Transcript
Report
Report development on Microsoft Dynamics AX 2009
Agenda
1. Overview2. Report Wizard3. Auto Report4. Object Report5. Report Development6. Report and Section Template
1. Overview
A. Overview TypeB. Creating ReportC. Auto Report FormD. Report WizardE. Step to Develop
A.Report Type
Ad hoc reportA non periodic report that created and used for specific purpose and time
Periodic reportReport that created and used periodically (daily, weekly, monthly etc)
FormFixed format formal document in a workflow of business process as reference or fact in that process (e.g Delivery Order, Invoice , Voucher etc )
1. Overview
B. Creating Report Auto report
Using wizard to generate a report Used for ad hoc report and simple periodic report
Custom Report Created in AOT Use X++ Flexible design Used for periodic report or form document
1. Overview
C. Auto Report on Form Open from print menu in tool bar when
a form is opened Simple design Data source of report using form’s query Able to create various version of auto
report in a form Able to attach new created auto report
into menu
1. Overview
D. Report Wizard
Use report wizard to : Create new simple report Create or modify auto report on
form
Accessed from tool bar in main menu and print menu of particular form
1. Overview
1. Overview
a. Create a projectb. Create AOT Structure in the projectc. Create Report Objectd. Assign data source into report objecte. Design layoutf. Attach to menu
E. Step to develop
2. Report WizardWizard that will be use to generate simple or ad hoc report
A. NavigationB. Object Name SelectionC. Name of ReportD. Table SelectionE. Field SelectionF. Summation Field
G. SubheadingsH. GroupingI. RangingJ. Page Layout & OrientationK. PreviewL. Attach to MenuM. Result
Scenario 2. Report Wizard
As a user that has no skill in technical aspect of Ms Dynamics AX, you’ve got assignment to create a sales report quickly, this report should be consist information about sales quantity and amount of sales by customer.
To accomplish this, you create it using report wizard.
A. NavigationMicrosoft Dynamics AX > Tools > Development Tools > Wizards > Report Wizard
2. Report Wizard
B. Object name method
Choose whether name of table or field will be shown is system name or not ( e.g CustTable rather than Customers)
Klik Next Button
2. Report Wizard
2. Report Wizard
Enter name of report and caption e.g : Name : SalesOrderList Caption : List of Sales Order
Klik Next Button
C. Name of report
D. Table Selection Select table(s) from All Tables box
and table that are related to the selected table’s box if required
Click Next button
2. Report Wizard
E. Field Selection
Select field, display method or field group that will be display on report
Click button Up or Down to move selected field
Click Next button
2. Report Wizard
F. Summation Field
Select field that will be summed and display at bottom of data from available field’s box into selected field’s box
Checked Sums total for total summarized, sums potitive for postive value only or sums negative for negative value only
Click Next button
2. Report Wizard
G. Subheadings
Checked if you want to this field as header of a group data that belong to this field, otherwise unchecked
Click Next Button
2. Report Wizard
H. Grouping
Check this field if you want to display sum of all fields that available to sum, otherwise unchecked
Click Next Button
2. Report Wizard
I. Ranging
Select field(s) that will be use for filtering data coming from data source
Click Next Button
2. Report Wizard
J. Page Layout & Orientation Select layout, page orientation and
report template if available
Click Next Button
2. Report Wizard
K. Print Preview Choose whether created report will
be put at menu or no Klik Design button to open report
design Klik Print preview to display report
data
Klik Next Button
2. Report Wizard
L. Attach to Menu
Move report from Report’s box into particular menu item
Klik Next or Finish Button
2. Report Wizard
M. Print Preview2. Report Wizard
3. Auto ReportPrint report from a form and modify it to fit simple or ad hoc report that fit user demand
A. Print PreviewB. Print Auto ReportC. New Auto ReportD. Save Auto Report in AOT
Scenario
As a user that has got access to auto report in sales order form, you and your boss need new version of current report, now you have to create it and put it in menu in order other user able to run it from menu.
3. Auto Report
A. Print preview auto report
Open a form Click Print preview icon at tool
bar to display auto report
3. Auto Report
B. Print auto report Open a form Click Print Icon Select a report from select report
field Click select button to specify
range value Click Options button to select
printer or page layout Click OK Button
3. Auto Report
C. New Auto Report
Open a form Click Modify button Click New Follow Wizard Click OK button
3. Auto Report
D. Save Auto Report Into AOT Open a form Select a report Click Modify button Click save in AOT Follow Wizard Click OK Button
3. Auto Report
4. Report Object
A. Element ReportB. Data SourceC. Report DesignD. Report Section
Scenario
As a user that has limited skill in technical aspect of Ms Dynamics AX, you’ve got assignment from your boss to create new report of purchasing, in this report consist of information about purchase quantity and amount any goods to a vendor
4. Report Object
A. Element Report
Data source Report design Report Section
4. Object Report
B. Data Source
One or more table View Quer
4. Object Report
Source of data where data is fetch from and send to report to be print
Add table or view into DataSource node in report object structure Add query into CompositeQuery node in report object structure
It can be :
C. Report design4. Object Report
Manage report layout Can be more than one report design Two type report design, AutoDesignSpecs and
GeneratedDesign AutoDesignSpecs, layout will be generate when
report is run GeneratedDesign, layout will be generate based on
structure that created using design editor
D. Report Section
Report design consist of some sections Those sections are prolog, page header, header,
section group, footer, page footer, epilog and programmable section
Can be standardized using section template and report template
4. Object Report
Continue
D. Report SectionSection Description
Prolog Appears at the beginning of a report. Use it to display items such as a logo, a report title, or the current date. The prolog is printed before the page header on the first page of the report.
PageHeader Appears at the top of every page in a report.
Header Only available for generated designs. Appears at the beginning of a new group of records. Use it to display items such as a group name.
SectionGroup Only available for generated designs. Appears in the middle of a report. A section group can contain a Header, Body, or a Footer section. The structure of data sources is reflected in the structure of the section groups.
Body Appears in the middle of the report. A body section contains controls or a SectionGroup. The controls show information from fields in the data sources (tables), or information provided by display methods.
Footer Only available for generated designs. Appears at the end of a group of records. Use it to display items such as sub totals.
PageFooter Appears at the bottom of every page in a report. Use it to display items such as page numbers.
Epilog Appears at the end of the report. Use it to display items such as a logo. The epilog is printed just after the page footer on the last page in a report.
ProgrammableSection Use programmable sections to add any kind of customized information. To activate a programmable section, activate it explicitly with an element.execute(Number) statement. The Number must be specified in the ControlNumber property for the design section.
4. Object Report
5. Development
A. General step report developmentB. Project and its structureC. Report objectD. Adding data source and its related data sourceE. Adding Report designF. Adding report sectionG. Edit report design using visual editor
A. General step
Create Project and its structure Create report object under report node in its project Add data source Generate design Edit design if it is custom report Attach report into menu
5. Development
Generally to create custom report, some steps to be done are :
B. Project and Structure
Create shared project : Click Project Icon On Shared Node in Projects windows,
Right click > New > Project Right click on Project# > rename Enter new Name of project Right click > Open
5. Development
Continue
B. Project and its structure
Create Object’s groupA. Create Report Group
1. Open project that you created2. Right click > New > Group3. At Object node, open properties pane4. At properties pane, enter Report at field name, Reports at
ProjectGroupTypeB. Create Menu Item group
1. Repeat poin A 1 to 4, give it name Menu Item and ProjectGroupType is MenuItems
2. Under Menu Item node, repeat poin A1 to 4, give it Display for name and Display for ProjectGroupType
C. Create Menu 1. Under Project name, repeat point A1 to 42. Give it Menu for field name and Menus for ProjectGroupType
D. Click Save All icon
5. Development
C. Report Object
1. Under Report Node, right click > new >
Report2. At Report# node, open properties3. Enter name of report at field name, in this case
PurchaseOrderList4. Click Save All (Ctrl + Shift + S)
5. Development
D. Add Data Source
1. Open Project2. Open report object that you have created3. Expand Datasource > Query 4. Add data source either from table, view or query by one of
the following way• Drag a table or view from AOT and drop at
Datasource node• Drag a query from AOT and drop at
CompositeQuery node• At node datasource or compositeQuery, right
click > New Data Source > add table, view or query
5. Click Save All
5. Development
Continue
D.Add Related Datasource
1. Open project2. Open report object3. Expand datasource node4. Add new data source under current data source5. At new datasource node, open properties
window6. Enter value Yes at field relations otherwise
create relation manually7. Click Save All
5. Development
E. Report Design
1. Open project2. Open report object3. At design node, right click > New Report
Design4. Open properties at ReportDesign# node5. Enter name of design at field name6. Enter report template if required7. Click Save All
5. Development
E. Section in AutoDesignSpec Manually
Add Manually1. Open project2. Open report object3. Expand design > Report Design4. At AutoDesignSpec node, Right click > New > [Sections>]
5. At body section, add field, field group or display method
6. At other section, e.g Page Header, Page footer, add required item
7. Click Save All
5. Development
F. Section in AutoDesignSpec
1. Open project2. Open report object3. Expand designs > Report Design Node
4. At AutoDesignSpec node, Right click > Generate Specs From Query
5. Add page header and footer if required
6. Add fields under body, page footer and page header
7. Click Sava All
5. Development
G. Section in Generated Design
1. Open project2. Open report object3. Expand design node4. At Report Design node, Right click >
Generate Design5. Expand GeneratedDesign node6. Add other required section (e.g page header,
page footer etc.)7. Expand Section Group node8. Add other required section (Header, footer
etc)9. Under Body node, add required field or field
group10. Click Save All
5. Development
H. Visual Layout
Use visual layout design to arrange layout of report visually
Under GerateDesign or AutoSpecDesign node, Right click > Edit to open visual design editor
Use properties windows to modify appearance of its control e.g position, color, font etc.
5. Development
I. Report Template Use report template to standardize of report
section It could be header, footer etc. There are some predefined report template
that can be ready to use Create in AOT > Reports > Report
Template Use it when create a report object by specify in
design properties, field report template
5. Development
J. Section Template Use section template to standardize of body
report Create in AOT > Reports > Section
Template Used under section group in report by
Section Group > New > Section Template
In properties of section template, specify section template name
5. Development
K. Attach to Menu
Create Menu Item Attached menu item into menu
5. Development
L. Create Menu Item Open Project Drag report object (in this case
PurchaseOrderList) and drop into Display node under menu item node
Open properties of menu item PurchaseOrderList
Enter label for this menu item Make sure field Object Type value is
Report Make sure field Object is report object
name ( in this case PurchaseOrderList) Click Save All
5. Development
M. Attach Into Menu
Open project Drag menu item
PurchaseOrderList and drop into menu object
Click Save All
5. Development
6. Deployment
A. Use XPO file to deploy a project or object, XPO is a text file consisting code definition of project or object
B. Export, export XPO from development serverC. Import, import XPO into Production server
A.Export XPO file
Open Project At project name, right click > export In Export to windows, specify folder and
file name Uncheck field Export with ID values
in Options group box Click OK
6. Deployment
B.Export XPO file Open Project or AOT Click import Icon at tool bar At import window, uncheck field
Import with ID Values Select folder and XPO file name Click OK Button
6. Deployment
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