Microsoft Dynamics NAV 2015 Professional Reporting

Packt Publishing Limited
  • 1. Auflage
  • |
  • erschienen am 18. September 2015
  • |
  • 504 Seiten
E-Book | ePUB mit Adobe DRM | Systemvoraussetzungen
978-1-78528-951-4 (ISBN)
Discover tips and trick for Dynamics NAV report buildingAbout This BookCreate and customize reports in Dynamics NAV 2015 using RDLC, Word, Power BI, and Reporting ServicesWork with different elements in the toolbox such as tablix, which can be used as a List, Table, or Matrix and understand the differences between them and when to use whichThis book is a pragmatic guide with clear instructions and real-world examples to teach you about the reporting capabilities of Dynamics NAV 2015Who This Book Is ForIf you are a consultant, developer, customer, user, or just interested in the reporting capabilities of Dynamics NAV, then this book is for you.Basic knowledge of Dynamics NAV will be helpful.What You Will LearnUnderstand why reports are designed in a specific way and then apply this knowledge to your advantageDevelop document reports using different techniquesApply filtering and sorting, and create groupsUse RDLC to visualize informationVisualize information, KPIs, and trends using expressions, Gauges, Charts, Data bars, Indicators, and Spark linesCreate and optimize your dataset for RDLC and for Word layoutsUse Power BI with Dynamics NAV to bring your data to lifeBuild Reporting Services reports on top of Dynamics NAVIn DetailMicrosoft 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.Style and approachThis book is an essential guide in to understanding what is involved in creating reports in Dynamics NAV and its reporting capabilities.
  • Englisch
  • Birmingham
  • |
  • Großbritannien
978-1-78528-951-4 (9781785289514)
1785289519 (1785289519)
weitere Ausgaben werden ermittelt
Steven Renders is a Microsoft Certified Trainer with skills that span the business and technical domains. He specializes in Microsoft Dynamics NAV and Microsoft SQL Server. He has more than 15 years of both business and technical experience. He provides training and consultancy that focuses 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 NAV, on which he has already delivered many training sessions. He was also the author of the official Microsoft training material on Dynamics NAV reporting, development, upgrading, and SQL Server performance tuning.
He is the author of the books, Microsoft Dynamics NAV 2015 Professional Reporting and Microsoft Dynamics NAV 2009: Professional Reporting and also a reviewer of the books, Programming Microsoft Dynamics NAV 2009, Programming Microsoft Dynamics (R) NAV 2013, and Implementing Microsoft Dynamics NAV 2013.
He has also presented at various Microsoft MSDN and TechNet conferences, NAV Techdays, communities, events, and the MCT Summit.
In 2011, he started his own company, think about IT, which specializes in training and consultancy, helping companies learn, implement, understand, and solve complex business requirements related to IT, both in Belgium and abroad.
His specialties are Microsoft Dynamics NAV, Microsoft SQL Server, Business Intelligence & Reporting, and Power BI.
You can contact him at and through his website ( You can also view his LinkedIn profile at, and his Twitter handle is @srenders.
  • Cover
  • Copyright
  • Credits
  • About the Author
  • Acknowledgement
  • About the Reviewers
  • Table of Contents
  • Preface
  • Chapter 1: How Do I Start to Create a Report?
  • What is a report?
  • The request page
  • The report viewer
  • Report development phases
  • The data model phase
  • The layout phase
  • The testing phase
  • Report development tools
  • What do I use to develop the data model?
  • How do I create the report layout?
  • Built-in and custom layouts
  • Building the data model
  • Understanding the report dataset designer
  • Building the dataset
  • Data items and columns - fields, variables, and expressions
  • Including captions and labels
  • IncludeCaption versus FIELDCAPTION
  • How is the dataset flattened?
  • Report triggers
  • What happens when a report runs?
  • The report trigger sequence
  • What is a ProcessingOnly report?
  • Creating the layout
  • Visual Studio versus Report Builder
  • Creating a simple layout in Report Builder
  • Report Builder features
  • Wizards for prototyping
  • Creating a simple layout in Visual Studio
  • Visual Studio features
  • Report formatting, toolbars, and document outline
  • Building and testing the layout
  • Testing pagination and layout in different rendering extensions
  • Testing the report in different clients - Windows, web, and tablet
  • Reporting design guidelines
  • The request page
  • The report description
  • The report creation workflow
  • Summary
  • Chapter 2: Getting Started with the Tablix
  • Report items
  • Everything is a Tablix
  • Document Outline
  • Changing the name of a Tablix
  • List versus Table versus Matrix
  • Filtering and sorting
  • How can I implement filters?
  • How can I implement sorting?
  • Interactive sorting
  • Grouping
  • How can I implement grouping?
  • Adding a parent-child group to a Tablix
  • How do I implement expand/collapse?
  • Adding an adjacent group to a Tablix
  • Formatting report items
  • Using placeholders
  • Important properties - CanGrow and CanShrink
  • Example - create an item dashboard report
  • Summary
  • Chapter 3: Expressions
  • Using expressions for properties
  • The expression language
  • Simple and complex expressions
  • Symbols used in expression placeholders
  • Collections
  • Understanding scope of an expression
  • Creating custom functions
  • Typical expression examples
  • Working with dates
  • Working with strings
  • Decision functions
  • Generating page breaks in code
  • Repeating a column header on every page
  • 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
  • Using gauges
  • Using charts
  • Using maps
  • Summary
  • Chapter 5: Document Reports
  • What is a document?
  • The data model
  • Implementing multilanguage
  • Address formatting
  • Including logos
  • The No. of Copies option
  • Totaling and VAT
  • Logging and No. Printed
  • InitializeRequest
  • The layout
  • Filtering the dataset
  • Working with headers and footers
  • GetData and SetData explained
  • Alternative solutions - the mini-document
  • How do I implement page x of y?
  • Summary
  • Chapter 6: Tips and Tricks
  • Report pagination
  • Show a footer or header on the last page
  • Place in bottom
  • A fixed number of rows
  • Trans headers and footers
  • Creating links
  • Using a filter
  • Using a bookmark
  • Using the GETURL() function
  • Using internal bookmarks
  • Printing barcodes
  • Report templates
  • Using a report setup table
  • Report logging
  • The fixed header problem
  • Summary
  • Chapter 7: Performance Optimization Techniques
  • Performance recommendations
  • The dataset
  • Captions and labels
  • Remove unused columns
  • Avoid unnecessary rows
  • Report totals
  • Number formatting
  • Apply the correct filters
  • Recommendations according to the version of Dynamics NAV
  • The layout
  • Print layout versus print preview
  • Avoid conditional visibility on a big dataset
  • Best practices when visualizing information
  • Expressions in the page header or footer
  • Complex grouping and aggregate functions
  • Optimization for the chosen rendering format
  • Report design guidelines
  • Implementing hotfixes and rollup updates
  • Alternatives for building a faster dataset
  • Using a temporary table
  • Using a query object for the dataset
  • Summary
  • Chapter 8: Word Report Layouts
  • Introducing the Word report layout
  • Creating a Word report layout
  • Formatting the Word report layout
  • Repeating a table header
  • Using Word templates
  • Optimizing your dataset for Word reports
  • Managing report layouts
  • Custom layouts
  • Editing a Custom RDLC layout
  • The report execution flow
  • The Word report execution flow
  • At design time
  • At runtime
  • Managing layouts in code
  • Scheduling reports
  • Summary
  • Chapter 9: Power BI
  • Dynamics NAV web services
  • Using Excel
  • Power Pivot
  • Activating Power Pivot in Excel
  • Building a Power Pivot data model
  • Importing data into Power Pivot
  • Create relations in the Power Pivot data model
  • Power View
  • Power Map
  • Power Query
  • Power BI Designer
  • Summary
  • Chapter 10: Reporting Services
  • What are Reporting Services?
  • Installation and configuration
  • Creating a report in SSRS
  • Using SQL Server Data Tools
  • Publishing a report project
  • Implementing reusability
  • Shared data sources and datasets
  • Shared report parts
  • Creating functions
  • Using stored procedures
  • Calling a Dynamics NAV OData web service
  • The next step
  • Caching
  • Subscribing or scheduling
  • Summary
  • Chapter 11: Charts in Dynamics NAV
  • The generic chart designer
  • Text management
  • Show any list as a chart
  • Business charts
  • Creating a business chart
  • Drill down your business chart
  • Preserving user personalization
  • Implementing cues and colored indicators
  • A typical activities page
  • A typical cue table
  • Colored indicators
  • Cue style objects in Dynamics NAV
  • Summary
  • Index

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