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How to Create an Ad-hoc Drill-through Report in Microsoft Dynamics AX with Report Builder 3.0

by Sanam Khan
Senior Consultant,

Report Builder is a very powerful tool for advanced users of Microsoft Dynamics AX and can be used to create many types of ad hoc reports according to the needs of the organization such as a Matrix report, a Basic-Table report, and a Free-form report.

Here we will look at a type of report which is bit complex and causes confusion for many people - the main report with a drill-through report.

In this report we will create the main report, enable it for drill-through, and create the report that is the target of the drill-through action.

1. Create the main report

  1. Click Start, point to Programs, point to Microsoft SQL Server 2008 R2 Report Builder 3.0, and then click Report Builder 3.0. .
  2. In the left pane, verify that New Report is selected.
  3. In the right pane, verify that Table or Matrix Wizard is selected

2a. Specify a Data Connection

A data connection contains the information necessary to connect to an external data source such as an Analysis Services cube or a SQL Server database. To specify a data connection, you can use a shared data source from the report server or create an embedded data source that is used only in this report.

  1. On the Choose a dataset page, select Create a dataset, and then click Next. The Choose a connection to a data source page opens.
  2. Click New. The Data Source Properties dialog box opens.
  3. In Name, type a name for the report
  4. In Select a connection ...

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About Sanam Khan
Sanam Khan is an ERP senior consultant  with Maison Consulting & Solutions, ERP partners of Microsoft in Pakistan and the Middle East. She has implemented many Microsoft Dynamics AX projects, both in Pakistan and elsewhere. She specializes in Dynamics design and analysis, requirement specification definition, proof of concept, business process mapping BMP, business process reengineering BPR, team leading, IT project implementation / Management , data conversions, integrations, ERP pre-sale activities and post-implementation support roles. 

 

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