Reporting Fundamentals for Programmers - Amazon …vitalect-media.s3.amazonaws.com/24/5275/JS+Reporting...Reporting Fundamentals R3: Syllabus & Agenda Proprietary and Confidential

Reporting Fundamentals for

Programmers

FOR MICROSOFT DYNAMICS AX 2012 R3

Atlanta I Denver I San Francisco I St. Louis I Toronto

Reporting Fundamentals R3: Syllabus & Agenda

Proprietary and Confidential Page 2 of 13 2012

Subject to Change

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 2012 __________________________ 11

Agenda: Reporting Fundamentals for Programmers ________________________________ 13



Subject to Change

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 2010.

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



Subject to Change

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.



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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

Lessons

Describe the user interface elements in Microsoft Dynamics AX 2012.

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.

Lessons

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.

Lessons

Discuss the levels of customization available at different user rights.

Describe how to modify form set up.



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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.

Exercises

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.

Lessons

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.

Lessons

Create a basic report using Report Builder

Exercises

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



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Lessons

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.

Exercises

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



Subject to Change

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.

Lessons

Review Measures, Dimensions, Perspectives, and KPI’s

Deploy an Existing SQL Server Analysis Services Project in AX.

Exercises

Deploy the default cubes in Dynamics AX 2012.

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.

Lessons

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).

Lessons

To setup and create a Power Pivot for Excel cube that you can use as a report data

source.

Exercises

Build a sample cube using Excel and PowerPivot



Subject to Change

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).

Lessons

OLTP vs OLAP Database architecture

Understanding the Cube

Tools Used for Analytics

How to design, configure, deploy, and browse a cube.

Exercises

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.

Lessons

Discuss the Model-View-Controller (MVC) pattern.

Create a report data provider (RDP) class.

Exercises

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.

Lessons

Creating a new report



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Manage report parameters in a data contract class in X++.

Exercises

Creating a Sales Return report using a report data provider and contract class

Creating a report bound with X++ business logic



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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.

Lessons

Importing and modifying an existing report project

Using Enums for parameters

Bonus: Updating a report from an auto design to a precision report.

Exercises

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.

Lessons

Editing, customizing, and republishing existing reports.

Exercises

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.

Lessons

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.



Subject to Change

Exporting the information to PowerPoint

Exercises

Build a PowerView report

Reporting Fundamentals R3: Agenda


Subject to Change

Agenda: Reporting Fundamentals for Programmers

DAY 1 DAY 2 DAY 3 DAY 4

9:00 AM Class Setup & Look

and Feel SSRS & Visual Studio -Creating a

Customer/Vendor Transaction Data Report -Creating a Report bound

by date

Management Reporter 2012

Modifying Existing Data Models for

Reporting

10:00 AM Introduction to

Reporting Fundamentals

Excel Cube Building

SSAS Cube Building 11:00 AM

Personalization & Auto Report

Customizing Out of the Box Reports -Budget Detail

12:00 PM LUNCH LUNCH LUNCH LUNCH

1:00 PM Excel Integration

SSRS & Visual Studio -Creating a Matrix Report -Creating a Drill through

Report

Data Processing Class – Phone Book

Customizing Out of the Box Reports -Purchase Order

2:00 PM Data Processing

Class and Contract Classes – Return Sales & Business

Logic

3:00 PM

Report Builder Generating Existing Cubes (Views, Perspectives)

Overflow/Parking Lot 4:00 PM

5:00 PM SESSION END SESSION END SESSION END SESSION END

Documents

Reporting Fundamentals for Programmers - Amazon …vitalect-media.s3.amazonaws.com/24/5275/JS+Reporting...Reporting Fundamentals R3: Syllabus & Agenda Proprietary and Confidential