Module 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:

Module 2: Working With Standard Reports

There 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 Ranges

Lab: Setup Report with Criteria and Output Options

Lab: Setup Report with Criteria and Output Options

After completing this chapter, students will be able to:

Module 3: Working With Auto-Reports

Auto-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-Report

After completing this chapter, students will be able to:

Module 4: Working With the Report Wizard

The 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

• Using the Report Wizard

Lab: Using the Report Wizard

After completing this chapter, students will be able to:

Module 5: Introduction to SQL Server Reporting Services

Reporting 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 Perspective

After completing this chapter, students will be able to:

Module 6: Using Report Builder for Ad Hoc Reporting

Report 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 Report

Lab: Create a Matrix Report

Lab: Create a Chart Report

After completing this chapter, students will be able to:

Module 7: Deploying and Managing SSRS Reports

Lessons

• Deploying Reports Using Report Manager
• Configuring Report Properties
• Rendering and Viewing Reports
• Configuring Security Settings
• Scheduling Report Subscriptions and Processing

Lab: Create a Report Subscription

After completing this chapter, students will be able to:

Module 8: Working with OLAP and Business Analysis

Microsoft 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 View

Lab: Create a New Commissions Pivot View

After completing this chapter, students will be able to: