Thursday 24 December 2015

DrillDown SSRS report in ax 2012

Drill drown reports in Dynamics Ax 2012 R3 are very vasy. For this purpose, I have to create a new AOT/Static Query AOT. This query is a join between CustTable and SalesTable. I created an Inner Join so only those Customer were selected who have associated Sales Orders. Consider following steps to create a new report:

Create a new Query with Name “DyWorldCustSales”

Drop or add Data Source with CustTable

6-21-2014 9-02-30 PM


Right click on Fields and add following fields from Customer table.


CustomerFileds


Expand Data Source inside Custtable, Add or Create DataSource with SalesTable and fields


SalesOrder


Right Click on  SalesTables Data Source and set its join properties as follows:


DataSetProperties


Expand Relationship node of SalesTable_1


Add following relationship:


Relations




Set it properties as follows:


RelationshipDetail


Now, create a new report In existing or New DataModel Report in Visual Studio project:


NewReport Project




Add New report with DyCustSalesOrderList


Add Dataset with Name DSCustomer and Point to Query which we created in above steps:


PointToQuery






QueryDataSet




Now drag and drop the dataset on designer to create a designer
And Update, rename it to  DyCustSalesOrderList


Set DataTable’s Propeties visible to set false


DataTable




Add a List and set its name to CustList


Create two groups, one for CustomerGroup and second for AccountNum:


Groups


Now drop the fields from dataset which you want to display on report




Fields




Right click on CustList and set Data Navigation Style to DrillDown from properties window






DrillDownProperties






Now right click add report to aot and then deploy to Report Server
When you run the report,  from meu Item you will find following




CustomerGroupClick
Click on Customer group this will open:
reportCustomerLevel




Click on Customer account it will drill down report on Detail level:




Details

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