Book Image

Microsoft Dynamics NAV 2009: Professional Reporting

Book Image

Microsoft Dynamics NAV 2009: Professional Reporting

Overview of this book

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.
Table of Contents (15 chapters)
Microsoft Dynamics NAV 2009: Professional Reporting
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a simple List report


The first thing you have to do when you want to design a new custom report is create the data model. Where is the data coming from that I want to show in the report? Is it all in one table or do I need multiple tables? If there are multiple tables, how will I connect the records from the different tables? A good suggestion that I can give is to first make a draft drawing on a piece of paper of the layout of the report you want to create. Write down the fields that need to be visible on the report and then find out which table they are coming from. After that, if there are multiple tables find out how the tables are related and write that down.

This way, when you open the designer you already know what you need to do. Many novice and experienced developers make the mistake of not thinking before they begin. And then it can get confusing very quickly in the report designer.

Now that we have a good idea of the tables that we will require, it's time to open the report...