1.8 Explore reporting tools in finance and operations apps

Question 1

What is a report?

Answer 1

A structured presentation of data

Question 2

5 reporting experiences?

Answer 2

Operational views
Business documents
Analytical tools and visualizations
Electronic reporting
Financial reporting

Question 3

Operational views?

Answer 3

Specific data that is needed for the organization
Reports that can be customized to show analytical data and transactional views

Question 4

Business documents?

Answer 4

Reports that are used to capture and exchange processed business data
Includes regulatory docs and docs that capture business transactions, such as sales invoice

Question 5

Analytical tools and visualizations?

Answer 5

Present the data in a way that allows users to manipulate and explore their data
Eg. create a view of customer sales for each quarter

Question 6

Electronic reporting?

Answer 6

Configure formats for electronic docs
Eg. tax reporting, electronic invoicing, any report that needs to be sent electronically

Question 7

Financial reporting?

Answer 7

Provides in-depth accounting management tools based on financial activity across company
Eg. balance sheets and cash flow

Question 8

When to use Operational view?

Answer 8

Report intended for the organization to monitor data and transactions
If the report does not need to be shared or printed, if the data should be near real time

Question 9

When to use Business document?

Answer 9

When you need the report for the back office to show real-time transactional data
File needs to be distributed as a file through email or printers

Question 10

When to use Analytical tools and visualizations?

Answer 10

Let users create their own views to explore near real-time data quickly by using dashboards, tiles, visualizations.

Question 11

When to use Electronic reporting?

Answer 11

If user needs to create a real-time reports on transactional data that allow electronic transfer and use MS Excel export capabilities

Question 12

When to use Financial reporting tool?

Answer 12

When accounting reports need to be created for financial officers, and the reports need printing and excel export capabilities

Question 13

2 reporting tools that use data sources?

Answer 13

SQL Server Reporting Services
Power BI

Question 14

For SSRS data source types?

Answer 14

Query
Business logic
Report Data Provider class
Enum provider

Question 15

Query for SSRS?

Answer 15

Uses existing query or new query

Question 16

Business logic for SSRS?

Answer 16

Get a data source other than F&O apps

Question 17

Report Data Provider class for SSRS?

Answer 17

When query can’t be used alone, additional logic is needed to run the report.
In addition, contract class is also needed to define the report parameters

Question 18

Enum provider for SSRS?

Answer 18

An AX enum provider that can be used when the report parameters is an Enum type to filter the report view

Question 19

Power BI Data source types?

Answer 19

Files
Databases
Datasets
Data flows
Web URLs