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Build Reports For Finance and Operations Apps

SSRS and Power BI reports can be created and modified in Finance and Operations apps to provide data analysis and business intelligence. SSRS reports allow for printing to different file types and locations, use of parameters, and scheduling. They can be designed automatically or customized. Power BI promotes interactive data exploration and creation of dashboards through dragging fields and selecting visualizations. Both involve connecting to Finance and Operations data and deploying finished reports.

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60 views2 pages

Build Reports For Finance and Operations Apps

SSRS and Power BI reports can be created and modified in Finance and Operations apps to provide data analysis and business intelligence. SSRS reports allow for printing to different file types and locations, use of parameters, and scheduling. They can be designed automatically or customized. Power BI promotes interactive data exploration and creation of dashboards through dragging fields and selecting visualizations. Both involve connecting to Finance and Operations data and deploying finished reports.

Uploaded by

Jack
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Build reports for Finance and Operations

apps
Create and modify reports that use SSRS
Many pre-generated SSRS reports come out of the box with Finance and Operations apps. SSRS
reports allow you to print reports to different locations, such as your screen, a printer, a file, or an
email. You can use SSRS reports to create parameterized views with drill-down navigation. You can
also embed hyperlinks from a report to Finance and Operations apps pages.

Additionally, you can schedule your reports to run periodically by using a batch job. SSRS reports
can also help you create precise compliance documents for your local regulatory business. In addition
to the out-of-the-box reports, you can create and modify additional reports by using X++
development to suit your organization's needs.

Design SSRS reports


When designing a report, consider the data that you need. SSRS reports can be appropriate if you
need a high-volume, transaction-focused report. SSRS is great for documents that are meant for
email, print, archive, and bulk distribution.

SSRS report design can use an autodesign to determine the report layout, which is useful for simple
reports. For more complex reports, you can use the precision designer, which uses a free-form
design surface to customize the layout and content of the report. Fields and tables can be inserted
and moved around freely, and you can adjust margins and spacing between fields. You can also add
expressions to calculate totals, set fonts, add logos, and use labels to automatically translate any text.

After you have determined the report design, you can move on to creating a report.

Create SSRS reports


To create a report, you will need to use Microsoft Visual Studio and a Finance and Operations apps
development environment. In Visual Studio, you will first create a new report object. Then, you will
need to assign a data set to the report.

A data set defines what data is used in the report. In the data set parameters, you can select the data
source for the data set and the data source type. The data source type explains how the data from the
data source is retrieved.

The four data source types are:

 Query - Uses an existing Application Object Tree (AOT) query. Using an existing query
allows for faster filtering of data in SQL to quickly generate reports and requires limited
X++ code to develop. The only X++ code used is for the display methods in the tables.
 Business logic - Is used to get a data source other than Finance and Operations. The
Business Logic data source type can only be used with a single report because the
name of the class must match the name of the report.
 Report data provider (RDP) - Is used when a query cannot be used alone; additional
logic is needed to run the report. This is usually the case when you use dynamic filters,
when business classes must be called to use data, or if a parameter is used on the UI
that is entered in X++ code.
 AX Enum provider - Can be used to filter the report view when the report parameter is
an Enum type.

After the data set is created, you can set the report design by selecting an auto design (for simple
reports) or a precision design (for more customized reports). After your report is finished, you will
need to deploy the report. When you have deployed, your report is ready to run in Finance and
Operations apps.

Modify SSRS reports


Occasionally, you might not need to create a new report. Instead, you can choose to modify an
existing report by using the extensibility of X++ objects in Visual Studio. You can use extensions
on tables or report data provider classes to add new columns. Additionally, you can extend menu
items and other classes to redirect navigation to your custom designed reports.

Extending your reports lets you make changes to existing reports without affecting the standard
report solutions. This means that you will still be able to use your modified and standard report.

Create and modify reports by using Power BI


Power BI is a tool that promotes data exploration. By using Power BI tools, you can interactively
explore data to truly understand it. You can pivot columns, change the shape of charts, filter data, and
share reports. These reports can then be embedded within a workspace in Finance and Operations
apps. Power BI is especially useful for creating dashboards and non-document reports or any
report that does not require printing.

Ready-made Power BI reports are available in Lifecycle Services (LCS) and the PowerBI.com
marketplace. However, sometimes you will need to create and modify your own Power BI reports.

Create a Power BI report with Finance and Operations apps data


To create a report, you will need to use a Finance and Operations development environment, Visual
Studio, and either Power BI Online or Power BI Desktop. Power BI uses the Open Data Protocol
(OData) endpoints that are available from Finance and Operations entities. To connect to Dynamics
365 Unified Operations data, you can connect using an OData feed in Power BI. You can then
select the database and entities that you want to load.

When you have the data loaded, you can drag fields to the canvas to manipulate the data. You can
select from a variety of visualizations to explore data, create calculations, and combine multiple
aggregate measurements. After the report is finished, you can then push the report to your
production environment.

Modify a Power BI report


Unlike SSRS reports, which require multiple reports to see different views of the same data, Power BI
can be used for quick and simple manipulation of how your data is viewed. You can adjust existing
reports to filter data as you need it.

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