Course 80146B:

Report Design in Microsoft Dynamics NAV 2009

Length:2 Days
Published:June 11, 2010
Technology:Microsoft Dynamics NAV 2009
Delivery Method:Instructor-led (classroom)
About this Course
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.
Audience Profile
This course is intended for Microsoft Dynamics Partner professionals and Consultants who are responsible for creating reports for the RoleTailored client.
At Course Completion
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.
•Use expressions and custom code in RoleTailored client reports.
•Integrate reports in the RoleTailored client user experience.
•Run RoleTailored client reports in various ways.
Course OutlineModule 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.
  • 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 ReportLab : 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 FeaturesThis 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 OptionsLab : Adding Interactive SortingLab : Adding a Document MapLab : 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 ReportThis 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 - ILab : Adding Conditional Formatting to a Report - IILab : 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: Design ConsiderationsThis 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 ReportsLab : 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 ReportsThis 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 ClientLab : 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.
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.
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