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Dynamics AX | Business Intelligence | MSSQLCREATING A REPORTING CUBE IN AOT                                              W...
Find Perspectives InAOTAll of the cubes can be accessed through AOT in thePerspectives area.                              ...
Create A NewPerspectiveTo create a new reporting cube, just create a newPerspective.                                      ...
Configure ThePerspectiveWe will give the Perspective a name, label, and changethe Usage to OLAP.                          ...
Add Views To NewPerspectiveNow we will add a few views and tables to theperspective. In this case we will add CustTableCub...
Add Tables ToPerspectiveAnd also we will add the CustPatmentModeTable table tothe Perspective.                            ...
ConfigureCustTransTotalSalesViewNow we need to tweak some of the perspectiveproperties for the views and fields that we ad...
ConfigureCustTransTotalSalesViewNow change the defaults for a few of the fields… startwith AmountMST…                     ...
ConfigureCustTransTotalSalesViewThen TransType…                      © 2013. All rights reserved.
ConfigureCustTransTotalSalesViewAnd TransDate.                      © 2013. All rights reserved.
ConfigureCustTableCube ViewNow we will change the field defaults in theCustTableCube, starting with AccountNum…           ...
ConfigureCustTableCube ViewThen Blocked…                     © 2013. All rights reserved.
ConfigureCustTableCube ViewGroupName…                     © 2013. All rights reserved.
ConfigureCustTableCube ViewCity…                     © 2013. All rights reserved.
ConfigureCustTableCube ViewCountry…                     © 2013. All rights reserved.
ConfigureCustTableCube ViewName…                     © 2013. All rights reserved.
ConfigureCustTableCube ViewState…                     © 2013. All rights reserved.
ConfigureCustTableCube ViewAnd MainContractor.                      © 2013. All rights reserved.
ConfigureCustPaymModeTableFinally we need to tweak the CustPaymtModeTable… Startwith the Name…                            ...
ConfigureCustPaymModeTableThen PaymMode…                   © 2013. All rights reserved.
ConfigureCustPaymModeTableTypeOfDraft…                   © 2013. All rights reserved.
ConfigureCustPaymModeTableAnd AccountType.                   © 2013. All rights reserved.
Create A NewAnalysis ServicesProjectNow that we have all of the tables and views configured,we can open up the SQL Server ...
Create A NewAnalysis ServicesProjectThis will start up the configure and deployment wizard.                               ...
Create A NewAnalysis ServicesProjectChoose the Create option and give the project a newname.                              ...
Create A NewAnalysis ServicesProjectFrom the Perspectives, select the new perspective that wejust created.                ...
Create A NewAnalysis ServicesProjectSkip the dimensions...                         © 2013. All rights reserved.
Create A NewAnalysis ServicesProjectCopy the Date dimension into the project.                                            ©...
Create A NewAnalysis ServicesProjectAnd choose the translation languages that you want todeploy with.                     ...
Create A NewAnalysis ServicesProjectIf you want to map the currency conversions, then youcan do it in this stage. For our ...
Create A NewAnalysis ServicesProjectAnd we can now generate the project.                                       © 2013. All...
Save AnalysisServices ProjectNow that the project is created, lets deploy it to the AOTso that we can reuse it in other en...
Deploy & ProcessAnalysis ServicesCubeFinally we will want to deploy the Perspective to MSSQL.In this case we will separate...
Deploy & ProcessAnalysis ServicesCubeAfter a few minutes your cube will be deployed…                                      ...
All DoneAnd you are done.                    © 2013. All rights reserved.
Connect To NewCube Through ExcelTo test the cube we will just use Excel and connect to theAnalysis Services server that no...
Connect To NewCube Through ExcelWhen we change the default cube, the new Perspectivethat we created will show up.         ...
Sales Analysis DataNow AvailableAfter we attach the cube, then reporting becomes a no-brainer…This is too cool.           ...
AboutMurray Fife
Creating An Analysis Services Cube For Dynamics AX 2012 in AOT
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Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Who say’s that you need to be a Data Warehousing guru in order to create new reporting cubes for Dynamics AX. Not me (any more).

The following walkthrough is completely plagiarized of the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/cc622026.aspx and shows how easy it is to create your own reporting cubes against the AX 2012 database, without even setting foot in MSSQL Enterprise Manager, or BIDS.

This is very cool.

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Transcript of "Creating An Analysis Services Cube For Dynamics AX 2012 in AOT"

  1. 1. Dynamics AX | Business Intelligence | MSSQLCREATING A REPORTING CUBE IN AOT Who say’s that you need to be a Data Warehousing guru in order to create new reporting cubes for Dynamics AX. Not me (any more). The following walkthrough is completely plagiarized of the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/cc622026.aspx and shows how easy it is to create your own reporting cubes against the AX 2012 database, without even setting foot in MSSQL Enterprise Manager, or BIDS. This is very cool. © 2013. All rights reserved.
  2. 2. Find Perspectives InAOTAll of the cubes can be accessed through AOT in thePerspectives area. © 2013. All rights reserved.
  3. 3. Create A NewPerspectiveTo create a new reporting cube, just create a newPerspective. © 2013. All rights reserved.
  4. 4. Configure ThePerspectiveWe will give the Perspective a name, label, and changethe Usage to OLAP. © 2013. All rights reserved.
  5. 5. Add Views To NewPerspectiveNow we will add a few views and tables to theperspective. In this case we will add CustTableCube, andCustTransTotalSales views so that we have transactionhistory in the cube. © 2013. All rights reserved.
  6. 6. Add Tables ToPerspectiveAnd also we will add the CustPatmentModeTable table tothe Perspective. © 2013. All rights reserved.
  7. 7. ConfigureCustTransTotalSalesViewNow we need to tweak some of the perspectiveproperties for the views and fields that we added. Withthe CustTransTotalSales table, change theAnalysisDimensionType to Transaction, and theAnalysisDimensionLabel to Sales Type. © 2013. All rights reserved.
  8. 8. ConfigureCustTransTotalSalesViewNow change the defaults for a few of the fields… startwith AmountMST… © 2013. All rights reserved.
  9. 9. ConfigureCustTransTotalSalesViewThen TransType… © 2013. All rights reserved.
  10. 10. ConfigureCustTransTotalSalesViewAnd TransDate. © 2013. All rights reserved.
  11. 11. ConfigureCustTableCube ViewNow we will change the field defaults in theCustTableCube, starting with AccountNum… © 2013. All rights reserved.
  12. 12. ConfigureCustTableCube ViewThen Blocked… © 2013. All rights reserved.
  13. 13. ConfigureCustTableCube ViewGroupName… © 2013. All rights reserved.
  14. 14. ConfigureCustTableCube ViewCity… © 2013. All rights reserved.
  15. 15. ConfigureCustTableCube ViewCountry… © 2013. All rights reserved.
  16. 16. ConfigureCustTableCube ViewName… © 2013. All rights reserved.
  17. 17. ConfigureCustTableCube ViewState… © 2013. All rights reserved.
  18. 18. ConfigureCustTableCube ViewAnd MainContractor. © 2013. All rights reserved.
  19. 19. ConfigureCustPaymModeTableFinally we need to tweak the CustPaymtModeTable… Startwith the Name… © 2013. All rights reserved.
  20. 20. ConfigureCustPaymModeTableThen PaymMode… © 2013. All rights reserved.
  21. 21. ConfigureCustPaymModeTableTypeOfDraft… © 2013. All rights reserved.
  22. 22. ConfigureCustPaymModeTableAnd AccountType. © 2013. All rights reserved.
  23. 23. Create A NewAnalysis ServicesProjectNow that we have all of the tables and views configured,we can open up the SQL Server Analysis Services ProjectWizard from the Tools menu. © 2013. All rights reserved.
  24. 24. Create A NewAnalysis ServicesProjectThis will start up the configure and deployment wizard. © 2013. All rights reserved.
  25. 25. Create A NewAnalysis ServicesProjectChoose the Create option and give the project a newname. © 2013. All rights reserved.
  26. 26. Create A NewAnalysis ServicesProjectFrom the Perspectives, select the new perspective that wejust created. © 2013. All rights reserved.
  27. 27. Create A NewAnalysis ServicesProjectSkip the dimensions... © 2013. All rights reserved.
  28. 28. Create A NewAnalysis ServicesProjectCopy the Date dimension into the project. © 2013. All rights reserved.
  29. 29. Create A NewAnalysis ServicesProjectAnd choose the translation languages that you want todeploy with. © 2013. All rights reserved.
  30. 30. Create A NewAnalysis ServicesProjectIf you want to map the currency conversions, then youcan do it in this stage. For our example we will just bypassthis… © 2013. All rights reserved.
  31. 31. Create A NewAnalysis ServicesProjectAnd we can now generate the project. © 2013. All rights reserved.
  32. 32. Save AnalysisServices ProjectNow that the project is created, lets deploy it to the AOTso that we can reuse it in other environments. © 2013. All rights reserved.
  33. 33. Deploy & ProcessAnalysis ServicesCubeFinally we will want to deploy the Perspective to MSSQL.In this case we will separate out the Perspective into it’svery own cube. © 2013. All rights reserved.
  34. 34. Deploy & ProcessAnalysis ServicesCubeAfter a few minutes your cube will be deployed… © 2013. All rights reserved.
  35. 35. All DoneAnd you are done. © 2013. All rights reserved.
  36. 36. Connect To NewCube Through ExcelTo test the cube we will just use Excel and connect to theAnalysis Services server that now has the new cube. © 2013. All rights reserved.
  37. 37. Connect To NewCube Through ExcelWhen we change the default cube, the new Perspectivethat we created will show up. © 2013. All rights reserved.
  38. 38. Sales Analysis DataNow AvailableAfter we attach the cube, then reporting becomes a no-brainer…This is too cool. © 2013. All rights reserved.
  39. 39. AboutMurray Fife
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