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Exploring Drill-down SSRS Reports in Dynamics Ax 2012 R3.

Drill drown reports in Dynamics Ax 2012 R3 are very Easy. For this purpose I have to create a new AOT/Static Query AOT. This query is join between CustTable and SalesTable. I want to create Inner Join so Only those Customer came who have 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.

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 follow

DataSetProperties

 

Expand Relationship node of SalesTable_1  Add Following relationship

Relations

 

Set it properties as follow

RelationshipDetail

 

New 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 create in above steps

 

PointToQuery QueryDataSet

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 there 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 it

reportCustomerLevel

 

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

Details

 

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