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Wednesday 29 May 2013

Creating a View In Ms Dynamics Ax


  1. In the AOT, expand the Data Dictionary node, right-click Views, and then click New View.
  2. Add tables as follows:
    1. Click the view that you created in step 1, and then expand the Metadata node.
    2. Click the Tables node in the Data Dictionary, and then click Open New Window.
    3. Create a parent data source by dragging a table from the new window to the Data Sources node, which is below the Metadata node. Existing views and maps can also be used as data sources in a view.
    4. Create a child data source by clicking the parent data source, and then drag a table from the new window to the Data Sources node, which is below the parent data source node.
      Repeat steps 2c and 2d to add more tables.
  3. Set up relations by using one of the following procedures:
    1. To automatically add a relation between the child and parent data sources, right-click the child table that you added in step 2d, clickProperties, and then set the Relations property to Yes. Microsoft Dynamics AX follows this procedure when it automatically adds a relation. If a table relation exists between the parent and child tables, the new relation is based on the existing table relation. If there's no existing table relation between the parent and child tables, the new relation is created based on an existing relation on an extended data type.
      –or–
    2. To manually add a new relation, click the child table added in step 2d, right-click Relations, and then click New Relation.
    3. Right-click the new relation, click Properties, and then select the fields you want to link together by setting the Field and RelatedFieldproperties.
  4. Add fields to the view as follows:
    1. Expand the view's Data Sources node, and then navigate to the table (or the map or view).
    2. Expand the data source Fields node.
    3. Drag a field from the data source Fields node to the Fields node under the view. Repeat steps 4a through 4c to add more fields.

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