80146 Report Design in Microsoft Dynamics NAV 2009

80146 Report Design in Microsoft Dynamics NAV 2009 (2 Days)

About this Course

This 2 Day Instructor Led Course will teach  student about the concepts of Report Designin NAV2009 usingVS ReportDesigner alongwith thelimitations andworkarounds inReport Design.It coversthe newoptions withpractical exampleson creatingreports inreport design,creating anddefining dataset withinNAV 2009to beused inVisual Studio.In addition,it covershow toimplement dynamicsfeatures likeinteractive sorting,conditional formatting,visualizing datausing graphs,document maps,creating expressions.Furthermore thetraining containsinformation onbest practicesand recommendationsfor creatinginteractive dashboardreports containingKPI’s.

Audience Profile

This courseis intendedfor MicrosoftDynamics Partnerprofessionals andConsultants whoare responsiblefor creatingreports forthe RoleTailoredclient.

At Course Completion

After completingthis course,students willbe ableto:

• Understand thenew architectureand reportingfeatures inMicrosoft DynamicsNAV 2009.
• Createtable andmatrix reportsfor theMicrosoft DynamicsNAV RoleTailoredclient inMicrosoft VisualStudio.
• Add interactivefeatures, suchas VisibilityOptions, InteractiveSort, DocumentMaps, andPictures tothe report.
• Useexpressions andcustom codein RoleTailoredclient reports.
• Integratereports inthe RoleTailoredclient userexperience.
• Run RoleTailoredclient reportsin variousways.

Course Outline

Module 1: Creating Reports

This chapterfocuses onthe newreporting featuresin MicrosoftDynamics NAV2009. Itillustrates thedifferences (inreport structure,report creation,report executionand datasetgeneration) betweenClassic andRoleTailored client.Furthermore, itdescribes themethods forcreating RDLCreport layoutsand howto adddata, subtotalsand totalsto areport. Finally,it explainshow tosort, filter,and formatdata.

Lessons

• Review theMicrosoft DynamicsNAV 2009architecture
• Report Structure,report creation,and executionin Classicand RoleTailoredclient
• Data setgeneration inthe RoleTailoredclient
• Methods tocreate aRoleTailored clientreport
• Adding totals,subtotals, andcharts toa report
• Formatting, sorting,and filteringData

Lab : Creating a Table Report

Lab : Creating a Matrix Report

Lab : Adding a Chart

After completingthis module,students willbe ableto:

• Describe theroles ofreports andknow theanatomy ofa reportin theClassic clientand inthe RoleTailored client.
• Understandthe waya reportlayout isdesigned andexecuted inthe Classicclient andin theRoleTailored client.
• Knowhow frequentlyused reportproperties fromthe Classicreports areimplemented inRDLC reportlayouts.
• Know whatthe requestoptions formin aClassic reportis usedfor andhow tobuild arequest optionspage forthe RDLCreport layout.
• Knowwhat happenswhen aClassic reportis runon theRoleTailored clientand whatthe requirementsare todo this.

Module 2: Interactive Features

This chapterstarts withan overviewof thedifferent headerand footersections thatcan beadded toa RoleTailoredclient report.Furthermore, itexplains theinteractive reportingfeatures andhow toadd theseto areport.

Lessons

• Working withHeaders andFooters
• Print Previewand PrintLayout mode
• Adding VisibilityOptions, InteractiveSorting, Workingwith DocumentMaps

Lab : Adding Visibility Options

Lab : Adding Interactive Sorting

Lab : Adding a Document Map

Lab : Adding Pictures to a Report

After completingthis module,students willbe ableto:

• Add page,group, andtable headersand footersin areport.
• Add interactivefeatures toa report.

Module 3: Adding Code to a Report

This chapterfocuses onhow towork withsimple andcomplex expressionsin RoleTailoredclient reports.Students willlearn howto redesignclassic clientreports beforecreating theRoleTailored clientreport. Finally,it explainsand containsexamples onhow toadd customcode andvariables toenrich thereports.

Lessons

• Code Verificationand Redesignin ClassicClient Reports
• Simple andComplex Expressions
• The Structureof theSales InvoiceReport

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 completingthis module,students willbe ableto:

• Examine howcoding canbe usedin reportsfor theClassic andthe RoleTailoredClient.
• Work withexpressions.•Learn howto useexpressions.
• Examine frequentlyused expressions.•Examinethe componentsof theSales Invoicereport.

Module 4: Design Considerations

This chapterfocuses ondesigning reportsin general.It containssome technicalguidelines onhow todesign advancedreports forthe RoleTailoredclient. Inaddition, itexplains thedifferent reportrendering options.Finally, itdescribes howto saveClassic reportsin PDFor Excel.

Lessons

• Designing andExporting Reports
• Report Rendering
• Saving ClassicReports inPDF orExcel Format

Lab : Creating Green Bar Reports

Lab : Creating a Top X Report

After completingthis module,students willbe ableto:

• Work withand understandhow greenbar anddashboard reportsare built.
• Workwith andunderstand howreported layoutswill berendered whenexporting toExcel orPDF.
• Use sometips andtricks thatcan beuseful whendesigning reports.

Module 5: Running Reports

This chapterillustrates howto integrateRoleTailored clientreports inthe MicrosoftDynamics NAV2009 userinterface. Furthermore,it describesthe variousoptions torun RoleTailoredclient reports,and howto createand runhyperlinks toRoleTailored clientreports. Finally,the chaptershows howto calla RoleTailoredclient reportfrom aWeb service.

Lessons

• Add Reportsto theRoleTailored Client
• Run Reports
• Create Hyperlinksto Reports
• Run aReport Througha WebService

Lab : Add a Report to the RoleTailored Client

Lab : Call a Report from a Web Service

• After completingthis module,students willbe ableto:
• Integrate reportsin theRoleTailored clientinterface.
• Link toRoleTailored clientreports.
• Run areport througha Webservice.

Before attendingthis course,students musthave:

• Basic understandingof what’snew inMicrosoft DynamicsNAV 2009.
• Basicunderstanding ofdevelopment inMicrosoft DynamicsNAV 2009and MicrosoftVisual Studio.

Inaddition, itis recommended,but notrequired, thatstudents havedevelopment experiencein MicrosoftDynamics NAVand/or MicrosoftVisual Studio.