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80433A: Reporting in Microsoft Dynamics NAV 2013

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 ClientLab : 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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