-
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 2013-2015.
-
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 - 2015.
-
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 -2015reports.
-
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.
-
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.
-
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.
-
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.
-
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 - 2015report that has an RDLC layout.
-
Modify the RDLC layout.
Course Outline
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
Lab : Creating 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 2013-2015.
-
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 2013-2015.
-
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 2013-2015 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 ILab : Adding Conditional Formatting to a Report - Part IILab : 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 2013-2015
-
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.