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Developing SSRS Reports for Dynamics AX

Book Description

With the help of this book you’ll soon be creating reports that are more graphic and more easily distributed. It’s a complete guide to the technical side of developing SSRS reports for Microsoft Dynamics AX 2012.

  • Build reports using AOT queries, report data provider classes, or an external data source

  • Learn how to deploy reports and manage SSRS reports in AOT, as well as customize standard reports

  • Discover best practices for Dynamics AX 2012 reporting and learn common SSRS expressions, classes, and methods

  • In Detail

    SQL Server Reporting Services is the primary reporting platform for Microsoft Dynamics AX. Nowadays every business demands reports ranging from showing an aggregate view of their business performance to the transactional data formatted in a way that can be easily filtered, printed, and emailed. SQL Server Reporting Services allows you to do all this and more, quickly and easily.

    Developing SSRS Reports for Dynamics AX 2012 covers all the technical aspects of AX 2012 reporting, taking you through various step-by-step guides to quickly develop reports. It encapsulates various real-time scenarios and walkthroughs which will guide you step-by-step to develop reports. You will then go on to learn about various performance-related measures to help you develop or customize reports for Dynamics AX 2012 more efficiently.

    Developing SSRS Reports for Dynamics AX 2012 is completely based on Microsoft Dynamics AX 2012 report development. Developing SSRS Reports for Dynamics AX has been written in a way to make reporting complex components quicker and easier. You will come across day-to-day scenarios to perform report development.

    Learn various mechanisms of developing reports in Visual Studio for Dynamics AX 2012. Develop reports using various types of data sources like AOT Query, external data source, and Report Data Provider class. You will also learn various performance enhancement techniques that will help you to manage complex reporting requirements.

    Table of Contents

    1. Developing SSRS Reports for Dynamics AX
      1. Table of Contents
      2. Developing SSRS Reports for Dynamics AX
      3. Credits
      4. About the Author
      5. About the Reviewers
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      8. 1. Developing a Simple SSRS Report in Visual Studio
        1. Reporting services modes
          1. The Native mode
          2. The SharePoint integrated mode
        2. Walkthrough – Create an Auto Design report with AX Query
          1. Scenario
          2. Prerequisites
          3. Creating an AOT Query
          4. Creating a Report Model project
          5. Creating an Auto Design SSRS report
          6. Saving the report to AOT and deploying it to the Report Server
          7. Deploying using Microsoft Dynamics AX 2012 Management Shell
          8. Running the report
        3. Walkthrough – Creating a drill-through report
          1. Scenario
          2. Prerequisites
          3. Creating a Report Model project
          4. Creating reports
            1. Creating a Vendor list report
            2. Creating a Purchase order list report
            3. Creating a Purchase order details report
          5. Providing a drill-through action under designs
            1. Adding a parameter – the Purchase order list report
            2. Adding a parameter – the Purchase order details report
          6. Drill-through action
            1. The Vendor list report
            2. The Purchase order list report
          7. Saving the report to AOT and deploying it to the Report Server
          8. Preview
        4. Summary
      9. 2. Developing Advanced Reports in Visual Studio
        1. Common controls
          1. Textbox
          2. Line
          3. Table
          4. Matrix
          5. Rectangle
          6. List
          7. Image
          8. Subreport
          9. Chart
          10. Gauge
        2. Walkthrough – Creating a Matrix report
          1. Scenario
          2. Prerequisites
          3. Creating a Report Model project
          4. Creating a Matrix report using Auto Design
          5. Saving the report to AOT and deploying it to the Report Server
          6. Running the report
        3. Walkthrough – Creating a Chart report
          1. Scenario
          2. Prerequisites
          3. Creating an AOT Query
          4. Creating a Report Model project
          5. Creating an Auto Design SSRS report
          6. Saving the report to AOT and deploying it to the Report Server
            1. Deploying using Microsoft Dynamics AX 2012 Management Shell
          7. Running the report
        4. Summary
      10. 3. Developing a Report from an External Data Source
        1. Walkthrough – Creating a report using an external data source
          1. Scenario
          2. Prerequisites
          3. Preparing report data
          4. Creating a report project
          5. Creating an external report data source
          6. Creating reports
          7. Modifying report appearances
          8. Report preview
        2. Summary
      11. 4. Importing Reports from Visual Studio to AX and Report Deployment
        1. Adding a report to Visual Studio Project
        2. Adding a report project to the AOT
        3. Report deployment
          1. Microsoft Dynamics AX
          2. Microsoft Visual Studio
          3. Microsoft Dynamics AX 2012 Management Shell
        4. Summary
      12. 5. Using Controller and User Interface Builder Classes
        1. The Model-View-Controller
          1. Model
          2. View
          3. Controller
        2. The Controller class
        3. The UI Builder class
          1. The SrsReportDataContractUIBuilder class
          2. The SysOperationAutomaticUIBuilder class
        4. Summary
      13. 6. Developing Reports Using RDP and Report Contracts
        1. The Report data provider class
        2. The Report contract class
        3. Walkthrough – Creating an Auto Design report using the RDP class
          1. Scenario
          2. Prerequisites
          3. Creating a Report data provider class
          4. Creating a Report Model project
          5. Creating a Table report using Auto Design
          6. Saving to AOT, deploying, and running the report
        4. Walkthrough – Creating a Precision Design report
          1. Scenario
          2. Creating a Precision Design from Auto Design
          3. Adding totals to the Amount field
          4. Adding a page break for each customer
          5. Saving to AOT, deploying, and running the report
        5. Walkthrough: Creating a report with parameters
          1. Scenario
          2. Prerequisites
          3. Creating a contract class
          4. Modifying RDP to accept the Report Contracts
          5. Refreshing the Report Dataset for new parameters
          6. Saving to AOT, deploying, and running the report
        6. Summary
      14. 7. Customizing Existing Microsoft Dynamics AX Reports Using Visual Studio
        1. Editing existing reports in Visual Studio
          1. Finding the SSRS Report Model Project in AOT
          2. Saving changes to AX
          3. Deploying changes to the Report Server
        2. Enabling a sort order for Sales order ID
        3. Adding parameters to control the data displayed in the report
        4. Summary
      15. A. Common SSRS Expressions
        1. String functions
      16. B. Common Standard AX Classes and Methods
        1. Common classes and their purpose
        2. Common methods and their purposes
      17. C. Reporting Best Practices
        1. Best practices for AX 2012 report development
          1. Report table
            1. Do's
            2. Don'ts
          2. The RDP class
            1. Do's
            2. Don'ts
          3. The Contract class
            1. Do's
            2. Don'ts
          4. The Controller class
            1. Do's
            2. Don'ts
          5. The UI Builder class
            1. Do's
            2. Don'ts
          6. Report design
            1. Do's
            2. Don'ts
          7. AOT queries
            1. Do's
            2. Don'ts
      18. Index