AX 2012: SSRS Report Drill Through Action URL

In this post we’ll learn how to add a drill through action URL to a field in an SSRS report. The focus will be more towards exploring drill through action URL rather than developing SSRS report. We’ll be using an RDP report with precision design to demonstrate the development.

Let’s say we have a requirement to open HcmWorker form when user clicks on the Name of the worker in the SSRS report. Before adding the drill through URL our simple report looks like below showing list of workers:

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To add the drill through URL to open HcmWorker form on clicking Name field on the report, please follow the development steps below:

1. Open the Visual Studio project of the report.
2. Go to Application Explorer > Visual Studio Projects > C Sharp Projects > SRSDrillThroughCommon.
3. Right click and Edit the project. A project node for SRSDrillThroughCommon will be added in the Solution Explorer.

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4. Open DrillThroughCommonHelper.cs and search for the pre-built drill through method to open HcmWorker form.

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5. Expand HRM Helpers region. You’ll find a method ToHcmWorker(). We’ll be referring to this method in a while.

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6. Now add a data method to the report drillHcmWorker. This will add a BusinessLogic project to the Solution Explorer.

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7. Add reference of SRSDrillThroughCommon project to MAKHcmWorker.BusinessLogic project.

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8. Open MAKHcmWorker.cs and add namespace using Microsoft.Dynamics.AX.Application.Reports.
9. Rewrite the drillHcmWorker() method to have the following definition:

using System;
using System.Collections.Generic;
using System.Security.Permissions;
using System.Data;
using Microsoft.Dynamics.Framework.Reports;
using Microsoft.Dynamics.AX.Application.Reports;

public partial class MAKHcmWorker
{
    [DataMethod(), PermissionSet(SecurityAction.Assert, Name = "FullTrust")]
    public static string drillHcmWorker(string reportContext, string personnelNumber)
    {
        return DrillThroughCommonHelper.ToHcmWorker(reportContext, personnelNumber);
    }
}

10. Now edit the precision design using Designer. Select Name field to access its Action property.

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11. Click on the ellipsis icon. In the hyperlink options, choose Go to URL.

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12. Give the following expression:

=drillHcmWorker(Parameters!AX_ReportContext.Value, Fields!PersonnelNumber.Value)

13. Change the font color to Blue.
14. Access properties of MAKHcmWorker.BusinessLogic project. Set Deploy to Client to Yes.
15. Access properties of SRSDrillThroughCommon project. Set Deploy to Client to Yes.
16. Build and Deploy the report.

We are good to run the report to see the drill through URL in action 🙂

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AX 2012: Multi-Select Lookup for SSRS Report Dialog

Multi-Select Lookup

Overview:

In this post we’ll learn how to build multi-select lookup for SSRS report dialog. We’ll create an RDP report with an AutoDesign layout. Controller will be used to run the report. An output menu item will be created to point to the controller class. Each AOT element involved will be described in detail. You can guess the complexity of this development task by looking at the AOT elements required for it:

Multi-Select Lookup

Let’s develop them piece by piece…

1. MAKCustTable (Query):

Multi-Select Lookup

1. Create MAKCustTable query.
2. Drag CustTable table to the data sources node.
3. Select the fields as shown in the picture.

 

 

 

 

 

 

 

 

2. TmpMAKParameters (InMemory Table):

Multi-Select Lookup

1. Create InMemory table TmpMAKParameters.
2. Add the fields in the table as shown in the picture.

 

 

 

 

 

 

3. MAKParametersUIBuilder (UI Builder Class):

  • build() method overridden to add dialog field.
  • postBuild() method overridden to register custom lookup method with lookup event.
  • custTableLookup() method gives custom lookup implementation.
  • postRun() method overridden to comment out super() method call.
  • super() is commented to avoid the following exception:
    • RegisterOverrideMethod was called twice for the same object for method ‘lookup’…
class MAKParametersUIBuilder extends SysOperationAutomaticUIBuilder
{
    DialogField     dialogCust;
}

public void build()
{
    MAKParametersContract   contract;

    contract = this.dataContractObject() as MAKParametersContract;
    dialogCust = this.addDialogField(
	methodStr(MAKParametersContract, parmCustAccountList),
	contract);
}

public void postBuild()
{
    MAKParametersContract   contract;

    super();

    contract = this.dataContractObject() as MAKParametersContract;

    dialogCust = this.bindInfo().getDialogField(
        contract,
        methodStr(MAKParametersContract, parmCustAccountList));

    dialogCust.registerOverrideMethod(
        methodStr(FormStringControl, lookup),
        methodStr(MAKParametersUIBuilder, custTableLookup),
        this);

    if (dialogCust)
    {
        dialogCust.lookupButton(2);
    }
}

private void custTableLookup(FormStringControl _control)
{
    Query       query;
    container   conCustTable;

    query = new Query(queryStr(MAKCustTable));

    SysLookupMultiSelectGrid::lookup(
	query,
	_control,
	_control,
	conCustTable);
}

public void postRun()
{
    //super();
}

 

4. MAKParametersContract (Contract Class):

[
    DataContractAttribute,
    SysOperationContractProcessingAttribute(classstr(MAKParametersUIBuilder))
]
class MAKParametersContract
{
    List  custAccountList;
}

[
    DataMemberAttribute("custAccountList"),
    AifCollectionTypeAttribute("custAccountList", Types::String),
    SysOperationLabelAttribute(literalStr("Customers"))
]
public List parmCustAccountList(List _custAccountList = custAccountList)
{
    custAccountList = _custAccountList;

    return custAccountList;
}

 

5. MAKParametersController (Controller Class):

  • showPrintSettings() method overridden to return false to turn off Print Settings field group.
  • showQueryValues() method overridden to return false to turn off default query parameters fields.
  • main() method runs the report.
class MAKParametersController extends SrsReportRunController
{
}

public boolean showPrintSettings()
{
    return false;
}

public boolean showQueryValues(str parameterName)
{
    return false;
}

public static void main(Args _args)
{
    MAKParametersController controller;

    controller = new MAKParametersController();
    controller.parmReportName(ssrsReportStr(MAKParametersReport, AutoDesign));
    controller.parmArgs(_args);
    controller.startOperation();
}

 

6. MAKParametersDP (Data Provider Class):

  • processReport() method adds multiple ranges to the query for multiple customers selected in lookup
[
    SRSReportParameterAttribute(classStr(MAKParametersContract))
]
class MAKParametersDP extends SRSReportDataProviderBase
{
    MAKParametersContract   contract;
    TmpMAKParameters        tmpMAKParameters;
}

[
    SRSReportDataSetAttribute("TmpMAKParameters")
]
public TmpMAKParameters getTmpMAKParameters()
{
    select * from tmpMAKParameters;

    return tmpMAKParameters;
}

public void populateTmpTable(AccountNum _accountNum)
{
    CustTable custTable;

    while select custTable where custTable.AccountNum == _accountNum
    {
        tmpMAKParameters.AccountNum = custTable.AccountNum;
        tmpMAKParameters.CustGroup = custTable.CustGroup;
        tmpMAKParameters.insert();
    }
}

[SysEntryPointAttribute]
public void processReport()
{
    Query                   query;
    QueryRun                queryRun;
    CustTable               custTable;
    QueryBuildDataSource    qbdsCustTable;
    ListIterator            custListIterator;

    contract = this.parmDataContract() as MAKParametersContract;
    custListIterator = new ListIterator(contract.parmCustAccountList());
    query = new Query(queryStr(MAKCustTable));
    qbdsCustTable = query.dataSourceTable(tableNum(CustTable));
    
    while(custListIterator.more())
    {    
        qbdsCustTable.addRange(
            fieldNum(CustTable, AccountNum)).value(custListIterator.value());
        
        custListIterator.next();
    }

    queryRun = new QueryRun(query);

    while(queryRun.next())
    {
        custTable = queryRun.get(tableNum(custTable));
        this.populateTmpTable(custTable.AccountNum);
    }
}

 

7. MAKParametersReport (SSRS Report):

Multi-Select Lookup

1. Create MAKParametersReport SSRS Report.
2. Create a new RDP dataset.
3. Select MAKParametersDP
4. Drag the dataset to the Designs node.
5. Save, build and deploy the report.

 

 

 

 

 

 

8. MAKParametersReport (Output Menu Item):

1. Create an output menu item MAKParametersReport.
2. Set ObjectType to Class.
3. Set Object to MAKParametersController


We are now good to run the report by clicking the menu item 🙂

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AX 2012: Add Report Parameter to SSRS Query Report

In this post we’ll learn how to add report parameter and show it in the report dialog for a Query based SSRS report. Please follow the development steps below to achieve it:

1. Create an AOT Query MAKCustTable.
2. Drag CustTable table to the Data Sources node of the query.
3. Set Dynamic property to Yes on the Fields node to add all the fields available in the table quickly.
4. Keep the following fields only and remove others. Then set Dynamic property to No.

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5. Open Visual Studio to create a new Project of type Report Model using Microsoft Dynamics AX installed template.
6. Add report to the project MAKParametersReport.
7. Add Dataset to the report and choose the query MAKCustTable we have just created.

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8. Drag the dataset MAKCustTable to the Designs node. This will create an AutoDesign layout and Table control with fields added.

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9. Now Build and Deploy the report from Visual Studio.
10. After successful deployment, you should find MAKParametersReport in the AOT > SSRS Reports
11. Create an output menu item for the newly created SSRS report.
12. Open the report using menu item.

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13. By default, Customer account is the only report parameter in the dialog.
14. Now to add more report parameters, update the AOT query MAKCustTable to have the following ranges added:

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15. Back in Visual Studio, refresh the dataset.

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16. Save, Build and Deploy the report again from Visual Studio.
17. To see the changes, open the report using the existing output menu item.

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For your information, the MAKCustTable_DynamicParameter collectively holds all the ranges defined in the Dataset’s query. Make sure its properties are set as shown here:

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