Reporting Fundamentals for Programmers

Transcription

1 Reporting Fundamentals for Programmers FOR MICROSOFT DYNAMICS AX 2012 R3 Atlanta I Denver I San Francisco I St. Louis I Toronto

2 Key Data 3 Look and Feel 3 Audience 3 Prerequisites 4 Students 4 Environment 4 Course Outline 5 Chapter 1: Look and Feel 5 Chapter 2: Introduction to Reporting Fundamentals 5 Chapter 3: Personalization and Autoreports 5 Chapter 4: Excel Integration 6 Chapter 5: Creating Report Builder Reports 6 Chapter 6: SSRS and Visual Studio Reports 6 Chapter 7: Generating Existing Cubes 8 Chapter 8: Introduction to Management Reporter 8 Chapter 9: Excel Cube Building 8 Chapter 10: SQL Server Analysis Services Cube Building 9 Chapter 11: Data Processing Class 9 Chapter 12: Data Processing and Contract Classes 9 Chapter 13: Modifying Existing Data Models for Reporting 11 Chapter 14: Customizing Out-of the-box Reports 11 Bonus Chapter: Power View Preview SQL Server Agenda: Reporting Fundamentals for Programmers 13 Proprietary and Confidential Page 2 of

3 Key Data This course syllabus should be used to determine whether the course is appropriate for the students based on their current skill and technical training needs. Number of days: 4 Format: Instructor-led Maximum number of students per course: 10 Look and Feel This four-day instructor-led course provides students with the knowledge and skill to leverage the extended reporting features of Microsoft Dynamics AX 2012 R3. The course is built using SQL Server 2012 with Visual Studio The training course covers creating and deploying reports using SSRS, creating, adjusting, and deploying cubes using SSAS, and integrating all of these features together in the rich client. Audience This course is intended for the following: Programmers Report Business Process Managers Technical Business Analyst Report Developer Proprietary and Confidential Page 3 of

4 Prerequisites Students Before attending this course, students must have: A working knowledge of the navigation and use of Microsoft Dynamics AX 2012 Familiar with X++ programming, Tech Bootcamp or MS Dev1&2 equivalent required Basic knowledge of Visual Studio 2010, aka SQL Server Data Tools. Environment If the training will be conducted in Denver at the Junction Solutions office, the requirements listed below will be provided by Junction Solutions. Before the beginning of the first lesson the following materials and equipment will be required: A LCD Projector* Projection screen/surface A white board or Flip chart stand/paper (optional) Each attendee will need a Laptop/PC with the following available: Internet connection A VPN connection to Junction Solution (The connection information will be provided by the trainer upon the first day of training). Junction Solutions Training Academy hosts the training images on a local server in our Denver offices. The VPN connection is required for the participants to connect to the Hyper-V training image. * The instructor can provide a projector if one is not available upon request only. Proprietary and Confidential Page 4 of

5 Course Outline Chapter 1: Look and Feel Microsoft Dynamics AX is an enterprise resource planning (ERP) solution for midsize and larger organizations that helps people to work effectively, manage change, and compete globally. Microsoft Dynamics AX works like and with familiar Microsoft software and is a solution that automates and streamlines financial, business intelligence, and supply chain processes in a way that can help you with your business. The topics in this section provide information about the Microsoft Dynamics AX look and feel for common tasks that any user might complete Describe the user interface elements in Microsoft Dynamics AX Chapter 2: Introduction to Reporting Fundamentals Microsoft SQL Server Reporting Services is now the primary reporting platform for Microsoft Dynamics AX. The default, preconfigured reports that are included with Microsoft Dynamics AX run on the Reporting Services platform. This section introduces reporting formats such as Excel, Autoreports, Report Builder, Reporting Services Reports, and Management Reporter. These report formats are either built on the transaction processing database or the analytical services cubes. Review the types of reports used in Dynamics AX. Discuss the reporting architecture and reporting options. Describe online analytical processing (OLAP). Describe Management Reporter 2012 information flow. Chapter 3: Personalization and Autoreports Personalization in Microsoft Dynamics AX uses a technology called IntelliMorph. It is the ability to customize your client session without affecting other users. You can use IntelliMorph to hide and show fields or portions of a form. In addition, you can resize and rearrange fields on forms. An additional tool is the use of Autoreports. These Auto reports are preconfigured reports that you can generate by clicking the Print icon on a form. Discuss the levels of customization available at different user rights. Describe how to modify form set up. Proprietary and Confidential Page 5 of

6 Create and organize favorites. Using personalization for both the power user and the developer. Utilize the Export to Excel functionality for custom interfaces. Generate, Print, and Save Autoreport formats. Personalize your navigation Create a custom auto report Chapter 4: Excel Integration One of the fastest ways to integrate data from Microsoft Dynamics AX is the Excel Add-in. This tool, once configured as part of the Office integration, exposes large amounts of data that typical users can easily customize and create new reports using a standard interface. Create a report from the Export to Excel tool. Create a transactional report using the Excel Add-in. Create a pivot table report based on analysis services using the Excel Add-in. Chapter 5: Creating Report Builder Reports Report Builder is a report authoring environment for business users who prefer to work in the Microsoft Office environment. When you design a report, you specify where to get the data, which data to get, and how to display the data. When you run the report, the report processor takes all the information you have specified, retrieves the data, and combines it with the report layout to generate the report. You can preview your reports in Report Builder, or you can publish your report to a report server or a report server in SharePoint integrated mode, where others can run it. Create a basic report using Report Builder Create a basic Report Builder report Chapter 6: SSRS and Visual Studio Reports Microsoft Dynamics AX provides a model-based approach to create reports by providing project templates and modeling tools that are incorporated into the Microsoft Visual Studio development environment. The reporting features provided by Microsoft Dynamics AX are based on a tight integration with SQL Server Reporting Services Proprietary and Confidential Page 6 of

7 Review creating a report for customer transaction data Develop a report for vendor transaction data. Review creating a report bound by date. Develop a report created using a matrix template and a complex query. Develop and test a report created using drill through. Review referencing a report with multiple datasets and uses precision design. Creating a report for customer transaction data Creating a report for vendor transaction data Creating a report bound by date Creating a matrix report Creating a drill through report Referencing a report parameter from multiple datasets Proprietary and Confidential Page 7 of

8 Chapter 7: Generating Existing Cubes A cube is a multidimensional structure that provides the basis for developing Business Intelligence (BI) applications. This chapter describes the components of a cube so that you can better understand how to use a cube to analyze data. In addition, you can deploy and process Analysis cubes by using the Analysis Services project wizard in Microsoft Dynamics AX. Review Measures, Dimensions, Perspectives, and KPI s Deploy an Existing SQL Server Analysis Services Project in AX. Deploy the default cubes in Dynamics AX Chapter 8: Introduction to Management Reporter Management Reporter is the Microsoft Dynamics ERP application used for the creation, distribution and analysis of financial statements. Management Reporter empowers decision makers to provide real-time insights into organizational results allowing you to take action and align employee behavior with overall goals. Introduce accessing Management Reporter Explore Management Reporter capabilities Review the building blocks of Management Reporter Chapter 9: Excel Cube Building In this chapter, you modify an Excel workbook in PowerPivot for Excel to make a small but functional cube that you can use as a basis for sample Power View reports. Everything you do in this tutorial in PowerPivot, you can also do in tabular models that you create in SQL Server Data Tools (SSDT). To setup and create a Power Pivot for Excel cube that you can use as a report data source. Build a sample cube using Excel and PowerPivot Proprietary and Confidential Page 8 of

9 Chapter 10: SQL Server Analysis Services Cube Building In this walkthrough, you will create a cube that enables you to analyze data from Microsoft Dynamics AX. You will use the Business Intelligence (BI) properties in Microsoft Dynamics AX to specify measures and attributes for the cube, and then generate an Analysis Services project so that you can work with the cube in SQL Server Business Intelligence Development Studio (BIDS). OLTP vs OLAP Database architecture Understanding the Cube Tools Used for Analytics How to design, configure, deploy, and browse a cube. Creating a perspective for a cube Specifying cube measure and attributes Generating an Analysis Services project Deploying a cube Browsing cube data Chapter 11: Data Processing Class Using the Data process class to access data is more advanced than the traditional query methodology. It is used when the data to be rendered in the report is not available through query, you need to further process the data at the time that it is run, and the business logic is based on X++ code. Additionally, report data provides allow for more filters at runtime based on UI parameters than queries. Discuss the Model-View-Controller (MVC) pattern. Create a report data provider (RDP) class. Simple report generation data provider class Chapter 12: Data Processing and Contract Classes A report parameter provides a way to choose report data, connect related reports together, and vary the report presentation. It is used when generating the report data set. The parameters that a report data provider class will reference are defined in a data contract class. Creating a new report Proprietary and Confidential Page 9 of

10 Manage report parameters in a data contract class in X++. Creating a Sales Return report using a report data provider and contract class Creating a report bound with X++ business logic Proprietary and Confidential Page 10 of

11 Chapter 13: Modifying Existing Data Models for Reporting The Invent Cost Report is a complex series of interrelated classes. This chapter explores the modification of the basic building block classes, report data provider, controller, contract, and UI builder. Importing and modifying an existing report project Using Enums for parameters Bonus: Updating a report from an auto design to a precision report. Creating a complex report modifying existing X++ class structures Chapter 14: Customizing Out-of the-box Reports Understanding the techniques for customizing out-of-the-box reports will enable you to quickly produce complex reports that satisfy the business specific customer requirements. Editing, customizing, and republishing existing reports. Customizing LedgerBalanceControlReport Customizing BudgetDetailReport Customizing Purchase Orders Bonus Chapter: Power View Preview SQL Server 2012 In this chapter, you create a Power View report that demonstrates what Power View can do, using a small sample model created in PowerPivot for Excel. You create tables and convert them into a number of different visualizations. You create tiles and add visualizations to them. You create multiple pages, or views, in your report. You create a bubble chart and add a play axis to it, so you can see how the values change over time. You create small multiples a set of small charts, one per series, with the same axes. Then you experiment with different ways to filter the data in the visualizations. In the end, you export your report to PowerPoint. Create a Power View report starting from the PowerPivot created. Creating views that illustrate the report Creating bubble charts that dynamically show data over time. Proprietary and Confidential Page 11 of

12 Exporting the information to PowerPoint Build a PowerView report Proprietary and Confidential Page 12 of

13 9:00 AM 10:00 AM 11:00 AM Reporting Fundamentals R3: Agenda Agenda: Reporting Fundamentals for Programmers DAY 1 DAY 2 DAY 3 DAY 4 Class Setup & Look and Feel Introduction to Reporting Fundamentals Personalization & Auto Report SSRS & Visual Studio -Creating a Customer/Vendor Transaction Data Report -Creating a Report bound by date Management Reporter 2012 Excel Cube Building SSAS Cube Building Modifying Existing Data Models for Reporting Customizing Out of the Box Reports -Budget Detail 12:00 PM LUNCH LUNCH LUNCH LUNCH 1:00 PM Excel Integration 2:00 PM 3:00 PM 4:00 PM Report Builder SSRS & Visual Studio -Creating a Matrix Report -Creating a Drill through Report Generating Existing Cubes (Views, Perspectives) Data Processing Class Phone Book Data Processing Class and Contract Classes Return Sales & Business Logic Customizing Out of the Box Reports -Purchase Order Overflow/Parking Lot 5:00 PM SESSION END SESSION END SESSION END SESSION END Proprietary and Confidential Page 13 of