Reporting data setup tool in Microsoft Dynamics NAV 2017

Reporting data setup tool in Microsoft Dynamics NAV 2017

Hi All,

    Today, I came with amazing article in NAV 2017 i.e. "Reporting data setup tool in NAV 2017".

First of all, I would like to say thanks to NAV developers to add the amazing data setup tool.

Technology

    Microsoft Dynamics NAV 2017

Demo preset configuration

    This script was written to support Microsoft Dynamics NAV 2017. To run this demonstration, ensure that a demo site has been created, is up and running and that you have logged on. 

Login information: 

• Domain: The Nail Superstore

• User: Binesh

• Password: Pass@word1

Demo instructions

    The demonstration scenarios assume that you have created a new company using the ‘The Nail Superstore’ functionality using the Dynamics NAV 2017 settings. This functionality will not be available in the Cronus sample companies.

The demonstrations scenarios build on each other.

Demo data preparation

    For demo purpose use Business Manager.  This will be the default role when the site is provisioned.

Scenarios

   Demo 1 – Binesh creates a new reporting data set 

   Binesh chooses to create a new data set from the customer list page data

   Demo 2 – Binesh edits an existing reporting data set

   Binesh chooses to edit an existing data set that he was created in order to make a simple change [This Demo i update later].

   Demo 3 – Binesh creates a new reporting data set from a copy of an existing data set 

   Binesh chooses to create a new data set based on a copy of an existing data set [This Demo i update later].

Demo 1 – Binesh creates a new reporting data set

Demo story: Binesh want to view refreshable customer data in Excel

To achieve this follow the bellow steps:

Step 1: Open Dynamics NAV 2017.

Step 2: In search box in the upper right side, enter 'Assisted Setup' and select the related link [See the bellow screenshot].

Step 3: Select the ‘Setup Reporting Data’ option from Assisted Setup [See the bellow screenshot].

Step 4: Select ‘Next’ after the welcome page [See the bellow screenshot].

Step 5: From the drop down, select ’Create a new data set’ and select ’Next’ [See the bellow screenshot].

Step 6: Enter a name for your data set ‘Customers’ [See the bellow screenshot].

Step 7: Select a data source ID.  The Data Source Name will automatically appear once the ID is selected. ID = 22 [See the bellow screenshot].

Step 8: Make sure a data source type; ’Page’ [See the Upper screenshot].

Step 9: Select 4 fields that you want to include in your data set
 No., Name, Country_Region_Code, Phone_No, Contact, Balance_LCY, Balance_Due_LCY, Sales_LCY

 [See the bellow screenshot]. And Select the ’Add Filters’ button

Step 10: In the ’Edit-Filter Page’, add a filter to one of the fields you selected and click ’OK’ [See the bellow screenshot].

Step 11: Select ’Publish’ [See the bellow screenshot].

Step 12: Select the ‘Open in Excel’ button. [See the bellow screenshot].

Step 13: Once you clicked on Excel Button,  spreadsheet downloading is start. [See the bellow screenshot].

Step 14: The fields and data, based in filter applied, should appear in the spreadsheet.

Step 15: Once you tested your data or download is complete then click on finish button. [See the bellow screenshot].

Conclusion
This set of demonstrations has presented the Reporting Data Setup feature for Microsoft Dynamics NAV 2017, which helps business people better analyze the financial performance of their business. The Reporting Data Setup feature provides the following benefits:
• Create an OData end point for any page or query in Dynamics NAV 2017
• Leverage the OData end points in Power BI, Excel, PowerApps, and Microsoft Flow
• Existing Web Services security is used

References:

               mbspartner source [download ppt]
Note:   Some content is copied from mbspartner source.