Posts tagged with: SSRS

Exploring Drill-down SSRS Reports in Dynamics Ax 2012 R3

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
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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:

PointToQueryQueryDataSet

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

This post was originally published on http://tech.alirazazaidi.com/exploring-drill-down-ssrs-reports-in-dynamics-ax-2012-r3/

Ali Raza Zaidi is MVP, one of the only 6 people qualified from Pakistan! He is our top notch technical consultants and works in the capacity of Advisory Software Engineer for Dynamics AX 2012 in Systems Limited.

original article