Disclaimer I have no link whatsoever with Microsoft. I'm just at the IT staff on a customer using AX. This procedures are provided "as is" with no warranties at all. All of this procedure are documented somewhere else. For the production reports, you should be able to create a project inside Visual Studio from a template called "Dynamics AX Reporting Project".
This is what you'll need To begin with you'll need some installation media and a big set of prerequisites. You'll probably spend a few days gathering these. The Dynamics AX installation media. The SQL installation media. NET Framework 3. Visual Studio SDK 1. Microsoft Visual Studio Shell isolated mode. Some previous warnings Reschedule all your meetings for the following days. Much of the built in installation procedures target SQL In some cases, you may need additional procedures for SQL and in others you may skip steps required for SQL Under SQL this is no longer so.
The following sections explain how to install and deploy reports and how to upgrade reports from Microsoft Dynamics AX to Microsoft Dynamics AX Verify that you have the required permissions to run the wizard.
Verify that you have the required permissions for installation. On the computer where Reporting Services is installed, or where you plan to install Reporting Services, run the prerequisite validation utility to verify that system requirements have been met. System requirements. The steps you must follow vary depending on whether you installed Reporting Services in native mode or SharePoint integrated mode. Before you install the Reporting Services extensions.
Install the Reporting Services extensions. Complete this procedure before you deploy the default reports that are included with Microsoft Dynamics AX. Microsoft Dynamics AX includes many default reports that you must deploy. If you did not deploy the reports when you installed the Reporting Services extensions, you can deploy them by using Windows PowerShell. Create a document library to store reports. Deploy the default reports. Typically, when you deploy a report, one version of the report is deployed.
This version can then be rendered automatically in every language that is supported by Microsoft Dynamics AX. However, you can configure Microsoft Dynamics AX so that language-specific versions of a report are deployed. A language-specific version of a report is rendered more quickly. Deploy language-specific versions of a report. You can install multiple instances of Reporting Services on the same computer.
In this kind of deployment environment, each instance of Reporting Services is connected to an independent Microsoft Dynamics AX installation. You may want to install multiple instances of Reporting Services on the same computer for the following reasons:. When you upgrade from Microsoft Dynamics AX , existing reports are copied to the AX system, but they are not upgraded.
AX provides hundreds of default, predefined reports that you can deploy and customize. We recommend that you use these reports as templates and customize them to meet your requirements. Guidance when Upgrading Reports. After you have deployed the reports, complete the following tasks to make them available to users. Grant users access to reports. Reporting Services periodically restarts, and each restart clears the Reporting Services cache. After the cache has been cleared, it may take some time for the next report that is run to display.
You can use Microsoft Visual Studio to customize existing reports, develop new reports, and integrate those reports with Microsoft Dynamics AX. This allows model projects to be customized, upgraded, and patched using the built-in layering support. You can see those changes applied in Microsoft Dynamics AX. To retrieve data for an auto-design reporting project you will use a query that is defined in the AOT within the Microsoft Dynamics AX development environment.
Once the project is created, you can modify the look of the report using layout and style templates and add interactive features like grouping, sort order, and document maps. Walkthrough: Creating an Auto Design Report.
Once you have created a reporting project, you integrate the report into Microsoft Dynamics AX. For example, after the report is in Microsoft Dynamics AX, you can create an output menu item for the report and display the report on a menu within the application. A drillthrough report is a report that a user opens by clicking a linked item in another report. It allows users to drill through to additional data. Walkthrough: Creating a Drillthrough Report.
A data source is a facility for accessing data. Or, you can define an external data source to retrieve data from a different location. In your report model, you will define an external data source that specifies the connection information for the database so that you can retrieve data from that database to display in your report.
Use a report data provider RDP class with business logic to process data and then display the outcome of the business logic on a report. A single report can have multiple designs that form the basic blueprints for the rendered reports. Report developers have the option of creating auto designs or precision designs.
Auto designs An auto design is automatically generated based on the information specified in the report model. You create auto designs in Model Editor. The auto design functionality provides an efficient way to create the most common types of reports, such as a customer list or a list of inventory items.
Precision designs Precision designs are typically used when a report requires a precise layout, such as invoices or bank checks. When creating a precision design, you can manually drag fields onto a report, placing them exactly where you want them. An auto design follows a particular layout.
It has a header, a body containing one or more data regions, and a footer, as shown in Figure 4. You can control the content that is displayed in each area within an auto design. For example, you can include a report title and the date in the header and display the page number in the footer, or you can leave the header and footer blank.
The data regions that display in an auto design depend on the data sets you create when you define the data for the report in Model Editor.
When you define a data set, you can specify the type of data region that is used to render the data whenever that data set is used in an auto design. Data can be displayed in table, list, matrix, or chart format. One way to create an auto design is simply to drag a data set onto the Designs node for the auto design in the model.
A precision design is free-form, and its format can vary depending on the layout required for particular reports. Figure 5 shows the hierarchical relationship among project, model, reports, and designs. Report projects are Microsoft Visual C or Microsoft Visual Basic container projects in which one or more report models can be stored as. Each report model, visualized in Model Editor, can include multiple reports, and each report can contain multiple designs, regardless of whether they are auto designs or precision designs.
Data sources are crucial to the development of useful production reports. The very purpose of a production report is to retrieve data from its source and to display the data in a fashion that is easy for users to consume. A major benefit of the Dynamics AX Visual Studio reporting tools is the ability to connect to a variety of different types of report data sources. Even better, a report can display data from multiple data sources.
It also allows you to bind data sets to data methods that contain your custom business logic that returns a DataTable. By doing so, you give your reports the ability to connect directly to the data source instead of having to go through the AOS, which is the process with the Dynamics AX data source type.
0コメント