With Dynamics NAV, we can easily create our own report in Microsoft Excel using Business Intelligence (BI) tools. Let's create a report to analyze the total sales and profits, grouped per customer or per item:
Open Excel. On the PowerPivot tab, click on the PowerPivot Window option.
A new page opens. Navigate to From database | SQL database. Type the server and database name of your Dynamics NAV. Click on Next.
Choose the Select in the table and views list to choose data to import option.
From the table and views list, select the following tables:
Table Name
Comments
CRONUS International
Ltd_$Value
EntryClick on Preview & Filters. Filter the Item Ledg. Entry Type field to only show lines with the value 1.
CRONUS International
Ltd_$Item
CRONUS International
Ltd_$Customer
Click on Finish. Then click on Close. Close the PowerPivot Window to go back to the Excel sheet.
Now that we have selected the data source, let's create a Pivot...