community.dynamics.com€¦ · Web viewCourse: 80318. Reporting in Microsoft Dynamics® AX 2012. INSTRUCTOR NOTES Last Revision: October 2011. This courseware is provided “as-is”

COURSE: 80318

REPORTING IN MICROSOFT DYNAMICS® AX 2012

INSTRUCTOR NOTES

Last Revision: October 2011

This courseware is provided “as-is”. Information and views expressed in this courseware, including URL and other Internet Web site references, may change without notice. Unless otherwise noted, the examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This courseware does not provide you with any legal rights to any intellectual property in any Microsoft product. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this courseware may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means or for any purpose, without the express written permission of Microsoft Corporation. Copyright © 2011 Microsoft Corporation. All rights reserved. Microsoft®, Microsoft Dynamics®, Microsoft PowerPoint Microsoft SQL Server data management software and Microsoft Dynamics® AX are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

This course content is designed for Microsoft Dynamics® AX 2012.

Contents and Timeline Chart

Introduction to Instructor Notes 1Chapter 1: Overview 9Chapter 2: SQL Server Reporting Services 10Chapter 3: SQL server Analysis Services 12Chapter 4: Enterprise Portal and Role Centers 14

** Intended for Instructor Preparation Only ** Page i

Reporting and Business Intelligence in Microsoft Dynamics® AX 2012

Timeline

Total Class Presentation: 11 hours

Chapter Description Minutes to Complete Chapter Page Number

Chapter 1: Overview Presentation: 120 minutes 9

Chapter 2: Server Reporting Services Presentation: 180 minutes 10

Chapter 3: Server Analysis Services Presentation: 180 minutes 12

Chapter 4: Portal and Role Centers Presentation: 180 minutes 14

Page ii ** Intended for Instructor Preparation Only **

Instructor Notes

INTRODUCTION TO INSTRUCTOR NOTESObjectives

The objectives are to:

Provide instructors with guidance on how to use instructor notes Provide guidance on how to use the training manual’s introductory

chapter Set expectations of instructors for pre- and post-class tasks Set expectations of how to begin class

IntroductionThis chapter serves as introductory guidance to instructors teaching Microsoft Dynamics® class. The purpose of this chapter is to create consistency between all classes. A participant attending a development class for software solution A should experience the same class beginning as a participant attending an application class for software solution B.

This chapter provides the following information:

How to use the Introduction chapter Pre-class tasks How to begin class How to use the instructor notes Post-class tasks

** Intended for Instructor Preparation Only ** Page 1


Pre-Class TasksThere are several tasks that instructors should take care of to ensure a smooth start-up to the class. These include, but are not limited to:

Contact training center in advance – contact the training center several days prior to the beginning of class and verify these things:o Center has correct VPC imageo Image will be installed prior to your arrivalo Training room has white boards, markers, flip charts, and

audiovisual equipment as you require to deliver the classo Confirm the date and time you wish to arrive at the center

Check the training room before class – go to the training center and check your room the day before class starts. Verify that equipment is available and images are loaded. Always test the image during this inspection visit. This is also the time to set out participant materials at the participant desks, prepare name cards, prepare white boards and flip charts for use, and to test audiovisual equipment.

Arrive early the first day of class – leave yourself time to take care of last minute details. Give yourself time to start up your instructor machine, open your PowerPoint slide deck, and ready your notes.

Prepare a parking lot – it is strongly encouraged to designate a flip chart page or a section of a white board as a parking lot for unanswered questions. This will enable the instructor to set aside questions that cannot be immediately answered or that require answers that may take longer than the class timeline will allow.

Display the Welcome slide – the Welcome slide is the first slide in each class slide deck. This slide should be on display as participants enter the room.

Ensure participant sign-in – ensure that participants sign the class roster provided by the training center as they enter the training room

Please check on PartnerSource to see if there is a training Extension that goes with this course. The Extension is to be used in conjunction with the courseware, not as stand-alone training manual. You can download the Extension from PartnerSource: https://mbs.microsoft.com/partnersource go to Communities then Training then Training materials. Make sure to provide the course participants with the Extension as part of the student materials. Besides the training manuals the Extensions also include Syllabus and Instructor Notes to help the instructor prepare for the training.

Page 2 ** Intended for Instructor Preparation Only **

https://mbs.microsoft.com/partnersource

Instructor Notes

Beginning the ClassIntroductionsThe beginning of class is guided by the first few slides of the PowerPoint slide deck. Display the Introductions slide and introduce yourself using the bullets on the slide. The instructor should include information about the qualifications the instructor has to teach the class.

Allow participants time to introduce themselves using these same bullets.

Class LogisticsDisplay the next slide and go through the logistics of times, breaks, and bathrooms. This is also a good time to start setting expectations for participation: class will start on time and participants are expected to shut off mobile phones and email at that time.

Introduce the ClassThe remaining slides will introduce the table of contents of the class. It is a good idea to have the participants open the training manual and browse the table of contents while you review the topics that will be covered in class.

The Introduction ChapterThere are no planned slides for the Introduction chapter. Instructors should use their discretion to call out the highlights from the chapter.

The introduction chapter contains information about:

Microsoft Dynamics training offerings – make participants aware of the information for their later reference

Microsoft Dynamics certifications – make participants aware of the information for their later reference; stress that 100% of the questions on certification exams are incorporated into the content provided in the training manual



Class prerequisites - use the information to assist in the expectation setting for the class; this will ensure that all participants understand what the expected level of expertise is for taking part in the class.

Chapter contents – a summary of each chapter as well as information about the organization of the chapter; in particular discuss the three levels of labs

Give the participants time to write down their objectives for the class. This will help them focus on the information and skills they wish to learn during the class.


Instructor Notes

How to Use Instructor NotesInstructor notes are provided by Microsoft Dynamics content developers to serve as a guide for instructors. They are the communication link between developers and instructors.

Content developers write instructor notes to:

Provide guidance on which topics should be emphasized during class Provide clarification on how to use examples and case studies

provided in the content Provide approximate timelines for presentation and completion of

material Provide guidance on how to augment the presentation of the content

with Microsoft PowerPoint slides Provide tips and tricks to augment participant learning Inform instructors of any special requirements of the class Provide any additional files that are to be used with a chapter

Instructor notes do not have to be followed verbatim. They are suggestions for how to present the material included in the training manual and must be adapted to the individual skills and knowledge of the instructor.

However, the instructor notes are written by seasoned training professionals that are themselves trained on the best practices in classroom training presentation. Also the content developers have tapped into the various expert resources of Microsoft Business Solutions consulting, development, and support professionals as well as Microsoft Business Solutions Partner professionals to include the most relevant information possible for instructors to use in their presentations.

Therefore it is important for instructors to incorporate the guidance provided by the instructor notes into their presentations.



Organization of Instructor Notes

Instructor notes are written in the order in which the material is presented in the training manual. Instructions and suggestions can be cross-referenced with the training manual topic by topic, and in many cases paragraph by paragraph.

Instructor notes will suggest the appropriate time to display the slides that accompany each chapter. Slides are provided to give instructors visual references for participants while the instructor explains the topic being presented.

Instructor notes will also provide any additional information needed to set the stage for participants to engage in the labs.


Instructor Notes

Using CalloutsCallouts are used to draw attention to useful information. During class, consider highlighting call-outs as appropriate. Below is an example of how callouts are used throughout the training material.

CAUTION: Cautions are found throughout the training courseware and are preceded by the word CAUTION in bold. Cautions are used to remind you of a specific result of a specific action which may be undesirable.

HINT: Hints are found throughout the training courseware and are preceded by the word HINT in bold. Hints are used to suggest time-saving features or alternative methods for accomplishing a specific task.

NOTE: Notes are found throughout the training courseware and are preceded by the word NOTE in bold. Notes are used to provide information which, while not critical, may be valuable to an end user.

EXAMPLE: Examples are found throughout the training courseware and are preceded by the word EXAMPLE in bold. Examples bring to light business scenarios that may better explain how an application can be used to address a business problem.

BEST PRACTICES: Best Practices call out background information and best practices about security, where appropriate, so that users can judge risks and benefits and make informed choices (used to emphasize the secure choice over the insecure choice when coding, installing, upgrading, configuration, and set up of the system.) As the instructor make sure you call out these things as part of Best practices when implementing an ERP system.

Example of a best practice call out box:

BEST PRACTICES: Before your deployment is complete, be sure to apply the latest service packs and relevant security patches to your system. Keeping current on the latest service packs, in particular, is one of most important things you can do in managing the security of your system



Post-Class TasksPost-class tasks can vary depending on the class delivered and the training center used, but generally include the following:

Evaluations – administer any evaluations required for the class, including the standard Microsoft Dynamics post-class evaluation. It is a good idea to direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation.

Parking lot – take down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant email addresses and sending out a group email with follow-up answers is often a simple solution.

Closure with training center – make a final visit to the training center contact person to ensure the training center knows the class is completed and any final issues can be addressed


Instructor Notes

CHAPTER 1: OVERVIEWChapter Overview

The goals of this chapter are to:

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.

TimelinePresentation: 120 minutes

How to Teach this ChapterExplain the reporting features that are available in Microsoft Dynamics AX 2012.

SQL Server Reporting ServicesExplain that all reports in Microsoft Dynamics AX 2012 use SQL Server Reporting Services (SSRS).

Explain the benefits of using SSRS, how SSRS tools are integrated with Visual Studio, and the variety of report formats that can be developed. Discuss the various ways that SSRS reports can be displayed.

SQL Server Analysis ServicesDescribe SQL Server Analysis Services (SSAS) as the integrated Business Intelligence feature in Microsoft Dynamics AX 2012. Explain the SSAS architecture and development tools.

Enterprise Portal and Role CentersExplain the intended purpose of the role center as a home page and starting point for users. Explain the difference between role centers and Enterprise Portal. Describe the available role center functionality and Enterprise Portal web parts.



CHAPTER 2: SQL SERVER REPORTING SERVICESChapter Overview


Describe the installation procedure and prerequisites. Identify the tools that are used to develop and deploy reports for

Microsoft Dynamics® AX 2012. Explain the process for developing reports by using Visual Studio. Review the three options for deploying reports. Describe how SSRS reports can be used within Microsoft Dynamics

AX 2012.


How to Teach this ChapterIntroductionDescribe the reporting framework. Explain that SSRS is the primary reporting framework for Microsoft Dynamics AX 2012.

InstallationExplain that SSRS is installed with SQL Server and that Reporting Services Extensions are installed as part of the Business Intelligence components of the Microsoft Dynamics AX 2012 installation. Describe the process for deploying default reports.

Report Development ToolsDescribe the report development environments and applications. Discuss how the tools are integrated.

Demonstration: Develop Reports Demonstrate the process for developing a new report by using Visual Studio.

Deploy ReportsDescribe what deploying does. Discuss the options for deploying reports.


Instructor Notes

Integrate with Microsoft Dynamics AX 2012Describe how SSRS reports can be used in Microsoft Dynamics AX 2012.

Lab 2.1: Create a Simple ReportIn this lab, students will create a simple report.

Lab 2.2: Create a Report with X++ Business LogicIn this lab, students will create a report with X++ Business Logic.



CHAPTER 3: SQL SERVER ANALYSIS SERVICESChapter Overview


Provide an overview of 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.


How to Teach this ChapterIntroductionDescribe how business intelligence and analysis differ from reporting.

Analysis OverviewDescribe how the OLAP database differs from the Microsoft Dynamics AX OLTP database. Explain the cube structure and components.

InstallationExplain that SSAS is installed with SQL Server and that SSAS is configured to work with Microsoft Dynamics AX 2012 as part of the business intelligence component installation.

Explain how Business Intelligence Development Studio (BIDS) is installed as part of Visual Studio 2008 and is not available as part of Visual Studio 2010. Explain that BIDS is not installed on the demonstration images that the students will use. You might want to install BIDS on the demonstration image to be able to demonstrate KPI development.


Instructor Notes

Demonstration: Develop Cubes Demonstrate the process for creating new cubes.

Demonstration: Develop KPIs Demonstrate the process for creating KPIs. This process requires Business Intelligence Development Studio, which is not installed on the demonstration image.

Demonstration: Develop a Report Demonstrate how to develop a report using cube data.

Analyze Cube DataDescribe options for analyzing cube data.

Lab 3.1: Create a Report Using Cube DataIn this lab, students will create a report by using cube data.



CHAPTER 4: ENTERPRISE PORTAL AND ROLE CENTERSChapter Overview


Describe Enterprise Portal improvements. Explain how to install Enterprise Portal and role centers. Modify existing role centers. Create new role centers. Explain how to troubleshoot issues with role centers.


How to Teach this ChapterIntroductionDescribe the Enterprise Portal and Role Center functionality.

Enterprise Portal ImprovementsDescribe the improvements to the Enterprise Portal.

InstallationDescribe the installation prerequisites and installation procedure for Enterprise Portal. Explain the process for initializing default role centers. Review the guidelines for creating new role centers and the process for assigning users to role centers.

Modify Existing Role CentersExplain the difference between personal and shared versions of a role center page. Demonstrate the process for adding a web part to a shared version of a role center. Demonstrate the process for adding a cue to a personal version of a role center.

Create New Role CenterDemonstrate the process for creating a new role center.

Lab 4.1: Create a Report to Display in a Role CenterIn this lab, students will create a report and display it in a role center.


Documents

community.dynamics.com€¦ · Web viewCourse: 80318. Reporting in Microsoft Dynamics® AX 2012. INSTRUCTOR NOTES Last Revision: October 2011. This courseware is provided “as-is”