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Reporting and Business Intelligence in Microsoft Dynamics AX 2009

Course 50195 : 2 days; Instructor-Led

Introduction

This two-day instructor-led course provides students with the knowledge and skills to leverage the extended Reporting and Business Intelligence (RBI) features of Microsoft Dynamics AX 2009. The training course covers installation of pre-requisites and supporting technology, creating and deploying reports using SQL Server Reporting Services, creating, adjusting and deploying business intelligence projects using SQL Server Analysis Services, and integrating all these features together in the Rich client, Enterprise Portal or Role Centers, for the end-user.

 

Audience
The course is intended for developers or those individuals who will be creating and deploying reports and business intelligence projects.

 

At Course Completion
After completing this course, students will be able to:
  • Differentiate between Microsoft Dynamics AX 2009 reporting features, SQL Server Reporting Services and SQL Server Analysis Services.
  • Appreciate the benefits of leveraging SQL Server Reporting Services and SQL Server Analysis Services with Microsoft Dynamics AX 2009.
  • Explain what the Role Center in Microsoft Dynamics AX 2009 is used for.
  • List the system requirements for Reporting and Business Intelligence for Microsoft Dynamics AX 2009.
  • Step through the procedures for installing SQL Server Reporting Services and the integration components for Microsoft Dynamics AX 2009.
  • Design reports in Report Builder and Visual Studio using Microsoft Dynamics AX 2009 data sources.
  • Integrate SQL Server Reports with Microsoft Dynamics AX 2009 Client, Enterprise Portal and Role Centers.
  • Step through the procedures for installing SQL Server Analysis Services and the integration components for Microsoft Dynamics AX 2009.
  • Become familiar with SQL Server Business Intelligence Studio.
  • Navigate the multi-dimensional space of OLAP cubes.
  • Import cubes from Microsoft Dynamics AX 2009.
  • Fix broken cubes.
  • Create new cubes from Microsoft Dynamics AX 2009.
  • Deploy and process cubes.
  • Read and write MDX expressions in KPIs.
  • Step through the procedures for installing Role Centers for Microsoft Dynamics AX 2009.
  • Modify existing Role Centers.
  • Create new Role Centers.

Prerequisites
Before attending this course, students must have:
  • A working knowledge of the navigation and use of Microsoft Dynamics AX 2009
  • A working knowledge of the data structure of Microsoft Dynamics AX 2009
 

Course Outline

Module 1: Introduction to Reporting and Business Intelligence

This module introduces the different frameworks used within the scope of Reporting and Business Intelligence for Microsoft Dynamics AX 2009. Comparisons are made between the different components.
Lessons
  • Microsoft Dynamics AX 2009
  • SQL Server Reporting Services
  • SQL Server Analysis Services
  • Role Center
Module 2: SQL Server Reporting Services
This module introduces ways to use the SQL Server Reporting Services framework, to create reports based on Microsoft Dynamics AX 2009 data.
Lessons
  • Installing Pre-requisites and deploying
  • Using Report Manager
  • Configuring a data source
  • Define the report server in Microsoft Dynamics AX 2009
  • Microsoft Report Builder
  • Visual Studio Reporting Tools for AX
  • Report Manager
  • Rich Client
  • Enterprise Portal/Role Center
  • Common issues - Deployment
  • Common issues – Report Builder
  • Common issues – Visual Studio Reporting Tools for AX

Lab : Create a report using Report BuilderLab : Create a report using Visual StudioLab : Integrate a SQL Server Reporting Services report into the Microsoft Dynamics AX 2009 menu.

Module 3: SQL Server Analysis Services

This module introduces ways to use the SQL Server Analysis Services framework, to create business intelligence based on Microsoft Dynamics AX 2009 data. It also provides an introduction to the concepts used in Business Intelligence and OLAP.
Lessons
  • Prerequisites
  • Installing Analysis Extensions
  • Configure Analysis Services for Microsoft Dynamics AX 2009
  • Introduction to SQL Server Business Intelligence Development Studio (BIDS)
  • Using SQL Server Business Intelligence Development Studio
  • Introduction to Analysis data sources
  • Creating additional Analysis data sources
  • Introduction to cubes and multidimensional models
  • Importing the Microsoft Dynamics AX 2009 default cubes
  • Creating new cubes and modifying default cubes
  • Multidimensional Expressions (MDX)
  • KPI’s
  • Common issues – Installation 
  • Common issues – BIDS, Cubes, Multi dimensions and KPI’s

Lab : Drop a configuration key in Microsoft Dynamics AX 2009, and work through a Business Intelligence project to adjust for the new data structure.Lab : Create a new OLAP cube from Microsoft Dynamics AX 2009.Lab : Create a new KPI

Module 4: Role Centers

This module describes the Role Center feature of Microsoft Dynamics AX 2009. Role Centers are modified and created.
Lessons
  • Prerequisites
  • Installing Role Centers
  • Introduction to Role Centers
  • Modifying a Role Center – Shared Version
  • Modifying a Role Center – Personal Version
  • Create a new Role Center
  • Walkthrough
  • Common issues – Installation
  • Common issues – Modifying and creating role centers

Lab : Modify a Shared Version of a Role Center.

Lab : Create a new Cue

Lab : Create a new SQL Server Reporting Services report

Lab : Create a new KPI

Lab : Create a new Role Center

Lab : Add components to a Role Center

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