Reporting Fundamentals for Programmers

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Reporting Fundamentals for

Programmers

FOR MICROSOFT DYNAMICS AX 2012 R3

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Key Data ___________________________________________________________________ 3 Look and Feel _______________________________________________________________ 3 Audience ___________________________________________________________________ 3 Prerequisites ________________________________________________________________ 4 Students _________________________________________________________________ 4 Environment ______________________________________________________________ 4 Course Outline ______________________________________________________________ 5 Chapter 1: Look and Feel ____________________________________________________ 5 Chapter 2: Introduction to Reporting Fundamentals _______________________________ 5 Chapter 3: Personalization and Autoreports _____________________________________ 5 Chapter 4: Excel Integration __________________________________________________ 6 Chapter 5: Creating Report Builder Reports _____________________________________ 6 Chapter 6: SSRS and Visual Studio Reports _____________________________________ 6 Chapter 7: Generating Existing Cubes __________________________________________ 8 Chapter 8: Introduction to Management Reporter _________________________________ 8 Chapter 9: Excel Cube Building _______________________________________________ 8 Chapter 10: SQL Server Analysis Services Cube Building __________________________ 9 Chapter 11: Data Processing Class ____________________________________________ 9 Chapter 12: Data Processing and Contract Classes _______________________________ 9 Chapter 13: Modifying Existing Data Models for Reporting _________________________ 11 Chapter 14: Customizing Out-of the-Box Reports ________________________________ 11 Bonus Chapter: Power View Preview – SQL Server 2012 __________________________ 11 Agenda: Reporting Fundamentals for Programmers ________________________________ 13

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Key Data

This course syllabus should be used to determine whether the course is appropriate for the students based on their current skill and technical training needs.

Number of days: 4

Format: Instructor-led

Maximum number of students per course: 10

Look and Feel

This four-day instructor-led course provides students with the knowledge and skill to leverage the extended reporting features of Microsoft Dynamics AX 2012 R3. The course is built using SQL Server 2012 with Visual Studio 2010.

The training course covers creating and deploying reports using SSRS, creating, adjusting, and deploying cubes using SSAS, and integrating all of these features together in the rich client.

Audience

This course is intended for the following:  Programmers

 Report Business Process Managers  Technical Business Analyst

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Prerequisites

Students

Before attending this course, students must have:

 A working knowledge of the navigation and use of Microsoft Dynamics AX 2012  Familiar with X++ programming, Tech Bootcamp or MS Dev1&2 equivalent required  Basic knowledge of Visual Studio 2010, aka SQL Server Data Tools.

Environment

If the training will be conducted in Denver at the Junction Solutions office, the requirements listed below will be provided by Junction Solutions.

Before the beginning of the first lesson the following materials and equipment will be required:  A LCD Projector*

 Projection screen/surface  A white board or

 Flip chart stand/paper (optional)

Each attendee will need a Laptop/PC with the following available:  Internet connection

 A VPN connection to Junction Solution (The connection information will be provided by the trainer upon the first day of training).

Junction Solutions Training Academy hosts the training images on a local server in our Denver offices. The VPN connection is required for the participants to connect to the Hyper-V training image.

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Course Outline

Chapter 1: Look and Feel

Microsoft Dynamics AX is an enterprise resource planning (ERP) solution for midsize and larger organizations that helps people to work effectively, manage change, and compete globally. Microsoft Dynamics AX works like and with familiar Microsoft software and is a solution that automates and streamlines financial, business intelligence, and supply chain processes in a way that can help you with your business.

The topics in this section provide information about the Microsoft Dynamics AX look and feel for common tasks that any user might complete

Lessons

 Describe the user interface elements in Microsoft Dynamics AX 2012.

Chapter 2: Introduction to Reporting Fundamentals

Microsoft SQL Server Reporting Services is now the primary reporting platform for Microsoft Dynamics AX. The default, preconfigured reports that are included with Microsoft Dynamics AX run on the Reporting Services platform. This section introduces reporting formats such as Excel, Autoreports, Report Builder, Reporting Services Reports, and Management Reporter. These report formats are either built on the transaction processing database or the analytical services cubes.

Lessons

 Review the types of reports used in Dynamics AX.  Discuss the reporting architecture and reporting options.  Describe online analytical processing (OLAP).

 Describe Management Reporter 2012 information flow.

Chapter 3: Personalization and Autoreports

Personalization in Microsoft Dynamics AX uses a technology called IntelliMorph. It is the ability to customize your client session without affecting other users. You can use IntelliMorph to hide and show fields or portions of a form. In addition, you can resize and rearrange fields on forms. An additional tool is the use of Autoreports. These Auto reports are preconfigured reports that you can generate by clicking the Print icon on a form.

Lessons

 Discuss the levels of customization available at different user rights.  Describe how to modify form set up.

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Proprietary and Confidential Page 6 of 13 2012  Create and organize favorites.

 Using personalization for both the power user and the developer.  Utilize the Export to Excel functionality for custom interfaces.  Generate, Print, and Save Autoreport formats.

Exercises

 Personalize your navigation  Create a custom auto report

Chapter 4: Excel Integration

One of the fastest ways to integrate data from Microsoft Dynamics AX is the Excel Add-in. This tool, once configured as part of the Office integration, exposes large amounts of data that typical users can easily customize and create new reports using a standard interface.

Lessons

 Create a report from the Export to Excel tool.  Create a transactional report using the Excel Add-in.

 Create a pivot table report based on analysis services using the Excel Add-in.

Chapter 5: Creating Report Builder Reports

Report Builder is a report authoring environment for business users who prefer to work in the Microsoft Office environment. When you design a report, you specify where to get the data, which data to get, and how to display the data. When you run the report, the report processor takes all the information you have specified, retrieves the data, and combines it with the report layout to generate the report. You can preview your reports in Report Builder, or you can publish your report to a report server or a report server in SharePoint integrated mode, where others can run it.

Lessons

 Create a basic report using Report Builder Exercises

 Create a basic Report Builder report

Chapter 6: SSRS and Visual Studio Reports

Microsoft Dynamics AX provides a model-based approach to create reports by providing project templates and modeling tools that are incorporated into the Microsoft Visual Studio development environment. The reporting features provided by Microsoft Dynamics AX are based on a tight integration with SQL Server Reporting Services

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 Review creating a report for customer transaction data  Develop a report for vendor transaction data.

 Review creating a report bound by date.

 Develop a report created using a matrix template and a complex query.  Develop and test a report created using drill through.

 Review referencing a report with multiple datasets and uses precision design. Exercises

 Creating a report for customer transaction data  Creating a report for vendor transaction data  Creating a report bound by date

 Creating a matrix report  Creating a drill through report

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Chapter 7: Generating Existing Cubes

A cube is a multidimensional structure that provides the basis for developing Business

Intelligence (BI) applications. This chapter describes the components of a cube so that

you can better understand how to use a cube to analyze data. In addition, you can

deploy and process Analysis cubes by using the Analysis Services project wizard in

Microsoft Dynamics AX.

Lessons

 Review Measures, Dimensions, Perspectives, and KPI’s

 Deploy an Existing SQL Server Analysis Services Project in AX. Exercises

 Deploy the default cubes in Dynamics AX 2012.

Chapter 8: Introduction to Management Reporter

Management Reporter is the Microsoft Dynamics ERP application used for the creation,

distribution and analysis of financial statements. Management Reporter empowers

decision makers to provide real-time insights into organizational results allowing you to

take action and align employee behavior with overall goals.

Lessons

 Introduce accessing Management Reporter  Explore Management Reporter capabilities

 Review the building blocks of Management Reporter

Chapter 9: Excel Cube Building

In this chapter, you modify an Excel workbook in PowerPivot for Excel to make a small but functional cube that you can use as a basis for sample Power View reports. Everything you do in this tutorial in PowerPivot, you can also do in tabular models that you create in SQL Server Data Tools (SSDT).

Lessons

 To setup and create a Power Pivot for Excel cube that you can use as a report data source.

Exercises

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Chapter 10: SQL Server Analysis Services Cube Building

In this walkthrough, you will create a cube that enables you to analyze data from Microsoft Dynamics AX. You will use the Business Intelligence (BI) properties in Microsoft Dynamics AX to specify measures and attributes for the cube, and then generate an Analysis Services project so that you can work with the cube in SQL Server Business Intelligence Development Studio (BIDS). Lessons

 OLTP vs OLAP Database architecture  Understanding the Cube

 Tools Used for Analytics

 How to design, configure, deploy, and browse a cube. Exercises

 Creating a perspective for a cube  Specifying cube measure and attributes  Generating an Analysis Services project  Deploying a cube

 Browsing cube data

Chapter 11: Data Processing Class

Using the Data process class to access data is more advanced than the traditional query

methodology. It is used when the data to be rendered in the report is not available through query, you need to further process the data at the time that it is run, and the business logic is based on X++ code. Additionally, report data provides allow for more filters at runtime based on UI parameters than queries.

Lessons

 Discuss the Model-View-Controller (MVC) pattern.  Create a report data provider (RDP) class.

Exercises

 Simple report generation – data provider class

Chapter 12: Data Processing and Contract Classes

A report parameter provides a way to choose report data, connect related reports together, and vary the report presentation. It is used when generating the report data set. The parameters that a report data provider class will reference are defined in a data contract class.

Lessons

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Exercises

 Creating a Sales Return report using a report data provider and contract class  Creating a report bound with X++ business logic

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Chapter 13: Modifying Existing Data Models for Reporting

The Invent Cost Report is a complex series of interrelated classes. This chapter explores the modification of the basic building block classes, report data provider, controller, contract, and UI builder.

Lessons

 Importing and modifying an existing report project  Using Enums for parameters

 Bonus: Updating a report from an auto design to a precision report. 

Exercises

 Creating a complex report – modifying existing X++ class structures

Chapter 14: Customizing Out-of the-Box Reports

Understanding the techniques for customizing out-of-the-box reports will enable you to quickly produce complex reports that satisfy the business specific customer requirements.

Lessons

 Editing, customizing, and republishing existing reports. Exercises

 Customizing LedgerBalanceControlReport  Customizing BudgetDetailReport

 Customizing Purchase Orders

Bonus Chapter: Power View Preview – SQL Server 2012

In this chapter, you create a Power View report that demonstrates what Power View can do, using a small sample model created in PowerPivot for Excel. You create tables and convert them into a number of different visualizations. You create tiles and add visualizations to them. You create multiple pages, or views, in your report. You create a bubble chart and add a play axis to it, so you can see how the values change over time. You create small multiples – a set of small charts, one per series, with the same axes. Then you experiment with different ways to filter the data in the visualizations. In the end, you export your report to PowerPoint.

Lessons

 Create a Power View report starting from the PowerPivot created.  Creating views that illustrate the report

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Exercises

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Agenda: Reporting Fundamentals for Programmers

DAY 1

DAY 2

DAY 3

DAY 4

9:00 AM

Class Setup & Look

and Feel

SSRS & Visual Studio

-Creating a

Customer/Vendor

Transaction Data Report

-Creating a Report bound

by date

Management

Reporter 2012

Modifying Existing

Data Models for

Reporting

10:00 AM

Introduction to

Reporting

Fundamentals

Excel Cube Building

SSAS Cube Building

11:00 AM

Personalization &

Auto Report

Customizing Out of

the Box Reports

-Budget Detail

12:00 PM

LUNCH

LUNCH

LUNCH

LUNCH

1:00 PM

Excel Integration

SSRS & Visual Studio

-Creating a Matrix Report

-Creating a Drill through

Report

Data Processing

Class – Phone Book

Customizing Out of

the Box Reports

-Purchase Order

2:00 PM

Data Processing

Class and Contract

Classes – Return

Sales & Business

Logic

3:00 PM

Report Builder

Generating Existing

Cubes (Views,

Perspectives)

Overflow/Parking Lot

4:00 PM

Figure

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References

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