Microsoft Dynamics NAV 2009 Report Design (80146A)

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Vendor: 
Microsoft
Subject: 
ERP
Overview: 

This 2 Day ILT will teach the learners about the concepts of Report Design in NAV 2009 using VS Report Designer along with the limitations and workarounds in Report Design. It covers the new options with practical examples on creating reports in report design, creating and defining data set within NAV 2009 to be used in Visual Studio. In addition, it covers how to implement dynamics features like interactive sorting, conditional formatting, visualizing data using graphs, document maps, creating expressions. Furthermore the training contains information on best practices and recommendations for creating interactive dashboard reports containing KPI's.

Course Contents: 

Module 1: Creating Reports
This chapter focuses on the new reporting features in Microsoft Dynamics NAV 2009.
It illustrates the differences (in report structure, report creation, report execution and dataset generation) between Classic and RoleTailored client. Furthermore, it describes the methods for creating RDLC report layouts and how to add data, subtotals and totals to a report. Finally, it explains how to sort, filter, and format data.
Lessons

  • Review the Microsoft Dynamics NAV 2009 architecture
  • Report Structure, report creation, and execution in Classic and RoleTailored client
  • Data set generation in the RoleTailored client
  • Methods to create a RoleTailored client report
  • Adding totals, subtotals, and charts to a report
  • Formatting, sorting, and filtering Data
    Lab : Creating a Table Report
    Lab : Creating a Matrix ReportLab : Adding a Chart
    After completing this module, students will be able to:
  • Describe the roles of reports and know the anatomy of a report in the Classic client and in the Role Tailored client.
  • Understand the way a report layout is designed and executed in the Classic client and in the RoleTailored client.
  • Know how frequently used report properties from the Classic reports are implemented in RDLC report layouts.
  • Know what the request options form in a Classic report is used for and how to build a request options page for the RDLC report layout.
  • Know what happens when a Classic report is run on the RoleTailored client and what the requirements are to do this.
    Module 2: Interactive Features
    This chapter starts with an overview of the different header and footer sections that can be added to a RoleTailored client report. Furthermore, it explains the interactive reporting features and how to add these to a report.
    Lessons
  • Working with Headers and Footers
  • Print Preview and Print Layout mode
  • Adding Visibility Options, Interactive Sorting, Working with Document Maps
    Lab : Adding Visibility Options
    Lab : Adding Interactive Sorting
    Lab : Adding a Document Map
    Lab : Adding Pictures to a Report
    After completing this module, students will be able to:
  • Add page, group, and table headers and footers in a report
  • Add interactive features to a report
    Module 3: Adding Code to a Report
    This chapter focuses on how to work with simple and complex expressions in RoleTailored client reports. Students will learn how to redesign classic client reports before creating the RoleTailored client report. Finally, it explains and contains examples on how to add custom code and variables to enrich the reports.Lessons
  • Code Verification and Redesign in Classic Client Reports
  • Simple and Complex Expressions
  • The Structure of the Sales Invoice Report
    Lab : Adding Conditional Formatting to a Report - I
    Lab : Adding Conditional Formatting to a Report - II
    Lab : Using Custom Code in the Visual Studio Report Designer
    After completing this module, students will be able to:
  • Examine how coding can be used in reports for the Classic and the RoleTailored Client
  • Work with expressions
  • Learn how to use expressions
  • Examine frequently used expressions
  • Examine the components of the Sales Invoice report
    Module 4: Chapter 4: Design Considerations
    This chapter focuses on designing reports in general. It contains some technical guidelines on how to design advanced reports for the RoleTailored client. In addition, it explains the different report rendering options. Finally, it describes how to save Classic reports in PDF or Excel.
    Lessons
  • Designing and Exporting Reports
  • Report Rendering
  • Saving Classic Reports in PDF or Excel Format
    Lab : Creating Green Bar Reports
    Lab : Creating a Top X Report
    After completing this module, students will be able to:
  • Work with and understand how green bar and dashboard reports are built.
  • Work with and understand how reported layouts will be rendered when exporting to Excel or PDF.
  • Use some tips and tricks that can be useful when designing reports.
    Module 5: Running Reports
    This chapter illustrates how to integrate RoleTailored client reports in the Microsoft Dynamics NAV 2009 user interface. Furthermore, it describes the various options to run RoleTailored client reports, and how to create and run hyperlinks to RoleTailored client reports. Finally, the chapter shows how to call a RoleTailored client report from a Web service.
    Lessons
  • Add Reports to the RoleTailored Client
  • Run Reports
  • Create Hyperlinks to Reports
  • Run a Report Through a Web Service
    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:
  • Integrate reports in the RoleTailored client interface
  • Link to RoleTailored client reports
  • Run a report through a Web service
    • Prerequisites: 

    Before attending this course, students must have:

  • Basic understanding of what's new in Microsoft Dynamics NAV 2009.
  • Basic understanding of development in Microsoft Dynamics NAV 2009 and Microsoft Visual Studio.
    In addition, it is recommended, but not required, that students have development experience in Microsoft Dynamics NAV and/or Microsoft Visual Studio.
    • Benefits: 

    After completing this course, students will be able to:

  • Understand the new architecture and reporting features in Microsoft Dynamics NAV 2009.
  • Create table and matrix reports for the Microsoft Dynamics NAV RoleTailored client in Microsoft Visual Studio.
  • Add interactive features, such as Visibility Options, Interactive Sort, Document Maps, and Pictures to the report
  • Integrate reports in the RoleTailored client user experience.
  • Use expressions and custom code in RoleTailored client reports.
  • Run RoleTailored client reports in various ways.
    • Audience: 

    This course is intended for Microsoft Dynamics Partner professionals and Consultants who are responsible for creating reports for the RoleTailored client.

    Materials Available: 
    Yes
    Duration: 
    16 hours
    For more information on Microsoft Dynamics NAV 2009 Report Design (80146A) please feel free to contact us online or call us at 416-513-1535.