Microsoft Dynamics NAV 2015 Professional Reporting

Discover tips and trick for Dynamics NAV report building
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Microsoft Dynamics NAV 2015 Professional Reporting

Steven Renders

5 customer reviews
Discover tips and trick for Dynamics NAV report building
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Book Details

ISBN 139781785284731
Paperback504 pages

Book Description

Microsoft Dynamics NAV is a multi-lingual, multi-currency business management solution that organizations use to manage their accounts, supply chain, sales, payroll, and HR. It is an ERP tool for organizations that is fast to implement, easy to configure, and simple to use. It is widely used because simplicity is a part of its development, product design, usability, and implementation.

This book will help you to master, analyze, and deliver the most challenging reporting requirements in Dynamics NAV 2015.

The book starts by explaining report development and it's different phases such as data model, layout, and testing you go through. It introduces you to RDLC and the different controls in the toolbox, such as the Tablix, in its many forms. You will learn to use expressions to make your layout dynamic and to overcome typical problems.

Moving on, the book will teach you to visualize data and be able to understand and read a report as it is intended. You will also learn to use Microsoft Word to create a layout for a report. With Power BI and Power Pivot, Power View, and Power Map, you will learn how easy and powerful it is to bring your data to life, so you can spot trends and perform in depth analysis of your business. Reporting Services is also explained as another way that you can apply the knowledge you have about RDLC to build RDL layouts outside of Dynamics NAV.

By the end, you will create different types of charts so you can visualize key performance indicators inside the Dynamics NAV application.

Table of Contents

Chapter 1: How Do I Start to Create a Report?
What is a report?
Report development phases
Report development tools
Building the data model
Creating the layout
The request page
The report description
The report creation workflow
Summary
Chapter 2: Getting Started with the Tablix
Report items
Everything is a Tablix
List versus Table versus Matrix
Filtering and sorting
Grouping
Formatting report items
Example – create an item dashboard report
Summary
Chapter 3: Expressions
Using expressions for properties
Simple and complex expressions
Creating custom functions
Typical expression examples
Example – the green-bar-matrix
Summary
Chapter 4: Data Visualization Techniques
An introduction to data visualization
Recipes to implement top x filtering
Conditional formatting in a report
Analyzing your data with data bars and indicators
Using Sparklines to visualize trends
Learning how to visualize information with gauges, maps, and charts
Summary
Chapter 5: Document Reports
What is a document?
The data model
The layout
Summary
Chapter 6: Tips and Tricks
Report pagination
Show a footer or header on the last page
Place at the bottom
A fixed number of rows
Trans headers and footers
Creating links
Printing barcodes
Report templates
Using a report setup table
Report logging
The fixed header problem
Summary
Chapter 7: Performance Optimization Techniques
Performance recommendations
Implementing hotfixes and rollup updates
Alternatives for building a faster dataset
Summary
Chapter 8: Word Report Layouts
Introducing the Word report layout
Managing report layouts
The report execution flow
Managing layouts in code
Scheduling reports
Summary
Chapter 9: Power BI
Dynamics NAV web services
Using Excel
Power Pivot
Power View
Power Map
Power Query
Power BI Designer
PowerBI.com
Summary
Chapter 10: Reporting Services
What are Reporting Services?
Installation and configuration
Creating a report in SSRS
Implementing reusability
Calling a Dynamics NAV OData web service
The next step
Summary
Chapter 11: Charts in Dynamics NAV
The generic chart designer
Business charts
Implementing cues and colored indicators
Summary

What You Will Learn

  • Understand why reports are designed in a specific way and then apply this knowledge to your advantage
  • Develop document reports using different techniques
  • Apply filtering and sorting, and create groups
  • Use RDLC to visualize information
  • Visualize information, KPIs, and trends using expressions, Gauges, Charts, Data bars, Indicators, and Spark lines
  • Create and optimize your dataset for RDLC and for Word layouts
  • Use Power BI with Dynamics NAV to bring your data to life
  • Build Reporting Services reports on top of Dynamics NAV

Authors

Table of Contents

Chapter 1: How Do I Start to Create a Report?
What is a report?
Report development phases
Report development tools
Building the data model
Creating the layout
The request page
The report description
The report creation workflow
Summary
Chapter 2: Getting Started with the Tablix
Report items
Everything is a Tablix
List versus Table versus Matrix
Filtering and sorting
Grouping
Formatting report items
Example – create an item dashboard report
Summary
Chapter 3: Expressions
Using expressions for properties
Simple and complex expressions
Creating custom functions
Typical expression examples
Example – the green-bar-matrix
Summary
Chapter 4: Data Visualization Techniques
An introduction to data visualization
Recipes to implement top x filtering
Conditional formatting in a report
Analyzing your data with data bars and indicators
Using Sparklines to visualize trends
Learning how to visualize information with gauges, maps, and charts
Summary
Chapter 5: Document Reports
What is a document?
The data model
The layout
Summary
Chapter 6: Tips and Tricks
Report pagination
Show a footer or header on the last page
Place at the bottom
A fixed number of rows
Trans headers and footers
Creating links
Printing barcodes
Report templates
Using a report setup table
Report logging
The fixed header problem
Summary
Chapter 7: Performance Optimization Techniques
Performance recommendations
Implementing hotfixes and rollup updates
Alternatives for building a faster dataset
Summary
Chapter 8: Word Report Layouts
Introducing the Word report layout
Managing report layouts
The report execution flow
Managing layouts in code
Scheduling reports
Summary
Chapter 9: Power BI
Dynamics NAV web services
Using Excel
Power Pivot
Power View
Power Map
Power Query
Power BI Designer
PowerBI.com
Summary
Chapter 10: Reporting Services
What are Reporting Services?
Installation and configuration
Creating a report in SSRS
Implementing reusability
Calling a Dynamics NAV OData web service
The next step
Summary
Chapter 11: Charts in Dynamics NAV
The generic chart designer
Business charts
Implementing cues and colored indicators
Summary

Book Details

ISBN 139781785284731
Paperback504 pages
Read More
From 5 reviews

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