Microsoft Dynamics AX 2012 Reporting Cookbook电子书

Microsoft Dynamics AX 2012 Reporting Cookbook

Table of Contents

Microsoft Dynamics AX 2012 Reporting Cookbook

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Understanding and Creating Simple SSRS Reports

Introduction

Reporting overview

Using a query as a datasource in a report

Getting ready

How to do it...

How it works...

Creating an auto design from a dataset

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 the report

Getting ready

How to do it...

How it works...

See also

Creating a menu item for the report

How to do it...

How it works...

See also

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…

Expressions in layouts

How to do it…

How it works…

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 datasource types

Query parameters

Dynamic filters

See also

Adding filters to data regions

How to do it…

How it works…

Adding a document map navigation to reports

How to do it…

How it works…

Adding a drill up/drill down navigation to reports

How to do it…

How it works…

3. A Report Programming Model

Introduction

Opening a report through a controller

Getting Ready

How to do it...

How it works...

Report programming model

Model

Controller

View

Modifying the report query in the controller

Getting Ready

How to do it...

How it works…

Adding ranges from unbound parameters to the query

How to do it...

How it works…

RDP versus RDL data contract

Modifying the UI by caller

How to do it…

How it works…

Turning off the report dialog

How to do it...

Setting up security for reports

How to do it…

How it works...

Calling multiple reports from a controller

How to do it…

How it works...

Debugging a report model

How to do it…

Making changes to the model and adding new classes

How it works…

Adding data methods in business logic

How to do it...

How it works…

Data methods versus 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...

4. Report Programming Model – RDP

Introduction

Creating a simple RDP report

Getting ready

How to do it…

How it works…

Report Data Provider (RDP)

RDP class

RDP data contract

UI builder

Choosing RDP for a report

See Also

Testing the RDP

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…

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…

Preprocessing reports

How to do it…

How it works…

Clean up

See also

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…

The 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…

Designing an OLAP table report with SQL Report Builder

Getting ready

How to do it…

How it works…

Designing a map subreport with SQL Report Builder

Getting ready

How to do it…

How it works…

Creating a subreport in auto design

Getting ready

How to do it…

How it works…

Creating a subreport 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 the previous version

How to do it...

Defining the datasource

Mapping the parameters and fields

Mapping the design

Datasets in AX 2012 versus AX 2009 reports

Developing the controller

Handling UI events

See also

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 a report dialog

Getting ready

How to do it...

Grouping in the report model

Grouping in the UI builder

Grouping in the contract

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 reports

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

See also

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 reports

RDB-based reports

Controller issues

See also

Auto e-mail and Save as file tasks in reports

How to do it…

Saving the report to a file

Sending the report through an e-mail

How it works…

Handling events post 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…

Making your reports function better

How to do it…

A. Introduction to SSRS

Introduction

Why SSRS?

Reporting architecture

The report database

The report server

The Report Manager

Report Definition Language (RDL)

Dynamics AX reporting extensions

Data Processing Extensions (DPE)

Report Definition Extensions (RDE)

AX 2009 versus AX 2012

Development

Understanding AX reports

Artifacts

Reports (AOT\SSRS reports)

Reporting projects (AOT\Visual Studio Projects\Dynamics AX Model Projects)

Report model

Datasets

Design

Auto design

Precision design

Installation and configuration checklist

Components to be installed

Configurations in Dynamics AX

Reporting services configuration manager

Native mode versus SharePoint integrated mode

Index