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Microsoft Dynamics NAV 2015 Professional Reporting

By : Steven Renders
Book Image

Microsoft Dynamics NAV 2015 Professional Reporting

By: Steven Renders

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Microsoft Dynamics NAV 2015 Professional Reporting
Steven Renders
Sep, 2015 | 504 pages
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Table of Contents (19 chapters)
Microsoft Dynamics NAV 2015 Professional Reporting
Microsoft Dynamics NAV 2015 Professional Reporting
Credits
Credits
About the Author
About the Author
Acknowledgement
Acknowledgement
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
How Do I Start to Create a Report?
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
2
Getting Started with the Tablix
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
3
Expressions
Expressions
Using expressions for properties
Simple and complex expressions
Creating custom functions
Typical expression examples
Example – the green-bar-matrix
Summary
4
Data Visualization Techniques
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
5
Document Reports
Document Reports
What is a document?
The data model
The layout
Summary
6
Tips and Tricks
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
7
Performance Optimization Techniques
Performance Optimization Techniques
Performance recommendations
Implementing hotfixes and rollup updates
Alternatives for building a faster dataset
Summary
8
Word Report Layouts
Word Report Layouts
Introducing the Word report layout
Managing report layouts
The report execution flow
Managing layouts in code
Scheduling reports
Summary
9
Power BI
Power BI
Dynamics NAV web services
Using Excel
Power Pivot
Power View
Power Map
Power Query
Power BI Designer
PowerBI.com
Summary
10
Reporting Services
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
11
Charts in Dynamics NAV
Charts in Dynamics NAV
The generic chart designer
Business charts
Implementing cues and colored indicators
Summary
Index
Index

Summary

In this chapter, I introduced you to the Word layout features of report design in Dynamics NAV. You have learned how to create and maintain a Word layout as an alternative to the more complex RDLC layouts.

In the next chapter, I will explain Power BI. I will demonstrate how you can harness the power of Excel, PowerPivot, Power View, and the other Power BI tools to build and share interactive and rich reports, starting from ODATA web services in Dynamics NAV.

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