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Microsoft Dynamics AX 4.0 SP1
Microsoft SQL Server
Reporting Services
Integration
June, 2007
DEMONSTRATION
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Contents
Demo Overview ................................................................................ 3 I. Introduction .................................................................................................................... 3 II. Technologies Highlighted .................................................................................................. 3 III. Audience ........................................................................................................................ 3 IV. Scenario ......................................................................................................................... 3 V. Problems This Demo Addresses ......................................................................................... 3 VI. Purpose of Demo ............................................................................................................. 3
Demo Preset ..................................................................................... 4
Demo ................................................................................................ 5
Conclusion ...................................................................................... 13
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Demo Overview
I. Introduction
Microsoft Dynamics™ AX captures data in the form of discrete business transactions. These transactions need to be analyzed and trends understood for businesses to make informed decisions. “Should I order more stock?”, “Are my sales profitable?” To help answer these questions, Microsoft Dynamics AX provides integration with Microsoft® SQL Server™ Business Intelligence tools such as SQL Server Reporting Services and SQL Server Analysis Services.
In this demo we will show how Microsoft Dynamics AX uses Microsoft SQL Server Reporting Services (SSRS). For background reading on Microsoft SQL Server Business Intelligence capabilities, refer to the Microsoft SQL Server Web site at http://www.microsoft.com/sql/default.mspx
II. Technologies Highlighted
Microsoft Dynamics AX
Microsoft SQL Server Reporting Services Microsoft® Office Excel®
III. Audience
This demo is targeting a technical audience of business decision makers (BDM).
IV. Scenario
In this scenario we will look at an analysis of sales for a company so that we can understand distribution across dimensions.
V. Problems This Demo Addresses
Users need to be able to quickly and easily analyze transactional data so that they can identify and interpret trends and help facilitate informed business decisions.
VI. Purpose of Demo
Show the out-of-the-box integration of Microsoft Dynamics AX with SQL Server Reporting Services and its advantages for analyzing data.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Demo Preset
Configuration a. The desktop of the Virtual PC (VPC) has been configured with the shortcuts to the applications you
need.
b. Ensure the VPC machine is up and running:
o Log on as Administrator.
o Password: pass@word1
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Demo
Presenter’s Discussion Points Actions taken
The ability to provide simple reporting tools for the
end users of business applications has always been a
challenge for IT. Microsoft Dynamics AX introduces
integration with Microsoft SQL Server 2005 Reporting
Services (SSRS). Power users can now use a simple
Report Builder tool to produce their own reports.
Click Start-> All Programs ->Microsoft Dynamics AX
The Tools menu contains the tools that manage the
integration with SSRS.
Click Tools and then select Reporting Tools
Select Reporting Servers
This is the access point in Microsoft Dynamics AX to
use SSRS.
Note the Web Service URL and the Report Manager
URL. These are the paths to the locations where SSRS
is installed and where Microsoft Dynamics AX will
publish the model of the data dictionary to make it
simple for the Report Builder user to produce reports.
Open the AOT. (Press CTRL+D)
Expand the Data Dictionary node of the AOT
tree.
Click Perspectives.
Expand Perspectives. You will see that there are
many perspectives available out of the box.
Perspectives are a collection of tables that have been
dragged and dropped in the Perspectives group. This
gives the Report Builder user a simplified view of the
Microsoft Dynamics AX data dictionary.
Perspectives can be created for different roles in the
organization. You could have roles for Inventory
managers, Warehouse managers, etc. You would then
grant them access to these perspectives to make it
easier for them to find the table they want to report
on.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Note also that there are new properties that have
been created on tables and fields to support the
display of the table and fields in the published models
in Report Builder. Discussion of these properties is out
of scope for this demo.
Open Report Manager by clicking Tools->Reporting
Tools->Report Manager.
Report Manager is a Web site that users can access to
run and build new reports with SSRS.
Published reports display here which allows users to
send URL links by e-mail to other users to share
reports across the organization.
An important point to note here is that SSRS uses
Windows® authentication and the security setup in
Microsoft Dynamics AX to control access to data from
Microsoft Dynamics AX. If a user doesn’t have access
to data then they will not be able to view it in SSRS
reports.
The Report Builder will start. Note the published
perspectives on the top right-hand side of the Report
Builder task pane:
Select Accounts Receivable. You see 3 Report
layout options:
o Table: A standard transaction type report
o Matrix: A cross-tab type report
o Chart: Ability to chart data directly
Select Matrix.
Click OK.
Click Report Builder. This will launch the Report Builder. If this is the first time you have used the Report Builder you may be asked to install it. Make sure you accept the option to install.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
On the left-hand side of the screen you see the
Explorer view.
Click Accounts receivable to expand the group.
In this demo we are going to create a new report to
analyze customer sales.
Locate and click the Customer Transactions
table.
You will note that the Fields pane on the left Explorer
pane is now displaying the fields from the Customer
Transaction table. You can now drag the following
fields onto the report surface.
1. Drag the Company to the left-hand axis.
2. Drag the Customer account.
3. Drag the Department field to the top analysis
tab.
4. Drag Total Amount currency to the center of
the report area.
5. Click in the report areas and enter a title such
as Customer Transactions.
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4
5
2
3
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
You can change the format for the Amount field by
selecting the Amount field and right-clicking. Select
Format.
Select the correct format and click OK.
You can now run the report.
Click the Run Report button on the toolbar and wait
for the report to generate.
The displayed report is an analysis of customer
transactions by company and dimension.
Under Company, click dmo to drill down into the
details.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
You will notice that the balance of customer 4000 in
company dmo is $6075.00.
You can verify the result in Microsoft Dynamics AX.
Go to Accounts Receivable ->Customers.
Select Customer 4000.
Click the Balance button. You will see the balance
from within Microsoft Dynamics AX.
The displayed report surface is an active surface for
users. They can change the sort order of columns.
Users can also add filters.
To access multiple companies and be able to report on
transactions across companies:
1. Click the Filter button on the toolbar.
2. Drag the Company field onto the field area and set
the filter, if necessary.
3. Double-click the filter definition and select the
company you want to filter on in the list of available
companies.
4. Click OK.
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2 3
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Another important user feature is the ability to export
the report to multiple formats such as XML, CSV, TIFF,
PDF, and Excel.
Click the Export button on the toolbar to list the
format.
Select Excel.
Save the report to the desktop to be able to view it.
Open the report from the desktop.
You will see that the report maintains almost all its
formatting and allows you to drill down into the
details.
Close Microsoft Office Excel when you have finished
viewing the data.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
You should now be back on the Report Builder. You
can save the report with a new name so that users can
access it from Report Manager.
Click File -> Save As.
Give the report a name such as Customer
Transactions by Dimension.
Click Save.
Close the Report Builder.
Switch back to Microsoft Dynamics AX.
On the Tools menu, select Reporting Tools ->
Report Manager.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
When Report Manager opens, click Home in the
top left hand corner.
You will now be able to see the published report that
you saved earlier.
Users can click the link and view the report if they
have the appropriate permissions.
When reports run from Report Manager, users can
access them through a Web browser.
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MICROSOFT DYNAMICS AX 4.0 SSRS INTEGRATION
Conclusion
When integrated with Microsoft SQL Server Reporting Services, Microsoft Dynamics AX enables end users to generate ad-hoc reports as needed, saving time and eliminating the dependency on an IT professional or a consultant to create them. An additional advantage is that other users in the organization who do not typically use the Microsoft Dynamics AX client to access data can gain access
to reporting information.
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.
This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
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Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.
© 2007 Microsoft Corporation. All rights reserved.
Microsoft, the Microsoft Dynamics Logo, 2007 Microsoft Office system, Microsoft Dynamics AX, Microsoft Office InfoPath BizTalk, Dexterity, FRx, Microsoft Dynamics, SharePoint, Visual Basic, Visual C++, Visual SourceSafe, Visual Studio, Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation, FRx Software Corporation, or Microsoft Business Solutions ApS in the United States and/or other countries. Microsoft Business Solutions ApS and FRx Software Corporation are subsidiaries of Microsoft Corporation.
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