Microsoft Dynamics NAV Professional Reporting - Sample Chapter - Free download as PDF File .pdf), Text File .txt) or read online for free. Chapter No. Microsoft Dynamics NAV is a multi-lingual, multi-currency business management solution that organizations use to manage their accounts. Read "Microsoft Dynamics NAV Professional Reporting" by Steven Renders available from Rakuten Kobo. Sign up today and get $5 off your first download.
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Discover tips and trick for Dynamics NAV report building About This Book Create and customize reports in Dynamics NAV using RDLC, Word, Power BI. The goal of this book is to introduce and explain the reporting capabilities of Dynamics NAV in detail. Starting from the beginning, this book will introduce you to. I'm very excited to announce the coming release of my new book: Microsoft Dynamics NAV Professional Reporting. Because of the.
Both novice and experienced developers make the mistake of not thinking before they begin. It can then get confusing very quickly. A good suggestion is to have a requirements session with the user, during which you can create a mock-up of the report.
Then you can define each field, column, grouping, sorting and printing option. Based on this session, you can then create the data model for the report. This mock-up is also referred to as a format design document.
The layout phase Although the data model is important for the reasons I just explained, the layout of the report determines how the user will perceive it. So, if the layout is not easy to interpret, or if you can't see the wood from the trees, however cleverly you construct the data model, the report is not going to be used. There are many out of the box reports in the Dynamics NAV application and most of them are never used.
One of the reasons is that they have an inadequate layout. How do I visualize the information such that the report clearly reveals its intention and the user quickly finds what he or she is looking for? That's the most important question to ask when creating the layout. Creating a report is not difficult, but making it easy to understand, so that you can spot trends and learn from your data, takes some consideration.
The main goal of a report is to communicate information clearly and effectively, for example, graphically. A report needs to create insights by communicating its key points in an intuitive way. Using the example of the inventory by location report, you might consider how you are going to visualise the inventory.
Are you going to display a number, or a data bar? Is it important to include a key performance indicator, for example compare the current inventory with the reorder point or some other important value?
Or are we using items with an expiry date? If so, do items close to expiry need a different color? Then, in what order are you going to display the locations and items? The testing phase Testing is a phase that is often neglected, for different reasons. The most frequent excuse for the lack of tests is not having enough time. That might actually be true when you are developing the report, but, in the end, when users complain about bugs and missing functionality, you will wish you had tested more thoroughly.
Of course, this needs to be specified in your report's design document. Its test criteria should mention which formats the report needs to be tested in. Another reason tests are usually dismissed or poorly carried out is a lack of understanding of the business case.
How is the user going to use the report? Is all the information on there, and is it correct? As a developer in the NAV world, you have to put yourself in the shoes of the user. Only then will you truly understand if what you developed is ready or not. Test it on different clients: Windows, web, and tablet.
Using the example of the inventory by location report, a test verifies if the inventory is correct and corresponds to the inventory on the item card. Are there any locations or items missing from the report? You use the report dataset designer to create the dataset, which opens from the object designer in the Dynamics NAV Development Environment. You can choose to use either Visual Studio or Report Builder to create the layout. This is how you open it: 1. In the development environment, on the Tools menu, choose Object Designer.
In Object Designer, choose Report, and then choose New. How do I create the report layout? The RDLC layout is the most flexible. By this, I mean that, from a technical point of view, you have the ability to use expressions to determine how and when data should be visualized.
The Word layout is restrictive and imposes limitations on the way you create the dataset. Built-in and custom layouts A report can have multiple layouts.
These are the built-in layouts, because they are a part of the report object and are stored inside the report object. You can see this when you export the report object to a text file, as the RDLC and Word layout are then included.
A user can also create a custom layout with the Dynamics NAV application, which is based on the built-in layout. The idea is that a user can customize the built-in layouts according to their needs. In this way, a user can switch between different layouts for the same report. These custom layouts are not stored in the report object, they are stored in a separate table: report layouts.
In a multi-tenant Microsoft Dynamics NAV deployment, the built-in report layouts are stored in the application database because they are part of the report objects.
Therefore, built-in report layouts are available to all tenants. The same principle applies if you have to print a discrete amount of reports typically from hundreds to thousands in a short time frame. With this latest version, the Microsoft Dynamics NAV Windows client is available in a bit version and bit version.
The bit version of the Microsoft Dynamics NAV Windows client can be run on either a bit or bit version of a Windows operating system. If you are using the bit Microsoft Dynamics NAV Windows Client this now enables the usage of more memory for report dataset therefore the Out Of Memory bar is raised higher compared to all other versions. Important considerations using Server Side Printing.
Even if several many standard reports are using VB. NET Shared Variables, this is basically discouraged within RDLC reports since the Report Viewer cannot reuse the expressionhost and therefore creates a new one each time the report is run. The recycle of these objects is pretty crucial in some scenarios and is tightly depending on legacy Code Access Security CAS policy switch.
Stated the above, to demonstrate the behavior and results, I am using a simple codeunit to be run server side through Job Queue. This codeunit is generating Net shared variables and report does not contain any VB.
Net shared variable , with or without CAS policy enabled. Memory behavior: This scenario cause memory leak. Faster execution than with CAS Policy disabled mins for documents. This is the typical NAV default Scenario. With the appropriate memory size, it does not cause memory leak. This scenario has the slowest execution mins for documents. Memory is completely released for every document printed.
It does not cause memory leak.
This is the best scenario both in terms of memory footprint and performance: Really very slow performance compared to the same scenario with CAS Policy enabled.