1. In Solution Explorer, right-click the SampleChartReport project,
point to Add, and then click Report.
2. In Model Editor, right-click the Report1 node, and then click Rename.
3. Type ColumnChartReport as the name.
4. Expand the ColumnChartReport node if it is not already expanded.
5. Right-click the Datasets node, and then click Add Dataset.
6. Select the node for the dataset.
7. In the Properties window, specify the following values.
o Data Source: Dynamics AX
o Data Source Type: Query
o Default Layout: ColumnChart
o Dynamic Filters: False
o Name: CustomerTransactions
8. For the Query field, click the ellipsis button (…). A dialog box displays where you can select a query that is defined in the AOT and identify the fields that you want to use. Select the CustTransactionData query. Click Next and then expand the CustTrans_1 > All Fields node. Select the TransDate and AmountMST fields. Expand the CustGroup > All Fields node and
select the Name field. Click OK.
9. In Model Editor, expand the node for the CustomerTransactions dataset and expand the Fields node.
10. Select the AmountMST field, and in the Properties window, set the Aggregate Function property to Sum and the Format String property to Currency.
11. Right-click the Datasets node, and then click Add Dataset. You will create a dataset with an AX Enum Provider data source for the TransType enum field. This will allow you to filter the report to
show specific transaction types.
12. Select the node for the dataset.
13. In the Properties window, specify the following values.
o Data Source: Dynamics AX
o Data Source Type: AX Enum Provider
o Default Layout: Table
o Dynamic Filters: False
o Name: LedgerTransTypeEnum
o Query: LedgerTransType
14. Drag the CustomerTransactions node onto the Designs node for the report. An auto design called AutoDesign1 is created for the report.
15. Expand the AutoDesign1 node, expand the node for the chart data region, and then expand the Data node.
16. Drag the Name field to the Categories node.
17. Drag the TransDate field to the Series node.
18. Select the node for the TransDate series.
19. In the Properties window, type =Year(Fields!TransDate.Value) for the Label property .
Regards,
Hossein Karimi
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