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.


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


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


Expand Relationship node of SalesTable_1

Add following relationship:


Set it properties as follows:


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:



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


Add a List and set its name to CustList

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


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


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


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

Click on Customer group this will open:

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


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