Eric’s Atlas Reporting Tips

by | Updated October 10, 2017 | Business Intelligence, Dynamics AX, Reporting

Atlas 6.0 is the latest version of Globe Software’s business intelligence tool, and is very well adopted across the customer channel. At this time, I believe 1 out of every 6 customers on Microsoft Dynamics AX are using Atlas today.  I haven’t officially been trained on Atlas – I’ve tried to join the training multiple times, but my schedule always got in the way.

We use this BI solution for our own company, so when it came time to build reports for our internal system, I needed to figure out enough to be dangerous. I’m going to share some of the key Atlas reporting tips that I’ve learned. If you don’t see what you’re looking for here, my team members are well versed, and are always able to fill in the gaps.

Building Reports

Here are some of the things I’ve found to be the most helpful as I build these reports:

  • I like to use a “List” object when I create a report – it gives me the chance to combine tables into one data spreadsheet that I can use to build PivotTables

List Object

  • The hardest part about building a report is figuring out what table you want.  There are several common tables that you’ll quickly learn (CustTable, SalesTable, ProjTable, etc.) but if you want guidance on what report to find – there are a couple resources:
    • Microsoft has published a list of all the tables in AX 2012 – https://www.microsoft.com/en-us/download/details.aspx?id=17093
    • You can find the link to the table within Dynamics AX – whenever you’re on a record, right-click and choose Personalization.  On that screen you can see the query the system is running in the “System Name” box on the lower right.
    • If you have access to it, you can open up the Application Object Tree (AOT).  To open the AOT, go to the upper right in the “Windows” icon, click and choose New Development Workspace to open the AOT.  Once you’re in the AOT, you can see what data is in each table or you might find a view that has the data in it – views are typically easier to query for reporting purposes.
  • Once you have the table or view you want, you can create calculated fields (fairly straight-forward) and you can merge tables (connect to another table or view).  For example, you can query the CustTable to get the customer number but it doesn’t contain the name of the customer.  To get the name, you need to merge tables with the DirPartyTable to get the customer name.  You connect the Name field from CustTable to the Record-ID field of the DirPartyTable and then the “Name” field on the DirPartyTable shows you the customer name
  • Most of the time I need to pull my report by dates, so I have this standard formula that I use to create a weekly filter that works well with Atlas.  I have an End Date (6/13/2015) which I update, then a Start Date (End Date – 6 or 6/7/2015) and those numbers go together to create the Atlas filter (=CONCATENATE(TEXT(Start Date,”m”),”/”,TEXT(Start Date,”d”),”/”,TEXT(Start Date,”yyyy”),”..”,TEXT(End Date,”m”),”/”,TEXT(End Date,”d”),”/”,TEXT(End Date,”yyyy”))).  Then I set the filter to link to the field with that formula which allows me to update the report each week.  As soon as the filter date changes, the data refreshes.

Tracking Down Table Connections

I was visiting a customer last week who needed to pull the State onto their sales report.  They had spent several hours trying to find it, but it’s not easy to find.  We needed to put on our CSI hats to figure it out.

They were pulling a report from the SalesTable to show their sales and we found the Delivery Address as that should tell them what the state the delivery went to – that’s what they wanted.  Unfortunately, when you pull that field on the report, is shows a RecId.  Now is when the investigative portion comes in, we need to figure out how to get the state given this Delivery Address RecId.

The easiest way to do this is to open up the AOT to find the table and the relationship to the table that stores the state.  Under the tables area in the AOT, scroll to SalesTable:

Sales Table

Within the SalesTable, you can look under Relations to see the fields that have a relationship with another table.  Under DeliveryPostalAddress you can see the link between that field and the LogisticsPostalAddress table.  It shows you how to merge the field with the RecId of that table to make the join.

Once you’ve made the join, now you can pull whatever fields from the new table back into your report, including the State field:

AOT Data Dictionary Table
This just scratches the surface on what you can do with Globe Software’s Atlas tool – but these are a few of the things that took me awhile to figure out.  I hope this gets you started and let us know if we can help take your reporting to the next level.

 

Related Posts

1 Comment

  1. Eddie

    Great stuff in here, very informative. thank you for sharing the knowledge

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

march

03mar10:00 am10:30 amThe Modern Manufacturer - MRP vs. MPS – What, When and How

03mar2:00 pm2:30 pmLot Management Best Practices for Batch Manufacturers

10mar10:00 am10:30 amEnhancing the Customer Experience and Driving More Business with Dynamics 365 Customer Service

10mar2:00 pm2:30 pmThe Five Steps to Managing Sales Tax

11mar11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Component Framework Power Hour

17mar10:00 am10:30 amThe Modern Manufacturer: Pro Tips for your Finance Team

24mar10:00 am10:30 amUnlock the Potential of Digital Marketing with Dynamics 365 Marketing

25mar11:00 am12:00 pmConfab with Stoneridge - Livestream - The Four Keys to Choosing the Best ERP or CRM Solution

31mar10:00 am10:30 amThe Modern Manufacturer: Keys to Reporting Success

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmJumping into the Deep End of the Data Lake

14apr10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

22apr11:00 am12:00 pmMoving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turn

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X