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Embed Power BI Q&A Into Your Menu So You Can Ask For Reports Within Dynamics AX

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One of the coolest features within the Office 365 Power BI suite is the Q&A function where you can type in questions about the data and it will translate it into a query and then show you a report of …

One of the coolest features within the Office 365 Power BI suite is the Q&A function where you can type in questions about the data and it will translate it into a query and then show you a report of the results. By linking this with your Dynamics AX data, even the most un-technical person should be able to become their own report writer. If you want to take this to the next level and make it even more accessible to the users then you may want to do a little bit of coding and add it directly to the users menus so that they can just click on the link and go straight to the Q&A page without even having to know the URL for Office 365.
It is like having your own personal data guru at your beck and call.

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  • 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS EMBED POWER BI Q&A INTO YOUR MENU SO YOU CAN ASK FOR REPORTS
  • 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com EMBED POWER BI Q&A INTO YOUR MENU SO YOU CAN ASK FOR REPORTS BY MURRAY FIFE
  • 4. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Copyright© 2014 Murray Fife All RightsReserved
  • 5. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center or deployed through LifecycleServices. The followinglistof softwarefrom the virtual imagewas leveraged within this guide: • MicrosoftDynamics AX 2012 R3 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at legal@dynamicsaxcompanions.com with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at help@dynamicsaxcompanions.com if you arehavinga problem with any aspectof the book, and we will do our best to address it. Preface
  • 6. 6 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 7. 7 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Embed Power BI Q&A Into Your Menu So You Can Ask For Reports One of the coolestfeatureswithinthe Office 365 PowerBIsuite isthe Q&A function where youcan type inquestionsaboutthe dataanditwill translate itintoaqueryand thenshow youa reportof the results. BylinkingthiswithyourDynamicsAXdata, eventhe mostun-technical personshouldbe able tobecome theirownreportwriter. If you wantto take thisto the nextlevel andmake itevenmore accessibletothe users thenyoumay wantto do a little bitof codingandadditdirectlytothe usersmenusso that theycan justclickonthe linkandgo straightto the Q&A page withoutevenhaving to know the URL forOffice 365. It islike havingyourownpersonal dataguruat yourbeckand call.
  • 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The firstthingthat youneedtodo isaccessyour PowerBIQ&A site sothat youcan get the initial URLthat youwantto linktothe menu. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Afteryouknow whatyouwant to linkto,youcan start addingthe menuitem. Andin orderto do thatwe needtocreate a form thatwill be the website wrapperthatwe can thenwithinthe client. Todo this,openupAOT and expandoutthe Formsgroup. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenright-mouse-clickonthe Formsgroupand selectthe NewFormfromthe context menu. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Afteryouhave done thatyou shouldhave agenericFormcontrol. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Change the Name propertyof the Form to PowerBIQA. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenexpandoutthe PowerBIQAformand the furtherexpandthe Designnode. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Right-mouse-clickonthe Designnode,clickonthe NewControl menuitemandthen selectthe ActiveXitem. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupthe ActiveXbrowserandyoushouldbe able tofindthe Microsoft WebBrowser control andclickon the OK button. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill addthe control tothe Designforus. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Selectthe ActiveXcontrol andchange the Name propertytoPowerBIQAso that itis lessgeneric. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thensetthe Width propertyto ColumnWidthso that ittakesup all of the horizontal space inthe design. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andalsosetthe Height property toColumn Heightso that ittakesup all of the vertical space inthe design. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 20. 20 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenselectthe Designnode andchange the WindowType propertyto ContentPage – thiswill allow uslaterontoembedthe formdirectlywithinthe client. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 21. 21 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now we needtotell the browsertonavigate tothe PowerBIwebsite whenitopens. To do this,right-clickonthe Methodsgroupforthe PowerBIQAform,selectthe Override Methodmenuitemandselectthe Activate method. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 22. 22 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupthe code editorforthe method. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 23. 23 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Addthe followinglineof code tothe activate()method: PowerBIQA.Navigate(“YourPowerBIURL”); Andthenclose the editor. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 24. 24 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenyoureturnto AOT, right-mouse-clickonthe PowerBIQAformandselectthe Openoption. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 25. 25 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thisshouldopenupa formand show youthe PowerBI Q&A page. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 26. 26 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now we needtoadd thisformto the menu. To do thiswe firstneedtocreate a menu itemthatpointstothe form. To dothis,expandoutthe MenuItemsnode withinAOT and thenexpandoutthe Designnode. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 27. 27 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Right-mouse-clickonthe Designnode andselectthe NewMenuItemmenuitem. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 28. 28 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill create anew Menu Itemcontrol. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 29. 29 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Change the Name propertyof the menuitemto PowerBIOpenQAandalsochange the Label and Help Textproperties. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 30. 30 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Selectthe drop-downforthe Objectproperty, andyoushouldbe able tofindthe new formthat youjustcreated. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 31. 31 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Afteryouhave done thatyou can save yourchanges(CRTL+S) and thenright-mouse- clickon yournew menuitemcontrol andselectthe Openmenuitem. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 32. 32 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thisshouldopenupthe formagainfor you. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 33. 33 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The final stepisforus to add the menuitemtothe menuitself. Todo thatexpandout the Menusnode andyou will see all of the mainmenusinthe system. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 34. 34 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Expandoutthe mainthat youwant to addthe menuitemto- in ourcase it’sthe SalesAndMarketingmenu. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 35. 35 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenright-mouse clickonthe groupthatyouwantto add itto – whichwe chose the Reports folder–and selectthe Newmenuitemandthenthe Menuitemsub-menu item. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 36. 36 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill adda new menuitemcontrol tothe menu. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 37. 37 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com All youhave to dohere isselectthe MenuItemthat youjustcreatedfrom the dropdownwithinthe MenuItemNameproperty. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 38. 38 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andone lasttweakisto setthe IsDisplayedInContentAreapropertyto Yessothatitis embeddedwithinthe clientratherthana separate form. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 39. 39 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now justsave the changes(CTRL+S) and exitandrestartthe DynamicsAXclient. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 40. 40 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now whenyouopenupyour menuyouwill see anew menuitemforPowerQ&A. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 41. 41 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Clickingonitwill take youstraighttothe PowerBIQ&A page. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 42. 42 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Once youstart askingquestions,youcanrefine youranswer… Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 43. 43 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andthenfilterouttoparticularrecords… Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 44. 44 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andthenevencompare andcontrastmultiple setsof data. Now that issupercool. Embed Power BI Q&A Into Your Menu So You Can Ask For Reports
  • 45. 45 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 46. 46 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 47. 47 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 48. 48 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 49. 49 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Murray Fife is a MicrosoftDynamics AX MVP, and Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About the Author

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