As stated in previous blog posts, Atlas by Globe Software is one of many solutions that can help address potential reporting shortfalls in standard Microsoft Dynamics® AX. Atlas is a flexible tool that launches as an add-in directly in Excel and empowers users to both extract data from AX and import data into AX in real-time. In this blog post we will dive into some basic functionality of Atlas and create a simple operational report that pulls data from two tables. We will build a report for customer transactions by customer group. In this example we will show the newest version of Atlas, version 6.
To fully utilize Atlas the User will need to have knowledge of the AX table names and structures, but by just knowing the most utilized tables you can create a bevy of useful reports. One of those tables is the CustTrans table which stores information for all customer transactions. The first step in creating this report is to add an object that pulls data from an AX table (or other sources such as a cube). As stated previously, Atlas has an easy-to-use interface that appears directly within Excel.