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Reporting and Business Analysis

Course 8628: Two days; Instructor-Led

On This Page

	Introduction
	Audience
	At Course Completion
	Prerequisites
	Course Outline
	Take This Training

Introduction

This course develops your understanding of the reporting capabilities present within Microsoft Dynamics AX 4.0. By learning the basics, this course gives you the tools and knowledge to create custom reports using all the different reporting tools and technologies available.

The course introdcues the different tools and methods for reporting in Microsoft Dynamics AX. Topics include Understanding the Reporting Continuum, Working With Standard Reports, Working with Auto-Reports, Using the Report Wizard, SQL Server Reporting Services, and OLAP/Business Analysis. This course provides a solid foundation for reporting in Microsoft Dynamics AX and enables the student to be successful in designing and authoring reports.

Audience

The class is targeted toward end users, power users, implementers, developers, and consultants who want to understand the basic reporting capability in Microsoft Dynamics AX.

At Course Completion

After completing this course, students will be able to:

•	Describe the components that make up the Reporting Continuum in Microsoft Dynamics AX 4.0.
•	Explain the characteristics of report requirements which help identify which tool is most appropriate for a given report.
•	Introduce and summarize the report tools available in Microsoft Dynamics AX.
•	Understand the query concept used for reporting.
•	Understand the range selection used for determining data with queries.
•	Demonstrate sorting, and the related totaling and heading options that are used with queries.
•	Review the print and output options available to standard reports.
•	Understand the new Print Drill Down functionality and how it works with standard reports.
•	Explain the batch and recurrence options available.
•	Explain the purpose of auto-reports in Microsoft Dynamics AX 4.0, and how to generate them.
•	Understand how auto-reports are generated, and when they can be used.
•	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.
•	Define the components related to Dynamics AX within 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.
•	Explain the key concepts of Report Builder.
•	Explain the different types of reports that can be created by using Report Builder.
•	Create an ad hoc report by using Report Builder.
•	Explain how to deploy reports with the Report Manager.
•	Explain how to manage reports.
•	Explain how to configure report properties.
•	Explain what OLAP is and what it is used for.
•	Describe how to interact with cubes within Dynamics AX using Pivot Table technology.
•	Understand the underlying components that are required to configure and manage cubes in Microsoft Dynamics AX.

Prerequisites

Before attending this course, students must have:

•	Microsoft Dynamics AX Introduction
•	Familiarity with OLAP concepts

Course Outline

Chapter 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 module, 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

Chapter 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 2-1

•	Define Data Ranges

Lab 2-2

•	Setup Report with Criteria and Output Options

Lab 2-3

•	Setup Report with Criteria and Output Options

After completing this module, 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.

Chapter 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 3-1

•	Creating a Modified Auto-Report

After completing this module, 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

Chapter 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 4-1

•	Using the Report Wizard

After completing this module, 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.

Chapter 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 5-1

•	Create a New Perspective

After completing this module, 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.

Chapter 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 6-1

•	Create a Table Report

Lab 6-2

•	Create a Matrix Report

Lab 6-3

•	Create a Chart Report

After completing this module, 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.

Chapter 7: Deploying and Managing SSRS Reports

After developing a report by using SSRS development tools, users can deploy it on the report server. A deployed report becomes a managed component of the report server. The properties and associated metadata of a managed report may be used to help secure, schedule, move, rename, and link the report. These tasks may be performed with Microsoft SQL Server Management Studio or Report Manager.

Lessons

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

Lab 7-1

•	Create a Report Subscription

After completing this module, 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.

Chapter 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 8-1

•	Create a New Pivot Table View

Lab 8-2

•	Create a New Commissions Pivot View

After completing this module, 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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