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Microsoft Dynamics NAV 2009: Professional Reporting

Steven Renders

Discover all the tips and tricks for Dynamics NAV report building with this Microsoft Dynamics NAV book and eBook
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Book Details

ISBN 139781849682442
Paperback352 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: Charts and Dimensions
Role Centers
Printing reports
Creating reports without development tools
Chapter 2: Creating a Report in the Classic Client
The Report Designer
Creating a simple List report
What is a ProcessingOnly report?
Creating an Excel-like layout for a report
Report functions
Chapter 3: Creating Role Tailored Reports
The optional enhanced layout
Why you cannot call it Reporting Services
Printed reports versus online reports
Creating your first enhanced report
What's happening?
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
Chapter 4: Visualization Methods
Report items
Text box
List data regions
Matrix boxes
Chart data regions
Adding images to your report
Expanding/collapsing report sections
Interactive sorting
Using the document map
Linking reports
Multi-column reports
Headers and footers
Useful tips and techniques
Chapter 5: Developing Specific Reports
Document reports
TOP X reports
Using the wizard
Adding KPIs and conditional formatting
Implementing conditional formatting
Chapter 6: Other Reporting and Business Intelligence Tools
Knowing your data and database
Reporting Services
Comparing RDL and RDLC
Using Microsoft Excel with Dynamics NAV
Excel Data Mining Add In
Business Intelligence and NAV
Chapter 7: A View of the Future
Dynamics NAV 7 and beyond
What will SQL Server do?

What You Will Learn

  • 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.


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