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AX SSRS Reporting ScreenCast List

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To help you find the right screencast, below is a list of all of them that have been produced so far and some that are scheduled to be created. This list will be updated as additional screencasts become available.

[Updated on 2010/12/08 with Screencasts 26 – 30]

[Updated on 2010/12/08 with Screencasts 21 – 25]

[Updated on 2010/12/07 with Screencasts 17 – 20 ]

Direct link to our YouTube Channel: https://www.youtube.com/dynamicsaxbi

ScreenCast 1: Create the Simplest Possible Report with Visual Studio

URL: https://www.youtube.com/watch?v=oJCj9mCo-9I

  • Creating a New Report Library
  • Creating a new Report Model
  • Creating a dataset an dbinding it to an AX Query
  • Previewing the Report in Visual Studio

 

ScreenCast 2: The Case of the Mysterious Parameter

URL: https://www.youtube.com/watch?v=kdfpMBF-kMA

  • parameters created automatically from query ranges

 

ScreenCast 3: Better Looking Reports with Templates

URL: https://www.youtube.com/watch?v=wzi4czp3cjQ

  • templates for Auto Designs
  • style template
  • layout templates
  • adding the shared library to the solution
  • referencing the shared library in a report library

 

ScreenCast 4: AX SSRS Reporting Concepts

URL: https://www.youtube.com/watch?v=8dQomypSAgQ

  • Report Libraries
  • Report Models
  • Report Designs
  • DataSets
  • Designs
  • AutoDesign & Precision Designs
  • Designs versus RDL

 

ScreenCast 5: Launching a Report from a Menu Item

URL: https://www.youtube.com/watch?v=bHF24bZJA_A

  • Saving a report library to AOD
  • Deploying a report library to SSRS
  • Rnning a Report in SSRS Report Manager
  • Creating an Output Menu Item and binding it to a report design

 

ScreenCast 6: Default Values for Parameters and Hiding Parameters

URL: https://www.youtube.com/watch?v=SZRqYx32HwY

  • Providing Defaults for Parameters And Hiding Parameters
  • Default Parameter Values
  • Hiding Parameters

 

ScreenCast 7: Debugging Parameter Values in AutoDesigns

URL: https://www.youtube.com/watch?v=DiKm6NZt2Ok

  • The "Render Parameters" property on Auto Designs designs

ScreenCast 8: Manually Creating Designs and DataRegions

URL: https://www.youtube.com/watch?v=nRUZ5wTukK8

  • Drag-and-drop a dataset to create a dataregion
  • Manually adding a Design
  • Manually adding a DataRegion
  • Binding a dataregion to a dataset

 

ScreenCast 9: Multiple Data Regions in AutoDesigns

URL: https://www.youtube.com/watch?v=YjI_Nq8coCE

  • Multiple Datasets in a report model
  • Adding a Dataset for InventTableSRS
  • Multiple DataRegions in a report model

 

ScreenCast 10: Expressions and “Expressionable” Properties

URL: https://www.youtube.com/watch?v=K77lQ3-svr4

  • Static Values
  • Calculated Values with Expressions
  • Adding Calculated Columns to a DataRegion

 

ScreenCast 11: An Introduction to Data Methods

URL: https://www.youtube.com/watch?v=HS2n-NXp--g

 

  • Expressions versus DataMethods
  • BusinessLogic assemblies
  • Deployment of BusinessLogic assemblies

 

ScreenCast 12: Using Data Methods as a DataSource

URL: https://www.youtube.com/watch?v=Xd4FiBALl0U

  • Creating a System.Data.DataTable
  • Creating a DataSet that is bound to a DataMethod

 

ScreenCast 13: Executing an AX Query in a Data Method

URL: https://www.youtube.com/watch?v=ZIoEZWaiBXI

  • using the Microsoft.Dynamics.Framework.Reports.AxQuery.ExecuteQuery API
  • Creating a DataSet that is bound to a DataMethod

 

ScreenCast 14: Programmatically Setting Ranges on an AX Query

URL: https://www.youtube.com/watch?v=8ejHMzHndbA

  • Using a ranges with Microsoft.Dynamics.Framework.Reports.AxQuery.ExecuteQuery
  • Naming the ranges correctly

 

ScreenCast 15: Defining and Getting Data from Report Parameters

URL: https://www.youtube.com/watch?v=Q_sVIrfJHlc

  • Creating your own Parameter
  • Supported Parameter Types
  • Default Values
  • Parameter values in Expressions

 

ScreenCast 16: Dynamically Setting Query Ranges At Runtime

URL: https://www.youtube.com/watch?v=_f9SegqA4ZA

  • Parameters on Data Methods versus Parameters on Reports
  • Refreshing DataSets
  • Using a parameter value in query execution

 

ScreenCast 17: Calling X++ Code from a Report

URL: https://www.youtube.com/watch?v=JVNisza0BQI

  • Creating a new report library project to hold datamethods
  • Adding report librariesto the AOT
  • Deploying Dependent Multiple Projects

 

ScreenCast 18: Separating Reports from Code using Report Libraries

URL: https://www.youtube.com/watch?v=USJodsrlNOc

  • Creating a new report library project to hold datamethods
  • Adding report librariesto the AOT
  • Deploying Dependent Multiple Projects

 

ScreenCast 19: Creating Your Own Layout and Style Templates

URL: https://www.youtube.com/watch?v=BnBKcQE2H3A

  • Adding new Templates to a Report Library
  • Creating a Table Style Template
  • Adjusting the font and colors for detail rows via a Table Style Template
  • Using Report Libraries to share Style Templates
  • Saving Report Libraries to the AOD

 

ScreenCast 20: Editing Auto Design Templates

URL: https://www.youtube.com/watch?v=SdLHu04VPbA

  • Creating a Report Layout Template
  • Examining the Properties of a Table Style and Report Layout templates
  • Setting text formatting across multiple nodes in templates

 

ScreenCast 21: Exploring Auto Design Report Layout Templates

URL: https://www.youtube.com/watch?v=w5vDFz1wj_c

  • Headers
  • Footers
  • Section Styles

 

ScreenCast 22: Exploring Auto Design Style Templates

URL: https://www.youtube.com/watch?v=A5xTe4BJa5I

  • Text Styles

 

ScreenCast 23: Tips for Previewing Reports

URL: https://www.youtube.com/watch?v=XyrKUdWgyfI

  • Creating Vertical Tab Groups in Visual Studio

 

ScreenCast 24: Introduction to SharedComponents and SharedComponentsSRS

URL: https://www.youtube.com/watch?v=VY1UUn4k6HI

  • Adding libraries from AX into your solution

 

ScreenCast 25: Getting the Values of an AX Enum into a Report

URL: https://www.youtube.com/watch?v=GA6uxXtt7RY

  • Getting AX Enum metadata via a data method

 

ScreenCast 26: AX Enums in Reports (part 2)

URL: https://www.youtube.com/watch?v=6V_Fmp35YcA

  • letting the user pick which enum to retrieve

 

ScreenCast 27: AX Enums in Parameters

URL: https://www.youtube.com/watch?v=HiKEgZ6X3oI

  • Parameters with data-bound values
  • Multi-Value parameters

 

ScreenCast 28: Introduction to Sorting, Grouping, and Filtering in Auto Designs

URL: https://www.youtube.com/watch?v=qmIo4PeiSz0

  • Creating groups
  • Adding Filters
  • Sorting Data

 

ScreenCast 29: Getting Data from an XML Cloud Service (part 1)

URL: https://www.youtube.com/watch?v=BCPOeVP3ZsU

  • Setting up the databinding before connecting to the service
  • Refreshing dataset fields

 

ScreenCast 30: Getting Data from an XML Cloud Service (part 2)

URL: https://www.youtube.com/watch?v=6XKDX7p7Q0c

  • Using System.Xml.Linq to connect to a web service
  • Dynamically formatting report content

 

ScreenCast 31 Static and Dynamic Text Formatting

URL: https://www.youtube.com/watch?v=48sv95kLSVI

 

ScreenCast 32 Combining Fields and Showing Row Numbers

URL: https://www.youtube.com/watch?v=o-M6d1UmH9Q 

 

Future Topics

  • Grouping and Scope
  • Grouping and Totaling
  • Providing choices for parameters
  • End-User filtering of data on the SSRS Server
  • Alternating Row Colors
  • Grouping and Totaling
  • Charting
  • Images / Static
  • Images / From AX
  • Images / Dynamic
  • Getting Labels from AX
  • Creating a Customized Parameter Experience
  • Programmatically executing a Report
  • PowerPivot and AX2009
  • Custom Parameter UI in AX client
  • Printing and Page Sizes in SSRS
  • Embedding reports in Role Centers
  • Personalization and Customization of Role Center Reports
  • Accessing SQL Data Sources
  • Report Builder for production reports
  • Report Builder for ad hoc reports
  • SMDL-based ad hoc reporting
  • Precision Designs
  • SSRS Actions / link to another report
  • SSRS Actions / URL links
  • SSRS Actions / Drill down to detail report
  • SSRS Actions / Drill through to AX Form
  • Creating a non-AX SSAS Cube
  • Reports against Cube DataSources

Comments

  • Anonymous
    December 01, 2010
    Dynamics AX 2009 Reporting Capabilities. blog.rahulsharma.in/.../reporting-capabilities-of-ms-dynamics_14.html

  • Anonymous
    December 07, 2010
    Thanks...Perfect order of Topics. Recently we were exploring SSRS and  this screen cast covers everything that we found it hard to self explore :)

  • Anonymous
    December 08, 2010
    Good work! Few technical issues:

  • URLs for screencasts 13 a 17 point to wrong videos
  • I had also a problem with number 11, probably because part of an URL has been accidentally escaped by an HTML entity

  • Anonymous
    December 08, 2010
    @Martin - Thank you! URLs have been corrected for #13, #17, and #11.

  • Anonymous
    December 08, 2010
    @Martin - Thank you! URLs have been corrected for #13, #17, and #11.

  • Anonymous
    December 10, 2010
    Will you be addressing using Report Builder 2.0 or 3.0 to build Dyanmics AX reports?

  • Anonymous
    December 10, 2010
    Please continue working with this Blog. I have found it today and I am sure this will help me a lot! Thanks

  • Anonymous
    December 10, 2010
    @Lisa J - We will eventually cover Report builder. If there are specific scenarios and topics you would like us to cover let us know. -Saveen

  • Anonymous
    December 12, 2010
    Saveen, Thanks for you effort to make Dynamics AX BI more accessible. The only things I miss on the actual and planned screencasts are Role Centers, using data cubes as datasources and deploying reports to sharepoint. I hope you have time with that. Thanks

  • Anonymous
    December 15, 2010
    Can you do a screencast on how to utalize Actions? It's pretty different from standard SSRS. I'm really missing the functionality of connecting two reports... List of repots is empty. :(

  • Anonymous
    December 16, 2010
    Fredrik, I assume your talking about the subreports not showing in the dropdown. I don't know why that is, but you can use subreports just enter the full path (projectname.reportmodel.design). It won't work in preview but it will in Report Manager after deploying it.

  • Anonymous
    January 05, 2011
    I would like to see the basics of connecting to Dynamics in the recommended way as a start. I can create a SQL Server datasource to connect to Dynamics, but I was under the impression that this is not the recommended setup and the Report Builder used perspectives or queries.   Thanks and keep the screen casts coming!

  • Anonymous
    January 05, 2011
    Is a full version of Visual Studio required to edit Dynamics reports?  As far as I can tell, the reporting tools won't load when just the shel is loaded.  

  • Anonymous
    January 05, 2011
    When I attempt to use the shared SSRS datasources using Report Builder 3.0, I receive an error that anonymous access is not allowed. For SQL2008 R2, how should the security be set up?  I have found information on how to set up the report server for basic authentication and how to enable anonymous access, but I am concerned about how this will affect the standard integration with Dynamics.

  • Anonymous
    January 05, 2011
    As you can tell from my recent posts, I am exploring the range of tools available for creating reports in Dynamics.  As I am sure you have heard from many, many users over the years, reporting is our greatest pain point within Dynamics.  Priority number ONE for me this year is to get reporting tools out to our power users.  The screen cast series is awesome and I have watched every one, but I don't have enough Visual Studio licensing to go around.  Report Builder looks promising, but I have not found much info on using it with Dynamics.  I have downloaded PowerPivot for use with Excel 2010 and plan to give that a workout.  I would love to you step out of visual studio for just an episode and discuss the other tools and how they each connect to Dynamics.

  • Anonymous
    January 19, 2011
    Very helpful series of ScreenCasts. My eyes have been opened to the potential. Thank you. One thing I would like to know is can table methods be called ? For example on InventSum the only way to obtain the unit cost is to use a table method costPricePcs(). You provide an example calling lables using X++ can you do one with this sort of method?

  • Anonymous
    March 02, 2011
    I have done some SSRS reports not linked to AX when we were with Axapta 3.0. Now we are with AX2009 and need to do a couples of reports in SSRS. So I want to get start withAX reporting tools. Your screencasts will help a lot !! One of my concern is keeping a good balance between performance (with SQL) and keeping the business logic in AX. Also, object reference : if im doing some SQL, i lost the object reference we have in AX. I cannot check if a field is use somewhere. Do you have a good method to follow ? Thanks, keep on the good work !

  • Anonymous
    August 03, 2011
    Hi Saveen, Thankx for the sharing screen cases, Really its very useful to people those who are working on Axapta. your work is appreciated. Thankx again.

  • Anonymous
    June 04, 2013
    The comment has been removed