Microsoft Dynamics NAV 2009: Professional Reporting


Microsoft Dynamics NAV 2009: Professional Reporting
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Overview
Table of Contents
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  • Get an overview of all the reporting possibilities, in and out of the box
  • Understand the new architecture and reporting features in Microsoft Dynamics NAV 2009 with this book and e-book
  • Full of illustrations, diagrams, and tips with clear step-by-step instructions and real-world examples

Book Details

Language : English
Paperback : 352 pages [ 235mm x 191mm ]
Release Date : October 2011
ISBN : 1849682445
ISBN 13 : 9781849682442
Author(s) : Steven Renders
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Preface
Chapter 1: Charts and Dimensions
Chapter 2: Creating a Report in the Classic Client
Chapter 3: Creating Role Tailored Reports
Chapter 4: Visualization Methods
Chapter 5: Developing Specific Reports
Chapter 6: Other Reporting and Business Intelligence Tools
Chapter 7: A View of the Future
Index
  • Chapter 1: Charts and Dimensions
    • Role Centers
    • Charts
      • Chart panes
        • Limitations of chart panes
      • Chart parts
      • Chart security
      • Chart performance
    • Reports
      • List reports
      • Test reports
      • Posting reports
      • Transaction reports
      • Document reports
      • Other reports
    • Printing reports
      • Determining print report settings
      • Printer selection
      • Report selections
    • Creating reports without development tools
      • What are dimensions?
        • Global
        • Shortcut
        • Budget
      • Where are dimensions set up?
      • Dimensions and dimension values
        • Dimension values
        • Dimension combinations
        • Default dimensions
      • View posted dimension information
      • Analysing financial information using dimensions
      • Dimension-based reports
    • Summary
    • Chapter 2: Creating a Report in the Classic Client
      • The Report Designer
        • Using the report wizard
          • Form type report
          • Tabular type report
          • Label type report
      • Creating a simple List report
        • Sorting and grouping data in a report
        • Sections in a classic report
        • Controls
        • Triggers
          • What happens when a report runs?
          • How is a data item processed?
        • Properties in a report
        • Adding color to a classic report
      • What is a ProcessingOnly report?
      • Creating an Excel-like layout for a report
        • Printing a report to Excel
          • What is so special about the Excel Buffer table (370)?
      • Report functions
      • Summary
      • Chapter 3: Creating Role Tailored Reports
        • The optional enhanced layout
        • Why you cannot call it Reporting Services
          • Difference between RDL and RDLC?
        • Printed reports versus online reports
        • Creating your first enhanced report
        • What's happening?
          • Adding formatting, grouping, sorting, and filtering to a report
          • Report creation workflow
        • Using multiple data items
        • Using the Create Layout Suggestion option
        • Changing the template
        • Making a report available in the Role Tailored client
        • Limitations of enhanced report design in Dynamics NAV 2009
        • Summary
        • Chapter 4: Visualization Methods
          • Report items
            • Common report item properties
          • Text box
          • List data regions
            • Document Outline
            • What is the List control used for?
            • Undo/Redo
          • Matrix boxes
            • More advanced matrix techniques
              • Using colors in a matrix
              • Green bar matrix
          • Chart data regions
          • Adding images to your report
          • Expanding/collapsing report sections
          • Interactive sorting
          • Using the document map
          • Linking reports
            • Bookmark links
            • Hyperlinks
              • Filtering a report
              • Filtering a page
          • Multi-column reports
          • Headers and footers
          • Expressions
            • The Fields collection
            • The Globals collection
            • The ReportItems collection
            • The User collection
            • Functions
          • Useful tips and techniques
            • Use a title, page numbers, and show applied filters
            • Using rectangles, lines, and images
            • Adding a report border
            • Tracking report usage
            • Checking on empty datasets
            • Using a report layout setup table
            • Blanking properties
            • Pagination
            • Use rectangles
            • Give everything a proper name
            • Test, test, and test
          • Summary
          • Chapter 5: Developing Specific Reports
            • Document reports
              • The number of copies option
              • Displaying data-bound information in the header
                • Working with addresses in reports
                • Displaying the current page and copy number
            • TOP X reports
              • Creating a TOP X table
              • Creating a TOP X chart
            • Using the wizard
            • Adding KPIs and conditional formatting
              • Simulating data bars
              • Simulating spark lines
            • Implementing conditional formatting
              • Choosing the right colors
            • Summary
            • Chapter 6: Other Reporting and Business Intelligence Tools
              • Knowing your data and database
                • Dynamics NAV database design
                • How is the Dynamics NAV database created in SQL Server?
                  • Relations and foreign keys
                  • Using an Entity Relationship model
              • Reporting Services
                • Using Report Builder
                • Using BIDS
              • Comparing RDL and RDLC
              • Using Microsoft Excel with Dynamics NAV
                • Excel Data Mining Add In
                • PowerPivot
              • Business Intelligence and NAV
                • Business Analytics
                • The advantage of having a BI solution
              • Summary
              • Chapter 7: A View of the Future
                • Dynamics NAV 7 and beyond
                  • Jet Reports Express
                  • RDLC mandatory and 2008 integration
                  • Section designer replaced with an extended data item designer
                  • Dynamics NAV and SharePoint
                  • Dynamics NAV in the cloud
                • What will SQL Server do?
                  • Project Crescent
                  • BISM
                • Summary

                Steven Renders

                Steven Renders is a Microsoft Certified Trainer (MCT) with a wide range of skills spanning business and technical domains. During the latest years he specialized in Microsoft Dynamics NAV and Microsoft SQL Server. He has more than 15 years of business and technical experience. He provides training and consultancy focused on Microsoft Dynamics NAV, Microsoft SQL Server, Business Intelligence Solutions, Microsoft SQL Server Reporting Services and Database Performance Tuning. Furthermore he is also an expert in Microsoft Dynamics 2009 on which he has already delivered many training sessions. Steven was an author of some of the official Microsoft training materials on Dynamics NAV Reporting, Dynamics NAV SQL Server performance tuning and development. Steven was also a reviewer of the book: Programming in Microsoft Dynamics NAV 2009. Steven has also presented at various Microsoft MSDN and TechNet evenings, conferences, communities, events and the MCT Summit in Prague. Steven has been awarded the Microsoft Certified Trainer (MCT) status since 2007 and is a Microsoft Certified Technology Specialist (MCTS) in Microsoft SQL Server, Microsoft Certified IT Professional Developer for Microsoft Dynamics NAV (MCITP) and Microsoft Certified IT Professional Installation and configuration for Microsoft Dynamics NAV (MCITP). Recently Steven started his own company, “think about IT”, which is specialized in training and consultancy, helping companies learn, implement, understand and solve complex business requirements related to IT, in Belgium and abroad. Specialties:
                • Microsoft Dynamics NAV
                • Microsoft SQL Server
                • Business Intelligence & Management Reporting
                E-mail: steven.renders@thinkaboutit.be LinkedIn: http://be.linkedin.com/in/stevenrenders
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                What you will learn from this book

                • Create reports using RDLC technology in the Role Tailored Client
                • Use the Visual Studio Report Designer and customize it to meet your requirements
                • Develop Document reports
                • Estimate the time required to develop specific types of reports
                • Explore the hidden Dynamics NAV report capabilities
                • Use expressions to simulate conditional formatting in Dynamics NAV reports
                • Learn everything about Charts and Chart types in the RTC
                • Get a view of the other technologies in the BI world and how to integrate them to the Dynamics NAV database
                • Add interactive features such as Visibility Options, Interactive Sort, Document Maps, and Pictures to the report

                 

                In Detail

                Microsoft Dynamics NAV is widely used in enterprises with its enhanced reporting features, but there still isn’t a book that covers reporting in depth, until now. This book will show you what’s possible and exactly how to develop reports for Dynamics NAV 2009. Learn why reports are designed in a specific way and then apply this knowledge to your advantage.

                Microsoft Dynamics NAV 2009: Professional Reporting is an essential guide to understanding the effort involved in creating reports in Dynamics NAV 2009, and all of the available reporting possibilities. Reading this book will result in a better understanding and it will help you save time during development.

                The book starts with an overview of what kind of reports you can create without a developer using charts, dimensions, and analysis views. The next chapter will introduce the new architecture of Role Tailored Client (RTC) reports and the basics on how to create them or have them generated. Moving on we will discuss data visualization, where you will learn how and when to implement all the available Visual Studio controls. Document reports and other types of specific reports are covered next, and you will get to know all the best workarounds for getting them to work correctly.

                Knowing other related features is vitally important to obtain a helicopter view of all the reporting possibilities of Dynamics NAV, and the next chapter will introduce Business Intelligence concepts and available technologies that could be used in combination with the Dynamics NAV database. Technology is evolving rapidly and new versions of Dynamics NAV are in the pipeline, so the book will also provide you with a view to the future and how to prepare for it.

                Approach

                This book doesn’t assume any prior experience with Dynamics NAV reporting. It is designed as an easy to follow guide, where each chapter builds upon the previous one, but can also be read completely separately. Basically this book is for everyone who is using Microsoft Dynamics NAV or has an interest on the reporting capabilities of NAV 2009. The book does not have major prerequisites, although it is mainly focused on Dynamics NAV 2009, RDLC and Business Intelligence.

                Who this book is for

                Whether you are a Dynamics NAV consultant, developer, customer, project manager, or just interested in the reporting capabilities of Dynamics NAV, this book can provide you with information from a helicopter view down to the smallest details, tips and tricks, and workarounds. Empowered with the information in this book you should be able to master, analyse and deliver the most challenging reporting requirements in Dynamics NAV.

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