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Report microsoft dynamics ax

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Report Report development on Microsoft Dynamics AX 2009
Transcript
Page 1: Report microsoft dynamics ax

Report

Report development on Microsoft Dynamics AX 2009

Page 2: Report microsoft dynamics ax

Agenda

1. Overview2. Report Wizard3. Auto Report4. Object Report5. Report Development6. Report and Section Template

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1. Overview

A. Overview TypeB. Creating ReportC. Auto Report FormD. Report WizardE. Step to Develop

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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

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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

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C. Auto Report on Form Open from print menu in tool bar when

a form is opened Simple design Data source of report using form’s query Able to create various version of auto

report in a form Able to attach new created auto report

into menu

1. Overview

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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

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1. Overview

a. Create a projectb. Create AOT Structure in the projectc. Create Report Objectd. Assign data source into report objecte. Design layoutf. Attach to menu

E. Step to develop

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

A. NavigationB. Object Name SelectionC. Name of ReportD. Table SelectionE. Field SelectionF. Summation Field

G. SubheadingsH. GroupingI. RangingJ. Page Layout & OrientationK. PreviewL. Attach to MenuM. Result

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Scenario 2. Report Wizard

As a user that has no skill in technical aspect of Ms Dynamics AX, you’ve 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.

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

2. Report Wizard

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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

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2. Report Wizard

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

Klik Next Button

C. Name of report

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D. Table Selection Select table(s) from All Tables box

and table that are related to the selected table’s box if required

Click Next button

2. Report Wizard

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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

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F. Summation Field

Select field that will be summed and display at bottom of data from available field’s box into selected field’s 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

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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

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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

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I. Ranging

Select field(s) that will be use for filtering data coming from data source

Click Next Button

2. Report Wizard

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J. Page Layout & Orientation Select layout, page orientation and

report template if available

Click Next Button

2. Report Wizard

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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

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L. Attach to Menu

Move report from Report’s box into particular menu item

Klik Next or Finish Button

2. Report Wizard

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M. Print Preview2. Report Wizard

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

A. Print PreviewB. Print Auto ReportC. New Auto ReportD. Save Auto Report in AOT

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Scenario

As 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

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A. Print preview auto report

Open a form Click Print preview icon at tool

bar to display auto report

3. Auto Report

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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

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C. New Auto Report

Open a form Click Modify button Click New Follow Wizard Click OK button

3. Auto Report

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

3. Auto Report

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4. Report Object

A. Element ReportB. Data SourceC. Report DesignD. Report Section

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Scenario

As a user that has limited skill in technical aspect of Ms Dynamics AX, you’ve 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. Report Object

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A. Element Report

Data source Report design Report Section

4. Object Report

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B. Data Source

One or more table View Quer

4. Object Report

Source of data where data is fetch from and send to report to be print

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

It can be :

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C. Report design4. Object Report

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

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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

4. Object Report

Continue

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D. Report SectionSection Description

Prolog Appears 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.

PageHeader Appears at the top of every page in a report.

Header 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.

SectionGroup 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.

Body 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.

Footer Only available for generated designs. Appears at the end of a group of records. Use it to display items such as sub totals.

PageFooter Appears at the bottom of every page in a report. Use it to display items such as page numbers.

Epilog 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.

ProgrammableSection 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.

4. Object Report

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5. Development

A. General step report developmentB. Project and its structureC. Report objectD. Adding data source and its related data sourceE. Adding Report designF. Adding report sectionG. Edit report design using visual editor

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A. General step

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

Generally to create custom report, some steps to be done are :

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B. Project and Structure

Create 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

5. Development

Continue

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B. Project and its structure

Create Object’s groupA. Create Report Group

1. Open project that you created2. Right click > New > Group3. At Object node, open properties pane4. At properties pane, enter Report at field name, Reports at

ProjectGroupTypeB. 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

C. Create Menu 1. Under Project name, repeat point A1 to 42. Give it Menu for field name and Menus for ProjectGroupType

D. Click Save All icon

5. Development

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C. Report Object

1. Under Report Node, right click > new >

Report2. At Report# node, open properties3. Enter name of report at field name, in this case

PurchaseOrderList4. Click Save All (Ctrl + Shift + S)

5. Development

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D. Add Data Source

1. Open Project2. Open report object that you have created3. Expand Datasource > Query 4. Add data source either from table, view or query by one of

the following way• Drag a table or view from AOT and drop at

Datasource node• Drag a query from AOT and drop at

CompositeQuery node• At node datasource or compositeQuery, right

click > New Data Source > add table, view or query

5. Click Save All

5. Development

Continue

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D.Add Related Datasource

1. Open project2. Open report object3. Expand datasource node4. Add new data source under current data source5. At new datasource node, open properties

window6. Enter value Yes at field relations otherwise

create relation manually7. Click Save All

5. Development

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E. Report Design

1. Open project2. Open report object3. At design node, right click > New Report

Design4. Open properties at ReportDesign# node5. Enter name of design at field name6. Enter report template if required7. Click Save All

5. Development

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E. Section in AutoDesignSpec Manually

Add Manually1. Open project2. Open report object3. Expand design > Report Design4. At AutoDesignSpec node, Right click > New > [Sections>]

5. At body section, add field, field group or display method

6. At other section, e.g Page Header, Page footer, add required item

7. Click Save All

5. Development

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F. Section in AutoDesignSpec

1. Open project2. Open report object3. Expand designs > Report Design Node

4. At AutoDesignSpec node, Right click > Generate Specs From Query

5. Add page header and footer if required

6. Add fields under body, page footer and page header

7. Click Sava All

5. Development

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G. Section in Generated Design

1. Open project2. Open report object3. Expand design node4. At Report Design node, Right click >

Generate Design5. Expand GeneratedDesign node6. Add other required section (e.g page header,

page footer etc.)7. Expand Section Group node8. Add other required section (Header, footer

etc)9. Under Body node, add required field or field

group10. Click Save All

5. Development

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H. Visual Layout

Use visual layout design to arrange layout of report visually

Under GerateDesign or AutoSpecDesign node, Right click > Edit to open visual design editor

Use properties windows to modify appearance of its control e.g position, color, font etc.

5. Development

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I. Report Template Use report template to standardize of report

section It could be header, footer etc. There are some predefined report template

that can be ready to use Create in AOT > Reports > Report

Template Use it when create a report object by specify in

design properties, field report template

5. Development

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J. Section Template Use section template to standardize of body

report Create in AOT > Reports > Section

Template Used under section group in report by

Section Group > New > Section Template

In properties of section template, specify section template name

5. Development

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K. Attach to Menu

Create Menu Item Attached menu item into menu

5. Development

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L. Create Menu Item Open Project Drag report object (in this case

PurchaseOrderList) and drop into Display node under menu item node

Open properties of menu item PurchaseOrderList

Enter label for this menu item Make sure field Object Type value is

Report Make sure field Object is report object

name ( in this case PurchaseOrderList) Click Save All

5. Development

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M. Attach Into Menu

Open project Drag menu item

PurchaseOrderList and drop into menu object

Click Save All

5. Development

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6. Deployment

A. Use XPO file to deploy a project or object, XPO is a text file consisting code definition of project or object

B. Export, export XPO from development serverC. Import, import XPO into Production server

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A.Export XPO file

Open Project At project name, right click > export In Export to windows, specify folder and

file name Uncheck field Export with ID values

in Options group box Click OK

6. Deployment

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B.Export XPO file Open Project or AOT Click import Icon at tool bar At import window, uncheck field

Import with ID Values Select folder and XPO file name Click OK Button

6. Deployment


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