Table of Contents

Introduction
Microsoft Dynamics Courseware Overview………………………………………………..…………….….....0-3

Student Objectives………………………………………………………………………………………..…………….….0-4

Module 1: CREATING REPORTS

Lesson 1: Prerequisites .................................................................................................................................1-4

Lesson 2: Anatomy of Reports...................................................................................................................1-6

Lesson 3: Creating the Dataset .............................................................................................................. 1-13

Lesson 4: Creating the Layout ................................................................................................................ 1-16

Lesson 5: Dataset Patterns ....................................................................................................................... 1-30

Lesson 6: Report Properties ..................................................................................................................... 1-38

Lesson 7: Building the Request Page ................................................................................................... 1-42

Lesson 8: Sorting and Filtering ............................................................................................................... 1-45

Lab 1.1: Creating a Table Report ........................................................................................................... 1-52

Lab 1.2: Creating a Matrix Report ......................................................................................................... 1-66

Lab 1.3: Adding a Chart ............................................................................................................................ 1-71

Lab 1.4: Using a Gauge ............................................................................................................................. 1-75

Module 2: INTERACTIVE FEATURES

Lesson 1: Working with Headers and Footers .....................................................................................2-3

Lesson 2: Grouping ..................................................................................................................................... 2-16

Lesson 3: Using Images in a Report ..................................................................................................... 2-45

Lesson 4: Print Preview and Print Layout ........................................................................................... 2-51

Lesson 5: Working with Visibility Options ......................................................................................... 2-52

Lesson 6: Interactive Sorting ................................................................................................................... 2-55

Lesson 7: Working with Document Maps .......................................................................................... 2-62

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Reporting in Microsoft Dynamics® NAV 2013
Lesson 8: Creating a Multi Column Report ....................................................................................... 2-65

Lesson 9: Formatting Reports and Report Items ............................................................................. 2-67

Lab 2.1: Adding Visibility Options ......................................................................................................... 2-77

Lab 2.2: Adding Interactive Sorting ...................................................................................................... 2-83

Lab 2.3: Adding a Document Map........................................................................................................ 2-86

Lab 2.4: Adding Pictures to a Report ................................................................................................... 2-88

Module 3: ADDING CODE TO A REPORT

Lesson 1: Using Variables and C/AL Code in a Report .....................................................................3-3

Lesson 2: Working with Report Expressions ...................................................................................... 3-11

Lesson 3: Understanding and Using Simple and Complex Expressions ................................. 3-20

Lesson 4: Expression Examples ............................................................................................................... 3-30

Lesson 5: Anatomy of the Sales Invoice Report ............................................................................... 3-46

Lab 3.1: Adding Conditional Formatting to a Report – Part I ................................................... 3-65

Lab 3.2: Adding Conditional Formatting to a Report – Part II ................................................... 3-69

Lab 3.3: Cleaning Up the Report and Using the Company Logo from the Database ....... 3-77

Module 4: DESIGN CONSIDERATIONS

Lesson 1: Report Patterns and Recipes ..................................................................................................4-2

Lesson 2: Report Rendering Considerations ..................................................................................... 4-25

Lesson 3: Pagination .................................................................................................................................. 4-29

Lesson 4: Useful Information .................................................................................................................. 4-33

Lab 4.1: Creating Green Bar Reports .................................................................................................... 4-52

Lab 4.2: Creating a Top X Report .......................................................................................................... 4-56

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 Table of Contents
Module 5: RUNNING REPORTS
Lesson 1: The ReportViewer Control .......................................................................................................5-2

Lesson 2: Run a Report in Microsoft Dynamics NAV ........................................................................5-5

Lesson 3: Hyperlinks to Reports ............................................................................................................. 5-12

Lesson 4: Run a Report from the SharePoint Site ........................................................................... 5-24

Lesson 5: Hyperlinks in a Report ........................................................................................................... 5-26

Lesson 6: Run a Stand-Alone Report in Visual Studio ................................................................... 5-33

Lesson 7: Interesting Links ....................................................................................................................... 5-39

Lab 5.1: Add a Report to the RoleTailored Client ........................................................................... 5-42

Lab 5.2: Call a Report from a Web Service ........................................................................................ 5-47

Module 6: UPGRADE REPORTS

Lesson 1: How to Upgrade a Report to Microsoft Dynamics NAV 2013 .................................. 6-2

Lesson 2: Optimize the Dataset for the New Report Dataset Designer .................................... 6-7

Lesson 3: The Windows Page File ......................................................................................................... 6-10

Lesson 4: Optimize the Layout for RDLC 2008 ................................................................................ 6-12

Lesson 5: Determining which Reports to Upgrade ........................................................................ 6-18

Lab 6.1: Redesigning a Customer List Report ................................................................................... 6-21

Lab 6.2: Redesigning a Customer - Order Summary Report ...................................................... 6-27

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Reporting in Microsoft Dynamics® NAV 2013
We created this additional Table of Contents to assist you in quickly finding out the areas that are
new and, or changed from the Microsoft Dynamics NAV earlier version for this course.
These areas are identified with this icon throughout the training material.

Module 1: CREATING REPORTS

Lesson 5: Dataset Patterns ....................................................................................................................... 1-30

Module 2: INTERACTIVE FEATURES

Topic 3: Table Header and Footer ...........................................................................................................2-8

Topic 1: Group Header and Footer....................................................................................................... 2-16

Demonstration: Add a Parent or Child Row or Column Group to a Tablix ........................ 2-18

Demonstration: Add an Adjacent Row or Column Group to a Tablix .................................. 2-19

Demonstration: Edit a Row or Column Group in a Tablix Data Region............................... 2-20

Demonstration: Delete a Group from a Tablix .............................................................................. 2-21

Topic 2: Using a Stepped Report ........................................................................................................... 2-22

Demonstration: Create a Sstepped Rreport.................................................................................... 2-22

Demonstration: Adding Interactive Sorting - No Grouping .................................................... 2-57

Demonstration: Adding Interactive Sorting - Grouping (Group Header Field) ................ 2-57

Demonstration: Adding Interactive Sorting - Grouping (Detail Field) ................................. 2-60

Lesson 8: Creating a Multi Column Report ....................................................................................... 2-65

Lesson 9: Formatting Reports and Report Items ............................................................................. 2-67

Module 3: ADDING CODE TO A REPORT

Topic 1: Understanding Display Text for Expressions .................................................................... 3-20

Module 4: DESIGN CONSIDERATIONS

Topic 2: Dashboards ......................................................................................................................................4-9

Topic 4: SAVEASEXCEL, SAVEASPDF and SAVEASWORD............................................................. 4-27

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 Table of Contents
Module 5: RUNNING REPORTS
Lesson 1: The ReportViewer Control .......................................................................................................5-2

Lesson 4: Run a Report from the SharePoint Site ........................................................................... 5-24

Demonstration: Creating a Link from a Report to a Report ..................................................... 5-30

Lesson 6: Run a Stand-Alone Report in Visual Studio ................................................................... 5-33

Topic 1: Run an Offline Report ............................................................................................................... 5-33

Lesson 7: Interesting Links ....................................................................................................................... 5-39

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Reporting in Microsoft Dynamics® NAV 2013

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