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Microsoft Dynamics NAV 2015 Professional Reporting

Book Description

Discover tips and trick for Dynamics NAV report building

About This Book

  • Create and customize reports in Dynamics NAV 2015 using RDLC, Word, Power BI, and Reporting Services
  • Work 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 which
  • This book is a pragmatic guide with clear instructions and real-world examples to teach you about the reporting capabilities of Dynamics NAV 2015

Who This Book Is For

If 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 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

In Detail

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.

Style and approach

This book is an essential guide in to understanding what is involved in creating reports in Dynamics NAV and its reporting capabilities.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Microsoft Dynamics NAV 2015 Professional Reporting
    1. Table of Contents
    2. Microsoft Dynamics NAV 2015 Professional Reporting
    3. Credits
    4. About the Author
    5. Acknowledgement
    6. About the Reviewers
    7. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
        3. Instant updates on new Packt books
    8. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the color images of this book
        2. Errata
        3. Piracy
        4. Questions
    9. 1. How Do I Start to Create a Report?
      1. What is a report?
        1. The request page
        2. The report viewer
      2. Report development phases
        1. The data model phase
        2. The layout phase
        3. The testing phase
      3. Report development tools
        1. What do I use to develop the data model?
        2. How do I create the report layout?
          1. Built-in and custom layouts
      4. Building the data model
        1. Understanding the report dataset designer
        2. Building the dataset
          1. Data items and columns – fields, variables, and expressions
        3. Including captions and labels
          1. IncludeCaption versus FIELDCAPTION
          2. How is the dataset flattened?
            1. Unrelated tables or multiple data items, without indentation
            2. Related tables or multiple data items with indentation
        4. Report triggers
          1. What happens when a report runs?
          2. The report trigger sequence
          3. What is a ProcessingOnly report?
      5. Creating the layout
        1. Visual Studio versus Report Builder
        2. Creating a simple layout in Report Builder
          1. Report Builder features
          2. Wizards for prototyping
        3. Creating a simple layout in Visual Studio
          1. Visual Studio features
          2. Report formatting, toolbars, and document outline
        4. Building and testing the layout
          1. Testing pagination and layout in different rendering extensions
          2. Testing the report in different clients – Windows, Web, and tablet
        5. Reporting design guidelines
      6. The request page
      7. The report description
      8. The report creation workflow
      9. Summary
    10. 2. Getting Started with the Tablix
      1. Report items
      2. Everything is a Tablix
        1. The Document Outline
        2. Changing the name of a Tablix
      3. List versus Table versus Matrix
      4. Filtering and sorting
        1. How can I implement filters?
        2. How can I implement sorting?
          1. Interactive sorting
      5. Grouping
        1. How can I implement grouping?
        2. Adding a parent-child group to a Tablix
        3. How do I implement expand/collapse?
        4. Adding an adjacent group to a Tablix
      6. Formatting report items
        1. Using placeholders
        2. Important properties – CanGrow and CanShrink
      7. Example – create an item dashboard report
      8. Summary
    11. 3. Expressions
      1. Using expressions for properties
        1. The expression language
      2. Simple and complex expressions
        1. Symbols used in expression placeholders
        2. Collections
        3. Understanding the scope of an expression
      3. Creating custom functions
      4. Typical expression examples
        1. Working with dates
        2. Working with strings
        3. Decision functions
        4. Generating page breaks in code
        5. Repeating a column header on every page
      5. Example – the green-bar-matrix
      6. Summary
    12. 4. Data Visualization Techniques
      1. An introduction to data visualization
      2. Recipes to implement top x filtering
      3. Conditional formatting in a report
      4. Analyzing your data with data bars and indicators
      5. Using Sparklines to visualize trends
      6. Learning how to visualize information with gauges, maps, and charts
        1. Using gauges
        2. Using charts
        3. Using maps
      7. Summary
    13. 5. Document Reports
      1. What is a document?
      2. The data model
        1. Implementing multilanguage
        2. Address formatting
        3. Including logos
        4. The No. of Copies option
        5. Totaling and VAT
        6. Logging and No. Printed
        7. InitializeRequest
      3. The layout
        1. Filtering the dataset
        2. Working with headers and footers
          1. GetData and SetData explained
            1. Declaring the global variable and functions
            2. Implementing the Get and Set functions
          2. Alternative solutions – the mini-document
        3. How do I implement page x of y?
      4. Summary
    14. 6. Tips and Tricks
      1. Report pagination
      2. Show a footer or header on the last page
      3. Place at the bottom
      4. A fixed number of rows
      5. Trans headers and footers
      6. Creating links
        1. Using a filter
        2. Using a bookmark
        3. Using the GETURL() function
        4. Using internal bookmarks
      7. Printing barcodes
      8. Report templates
      9. Using a report setup table
      10. Report logging
      11. The fixed header problem
      12. Summary
    15. 7. Performance Optimization Techniques
      1. Performance recommendations
        1. The dataset
          1. Captions and labels
          2. Remove unused columns
            1. Optimize the usage of BLOB fields
            2. Variables and setup information
          3. Avoid unnecessary rows
          4. Report totals
          5. Number formatting
          6. Applying the correct filters
          7. Recommendations according to the version of Dynamics NAV
        2. The layout
          1. Print layout versus print preview
          2. Avoid conditional visibility on a big dataset
          3. Best practices when visualizing information
          4. Expressions in the page header or footer
          5. Complex grouping and aggregate functions
          6. Optimization for the chosen rendering format
          7. Report design guidelines
      2. Implementing hotfixes and rollup updates
      3. Alternatives for building a faster dataset
        1. Using a temporary table
        2. Using a query object for the dataset
      4. Summary
    16. 8. Word Report Layouts
      1. Introducing the Word report layout
        1. Creating a Word report layout
        2. Formatting the Word report layout
          1. Repeating a table header
        3. Using Word templates
        4. Optimizing your dataset for Word reports
      2. Managing report layouts
        1. Custom layouts
        2. Editing a Custom RDLC layout
      3. The report execution flow
        1. The Word report execution flow
          1. At design time
          2. At runtime
      4. Managing layouts in code
      5. Scheduling reports
      6. Summary
    17. 9. Power BI
      1. Dynamics NAV web services
      2. Using Excel
      3. Power Pivot
        1. Activating Power Pivot in Excel
        2. Building a Power Pivot data model
          1. Importing data into Power Pivot
          2. Creating relations in the Power Pivot data model
      4. Power View
      5. Power Map
      6. Power Query
      7. Power BI Designer
      8. PowerBI.com
      9. Summary
    18. 10. Reporting Services
      1. What are Reporting Services?
      2. Installation and configuration
      3. Creating a report in SSRS
        1. Using SQL Server Data Tools
        2. Publishing a report project
      4. Implementing reusability
        1. Shared data sources and datasets
        2. Shared report parts
        3. Creating functions
        4. Using stored procedures
      5. Calling a Dynamics NAV OData web service
      6. The next step
        1. Caching
        2. Subscribing or scheduling
      7. Summary
    19. 11. Charts in Dynamics NAV
      1. The generic chart designer
        1. Text management
        2. Show any list as a chart
      2. Business charts
        1. Creating a business chart
        2. Drill down your business chart
        3. Preserving the user personalization
      3. Implementing cues and colored indicators
        1. A typical activities page
        2. A typical cue table
        3. Colored indicators
        4. Cue style objects in Dynamics NAV
      4. Summary
    20. Index