Microsoft Dynamics AX 2012 R3 Reporting Cookbook电子书

Microsoft Dynamics AX 2012 R3 Reporting Cookbook

Table of Contents

Microsoft Dynamics AX 2012 R3 Reporting Cookbook

Credits

About the Authors

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Sections

Getting ready

How to do it…

How it works…

There's more…

See also

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Understanding and Creating Simple SSRS Reports

Introduction

Reporting overview

Using a query as a data source in a report

Getting ready

How to do it...

How it works…

Connecting VS to AX

Retrieving metadata and data

Verify the query

No joins

Creating auto designs from datasets

Getting ready

How to do it...

How it works…

Grouping in reports

How to do it...

How it works…

Adding ranges to the report

How to do it...

How it works…

Deploying a report

Getting ready

How to do it...

Location of deployment

How it works

Creating a menu item for a report

How to do it...

How it works…

Creating a report using a query in Warehouse Management

Getting ready

How to do it...

How it works

2. Enhancing Your Report – Visualization and Interaction

Introduction

Creating multiple data regions and charts in reports

Getting Ready

How to do it…

How it works…

Creating a chart data region

Getting ready

How to do it…

How it works…

Creating a new layout template

How to do it…

How it works…

Expression in reports

How to do it…

How it works…

Understanding prefix symbols in simple expressions

Aggregation in reports

How to do it…

How it works…

Adding an image in auto design

How to do it…

How it works…

See also

Formatting reports

How to do it…

How it works…

Adding unbounded parameters in reports

How to do it…

How it works…

System parameter

User-defined parameters

Bounded parameters

Unbounded parameters

Parameters and data source types

Query parameters

Dynamic filters

See also

Adding filters to data regions

How to do it…

How it works…

Adding document map navigation to reports

How to do it…

How it works…

Creating drill-up/drill-down actions in reports

How to do it…

How it works…

3. Report Programming Model

Introduction

Opening a report through a controller

Getting Ready

How to do it...

How it works...

Report programming model

Model

Controller

Report data contract

Report controller

Report UI builder

View

Modifying the report query in controller

Getting Ready

How to do it...

How it works...

Opening a report with a dialog

How to do it...

How it works…

Creating a report using the UI Builder class

Getting Ready

How to do it...

How it works…

Adding a lookup on a report dialog using the UI Builder class

Getting Ready

How to do it...

How it works…

Connecting the UI builder class with a contract class

Getting Ready

How to do it...

How it works…

Adding ranges from unbound parameters to a query

How to do it...

How it works…

RDP vs RDL data contract

Modifying the UI by caller

How to do it…

How it works…

Turning off a report dialog

How to do it...

Setting up security for reports

How to do it…

How it works...

Adding up the report menu item into privilege

How to do it...

How it works…

Calling multiple reports from a controller

How to do it…

How it works...

Calling multiple reports simultaneously using a single controller

How to do it...

How it works…

Debugging a report model

How to do it…

Changes to model and adding new classes

How it works…

Adding data methods in business logic

How to do it…

How it works...

Data method vs Expressions

Adding a URL drill through action in reports

How to do it…

How it works...

Debugging business logic

How to do it…

How it works…

Unit testing business logic

How to do it…

How it works...

Creating a report using a controller and the UI Builder class

How to do it...

How it works…

4. Report Programming Model – RDP

Introduction

Creating a simple RDP report

Getting ready

How to do it…

How it works…

RDP

RDP class

RDP data contract

UI builder

Choosing RDP for a report

See Also

Testing the RDP report

How to do it…

How it works…

Creating a simple precision design

Getting ready

How to do it…

How it works…

Creating an advanced RDP report

How to do it…

Testing the RDP

How it works…

Creating a report with multiple data sources in a single table

How to do it…

How it works…

Creating a group view report

How to do it…

How it works…

Adding headers and displaying company images

How to do it…

How it works…

Debugging RDP

See Also

Using an existing temp table in RDP

How to do it…

How it works…

Pre-processing reports

How to do it…

How it works…

Clean up

5. Integrating External Datasources

Introduction

Adding a datasource through business logic

Getting ready

How to do it...

How it works…

See Also

Using an XML feed as a datasource

Getting ready

How to do it…

How it works…

Spin-off recipes

Building a parameter lookup using business logic

Getting ready

How to do it…

How it works…

Business logic

Building a report through an external datasource

Getting Ready

How to do it…

How it works...

Adding a parameter for an external datasource query

Getting Ready

How to do it…

How it works…

Creating a customer summary OLAP report

Getting Ready

How to do it…

How it works…

See also

Adding a parameter lookup for OLAP

Getting Ready

How to do it…

How it works…

Company parameter

EndDate parameter

Main query

Designing an OLAP table report with SQL Report Builder

Getting Ready

How to do it…

How it works...

Designing a map sub-report with SQL Report Builder

Getting Ready

How to do it

How it works...

Creating a sub-report in auto design

Getting Ready

How to do it...

How it works...

Creating a sub-report in precision design

Getting ready

How to do it...

How it works...

See also

6. Beyond Tabular Reports

Introduction

Creating a matrix report

How to do it…

Basic report design

Creating a matrix report

How it works…

Creating a multicolumn matrix report

Getting ready

How to do it…

How it works…

Creating a column chart report

Getting ready

How to do it…

How it works…

See also

Creating a line chart

Getting ready

How to do it…

How it works…

There's more…

Chart reports in auto design

Gauges in reports

Getting ready

How to do it…

List and rectangle controls in reports

How to do it…

How it works…

Adding reports to the role center

How to do it…

How it works…

7. Upgrading and Analyzing Reports

Introduction

Upgrading a report from its previous version

How to do it…

Defining the data source

Mapping the parameters and fields

Mapping the design

Datasets in AX 2012 R3 vs AX 2009 reports

Developing the controller

Handling UI events

Analyzing and modifying an existing report

How to do it...

How it works…

Implementing validation in reports

Getting ready

How to do it…

How it works…

Surrogate fields in reports

How to do it…

Surrogate keys in query-based reports

Surrogate keys in RDP

How it works…

Spin-off idea

Grouping and ordering controls in the report dialog

Getting ready

How to do it...

Grouping in report model

Grouping in the UI builder

Grouping in contracts

How it works…

RDP with multiple temporary tables

Getting ready

How to do it…

How it works…

Multi-value lookup

Getting ready

How to do it…

How it works…

Inventory dimensions in reports

Getting ready

How to do it…

How it works…

Financial dimensions in query reports

How to do it…

How it works…

Financial dimensions in RDP reports

How to do it…

How it works…

8. Troubleshooting and Other Advanced Recipes

Introduction

Assessing report performance and usage

Getting ready

How to do it…

How it works…

Handling long-running reports in AX

How to do it…

Design-based resolution

Configuration-based resolution

Data extension-based timeout

Server-side WCF timeout

Client-side WCF timeout

Report execution timeout

Specifying timeouts for all reports

Specifying timeouts for a specific report

User session timeout

Troubleshooting reports in AX

How to do it…

Deployment-related issues

Unable to deploy

Unable to refresh

Rendering-related issues

Data-related issues

Query-based report

RDP-based report

Controller issues

Auto e-mail, save as file tasks in reports

How to do it…

Saving the report to a file

Sending the report through e-mail

How it works…

Handling events after report completion

How to do it…

How it works…

Generating and displaying barcodes in reports

How to do it…

How it works…

Hiding controls by context

How to do it…

How it works…

Using AXEnumProvider as the dataset for parameters in reports

Getting ready

How to do it…

Adding a new report design to print management

How to do it…

Deploying language-specific reports to speed up execution time

How to do it…

How it works…

Improving the functionality of reports

How to do it…

9. Developing Reports with Complex Databases

Introduction

Creating reports by fetching the data using complex queries

Getting ready

How to do it…

Creating reports by fetching the data using views

Getting ready

How to do it…

Creating reports by fetching the data using maps

Getting ready

How to do it...

10. Unit Test Class and Best Practices Used for Reports

Introduction

Creating a unit test class for a contract class

Getting ready

How to do it...

Creating a unit test class for a controller class

Getting ready

How to do it...

Creating a unit test class for an RDP class

Getting ready

How to do it...

Best practices for AX 2012 report development

Report design

AOT queries

Data source table

RDP class

Contract class

Controller class

UI Builder class

General best practices

Index