Software Development & Education Center

Microsoft Dynamics

NAV 2013

Course 80433A: Reporting in Microsoft Dynamics NAV 2013

About this Course

This two-day course is designed for students who are preparing to create RoleTailored

client reports in Microsoft Dynamics NAV. The course primarily provides explanation of

the reporting features and the design of RoleTailored client reports in Microsoft

Dynamics NAV 2013.

Audience Profile

This course is intended to a partner that sells and implements the reporting module to

customers. The typical partner has an ERP background and is strong in accounting

principles.

At Course Completion

After completing this course, 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.

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.

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

reports.

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 report that has an RDLC layout.

Modify the RDLC layout.

Prerequisites:

Before attending this course, students must have:

Basic understanding of what is new in Microsoft Dynamics NAV 2013.

Basic understanding of development in Microsoft Dynamics NAV 2013 and Microsoft

Visual Studio.

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

Create the Report

Lab: Creating a Matrix Report

Build 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

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

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 I

Lab: Adding Conditional Formatting to a Report - Part II

Lab: Cleaning up the Report and Using the Company Logo from the Database

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

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 Client

Lab: Call a Report from a Web Service

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

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

Industry Interface Program

Projects

Modular Assignments

Mini Projects

1 Major Project

Domains / Industry

Retail Industry

Banking & Finance

Service

E-Commerce

Manufacturing & Production

Web Application Development

Research & Analytics

HR & Consultancy

FMCG

Consumer Electronics

Event Management Industry

Telecom

Training & Performance Tracking

Knowledge related to current technology aspects and corporate level deliverable &

Continuous training and assessment to make you industry ready. Throughout the Training

Curriculum Candidate will go through a Scheduled Assessment Process as below:

Continues Assessments

Practical Workshops

Modular Assignments

Case Studies & Analysis

Presentations (Latest Trends & Technologies)

Tech Seminars

Technical Viva

Observing live Models of various projects

Domain Specific Industry Projects

Skills Development Workshop

Communication is something which all of us do from the very first day of our life, yet there is

a question that haunts us most of the time “Did I express myself correctly in such and such

situation?” The answer to this question is really tricky, because in some cases we leave our

signatures and good impression but in some others we even fail to get our idea clearly. It

happens mostly because we don’t know how to act in certain situations. Every time we fail

we don’t lose completely, we do learn something, but prior knowledge of the same thing

could be more beneficial because then we could have turned that failure into success.

The course / workshop would focus at many aspects of personality, like:

Building positive relationships with peers & seniors

Building self-confidence & Developing clear communication skills

Exploring and working on factors that help or hinder effective interpersonal

communication

Learning impacts of non-verbal behavior & Dealing with difficult situations and

difficult people

Workshops Consists of Following Activities:

Personality Development

Group Discussions & Debates

Seminars & Presentations

Case Studies & Analysis

Corporate Communication Development

HR & Interview Skills

Management Games & Simulations

Aptitude, Logical & Reasoning Assessments & Development