Tip# 1: Save report queries for common report
selections
Often a
single report is run multiple different ways by a user. AX 2012 allows the user
to save the report queries so the next time the report needs to be generated
for a specific query the user can select the saved query rather than re-enter
the tables, fields, and selection criteria.
* Note
that this functionality is user specific and not a global change.
To save a
report query, do the following:
From the
report being generated, after clicking on the Select button and entering
the selection criteria, click on the Modify button→ Save as:
Figure 1
- Click on Modify→ Save as to save selection criteria
Give the
report query a name then click OK.
Figure 2
- Manually enter a name for the query then click OK
In the
future when generating the report, even after running for different criteria,
the user can retrieve the saved query. This can be done by clicking on the Select
button then selecting the saved query from the Select query lookup.
Figure 3
- Select the saved query when the report is generated at a later time
The
selected tables, fields and selection criteria will populate from the saved
query:
Figure 4
- Criteria populates from selected saved query
Tip#2: Personalize the Status bar to add or remove
fields
Figure 5
- Microsoft Dynamics AX 2012 Status bar
Go to
File→ Tools→ Options
Figure 6
- File→ Tools→Options
Click on
the Status bar link then mark the checkboxes for the fields to see on
the Status bar.
* Note
that the selections are user specific, not global changes.
Figure 7
- Status bar options
Click on
the Close button then view the Status bar for changes made.
Tip# 3: Perform simple math calculations (+, -, *,
/) in a numeric fields in forms
In the
screenshot below, “90+2000” has been entered in the journal line Credit field.
Figure 8
- Enter calculation in a numeric field
After
tabbing out of the field, AX has performed the calculation and saved the value
as 2,090:
Figure 9
- View the sum calculated after tabbing out of field
Tip# 4: Use the Shortcut Ctrl + T to Export a form
to Excel. That’s it for number 4!
Tip# 5: Use question marks (?) in filtering and
querying fields to search for the exact amount of unknown characters.
In the
below screenshot, seven question marks (???????) have been entered in the
Customer account query field. AX searches for and returns all Customer accounts
with exactly 7 characters.
Figure 10
- Example showing a query for exactly seven unknown characters
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