Microsoft Dynamics NAV with SQL DB

Excel Reporting and Jet Report 

Excel reporting on Dynamics NAV

This module explains how to create basic NAV reports using Excel to connect to Dynamics NAV.

Lessons:

1. Plan the dashboard
2. Create the dashboard
   – Create and save a SQL data connection
   – Create a report
   – Create a filter
   – Create a slicer
   – Create a Timeline
3. Configure Excel Add-In
4. Practice
5. Useful links

Lab:

1. Create and save a SQL data connection
2. Create a report
3. Create a filter
4. Create a slicer
5. Create a Timeline
6. Configure Excel Add-in
7. Create report to display outstanding amount by customers

After completing this module, students will be able to:

1. Able to create basic dashboard by using Excel and SQL Data source.
2. Able to create basic dashboard that contains several reports and a filter using external data connections.

PRE-REQUISITE:

1. Excel 2013 (and above) installed on Laptop/Notebook
2. Dynamics NAV with SQL DB
3. Bring your own Laptop/Notebook

JET REPORT

Excel Reporting and Jet Report 

Jet report

Module 1: jet professional introduction and report design

This module explains introduction of Jet Professional and processes related to report design using Jet functions.

Lessons:

1. Introduction of Jet Professional
2. Creating a report listing
3. Creating a report option
4. Creating a report from multiple tables
5. Grouping and Sorting
6. Connecting to multiple databases and companies
7. Jet Browser

Lab:

1. Design a report list in Jet
2. Design a report option
3. Design a report from multiple tables
4. Include grouping and sorting in report
5. Connect to multiple data sources

After completing this module, students will be able to:

1. Understand how to design a report in Jet Professional

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