How to use and create Perspective in AX 2012

Today I will demonstrate you that How to use and create perspective in AX 2012.

Creating a Perspective for the Cube

To create a perspective for the cube

1. In the AOT, expand the Data Dictionary node. Right-click the Perspectives node, and then click New Perspective.
2. Select the node of the perspective. In the Properties sheet, specify the following property values:

Property	Value
Name	SalesAnalysis
Label	Sales analysis
Usage	OLAP

3. Setting the Usage property to OLAP indicates that the perspective will be used to generate an Analysis Services project.

To add views to the perspective

1. In the AOT, right-click the Data Dictionary node, and then click Open New Window.
2. In the new window, expand the Views node. Drag the following views onto the Views node of the SalesAnalysis perspective:

View	Description
CustTransTotalSales	Contains sales invoice details.
CustTableCube	Contains master customer data.

3. In the AOT, right-click the SalesAnalysis perspective, and then click Save.

To add a table to the perspective

1. In the second AOT, expand the Tables node. Drag the following table onto the Tables node of the SalesAnalysis perspective:

View	Description
CustPaymModeTable	Contains payment mode information.

2. In the AOT, right-click the SalesAnalysis perspective, and then click Save.

Specifying Cube Measures and Attributes

To set properties on the CustTransTotalSales view

1. In the SalesAnalysis perspective, select the CustTransTotalSales view.
2. In the Properties sheet, specify the following values.

Property	Value
AnalysisDimensionType	Transaction
AnalysisDimensionLabel	Sales type

3. In the Properties sheet, set the following values for each field on the CustTransTotalSales view in the SalesAnalysis perspective.

Field	AnalysisUsage	AnalysisDefaultTotal	ExchangeRateDateField
AmountMST	Measure	Sum	TransDate Note The AmountMST value is in the accounting currency of the company. Microsoft Dynamics AX converts that amount to the analysis currency using Microsoft Dynamics AX exchange rates.
TransType	Attribute	Auto
TransDate	Attribute	Auto
All other fields	Auto	Auto

To set properties on the CustTableCube view

1. In the SalesAnalysis perspective, select the CustTableCube view.
2. In the Properties sheet, specify the following values.

Property	Value
AnalysisDimensionType	Auto
AnalysisDimensionLabel	Customer information
AnalysisMeasureGroupLabel	Customer details

3. In the Properties sheet, set the following values for each field on the CustTableCube view in the SalesAnalysis perspective.

You can select several fields and set their property values at the same time.
Field	AnalysisUsage	AnalysisDefaultTotal
AccountNum	Measure	Count
Blocked	Attribute	Auto
GroupName	Attribute	Auto
City	Attribute	Auto
County	Attribute	Auto
Name	Attribute	Auto
State	Attribute	Auto
MainContactWorker	Attribute	Auto
All other fields	Auto	Auto

To set properties on the CustPaymModeTable table

1. In the SalesAnalysis perspective, select the CustPaymModeTable table.
2. In the Properties sheet, specify the following values.

Property	Value
IsLookup	No
AnalysisDimensionType	Auto

3. In the Properties sheet, set the following values for each field on the CustPaymModeTable table in the SalesAnalysis perspective.

Field	AnalysisUsage	AnalysisDefaultTotal
Name	Attribute	Auto
PaymMode	Attribute	Auto
TypeOfDraft	Attribute	Auto
AccountType	Attribute	Auto
All other fields	Auto	Auto

Generating an Analysis Services Project

To generate an Analysis Services project

1. Click Tools > Business Intelligence (BI) tools > SQL Server Analysis Services project wizard. The SQL Server Analysis Services project wizard form appears.
2. Click Next.
3. Select Create. In the Project name field, type Dynamics AX SalesAnalysis. Click Next.
4. Select Sales analysis from the Available list and move it to the Selected list and then click Next.
5. On the Select Microsoft Dynamics AX dimensions page, click Next.
6. Select Date from the Available list and move it to the Selected list and then click Next.
7. Select Arabic, Chinese (Simplified), and English (United States) from the Available list and move them to the Selected list and then click Next.
8. Select Add foreign currency support to the Analysis Services project and then click Next. After the project is generated, click Next again.
9. Select Save to AOT. Select [New] from the list to create a new AOT node. Select Save to disk, type the location to which to save the project, and then click Next.
10. On the Deployment options page, Select Deploy the project. Specify the server name. For example, localhost. Select Create new database. Type Dynamics AX SalesAnalysis. Select Process the project after it is successfully deployed and then click Next. Click Next and then click Finish.

Browsing Cube Data

 To browse the analysis cube data

1. In BIDS, open the Dynamics AX SalesAnalysis Analysis Services project. If you are using Microsoft Dynamics AX 2012 R2, the project is called Dynamics AX SalesAnalysis initial.
2. In Solution Explorer, double-click SalesAnalysis.cube.
3. Click the Browser tab.
4. Expand the Measures node, expand the Total customer sales node, and then drag Amount onto the data area..
5. Expand the Customers node, and then drag State onto the row area.
6. Expand the Customers node, and then drag Customers – Name onto the row area.
7. Browse the data. You can modify the rows and columns that display in the table or add other dimensions to further slice the data.

To view cube objects in the generated project

1. Expand the Data Sources node. A data source that connects to the Microsoft Dynamics AX OLTP database is displayed.
2. Expand the Data Source Views node, and then double-click Dynamics AX SalesAnalysis.
3. In Solution Explorer, expand the Cubes node, and then double-click SalesAnalysis.cube to display Cube Designer.

Note

Notice that the relationships between the measures and dimensions have been inferred by using the relationships in Microsoft Dynamics AX.

Click the Translations tab to view the translations that exist for the cube. The SalesAnalysis cube has three translations, Arabic (Saudi Arabia) English (United States) and Chinese (People’s Republic of China).

4. In Solution Explorer, expand the Dimensions node to view the dimensions for the cube.