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.
Target Audience:
The course is intended for developers or those individuals who will be creating and deploying reports and business intelligence projects.
Pre-requisites:
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
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.
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 Builder
Lab : Create a report using Visual Studio
Lab : 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 and Add components to a Role Center
