsoft Dynamics AX Menu Item. 7. Right-click the CustTransList_WS1 menu item and select Open.

10-20




Lab 10.2 - Create an Advanced Report In this lab you will review how to take advantage of X++ code to construct the report dataset.

Scenario

Isaac, the Developer, wants to create a Reporting Services report that shows him AOT object information. Isaac must be able to search for properties and the report will return the AOT objects matching the search criteria.

Challenge Yourself: Define the Report Dataset, Contract and Data Provider

Use the information that is provided to create a Reporting Services report that shows the AOT object information. The user must be able to search for properties and the report will return the AOT objects matching the search criteria.

Challenge Yourself: Create a New Report in Visual Studio

Use the information that is provided to create a new report in Visual Studio.

Challenge Yourself: Deploy and View the Report

Use the information that is provided to save and deploy the report.

Need a Little Help?

1. Create a Temporary Table to store the report dataset. 2. Add table field data needed to generate the report. 3. Create a class in Microsoft Dynamics AX to use to manage the

report parameters. 4. Define access methods for the contract data elements. 5. Create a new class to manage custom business logic. 6. Add the two entry points:

a. ProcessReport this method is the entry point for processing the report dataset.

b. getAOTObjectsTmp the method is used by the framework to retrieve the report dataset from the temporary table cache.

7. Add all the custom business logic used to generate the report data set.

8. Create a new report in Visual Studio. 9. Create a new Dataset for the report tied to the new RDP class. 10. Create a basic view of the report data grouped on the AOT Object

Property information.

10-21




11. Convert the basic design into a Precision Design to achieve the desired report layout.

12. Save and deploy the report. 13. View the report in Microsoft Dynamics AX 2012.

Step by Step: Define the Report Dataset

1. Open Microsoft Dynamics AX. 2. In the AOT, right-click the Tables node, and then click New Table. 3. Right-click the table node, click Properties. 4. Locate the Name property and then type AOTObjectsTmp. 5. Locate the TableType property and then type InMemory. 6. Save the table. 7. Locate the AOTObjectsTmp table. 8. Expand the Fields node. 9. Right-click the Fields node of the table, and then click New >

String. 10. Create a new field that is named Node and set the

ExtendedDataType property to Description. 11. Add a label for the field node. 12. Repeat these steps for two additional fields: ParentNode, and

Property. 13. Save the table.

Create a Contract Class

1. Open Microsoft Dynamics AX. 2. In the AOT, right-click the Classes node, and then click New Class. 3. Right-click the class node, click Properties.

10-22




4. Locate the Name property and then type AOTObjectsContract.

/// /// Data Contract class for the AOT Objects Reporting Services report /// /// /// This is the Data Contract class for the AOT Objects Reporting Services report ///

[DataContractAttribute] public class AOTObjectsContract { Name parentNode; Name aotProperty; Name propertyVal;

boolean incNoValue; }

Define Access Methods - AOTProperty Method

1. Locate the AOTObjectsContract node in the AOT. 2. Open the class and add a method to manage the input parameters.

/// /// Gets or sets the value of the datacontract parameter AOTProperty. /// /// /// The new value of the datacontract parameter AOTProperty; required. /// /// /// The current value of datacontract parameter AOTProperty /// [ DataMemberAttribute('AOTProperty'), SysOperationLabelAttribute('AOT Property') ] public Name parmAOTProperty(Name _aotProperty = aotProperty ) { aotProperty = _aotProperty; return aotProperty; }

10-23




Define Access Methods - IncludeNoValue Method


/// /// Gets or sets the value of the datacontract parameter IncludeNoValue. /// /// /// The new value of the datacontract parameter IncludeNoValue; required. /// /// /// The current value of datacontract parameter IncludeNoValue /// [ DataMemberAttribute('IncludeNoValue'), SysOperationLabelAttribute('Include empty') ] public boolean parmIncNoValue(boolean _incNoValue = incNoValue ) {

incNoValue = _incNoValue; return incNoValue; }

Define Access Methods - ParentNode Method


/// /// Gets or sets the value of the datacontract parameter ParentNode. /// /// /// The new value of the datacontract parameter ParentNode; required. /// /// /// The current value of datacontract parameter ParentNode /// [ DataMemberAttribute('ParentNode'), SysOperationLabelAttribute('Node') ] public Name parmParentNode(Name _parentNode = parentNode ) { parentNode = _parentNode; return parentNode; }

10-24




Define Access Methods - Propertyalue Method


/// /// Gets or sets the value of the datacontract parameter PropertyValue. /// /// /// The new value of the datacontract parameter PropertyValue; required. /// /// /// The current value of datacontract parameter PropertyValue ///

[ DataMemberAttribute('PropertyValue'), SysOperationLabelAttribute('Property Value')] public Name parmPropertyValue(Name _propertyVal = propertyVal ) { propertyVal = _propertyVal;

return propertyVal; }

Step by Step: Create a Report Data Provider Class

1. Open Microsoft Dynamics AX. 2. In the AOT, right-click the Classes node, and then click New Class. 3. Right-click the class node, click Properties.

10-25




4. Locate the Name property and then type AOTObjectsDP.

/// /// The Report data provider class that supports the AOT Objects report. /// /// /// This class provides the methods that are used by the AOT Objects report /// [ SRSReportParameterAttribute(classstr(AOTObjectsContract)) ] public class AOTObjectsDP extends SRSReportDataProviderBase { // temporary data store AOTObjectsTmp aotObjectsTmp; // contract information Name aotProperty; Name propertyVal; boolean incNoValue; }

Define Access Methods getAOTObjectsTmp Method

1. Locate the AOTObjectsDP node in the AOT. 2. Open the class and add a method to retrieve the report dataset.

/// /// This method is used to query the AOTObjectsTmp table and returns the data table. /// /// /// The required report data table. /// [SRSReportDataSetAttribute('AOTObjectsTmp')] public AOTObjectsTmp getAOTObjectsTmp() { select * from aotObjectsTmp; return aotObjectsTmp; }

10-26




Define Access Methods insertAOTObjectsTmp Method

1. Locate the AOTObjectsDP node in the AOT. 2. Open the class and add a method to populate the report dataset.

/// /// This method inserts data into the temporary table. /// public void insertAOTObjectsTmp( Name _node, Name _parentNode, Name _property ) { // write the relevant field data to the temporary data store aotObjectsTmp.Node = _node; aotObjectsTmp.ParentNode = _parentNode; aotObjectsTmp.Property = _property; aotObjectsTmp.insert(); }

Define Process Methods processAOTNode Method

1. Locate the AOTObjectsDP node in the AOT. 2. Open the class and add a method to process a single node.

private void processAOTNode(TreeNode _node, TreeNode _parentNode, int _depth) { TreeNode childNode;

// validate incoming parameters if (!_node) return;

// evaluate the node properties this.processNodeProperty(_node, _parentNode); // iterate through the report regions childNode = _node.AOTfirstChild(); if (_depth > 0) { while (childNode) { // use recursion to process the child nodes this.processAOTNode(childNode, _node, _depth - 1);

// advance to the next sibling node childNode = childNode.AOTnextSibling(); } } }

10-27




Define Process Methods processNodeProperty Method

1. Locate the AOTObjectsDP node in the AOT. 2. Open the class and add a method to process node properties.

private void processNodeProperty(TreeNode _node, TreeNode _parentNode) { str nodePropertyVal;

// check to see if the node has AOT properties available if (strlen(_node.AOTgetProperties()) > 0) { // check to see if a property filter was provided if (strlen(aotProperty) > 0) { // retrieve the Configuration Key associated with this object try { nodePropertyVal = _node.AOTgetProperty(aotProperty); } catch { // assume no property exists nodePropertyVal =""; }

// ignore objects without the property if instructed if (!incNoValue && strlen(nodePropertyVal) == 0) return;

// check to see if a security filter was provided if ((strlen(propertyVal) > 0) && (strlen(nodePropertyVal) > 0)) { // ignore objects that do not apply if (strCmp(nodePropertyVal, propertyVal) != 0) return; } }

// insert this node into the report data set this.insertAOTObjectsTmp(_node.AOTname(), _parentNode ? _parentNode.AOTname() : "", nodePropertyVal); } }

10-28




Define Process Methods processReport Method

1. Locate the AOTObjectsDP node in the AOT. 2. Open the class and add a method to process the report dataset.

/// /// Processes the report business logic. /// /// /// This method is used to process the report business logic which is used by AOT Object report. /// [SysEntryPointAttribute(false)] public void processReport() { #AOT Name parentNode; int depth; TreeNode treeNode;

// access the Report Data Contract information AOTObjectsContract contract = this.parmDataContract() as AOTObjectsContract; if (contract) { // look-up the node referenced by the contract selection parentNode = contract.parmParentNode();

// cache the control flags incNoValue = contract.parmIncNoValue();

// access the requested security key filter aotProperty = contract.parmAOTProperty(); propertyVal = contract.parmPropertyValue(); } else { // default to the Menu Items node of the AOT parentNode = #MenuItemsOutputPath;

// set session defaults incNoValue = true; }

10-29




// look-up the node referenced by the contract selection treeNode = TreeNode::findNode(parentNode); if(!treeNode) { // throw an error if parent node isn't found error(strfmt("@SYS105682", parentNode)); } else {

// process the parent node this.processAOTNode(treeNode, null, 1); } }

Step by Step: Create a New Report in Visual Studio

1. Open Microsoft Visual Studio. 2. On the File menu, point to New, and then click Project. The New

Project dialog box appears. 3. In the Project Types pane, click the Microsoft Dynamics AX node,

and in the Templates pane, click Report Model. 4. In the Name box type SSRSDemo2, and in the Location box, type a

file path. 5. Click OK. 6. In Solution Explorer, click the Add button and select Report. 7. An empty report model named Report1 is created. 8. Right-click the newly created report and rename it to

AOTObjects_WS2. 9. Expand the AOTObjects_WS2 node if it is not already expanded. 10. Right-click the Datasets node, and then click Add Dataset. 11. Select the node for the dataset. 12. In the Properties window, specify the following values:

a. Set the Data Source property to Dynamics AX. b. Set the Data Source Type property to Report Data Provider. c. Set the Default Layout property to Table. d. Set the Name property to AOTObjectsDP. e. Set the Query property to SELECT * FROM

AOTObjectsDP.AOTObjectsTmp.

13. In the Model Editor, select the AOTObjectsDS node and drag it onto the Designs node. An auto design named AutoDesign1 is created for the report.

14. Right-click the AutoDesign1 node, and then click Preview. 15. Set the LayoutTemplate and TableStyleTemplate properties. 16. Group the report dataset on the =Fields!Property.Value.

10-30




17. Right-click the AutoDesign1 node, and then click Create Precision Design.

18. Right-click the PrecisionDesign node, then click Rename, and set the name to Report.

Step by Step: Save and Deploy the Report

1. Right-click the SSRSDemo2 project in Solution Explorer, and select Rebuild.

2. Verify that you have no build errors. 3. Right-click the SSRSDemo2 project in Solution Explorer, and select

Add SSRSDemo2 to AOT. 4. Verify that you can add to the AOT. 5. Right-click the SSRSDemo project in Solution Explorer, and select

Deploy. 6. Verify that you can add to the AOT. 7. Move to the Report Manager to view the report.

Step by Step: View the Report in Microsoft Dynamics AX

1. Open Microsoft Dynamics AX. 2. In the AOT, expand the Menu Items node and select the Output

node. 3. Right-click the Output node, and then click New Menu Item. 4. Type AOTObjects_WS2 as the name. 5. Right-click the AOTObjects_WS1 and select Properties to set the

following: a. Set the ObjectType property to SSRSReport. b. Set the Object property to AOTObjects_WS2. c. Set the ReportDesign property to PrecisionDesign.

6. Save the AX Menu Item. 7. Right-click the AOTObjects_WS2 menu item and select Open.

10-31




Summary In this chapter you learned that in Microsoft Dynamics AX 2012 all X++ reports are now migrated to SQL Server Reporting Services. This platform provides users better looking reports, more export formats, and a more capable report designer.

10-32




Test Your Knowledge 1. True or False: Reports are not fully-integrated into the Microsoft Dynamics

AX security system.

( ) FALSE ( ) TRUE

2. Which tool is used to deploy reports in Microsoft Dynamics AX 2012?

( ) PowerShell ( ) Microsoft Dynamics AX 2012 install files ( ) Microsoft Dynamics AX 2012 Reporting Project Deployment form

3. True or False: You can use the new data type Report data to build reports that have data from an X++ class as the source.

( ) TRUE ( ) FALSE

4. What are some advantages of the new Reporting Services architecture over X++ reports? (Select all that apply)

( ) Better looking reports ( ) More flexible architecture ( ) More supported export formats ( ) Better report designer

5. What are some of the options for upgrading existing Microsoft Dynamics AX 2009 SQL Server Reporting Services reports? (Select all that apply)

( ) Rewrite the Reporting Services reports using the X++ reporting framework.

( ) Do not upgrade the reports, use a Reporting Services template and customize it to meet your needs.

( ) Deploy the Reporting Services reports and follow the deployment wizard.

( ) Use the Report Upgrade Tool to upgrade the reports so that they are compatible with the Microsoft Dynamics AX 2012 schema.

10-33




Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter

1.

2.

3.

10-34




Solutions Test Your Knowledge

1. True or False: Reports are not fully-integrated into the Microsoft Dynamics AX security system.

() FALSE ( ) TRUE

2. Which tool is used to deploy reports in Microsoft Dynamics AX 2012?

() PowerShell ( ) Microsoft Dynamics AX 2012 install files ( ) Microsoft Dynamics AX 2012 Reporting Project Deployment form

3. True or False: You can use the new data type Report data to build reports that have data from an X++ class as the source.

() TRUE ( ) FALSE

4. What are some advantages of the new Reporting Services architecture over X++ reports? (Select all that apply)

() Better looking reports () More flexible architecture () More supported export formats () Better report designer

5. What are some of the options for upgrading existing Microsoft Dynamics AX 2009 SQL Server Reporting Services reports? (Select all that apply)

( ) Rewrite the Reporting Services reports using the X++ reporting framework.

() Do not upgrade the reports, use a Reporting Services template and customize it to meet your needs.

( ) Deploy the Reporting Services reports and follow the deployment wizard.

() Use the Report Upgrade Tool to upgrade the reports so that they are compatible with the Microsoft Dynamics AX 2012 schema.

10-35




10-36



Chapter 10: REPORTINGObjectivesIntroductionOverviewNew Reporting ArchitectureInstallation and DeploymentUpgrade ConsiderationConfigurationAuto-reportsBatch SupportReport Web PartsImproved Support for Multiple Languages

Development InformationData BindingImprovements to ParametersImprovements to Auto-designed ReportsPrint ManagementCross-reference ToolSecurityData AccessOther ImprovementsScenario: Create a Simple ReportProcedure: Create a Simple ReportProcedure: Create a New Report in Visual StudioProcedure: Apply Layout TemplatesProcedure: Add Column SortingProcedure: Grouping Report DataProcedure: Filtering Report DataProcedure: Add a Dynamic ParameterProcedure: Save and Deploy the ReportProcedure: View the Report in Microsoft Dynamics AXScenario: Create an Advanced ReportProcedure: Create an Advanced Report

Lab 10.1 - Create a Simple ReportScenarioChallenge Yourself: Create an AX QueryChallenge Yourself: Create a New Report in Visual StudioChallenge Yourself: Add Sorting and GroupingChallenge Yourself: Filtering Report DataChallenge Yourself: Add a Dynamic ParameterChallenge Yourself: Save and DeployNeed a Little Help?Step by Step: Create an AX QueryStep by Step: Create a New Report in Visual StudioStep by Step: Apply Layout TemplatesStep by Step: Add Column SortingStep by Step: Grouping Report DataStep by Step: Filtering Report DataStep by Step: Add a Dynamic ParameterStep by Step: Save and Deploy the ReportStep by Step: View the Report in Microsoft Dynamics AX

Lab 10.2 - Create an Advanced ReportScenarioChallenge Yourself: Define the Report Dataset, Contract and Data ProviderChallenge Yourself: Create a New Report in Visual StudioChallenge Yourself: Deploy and View the ReportNeed a Little Help?Step by Step: Define the Report DatasetCreate a Contract Class Define Access Methods - AOTProperty Method Define Access Methods - IncludeNoValue Method Define Access Methods - ParentNode Method Define Access Methods - Propertyalue Method

Step by Step: Create a Report Data Provider ClassDefine Access Methods getAOTObjectsTmp Method Define Access Methods insertAOTObjectsTmp Method Define Process Methods processAOTNode Method Define Process Methods processNodeProperty Method Define Process Methods processReport Method

Step by Step: Create a New Report in Visual StudioStep by Step: Save and Deploy the ReportStep by Step: View the Report in Microsoft Dynamics AX

SummaryTest Your KnowledgeQuick Interaction: Lessons LearnedSolutions

Date post:	11-Nov-2015
Category:	Documents
Upload:	silvia-bedejova
View:	260 times
Download:	12 times

Ax2012 Enus Wn Dev 10

Documents