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Microsoft Dynamics NAV 2015 Professional Reporting, by Steven Renders
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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.
- Sales Rank: #404137 in Books
- Published on: 2015-09-18
- Released on: 2015-09-18
- Original language: English
- Number of items: 1
- Dimensions: 9.25" h x 1.14" w x 7.50" l, 1.89 pounds
- Binding: Paperback
- 504 pages
About the Author
Steven Renders
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® 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 steven.renders@thinkaboutit.be and through his website (www.thinkaboutit.be). You can also view his LinkedIn profile at http://be.linkedin.com/in/stevenrenders, and his Twitter handle is @srenders.
Most helpful customer reviews
0 of 0 people found the following review helpful.
A Real Gem!
By Jason Down
Disclaimer: I was given a free ebook copy for reviewing purposes.
As a NAV developer with basic reporting experience, I was happy to be given the chance to review this book. My initial hopes were that I might discover a few new tidbits and perhaps some clarification on features that are not fully explained in the MSDN documentation. My expectations were more than exceeded.
The first three chapters alone went into enough depth (with very helpful screenshots and accompanying example reports) to expand my knowledge and comfort levels with reports. The content is great, but I also find the Steven Renders' writing style to be quite clear and in tune with me.
Once you get past the basics, you really get to see what is possible in NAV reporting. The Data Visualization Techniques chapter (chapter 4) was particularly eye-opening, where Renders gets you to think about how to present data to the user, rather than focusing only on content.
Another feeling you get from the book is that Renders has real-world experience with NAV reporting. He drops little hints to deal with situations that you'll likely face, but are not something you would normally include in a book. For example, he gives the following tip, which I have had an issue with in my own personal experience:
If Report Data is not available in the View window, then click
somewhere in the body of the report to make it available in the
View menu. Visual Studio automatically populates the toolbars with
options depending on what you have selected in the layout.
Tips like that can save people from frustration when they are following a tutorial on a site such as MSDN and for some reason unbeknownst to the developer/user, the menu you are supposed to click on is not there.
This book has been a great read and I will be referring back to it often. I highly recommend it for anyone ranging from a beginner to an intermediate NAV report developer. It may even be useful experts (I don't know any reporting experts or gurus, so I can't speculate on the book's usefulness for them).
0 of 0 people found the following review helpful.
Great book, I learnt a lot.
By Serdar Ulutas
I am a NAV developer who works with classic client and interested in learning the RTC version. My experience with RDLC reports has been pretty frustrating. I can say Steven Renders' book helped me to gain great deal of knowledge related to NAV RDLC reporting data-model and I feel more confident with the RDLC reports. The book actually gives more information that I expected (especially chapters 8, 9, 10 and 11). The screenshots in the book are exceptionally clear. I enjoyed the conversational narration with tips and warnings. I find it easy to read and examples are easy to apply in NAV.
* Chapters# 1,2,3: I believe developers,like myself, who upgrade their skills will benefit the most from these chapters. Some examples were exemplary that I learnt stuff that I thought it was impossible to do in NAV. The book gives a good line of examples from simple report design to advanced row-column groupings with totaling and visually appealing reports with great, interesting tips and tricks.
* Chapter 6,7 have plenty of good tips and design guidelines. I think the tips in this book are kind of tips and tricks that you can apply to most of your reports.
* Chapter 4 (data-visualization techniques), Chapter 8 (Word-layouts) and Chapter 9 (Power BI): So far I have worked with classic client, excel reports and SOAP web services. I am not sure if I will work with Power BI but I really liked seeing the possibilities in RDLC reports. I'll probably come back to these chapters for a review.
Overall, I definitely recommend this book to developers who struggle with the new report design in NAV and looking for a good start to learn it. If you are an expert in RDLC reporting and looking for reference related to Word Layouts, Power BI and Reporting Services, please check other users' comments.
0 of 0 people found the following review helpful.
More than just RDLC-reports!
By Alain Krikilion
Let the title NOT fool you! When I saw the title, I was immediately thinking: a book about how to write RDLC reports. After seeing the Table of Contents, I realized it is much more than that.
Well, the title does NOT say it only about RDLC reports. Does it? No. It is about reporting in general.
Who is this book for? Mostly for NAV Developers. But also for the everyone who works with NAV. Just to know what are the possibilities to do reporting with NAV. And most of these tools come for free! With these tools you can dazzle your customers with the beautiful reports you can create! And with some explanation, you can offload some report-creation to the customer too!
The book starts with the first 7 chapters about RDLC reporting as expected. It starts with the basics and which each next chapter, it is going more in-depth. We see the basics, Tablix, Expressions, Data Visualization Techniques, Document Reports, Tips&Tricks, performance.
With chapter 8 we Word Reporting and how to manage them.
Chapter 9 had a lot of surprises for me with Power BI. I knew about Power BI, that the word "Power" isn’t there for nothing. But I was really surprised with all the "Powers" it has!
Chapter 10 is about SQL Server Reporting Services. I have been studying that for a short time before RDLC was not it the NAV dictionary but stopped with it because I wouldn’t be using it in a short time, so I would forget it. Yes, SSRS (=SQL Server Reporting Services) uses RDLC too, but has a whole other range of possibilities that NAV RDLC reporting doesn’t have. There is the word "Service" in it! And no, I am not going deeper into this. I leave that up to you to discover.
And then, the final chapter is about Charts in Dynamics NAV. We all know there are charts in NAV, but have you ever used them? Do you know how to use them? If no, than this chapter is for you!
See all 10 customer reviews...
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