| Course OutlineModule 1: Understanding the Reporting Continuum The intent of this chapter is to provide an overview of the tools and technologies available in the Microsoft Dynamics AX Reporting Continuum. Additionally, the material helps identify common characteristics and attributes that may be evaluated to determine which tool is the most appropriate to a specific report. Lessons - Reporting Continuum
- Standard Reports
- Auto-Report
- Report Wizard
- Report Designer
- SQL Server Reporting Services
- Business Analysis (OLAP)
After completing this chapter, students will be able to: Describe the components that make up the Reporting Continuum in Microsoft Dynamics AX 4.0 Explain the characteristics of reports requirements that help identify which tool is most appropriate for a given report Introduce and summarize the report tools available in Microsoft Dynamics AX
Module 2: Working With Standard ReportsThere are over 800 reports delivered standard with Microsoft Dynamics AX. These reports come in many formats and designs and are well distributed throughout the functional modules. This chapter covers how to best take advantage of these standard reports to maximize their utility. Lessons - Determining the Data Composition
- Determining the Data Selection
- Determining Data Sorting
- Output Options
- Batch Setup
- Print Drill Down
Lab : Define Data RangesLab : Setup Report with Criteria and Output OptionsLab : Setup Report with Criteria and Output OptionsAfter completing this chapter, students will be able to: Examine the query concept used for reporting. Identify the range selection used for determining data with queries. Demonstrate sorting, and the related totaling and heading options used with queries. Review the print and output options available to standard reports. Examine the new Print Drill Down functionality and how it works with standard reports. Explain the batch and recurrence options available.
Module 3: Working With Auto-ReportsAuto-reports in Microsoft Dynamics AX serve as a quick and easy way of generating reports on specific data. Most screens that displays data will have an Auto-report available for that data. Users can also modify Auto-report configurations to save for later use. Lessons - Using Standard Auto-Reports
- Modifying Auto-Reports
Lab : Creating a Modified Auto-ReportAfter completing this chapter, students will be able to: Explain the purpose of Auto-reports in Microsoft Dynamics AX 4.0 Demonstrate how Auto-reports are generated Explain when to use Auto-reports
Module 4: Working With the Report WizardThe final tool available for report generation within Microsoft Dynamics AX, outside of working directly in the AOT, is the Report Wizard. The Report Wizard has a similar look to the Auto-report Wizard. However, there are some distinguishing features that make the Report Wizard more powerful, and therefore, a good tool for report developers. Lessons Lab : Using the Report WizardAfter completing this chapter, students will be able to: Describe the functionality available with the Report Wizard. Demonstrate the use of the Report Wizard. Differentiate the Report Wizard from Auto-reports and the Auto-report Wizard.
Module 5: Introduction to SQL Server Reporting ServicesReporting Services in SQL Server 2005 provides additional enterprise reporting capabilities and addresses a new audience - business users who want to interact with data in an ad hoc manner and create reports. In Microsoft Dynamics AX 4.0, different types of users interact with reports by using one reporting solution. Lessons - SQL Server Reporting Services Architecture and Design
- Configuring SSRS
Lab : Create a New PerspectiveAfter completing this chapter, students will be able to: Define the components related to Microsoft Dynamics AX within SQL Server Reporting Services (SSRS). Explain the use of Perspectives in the Report Model. Understand the AOT properties related to SSRS. Demonstrate the configuration steps required to enable SSRS with Microsoft Dynamics AX.
Module 6: Using Report Builder for Ad Hoc ReportingReport Builder is an authoring tool that creates and designs ad hoc reports. You can create ad hoc reports without understanding database structures. Report Builder provides report templates that contain predefined data regions to build table, matrix, and chart reports. You can publish the ad hoc reports to a report server for distribution across the enterprise. Lessons - Table Reports
- Matrix Reports
- Chart Reports
- Defining Filters
Lab : Create a Table ReportLab : Create a Matrix ReportLab : Create a Chart ReportAfter completing this chapter, students will be able to: Explain the key concepts of Report Builder. Explain the different types of reports that can be created with Report Builder. Create an ad hoc report by using Report Builder.
Module 7: Deploying and Managing SSRS ReportsLessons - Deploying Reports Using Report Manager
- Configuring Report Properties
- Rendering and Viewing Reports
- Configuring Security Settings
- Scheduling Report Subscriptions and Processing
Lab : Create a Report SubscriptionAfter completing this chapter, students will be able to: Explain how to deploy reports by using the Report Manager. Explain how to manage reports. Explain how to configure report properties.
Module 8: Working with OLAP and Business AnalysisMicrosoft Dynamics AX OLAP lets the user analyze data in a multidimensional form, and can communicate it in a very powerful nature. The data is accurate, up to date, and very succinct. Traditionally, an information stakeholder compiled many reports from data that was aging all the time, and could not receive output like the Microsoft Dynamics AX Cube. Because the cube framework is static for each business information need, stakeholders can perform business health checks in seconds; previously such detail took weeks to extract. Microsoft Dynamics AX lets the user slice and dice information to suit particular needs, without altering or misrepresenting data in any way. Lessons - OLAP Terms and Concepts
- OLAP Setup and Configuration
- Working with Pivot Tables
- Working with Pivot Table Views
- Cube Definition Manager
Lab : Create a New Pivot Table ViewLab : Create a New Commissions Pivot ViewAfter completing this chapter, students will be able to: Explain what OLAP is and what it is used for. Describe how to interact with cubes within Microsoft Dynamics AX using Pivot Table technology. Understand the underlying components that are required to configure and manage cubes in Microsoft Dynamics AX.
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