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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Management Reporter - ...
Microsoft Dynamics AX (Archived)

Management Reporter - Copy reports from 2009 to 2012

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Posted on by Community Member

Hello everyone,

Using MR 2012, accounting would like to create a few reports to be run against our AX 2009 server.

We then want to move these reports on AX 2012 when our migration process is complete in a couple of months.

The first test run I did does not work; I export the building blocks from the MR db connected to 2009 and import them in the 2012 MR db.

1) column definitions does not use the same syntax to identify the accounts (Account in 2009, MainAccount in 2012)

2) Reporting Tree Definition does not use the same syntax; in 2009, the dimension name is spelled using the French description (ligne d'affaire for example) where as in 2012 it is spelled under the dimension code (BUSINESS_UNIT)

Is there a way to either do a better export/import process or to have MR map correctly the entity names in 2012?

Thanks in advance,

Eric Lepage

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  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Management Reporter - Copy reports from 2009 to 2012

    Finally had time to get back to this one...

    Found a dirty but efficient way of converting dimensions and account references by updating directly the report objects in the M.R. database.

    -- update row definition forAX 2012

    update ControlRowCriteria set DimensionCode='MainAccount'

    where DimensionCode='Account'

     

    --update account sets

    update ControlAccountSetMaster set DimensionCode='MainAccount' where DimensionCode='Account'

     

    --Update reporting trees dimensions

    Update ControlTreeCriteria SET DimensionCode='BUSINESS_UNIT' where DimensionCode='Ligne d''affaire'

    Update ControlTreeCriteria SET DimensionCode='DEPARMENT' where DimensionCode='Département'

    Update ControlTreeCriteria SET DimensionCode='SERVICE_CENTER' where DimensionCode='Centre de service'

    Update ControlTreeCriteria SET DimensionCode='PROJECT' where DimensionCode='Projet'

    It is going to save a lot of time for our accounting dept. by not having to recreate each report manually.

     

    Regards,

    Eric

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Management Reporter - Copy reports from 2009 to 2012

    Hi Eric

    No you are not the first. I'm in the middle of doing the same. And may I kindly suggest to simply rebuild the reports against AX 2012 in due course? Here is why.

    Firstly, there is functionality in MR2012 that is specific to the use of AX 2012. I found I had to do a lot of formulas in MR2012/AX 2009 to work around missing functionality. So much in fact that I will be happy to simply rebuild this rather than continue with what I have build.

    Secondly, your master data in AX 2012 is differently formed and much richer than that of AX 2009. As MR2012 is version aware (it knows what AX version it runs again), it is possible that the same structure pulled from AX 2009 is stored differently in MR2012 than if that structure is pulled from AX 2012. The problem you run into under your point two is a good indication of this.

    Lastly, I've not read anywhere of a migration process that is supported. When I asked our partner, the advice I got was to reimplement. And quite frankly, after I have worked with this, I think that is good advice.

    I trust this helps you.

    Yours

    Abaw

  • Community Member Profile Picture
    Community Member on at
    RE: Management Reporter - Copy reports from 2009 to 2012

    Hi André,

    Thanks for the feedback :)

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,266 Super User 2025 Season 2 on at
    RE: Management Reporter - Copy reports from 2009 to 2012

    Hi Eric,

    You might be the first... or the person with this experience has a vacation or is not active on this community. For myself speaking, I also don't have used MR with AX2009. You can wait for some days then try to create an incident for Miccrosoft Support.

  • Community Member Profile Picture
    Community Member on at
    RE: Management Reporter - Copy reports from 2009 to 2012

    So? Nobody has developed reports using MR 2012 on AX 2009 and then had to copy these reports to connect on a AX 2012?

    :)

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