INSTRUCTORNOTES

REPORTINGANDBUSINESSINTELLIGENCE DYNAMICSAX2009

TABLEOFCONTENTS
TIMELINECHART............................................................................................................................................................ 3 STARTTHECLASS........................................................................................................................................................... 4 CHAPTER1:INTRODUCTIONTOREPORTINGANDBUSINESSINTELLIGENCE................................................................ 5 CHAPTER2:SQLSERVERREPORTINGSERVICES............................................................................................................ 6 CHAPTER3:SQLSERVERANALYSISSERVICES ............................................................................................................... . 8 CHAPTER4:ROLECENTERS......................................................................................................................................... 1 1 CONCLUSION............................................................................................................................................................... 3 1

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 TIMELINECHART

TOTALCLASSPREPARATION:11HOURS CHAPTERDESCRIPTION
Chapter1:IntroductiontoReportingandBusinessIntelligence Chapter2:SQLServerReportingServices Chapter3:SQLServerAnalysisServices Chapter4:RoleCenter

MINUTESTOCOMPLETECHAPTER
Presentation:30minutes Presentation:150minutes Presentation:240minutes Presentation:240minutes

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 STARTTHECLASS TIMELINE Presentation:10minutes REQUIREDMATERIALS ReportingandBusinessIntelligenceslidedeck

OPENINGSECTION Displayslide1inthePowerPointfileasstudentscomeintotheroom. Welcomethestudentstothetrainingcourse Showslide2inthePowerPointfile Introduceyourselfandgiveeachstudentthechancetointroducethemselves Showslide3inthePowerPointfile Explaintheclassinformationbeforestartingwithchapter1

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CHAPTER1:INTRODUCTIONTOREPORTINGANDBUSINESSINTELLIGENCE TIMELINE Presentation:30minutes HOWTOTEACHTHECHAPTER OBJECTIVES Showslide4inthePowerPointfile Talkabouttheobjectivesofthechapterasstatedontheslideandinthetext DIFFERENCESBETWEENAVAILABLEREPORTSADVANTAGESANDDISADVANTAGES Showslide5inthePowerpointfile IntroducethereportingfeaturesofMicrosoftDynamicsAX2009 Showslide6inthePowerpointfile IntroducethefeaturesofSQLServerReportingServices(SSRS) IntroducethefeaturesofSQLServerAnalysisServices(SSAS) Showslide7inthePowerpointfile IntroducetheRoleCenter

SYSTEMREQUIREMENTS Showslide8inthePowerPointfile BrieflyrunthroughthesystemrequirementsforReportingandBusinessIntelligence.

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 CHAPTER2:SQLSERVERREPORTINGSERVICES TIMELINE Presentation:150minutes HOWTOTEACHTHECHAPTER OBJECTIVES

Showslide9inthePowerPointfile Explaintheobjectivesofthechapterasstatedontheslideandinthetext INSTALLATIONDEPLOYMENT Showslide10inthePowerPointfileasyoubrieflyrunthroughtheprerequisitesforSQLServerReporting Services. Showslide11,andemphasizetheimportanceoffollowingtheinstallationstepscarefully.Makespecialnote ofthedifferencesininstallation,basedonWindowsversionandSQLServerversion. Theremainderofthissectioniscomprisedofinstallationprocedures.Ifyouareusinganimagewithallthe componentsalreadyinstalled,itisnotrecommendedthatyouuninstallanythinginordertodemonstratethe installationprocedures.Instead,brieflydiscusswhateachinstallationprocedureisdoing;explainthepurpose ofeachcomponentbeinginstalledaspartoftheoverallframework;andhighlightanyimportantnotes.On the screen, you may decide to show the installed components (for example, the IIS settings, configuration files,etc). INSTALLATIONREPORTMANAGER,DATASOURCESANDREPORTSERVER Forsections2.3and2.4showtheReportManageronthescreen,anddisplaythesettingsasdocumented. For section 2.5, show the Microsoft Dynamics AX 2009 client on the screen, and display the Report Server settings.

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 REPORTDESIGN

Showslide12inthePowerPointfileandexplainthedevelopmentflowfromPerspectivetoModeltoReport BuildertoReport. Forsection2.6,showtheModelGenerationOptionsonthescreen.AlsoshowthepropertiesofaPerspective andhighlighttheimportanceoftheUsagesetting. Performprocedure2.6.3onthescreen. Performprocedure2.6.5onthescreen. Performprocedure2.6.6onthescreen. Allow students to attempt Exercise 2.1, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. Showslide13inthePowerPointfileandexplainthedevelopmentflowfromQuerytoVisualStudiotoMenu ItemtoReport. Performprocedure2.7.1onthescreen. Performprocedure2.7.2onthescreen. Performprocedure2.7.3onthescreen. Performprocedure2.7.4onthescreen. Allow students to attempt Exercise 2.2, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. INTEGRATINGWITHMICROSOFTDYNAMICSAX2009 Explainthatupuntilnow,wehavecreatedreportsbasedonMicrosoftDynamicsAX2009data,buthavenot accessedthemfromwithintheMicrosoftDynamicsAX2009client. Insection2.8,explainthatwithReportBuilderitisstillnotpossibletorunthesereportsfromdirectlywithin theMicrosoftDynamicsAX2009richclient.ShowhowtorunareportfromtheReportManager. Performprocedure2.9.1onthescreen. Performprocedure2.9.2onthescreen. Performprocedure2.9.3onthescreen. Performprocedure2.10.1onthescreen,usingeithertheRoleCenterortheEnterprisePortal.Alternatively, youcanskipthisprocedure,explainingthatitwillbecoveredinmoredepthinChapter4. Allow students to attempt Exercise 2.3, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. TROUBLESHOOTING Thissectioniscomprisedoftroubleshootingprocedures. Youmayskipthissectioninclassroomtraining,butbesuretoletthestudentsknowthatsomeofthemost commonissuesareexplained,andtokeepthisdocumentforreference. InstructorNotes *INTENTEDFORINSTRUCTORPREPARATIONONLY* ReportingandBusinessIntelligenceforDynamicsAX2009

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 CHAPTER3:SQLSERVERANALYSISSERVICES TIMELINE Presentation:240minutes HOWTOTEACHTHECHAPTER OBJECTIVES

Showslide14inthePowerPointfile Explaintheobjectivesofthechapterasstatedontheslideandinthetext INSTALLATIONANDCONFIGURATION Showslide15inthePowerPointfileasyoubrieflyrunthroughtheprerequisitesforSQLServerReporting Services. Sections 3.3 and 3.4 are comprised of installation procedures. If you are using an image with all the componentsalreadyinstalled,itisnotrecommendedthatyouuninstallanythinginordertodemonstratethe installationprocedures.Instead,brieflydiscusswhateachinstallationprocedureisdoing;explainthepurpose ofeachcomponentbeinginstalledaspartoftheoverallframework;andhighlightanyimportantnotes.On thescreen,youmaydecidetoshowtheinstalledcomponents(forexample,theOLAPdatabasesettings). SQLSERVERBUSINESSINTELLIGENCEDEVELOPMENTSTUDIO CUBES,MULTIDIMENSIONSANDKPIS InstructorNotes *INTENTEDFORINSTRUCTORPREPARATIONONLY* ReportingandBusinessIntelligenceforDynamicsAX2009 IntroducestudentstotheBusinessIntelligenceDevelopmentStudio. Performprocedure3.6.1onthescreen. Showthecomponentsofsection3.6.2onthescreen,asyouexplainthem. Showeachdesignerinsection3.6.3onthescreen,asyouexplainthem. ShowtheOptionsscreeninsection3.6.4,asyouexplainit. ShowtheDataSourceDesignerinsection3.7.1,asyouexplainit. Forthepurposesofdemonstration,performprocedure3.8.1onthescreen.However,thisnewdatasource willnotbeused.YoucanchoosetoconnecttoanyoftheavailabledatabasesinSQLServer.

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This section is an introduction to OLAP concepts, including cubes, multidimensions and some of the terminologythatgoesalongwiththem. Showslide16onthescreenasyouintroducecubes. Explain that we can visualize 3 dimensions in a cube shape, but OLAP cubes can actually have many more than3dimensions. As you introduce each concept, show how to identify them on the screen, in Business Intelligence DevelopmentStudio. Forsection3.10,explainhowtheoutoftheboxcubesmaptomodulesinMicrosoftDynamicsAX2009. EmphasizetheissuessurroundingcubeswhennotallconfigurationkeysinMicrosoftDynamicsAX2009are switchedon.Describehowthishappens(configurationkeysdroppingfieldsinthedatabase,etc). Before performing procedures in this section, turn off the CRM configuration key, to emulate a typical MicrosoftDynamicsAX2009installation(i.e.notallconfigurationkeysactivated). Performprocedure3.10.1onthescreen. Performprocedure3.10.2onthescreen. Performprocedure3.10.3onthescreen. Performprocedure3.10.4onthescreen. Performprocedure3.10.5onthescreen. Performprocedure3.10.6onthescreen. Performprocedure3.10.7onthescreen. Performprocedure3.10.8onthescreen. Performprocedure3.10.9onthescreen. Performprocedure3.10.10onthescreen. Performprocedure3.10.11onthescreen. Allow students to attempt Exercise 3.1, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. Forsection3.11,carefullyexplaineachpropertyontheperspectivesinMicrosoftDynamicsAX2009.Show thepropertiesonthescreenasyouexplainthem. Showslide17and18,asyoudescribethedifferencesbetweenStarandSnowflakeschemas. Performprocedure3.11.1onthescreen. Performprocedure3.11.2onthescreen. Allow students to attempt Exercise 3.2, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. MULTIDIMENSIONALEXPRESSIONS(MDX) IntroducethestudentstoMDX.YoumayexplainthatitissimilartoSQL,butworksinmultipledimensions,if theystruggletocomprehenditspurpose. Showslide19onthescreen,asyouexplainthebreakdownoftheMDXexample. Showslide20,whichisatheoreticalresultsetoftheMDXstatement. Showslide21onthescreen,asyouintroducetheconceptofKPIs. Showslide22onthescreen,asyouwalkthroughtheexampleoftheValueexpressioninsection3.13.1. Showslide23onthescreen,asyouwalkthroughtheexampleoftheGoalexpressioninsection3.13.2. Showslide24onthescreen,asyouwalkthroughtheexampleoftheStatusexpressioninsection3.13.3. InstructorNotes *INTENTEDFORINSTRUCTORPREPARATIONONLY* ReportingandBusinessIntelligenceforDynamicsAX2009

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Showslide25onthescreen,asyouwalkthroughtheexampleoftheTrendexpressioninsection3.13.4. Allow students to attempt Exercise 3.3, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. TROUBLESHOOTING Thissectioniscomprisedoftroubleshootingprocedures. Youmayskipthissectioninclassroomtraining,butbesuretoletthestudentsknowthatsomeofthemost commonissuesareexplained,andtokeepthisdocumentforreference.

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 CHAPTER4:ROLECENTERS TIMELINE Presentation:240minutes HOWTOTEACHTHECHAPTER OBJECTIVES

Showslide26inthePowerPointfile Explaintheobjectivesofthechapterasstatedontheslideandinthetext INSTALLATIONANDCONFIGURATION Showslide27inthePowerPointfileasyoubrieflyrunthroughtheprerequisitesforRoleCenters. Showslide28,andemphasizetheimportanceoffollowingtheinstallationstepscarefully.Makespecialnote ofthedifferencesininstallation,basedonWindowsversionandSharePointflavor. Theremainderofsection4.3iscomprisedofinstallationprocedures.Ifyouareusinganimagewithallthe componentsalreadyinstalled,itisnotrecommendedthatyouuninstallanythinginordertodemonstratethe installationprocedures.Instead,brieflydiscusswhateachinstallationprocedureisdoing;explainthepurpose ofeachcomponentbeinginstalledaspartoftheoverallframework;andhighlightanyimportantnotes.On thescreen,youmaydecidetoshowtheinstalledcomponents(forexample,theOLAPdatabasesettings). Explainprocedures4.3.11through4.3.13.Showthesettingsfortheseproceduresonthescreen. MODIFYINGEXISTINGROLECENTERS Showslide29inthePowerPointfile,asyouintroducethestandardRoleCenters. ShowthepropertiesforaRoleCenterURLonthescreen. ExplainthedifferencebetweenSharedandPersonalVersionsinSharePoint. Performprocedure4.5.1onthescreen. Explainthevariouswebpartstypesthatcanbeadded. Performprocedure4.5.2onthescreen. Allow students to attempt Exercise 4.1, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. Performprocedure4.6.1onthescreen. DemonstratehowtocreateaCue.

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Allow students to attempt Exercise 4.2, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. CREATENEWROLECENTERS ExplainwhenitmightbenecessarytocreateanewRoleCenter. Performprocedure4.7.1onthescreen. INTEGRATINGSSRSANDSSASWITHROLECENTERS Carefullyexplainthescenarioforthefollowingexercise. Allow students to attempt Exercise 4.3, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. Allow students to attempt Exercise 4.4, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. Allow students to attempt Exercise 4.5, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. Allow students to attempt Exercise 4.6, assisting them where required. Reiterate any procedures which studentsstrugglewithduringtheexercise. TROUBLESHOOTING Thissectioniscomprisedoftroubleshootingprocedures. Youmayskipthissectioninclassroomtraining,butbesuretoletthestudentsknowthatsomeofthemost commonissuesareexplained,andtokeepthisdocumentforreference.

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 CONCLUSION

Showslide30inthePowerPointfile Encourageanylastquestionsorcommentsfromthestudents Handoutcoursefeedbackandevaluationformsandencouragethestudentstoparticipateingivingfeedback

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