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DBxtra で Dynamics AX Data に連携するダッシュボードを作成

DBxtra でDynamics AX に連携して、ダイナミックダッシュボードでデータを分析。

CData ODBC Driver for Dynamics AX は、Dynamics AX データを標準SQL で使えるようにし、BI、帳票、ETL ツールからの連携を実現します。本記事では、DBxtra からDynamics AX データにGeneric ODBC として接続し、レポートやダッシュボードを作成します。

Dynamics AX Data への連携

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    To connect to DynamicsAX, specify User, Domain, and ObjectServer. You can also surface tables for a specific Company; when this property is blank, the default company is used.

    Alternatively, you can use the .NET Business Connector to connect on behalf of DynamicsAX users. You can obtain the ProxyUser and ProxyDomain properties on the System service accounts form: Click System Administration -> Setup -> System -> System Service Accounts. Additionally, set ProxyPassword.

    By default, only transaction data and base information from the TRANSACTION and MAIN table groups is returned. You can specify which groups to return with TableGroups.

    Set Language to use the same language you use in your DynamicsAX labels.

    When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  2. Open the DBxtra application and in the New menu click Project and name the Project.
  3. Select ODBC Connection as the Data Connection Type.
  4. Click the browse option () for the Data Source.
  5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
  6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
  7. Name the Connection and select the appropriate User Groups.
  8. Double-click the Connection from within the Project to connect to the data.

Dynamics AX Data に連携するダッシュボードの作成

You are now ready to create a dashboard with Dynamics AX data.

  1. Right-click Report Objects under the Project and select New Report Object.
  2. In the new Report Object, click the link to create the Query.
  3. In the Select Data Connection window, select the newly created data connection.
  4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
  5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of Dynamics AX data. Thanks to the ODBC Driver for Dynamics AX, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date Dynamics AX data.

 
 
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