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Report Microsoft Dynamics AX

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ReportReport development on Microsoft Dynamics AX 2009

Agenda1. 2. 3. 4. 5. 6. Overview Report Wizard Auto Report Object Report Report Development Report and Section Template

1. OverviewA. B. C. D. E. Overview Type Creating Report Auto Report Form Report Wizard Step to Develop

1.

Overview

A.Report Type Ad hoc reportA non periodic report that created and used for specific purpose and time

Periodic reportReport that created and used periodically (daily, weekly, monthly etc)

FormFixed format formal document in a workflow of business process as reference or fact in that process (e.g Delivery Order, Invoice , Voucher etc )

1.

Overview

B. Creating Report Auto report Using wizard to generate a report Used for ad hoc report and simple periodic report

Custom Report Created in AOT Use X++ Flexible design Used for periodic report or form document

1.

Overview

C. Auto Report on Form Open from print menu in tool bar when a form is opened Simple design Data source of report using forms query Able to create various version of auto report in a form Able to attach new created auto report into menu

1.

Overview

D. Report Wizard Use report wizard to : Create new simple report Create or modify auto report on form

Accessed from tool bar in main menu and print menu of particular form

1. Overview

E. Step to developa. b. c. d. e. f. Create a project Create AOT Structure in the project Create Report Object Assign data source into report object Design layout Attach to menu

2. Report WizardWizard that will be use to generate simple or ad hoc report

A. B. C. D. E. F.

Navigation Object Name Selection Name of Report Table Selection Field Selection Summation Field

G. H. I. J. K. L. M.

Subheadings Grouping Ranging Page Layout & Orientation Preview Attach to Menu Result

2. Report Wizard

ScenarioAs a user that has no skill in technical aspect of Ms Dynamics AX, youve got assignment to create a sales report quickly, this report should be consist information about sales quantity and amount of sales by customer. To accomplish this, you create it using report wizard.

2. Report Wizard

A. NavigationMicrosoft Dynamics AX > Tools > Development Tools > Wizards > Report Wizard

2. Report Wizard

B. Object name method Choose whether name of table or field will be shown is system name or not ( e.g CustTable rather than Customers) Klik Next Button

2. Report Wizard

C. Name of report Enter name of report and caption e.g : Name : SalesOrderList Caption : List of Sales Order Klik Next Button

2. Report Wizard

D. Table Selection Select table(s) from All Tables box and table that are related to the selected tables box if required Click Next button

2. Report Wizard

E. Field Selection Select field, display method or field group that will be display on report Click button Up or Down to move selected field Click Next button

2. Report Wizard

F. Summation Field Select field that will be summed and display at bottom of data from available fields box into selected fields box Checked Sums total for total summarized, sums potitive for postive value only or sums negative for negative value only Click Next button

2. Report Wizard

G. Subheadings Checked if you want to this field as header of a group data that belong to this field, otherwise unchecked Click Next Button

2. Report Wizard

H. Grouping Check this field if you want to display sum of all fields that available to sum, otherwise unchecked Click Next Button

2. Report Wizard

I. Ranging Select field(s) that will be use for filtering data coming from data source Click Next Button

2. Report Wizard

J. Page Layout & Orientation Select layout, page orientation and report template if available Click Next Button

2. Report Wizard

K. Print Preview Choose whether created report will be put at menu or no Klik Design button to open report design Klik Print preview to display report data

Klik Next Button

2. Report Wizard

L. Attach to Menu Move report from Reports box into particular menu item Klik Next or Finish Button

2. Report Wizard

M. Print Preview

3. Auto ReportPrint report from a form and modify it to fit simple or ad hoc report that fit user demand

A. Print Preview B. Print Auto Report C. New Auto Report D. Save Auto Report in AOT

3. Auto Report

ScenarioAs a user that has got access to auto report in sales order form, you and your boss need new version of current report, now you have to create it and put it in menu in order other user able to run it from menu.

3. Auto Report

A. Print preview auto report Open a form Click Print preview icon at tool bar to display auto report

3. Auto Report

B. Print auto report Open a form Click Print Icon Select a report from select report field Click select button to specify range value Click Options button to select printer or page layout Click OK Button

3. Auto Report

C. New Auto Report Open a form Click Modify button Click New Follow Wizard Click OK button

3. Auto Report

D. Save Auto Report Into AOT Open a form Select a report Click Modify button Click save in AOT Follow Wizard Click OK Button

4. Report ObjectA. Element Report B. Data Source C. Report Design D. Report Section

4. Report Object

ScenarioAs a user that has limited skill in technical aspect of Ms Dynamics AX, youve got assignment from your boss to create new report of purchasing, in this report consist of information about purchase quantity and amount any goods to a vendor

4. Object Report

A. Element Report Data source Report design Report Section

4. Object Report

B. Data SourceSource of data where data is fetch from and send to report to be print It can be :

One or more table View Quer

Add table or view into DataSource node in report object structure Add query into CompositeQuery node in report object structure

4. Object Report

C. Report design Manage report layout Can be more than one report design Two type report design, AutoDesignSpecs and GeneratedDesign AutoDesignSpecs, layout will be generate when report is run GeneratedDesign, layout will be generate based on structure that created using design editor

4. Object Report

D. Report Section Report design consist of some sections Those sections are prolog, page header, header, section group, footer, page footer, epilog and programmable section Can be standardized using section template and report template

Continue

4. Object Report

D. Report SectionSectionProlog PageHeader Header

DescriptionAppears at the beginning of a report. Use it to display items such as a logo, a report title, or the current date. The prolog is printed before the page header on the first page of the report. Appears at the top of every page in a report. Only available for generated designs. Appears at the beginning of a new group of records. Use it to display items such as a group name. Only available for generated designs. Appears in the middle of a report. A section group can contain a Header, Body, or a Footer section. The structure of data sources is reflected in the structure of the section groups. Appears in the middle of the report. A body section contains controls or a SectionGroup. The controls show information from fields in the data sources (tables), or information provided by display methods. Only available for generated designs. Appears at the end of a group of records. Use it to display items such as sub totals. Appears at the bottom of every page in a report. Use it to display items such as page numbers. Appears at the end of the report. Use it to display items such as a logo. The epilog is printed just after the page footer on the last page in a report. Use programmable sections to add any kind of customized information. To activate a programmable section, activate it explicitly with an element.execute(Number) statement. The Number must be specified in the ControlNumber property for the design section.

SectionGroup

Body

Footer PageFooter Epilog

ProgrammableSection

5. DevelopmentA. B. C. D. E. F. G. General step report development Project and its structure Report object Adding data source and its related data source Adding Report design Adding report section Edit report design using visual editor

5. Development

A. General stepGenerally to create custom report, some steps to be done are : Create Project and its structure Create report object under report node in its project Add data source Generate design Edit design if it is custom report Attach report into menu

5. Development

B. Project and StructureCreate shared project :

Click Project Icon On Shared Node in Projects windows, Right click > New > Project Right click on Project# > rename Enter new Name of project Right click > Open

Continue

5. Development

B. Project and its structureCreate Objects groupA. Create Report Group 1. Open project that you created 2. Right click > New > Group 3. At Object node, open properties pane 4. At properties pane, enter Report at field name, Reports at ProjectGroupType Create Menu Item group 1. Repeat poin A 1 to 4, give it name Menu Item and ProjectGroupType is MenuItems 2. Under Menu Item node, repeat poin A1 to 4, give it Display for name and Display for ProjectGroupType Create Menu 1. Under Project name, repeat point A1 to 4 2. Give it Menu for field name

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