Reporting in Microsoft Dynamics NAV 2013 Training Course

Course 80433
2 Days

Instructor-Led Live: $1,295
Instructor-Led Remote: $995 - Learn more

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Course Overview
This two-day course is designed for students who are preparing to create RoleTailored client reports in Microsoft Dynamics NAV. The course primarily provides explanation of the reporting features and the design of RoleTailored client reports in Microsoft Dynamics NAV 2013.

Audience
Course 80433: Reporting in Microsoft Dyanmics NAV 2013 is designed for a partner that sells and implements the reporting module to customers. The typical partner has an ERP background and is strong in accounting principles.

Course Outline
Module 1: Creating Reports
This module explains how to create reports.
Lessons

Prerequisites
Anatomy of Reports
Creating the Dataset
Creating the Layout
Dataset Patterns
Report Properties
Building the Request Page
Sorting and Filtering

Lab : Creating a Table Report

Create the Report

Lab : Creating a Matrix Report

Build a Matrix Report

Lab : Adding a Chart

Adding a Chart to an RDLC Report Layout

Lab : Using a Gauge

Adding a Gauge Control to a Report

After completing this module, students will be able to:

Describe the roles of reports and know the anatomy of a report.
Understand the way a report layout is designed and executed.
Know how frequently used report properties are implemented in Report Definition Language Client (RDLC) report layouts.
Know how to build a request options page for the RDLC report layout.
Describe the prerequisites for report development in Microsoft Dynamics NAV 2013.
List the software prerequisites for report development.
List the hardware prerequisites for report development.
Explain where to find more information about Microsoft Visual Studio 2010.
Describe the roles of reports and know the anatomy of a report.
Explain the structure of reports in Visual Studio Report Designer.
Understand the rules for flattening data.
Understand the steps involved in creating a basic report.
Explain how to include a label, variable and expression.
Explain the creation of the layout of a report.
Document the User Experience (UX) guidelines for reports in Microsoft Dynamics NAV 2013.
Demonstrate how to view the dataset at runtime.
Describe how to set page options, paper size.
Understand the creation process for the dataset.
Know how frequently used report properties are implemented in RDLC report layouts.
Know what the request options page in a report is used for and how to build a request options page for the RDLC report layout.
Learn how to implement sorting and filtering in Microsoft Dynamics NAV 2013 reports.

Module 2: Interactive Features
This module explains the visibility options for reports.
Lessons

Working with Headers and Footers
Grouping
Using Images in a Report
Print Preview and Print Layout
Working with Visibility Options
Interactive Sorting
Working with Document Maps
Creating a Multi Column Report
Formatting Reports and Report Items

Lab : Adding Visibility Options

Adding Visibility Options to the Sales by Salesperson Report

Lab : Adding Interactive Sorting

Add Interactive Sorting for a Number of Fields

Lab : Adding a Document Map

Implement a Document Map in the Sales by Salesperson Report

Lab : Adding Pictures to a Report

Create an Item Catalog Report

After completing this module, students will be able to:

Explain when to use headers and footers and how to add or delete a header or footer section.
Explain the difference between Print Preview and Print Layout.
Describe the visibility options for the reports and how to use them.
Explain interactive sorting and how to implement it.
Explain how document maps work and how to add them to a report.

Module 3: Adding Code to a Report
This module explains how coding can be used in reports.
Lessons

Using Variables and C/AL Code in a Report
Working with Report Expressions
Understanding and Using Simple and Complex Expressions
Expression Examples
Anatomy of the Sales Invoice Report

Lab : Adding Conditional Formatting to a Report – Part I
Lab : Adding Conditional Formatting to a Report - Part II
Lab : Cleaning up the Report and Using the Company Logo from the Database
After completing this module, students will be able to:

Explain how coding can be used in reports.
Work with expressions.
Learn how to use expressions.
Examine frequently used expressions.
Describe the components of the Sales Invoice report.

Module 4: Design Considerations
This module explains how to use the techniques from the previous modules to build advanced reports.Lessons

Report Patterns and Recipes
Report Rendering Considerations
Pagination
Useful Information

Lab : Creating Green Bar Reports

Implement a Green Bar Effect.

Lab : Creating a Top X Report

Implement a Top X Dashboard

After completing this module, students will be able to:

Apply green bar effects and create dashboard reports.
Understand how a report will be rendered when it is exported to an Excel spreadsheet or a PDF file.
Apply some helpful information that can be useful when you design reports.

Module 5: Running Reports
This module explains the options on how to run the reports.
Lessons

The ReportViewer Control
Run a Report in Microsoft Dynamics NAV
Hyperlinks to Reports
Run a Report from a SharePoint Site
Hyperlinks in a Report
Run a Stand-Alone Report in Visual Studio
Interesting Links

Lab : Add a Report to the RoleTailored Client
Lab : Call a Report from a Web Service
After completing this module, students will be able to:

Use the features of the ReportViewer control.
Describe how to run a report from the RoleTailored client.
Examine how to add a report to a page and the Departments section.
Examine how to create and run hyperlinks to reports at the command prompt, the Start menu, the Desktop and Microsoft Internet Explorer.
Describe how to run a report from a SharePoint site.
Describe how to create a hyperlink to a page.
Describe how to create a hyperlink to a report.
Review where to locate additional resources and information about reporting.
Run a stand-alone report by using Visual Studio.

Module 6: Upgrade Reports
This module explains the different types of reports that can be upgraded.
Lessons

How to Upgrade a Report to Microsoft Dynamics NAV 2013
Optimize the Dataset for the New Report Dataset Designer
The Windows Page File
Optimize the Layout for RDLC 2008
Determining which Reports to Upgrade

Lab : Redesigning a Customer List Report

Importing and Upgrading the Report
Modifying the Customer List Report RDLC Layout
Add Captions and Labels to the Report
Saving the RDLC Report Layout

Lab : Redesigning a Customer – Order Summary Report

Importing and Upgrading the Report
Modifying the Customer - Order Summary Report RDLC Layout
Saving the RDLC Report Layout

After completing this module, students will be able to:

Explain the report upgrade workflow for different report types.
Implement report dataset optimization.
Describe the upgrade process and flow of reports to the RoleTailored client.
Explain how to use the dataset for the report dataset designer.
Describe how to upgrade classic reports.
Apply dataset optimization techniques in reports.
Apply report design UX guidelines.
Optimize performance.
Build the request page.
Import and upgrade a report that has only a Classic report layout to a Microsoft Dynamics NAV 2013 report that has an RDLC layout.
Modify the RDLC layout.

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Reporting in Microsoft Dynamics NAV 2013 Training Course

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Course 80433
2 Days