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Creating Custom Dynamics AX 2012 Reports With MSSQL Report Builder

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SQL Server 2008 R2 has a great in-built report writer that allows you to not only modify the pre-built reports delivered with Dynamics AX 2012, but also create your own reports. …

SQL Server 2008 R2 has a great in-built report writer that allows you to not only modify the pre-built reports delivered with Dynamics AX 2012, but also create your own reports.

In this walkthrough we will show how you can use the Report Builder 3.0 to create a simple dashboard using the cubes that are delivered with the standard Dynamics AX 2012 installation.

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  • 1. Dynamics AX | SSRS| Report Builder 3.0CREATING CUSTOM DYNAMICS AX 2012REPORTS WITH MSSQL REPORT BUILDER SQL Server 2008 R2 has a great in-built report writer that allows you to not only modify the pre-built reports delivered with Dynamics AX 2012, but also create your own reports. In this walkthrough we will show how you can use the Report Builder 3.0 to create a simple dashboard using the cubes that are delivered with the standard Dynamics AX 2012 installation. © 2013. All rights reserved.
  • 2. Access ReportBuilder 3.0The first step is to access the report builder. If you openup the reporting services portal, then there will be a linkthat will install and open the Report Builder 3.0application. © 2013. All rights reserved.
  • 3. Create A New TableReportWhen the Report Builder 3.0 starts up, it will start you offin the Report Wizard. In this example, we will start off byusing the Table Wizard. © 2013. All rights reserved.
  • 4. Define Your DataSourceNow we need to specify our data source for the report. © 2013. All rights reserved.
  • 5. Define Your DataSourceIf you have saved one in the past, then you can use it tosave time, but in this case we will just create a newconnection. © 2013. All rights reserved.
  • 6. Define Your DataSourceRather than connect to the database, we will connect tothe Microsoft Analysis Services cubes that are deliveredwith Dynamics AX. © 2013. All rights reserved.
  • 7. Define Your DataSourceOnce you’ve selected the connection type, you can specifythe connection details by clicking on the Build button. © 2013. All rights reserved.
  • 8. Define Your DataSourceNow we have the data source defined. © 2013. All rights reserved.
  • 9. Define Your DataSourceAnd the data source is now available for the report. © 2013. All rights reserved.
  • 10. Create A SimpleTabular ReportNow we can start creating our report… © 2013. All rights reserved.
  • 11. Create A SimpleTabular ReportFor this report we want to use the Sales cube rather thanthe default AP cube. So from the data source selector,change the default cube. © 2013. All rights reserved.
  • 12. Create A SimpleTabular ReportBefore we choose our report fields, we will add a filter tothe report so that we just report off one company.To do this select the Company dimension from the filtersection of the report. © 2013. All rights reserved.
  • 13. Create A SimpleTabular ReportThen link it to the Company Hierarchy in the Sales cube. © 2013. All rights reserved.
  • 14. Create A SimpleTabular ReportFinally, select the report filter values. © 2013. All rights reserved.
  • 15. Create A SimpleTabular ReportNow we will select the data that we want to use in thereport data source. © 2013. All rights reserved.
  • 16. Create A SimpleTabular ReportSelect the Customer Group, State, and Customer fieldsfrom the cube. © 2013. All rights reserved.
  • 17. Create A SimpleTabular ReportAnd also add in a date dimension. © 2013. All rights reserved.
  • 18. Create A SimpleTabular ReportFrom the Measures section, we can now add in areporting measure for the Invoice$ so that we havesomething to report off. © 2013. All rights reserved.
  • 19. Create A SimpleTabular ReportContinuing on, the Table Wizard will ask us to choose thefields that we want in the table.Note: We are not going to use all of the fields that weselected in this initial view – they will be used later on in asub report. © 2013. All rights reserved.
  • 20. Create A SimpleTabular ReportNow we can choose if we want totals etc. © 2013. All rights reserved.
  • 21. Create A SimpleTabular ReportAnd also select the template for the report.Tip: When I created this report, I chose the Genericformat. Although it looks boring, it is easier to addformatting later on because we don’t have to strip outextra formatting beforehand. © 2013. All rights reserved.
  • 22. Your ReportNow we have a report… © 2013. All rights reserved.
  • 23. Your ReportAnd here is the report in action. © 2013. All rights reserved.
  • 24. Add A Detail MapNow we will add a little flair to our report by adding a mapas a sub-report.In order add a detail section we need to add somewherefor it to go. To do this we add a new row as an InsideGroup Row. © 2013. All rights reserved.
  • 25. Add A Detail MapNow we have an extra cell. © 2013. All rights reserved.
  • 26. Add A Detail MapNow we will insert a Map component. © 2013. All rights reserved.
  • 27. Add A Detail MapNow just select the format for the map… © 2013. All rights reserved.
  • 28. Add A Detail MapAnd then position and zoom the map. © 2013. All rights reserved.
  • 29. Add A Detail MapNow select the color coding option for the map. © 2013. All rights reserved.
  • 30. Add A Detail MapThe wizard will now ask where you want to get the datafor the report – in this case we will use the data queryfrom the main report. © 2013. All rights reserved.
  • 31. Add A Detail MapFor the maps, we need to tell it what field is to be used toidentify the map locations – the states in this example.To do this, just select the State field from the data sourceselector. © 2013. All rights reserved.
  • 32. Add A Detail MapNow we can specify the color coding option for the map. © 2013. All rights reserved.
  • 33. Add A Detail MapAnd the map is done. One problem is that it is not a sub-report yet. © 2013. All rights reserved.
  • 34. Add A Detail MapJust drag the map into the detail cell that we createdearlier on. © 2013. All rights reserved.
  • 35. Add A Detail MapThe map is a little too busy at the moment, to we will getrid of a lot of the decorations that come by default.Start off by removing the Distance and Color Scale fromthe map. © 2013. All rights reserved.
  • 36. Add A Detail MapDelete the legend… © 2013. All rights reserved.
  • 37. Add A Detail MapAnd remove the title. © 2013. All rights reserved.
  • 38. Add A Detail MapNow from the Map context menu, access the ViewportProperties. © 2013. All rights reserved.
  • 39. Add A Detail MapRemove the fill. © 2013. All rights reserved.
  • 40. Add A Detail MapRemove the Border… © 2013. All rights reserved.
  • 41. Add A Detail MapAnd finally remove the Shadow so that he map is clean. © 2013. All rights reserved.
  • 42. Add A Detail MapNow the map looks a little simpler… but maybe a little toobig. © 2013. All rights reserved.
  • 43. Add A Detail MapTo resize the map, just resize the columns and rows. © 2013. All rights reserved.
  • 44. Your Report HasFlairNow we have a simple dashboard. © 2013. All rights reserved.
  • 45. Format ReportTo finish off the report we will reformat some of the fontsand layouts on the report. © 2013. All rights reserved.
  • 46. Format ReportWe can also change the title of the report and format thetitle font and color. © 2013. All rights reserved.
  • 47. Format ReportTo brand the report we can add a logo by adding an Imagecomponent to the report. © 2013. All rights reserved.
  • 48. Format ReportWith a little more formatting of the data, the report looksmuch better. © 2013. All rights reserved.
  • 49. Report FinishedThis looks much nicer for a report. © 2013. All rights reserved.
  • 50. Format Report(Alternate Ending)If you are going to use this report as a widget, then youmay want to rearrange the report a little. © 2013. All rights reserved.
  • 51. Report WidgetCreatedNow the report is ready to be added to a dashboard. © 2013. All rights reserved.
  • 52. Publish Your ReportThe final step is just to save the report to the ReportingServices server. © 2013. All rights reserved.
  • 53. Report AvailableFor EveryoneThe report is now available to everyone. © 2013. All rights reserved.
  • 54. Standalone ReportTip: Using the following URL, you can open up the reportas a web page:http://sharepoint/ReportServer/Pages/ReportViewer.aspx?%2fAnnualSalesDashboard&rs:Command=Render © 2013. All rights reserved.
  • 55. AboutMurray Fife