Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Reporting and Cube Analysis

Introductions Introduction to: Clifford W. Robinson M.S.M, P.M.P., M.C.P. Industries supported: Oil &Gas Manufacturing Service Providers Health Care Public sector Life Sciences Introductions from training members Name Location What is your job role. Experience with Microsoft Dynamics AX. If you could choose; which ERP: Oracle, SAP or Microsoft.

Definitions of Keywords and Acronyms AOT – Applications Object Tree Artifacts - Classes for Data Contracts & RDP Framework, Query Elements, VS Report Model Projects, Perspectives, Views & Analysis Services Projects. BIDS – Business Intelligence Development Studio OLAP – On-Line Analytical Processing OLTP – On-Line Transactional Processing Cube = OLAP SSRS – SQL Server Reporting Services SSIS – SQL Server Integration Services SSAS – SQL Server Analysis Services VS – Visual Studio RDP – Report Data Provider

Overview of things covered in the first week. SQL Server Reporting Services SQL Server Analysis Server Microsoft Dynamics AX Role Center Out of scope: SSIS Report Builder 3.0 X++/AOT reports PowerPivot

Chapter 2: SQL Server Reporting Services2-1 Objectives2-1 Introduction2-1 Installation2-3 Report Development Tools2-6 Develop Reports2-9 Deploy Reports2-19 Integrate SSRS with Microsoft Dynamics AX Lab Create a Simple Report2-24 Lab 2.2: Create a Report with X++ Business Logic2-33 Summary2-39 Test Your Knowledge2-40 Quick Interaction: Lessons Learned2-41 Solutions2-42

Chapter 3: SQL Server Analysis Services3-1 Objectives3-1 Introduction3-1 Analysis Overview3-2 Installation and Configuration3-4 Develop Cubes3-6 Develop KPI to Display in Role Center3-14 Develop a Report to Display in Microsoft Dynamics AX Analyze Cube Data3-26 Lab Create a Report Using Cube Data3-31 Summary3-34 Test Your Knowledge3-35 Quick Interaction: Lessons Learned3-36 Solutions3-37

Chapter 4: Enterprise Portal and Role Centers4-1 Objectives4-1 Introduction4-1 Enterprise Portal Improvements4-1 Installing of Enterprise Portal and Role Centers4-4 Modify Existing Role Centers4-11 Create New Role Centers4-19 Troubleshooting4-21 Lab Create a Report to Display in a Role Center4-23 Summary4-30 Test Your Knowledge4-31 Quick Interaction: Lessons Learned4-32 Solutions4-33

Introductions

Things You Need to Know Class Information Starting time 9:30am Ending time 4:00pm Breaks 10:45am and 2:30pm Lunch 12:00pm Facilities Restrooms Telephones- on silent please. If you must use the phone talk outside of the training room.

Virtual Machine Log On Information Virtual Machines Log On Information: User nameAdministrator PasswordPa$$w0rd

Chapter Overview Chapter 1: Overview Chapter 2: SQL Server Reporting Services Chapter 3: SQL Server Analysis Services Chapter 4: Enterprise Portal and Role Centers

Chapter 1: Overview Objectives Identify available reporting features in Microsoft Dynamics AX 2012 Explain how reporting features are used in Microsoft Dynamics AX 2012 Explain how Role Centers use other reporting features in Microsoft Dynamics AX 2012

Development Tools

SSRS Report

Role Center

Chapter 2: SQL Server Reporting Services Objectives Describe the installation procedure and prerequisites Describe the tools that are used to develop and deploy reports for Microsoft Dynamics AX 2012 Describe the process for developing reports by using Visual Studio Describe three options for deploying reports Describe how SSRS reports can be used within Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012 Reporting Framework

Reporting Services Extensions Installation Prerequisites for installation of Reporting Services Extensions include: Microsoft SQL Server 2008 Reporting Services If you are using Microsoft SQL Server 2008 R2, Cumulative Update 3 or later is required Windows PowerShell 2.0

Report Development Tools Report Development Tools: MorphX and the Application Object Tree Visual Studio 2008 with Business Intelligence Development Studio Visual Studio 2010 SQL Server Reporting Services SQL Server Analysis Services

Report Development Process Create a reporting project Define data source Define dataset Define data region Define filter and sort parameters Build the reporting project Deploy the report Display the report

Demonstration: Create New Report This demonstration shows how to create a new report by using Visual Studio min

Lab 2.1: Create a Simple Report Lab Scenario Develop a report to expose customer transaction data Estimated time: 45 minutes

Lab 2.1: Create a Simple Report Exercise 1: Create a Microsoft Dynamics AX query Exercise 2: Create a new report in Visual Studio Exercise 3: Apply Layout template Exercise 4: Add Column sorting Exercise 5: Group report data Exercise 6: Filter report data Exercise 7: Add a dynamic parameter Exercise 8: Save and deploy the report Exercise 9: View the report in Microsoft Dynamics AX

Lab 2.2: Create a Report With X++ Business Logic Lab Scenario Develop a report to display customer data with parameters for account number, account statement and whether to include tax. Estimated time: 45 minutes

Lab 2.2: Create a Report With X++ Business Logic Exercise 1: Create a Temporary Table Exercise 2: Define a Report Provider Class Exercise 3: Define a Data Contract Class Exercise 4: Define a Data Contract Method Exercise 5: Define a Method to Return the Data to Reporting Services Exercise 6: Add Business Logic for the Report Exercise 7: Create a Reporting Project Exercise 8: Bind a Report to a Report Data Provider Class

Summary : SQL Server Reporting Services Installation requirements Reporting framework Report development tools Create a simple report

Chapter 3: SQL Server Analysis Services Objectives Review SQL Server Analysis Services features and capabilities Describe the SQL Server Analysis Services installation procedure and prerequisites Describe the process for developing cubes by using Business Intelligence Development Studio Show how SQL Server Analysis Services can be used to display data in a Role Center web part Define the process for creating a report in Microsoft Dynamics AX 2012 that uses data from a SQL Server Analysis Services cube Explain the options for analyzing cube data

Cube Structure

Perspectives – subset of cube data Measures – fields or columns of data to analyze Attributes – fields or columns that are used as parameters to categorize Measures Dimensions – group of Attributes KPI – Key Performance Indicator; a collection of calculations that are used to measure business performance

Configuration Prerequisites Prerequisites for configuring SQL Server Analysis Services: Microsoft SQL Server 2008 Analysis Services SQL Server Management Studio SQL Server Business Intelligence Development Studio

Cube Development Process Create perspective Specify measures and attributes Generate Analysis Services project Deploy cube

Demonstration: Develop a Cube Using Sales Data This demonstration shows how to develop a cube by using Sales data. 20 min.

Lab 3.1: Create a Report Using Cube Data Lab Scenario Display a bar graph of sales on a role center page by using cube data. Estimated time: 45 minutes

Summary : SQL Server Analysis Services Understand Installation sequence and requirements Deploy default cubes Create new cubes Develop reports using cube data

Chapter 4: Enterprise Portal and Role Centers Objectives Describe Enterprise Portal improvements Explain how to install Enterprise Portal and role centers Modify existing role centers Create new role centers Add new reports to role centers

Enterprise Portal and Role Center

Shared Version vs. Personal Version Web parts Action Pane Business Overview Report Cues Infolog Navigation Connect Quick Launch Quick Links

Demonstration: Modify a Role Center This demonstration shows how to modify the personal version of a role center. 20 min

Lab 4.1: Create a Report to Display in a Role Center Lab Scenario Develop a new CAO Role Center page. Estimated time: 60 minutes

Lab 4.1: Create a Report to Display in a Role Center Exercise 1: Define a Query Exercise 2: Create a Reporting Project Exercise 3: Create a Report Exercise 4: Configure Report Parameters Exercise 5: Apply Layout and Style Templates Exercise 6: Create a Menu Item Exercise 7: Create a Role Center Exercise 8: Add a Report to Role Center Estimated time: 100 minutes

Summary : Enterprise Portal and Role Centers Installation Requirements Personal vs. Shared pages Role Center Profiles Creating new Role Centers Adding reports to Role Centers

Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.