BC18, Business Central, Data Source, Dynamics 365, Information, Instalation & Configuration, Jet Analytics, Jet Data Manager, Jet Reports, SQL Connector

Jet Data Manager Connecting Data Source To Business Central – – Part-2

Jet Analytics delivers fast, flexible dashboards and reports in Excel, Power BI, and in the browser. Now you can bring all your data together in one place to enable everyone in the organization to easily perform sophisticated business analysis from anywhere, without technical expertise. Empower users to make better decisions, faster.

This blog shares information on the steps involved to connect Jet Analytics to the Business Central (On-Premise) via Direct SQL Connection 

If you have not checked previous blog in this series you can find link here to connect Jet Analytics to the Business Central (Online Tenant).

(On-Premise) via Direct SQL Connection is very straight forward to configure Data Source. Rest steps remains same as in previous post.

Step 1: Right click on the data source and choose “Add SQL Server data source”

Step 2: Key in the SQL Data Source Name, Server Name, Authentication & Database Name to connect.

Leave rest as default & Test Connection.

Here onwards rest steps will be same as in previous post.

Step 3: Right click on the data source and choose “Set up accounts”

You will get (0 selected) at first time in this case this task is already performed so showing count of selected Accounts (Companies in Business Central Database)

Select Template & all desired Companies from the List and hit OK.

Next Sync your Objects:

When first time empty Data Source no objects selected will see Read Objects, In my case the objects are already selected so it shows Synchronize Objects.

Now you can see your table objects in Data Selection Pan.

That’s it for this post rest will discuss in other upcoming posts.

One news I want to share with all readers, now we are Jet Reports Partner, if you have any requirements you can reach to me for License, Deployment, Training or Support.

API URL, BC18, Business Central, Data Source, Dynamics 365, Environment, HttpClient Request, Information, Instalation & Configuration, Jet Analytics, Jet Data Manager, Jet Reports, Nav Adapter, Tip & Tricks, Web Access Key

Jet Data Manager Connecting Data Source To Business Central – – Part-1

Jet Analytics delivers fast, flexible dashboards and reports in Excel, Power BI, and in the browser. Now you can bring all your data together in one place to enable everyone in the organization to easily perform sophisticated business analysis from anywhere, without technical expertise. Empower users to make better decisions, faster.

This blog shares information on the steps involved to connect Jet Analytics to the Business Central (Online Tenant)

Step 1: Find tenant and environment information

Step 2: Get web services access key

User which will be used to establish the connection to the Business Central data source ensure this user have permission set of either:

  • SUPER
  • D365 FULL ACCESS

Step 3: Install Jet Analytics Extension

On Extension Management page click Manage → Extension Marketplace And search for Jet Analytics App

Click -> Get it now to deploy the App

Step 4: Verify extension installation 

Click Manage and then Deployment Status

Verify that the status is completed.

Step 5: Allow http client requests

Step 6: Configure Business Central data source in Jet Analytics project

Ensure if your Environment Name is other than Production or Sandbox, you will need to manually enter your Environment name. Like in my case it was Test

Next, we will setup Accounts

You will get (0 selected) at first time in this case this task is already performed so showing count of selected Accounts (Companies in Business Central Database)

Select Template & all desired Companies from the List and hit OK.

Now you can see your table objects in Data Selection Pan.

That’s all for this post rest will discuss in other upcoming posts.

One news I want to share with all readers, now we are Jet Reports Partner, if you have any requirements you can reach to me for License, Deployment, Training or Support.

Development Tips, How To, Information, Instalation & Configuration, Jet Reports, Office Integration, Report, Tip & Tricks, What's New

Jet Professional 2017 – Introduction and Installation

Why to switch to and What’s New in Jet Professional 2017?

Its valid question same came to my mind also when i heard about new Release.

Then i tried to explore a bit about it and got an information about some exciting features introduced with it. I will discuss as i progress with my evaluation and exploration with these features.

Here i am giving bit overview about some features and limit to Installation topic in this post. If you wish to know more you will have to wait for my next few upcomming posts.

As per Jet Report Sources:

Jet Professional 2017 makes sharing your reports easier than ever before!  

Reporting with (and without) the Jet add-in for Excel

The Jet Web Portal is an online interface that provides an easy-to-manage repository for your organization’s reports.

Using the web interface and Office 365 Online, you can allow any of your network users – whether they have Excel and the Jet add-in installed or not – to view reports directly from their web browser.

Jet Mobile for Jet Enterprise

Jet Professional integrates with the Jet Mobile web client – allowing you to log into one site to see and run all your reports – and to see all of your business intelligence dashboards.

And… Jet Mobile for Jet Enterprise includes many new features – making your dashboards more powerful and even easier to use.

What’s New?

Publishing to the Jet Web Portal

The Jet ribbon within Excel includes the ability to publish your reports to the Jet Web Portal.  The Jet Web Portal provides a manageable repository for your organization’s reports. All your users – whether they have Excel and Jet Professional installed or not – can run and view reports directly from their web browser.

What is Jet Web Portal

Jet Professional 2017 represents a new way to manage, run and view your business reports. Designed for today’s always-connected, always-moving workforce, Jet Professional 2016 introduces a new Information Management System that allows business users access to their business reports using virtually any device through a simple web interface.

As a user, you don’t need to install anything to run and view reports. Within the Jet Web Portal, you can quickly find the report that you’re after, specify report parameters, run the report to get up-to-the-minute data and view it in Excel Online.

With features like sharing, search, version control and report permissions, Jet Professional 2017 is a complete report management system.

Will comeup with more detailed about new features in my upcomming posts.

Let us move to Installation part.

To get the installation file go to this link : https://www.jetreports.com/support/product-downloads/

After downloading you will get the Jet Professional Installation Files.Zip, extract it.

Install-1

Befor you start installation make sure no Excel instance is running on your system.

I am doing simple one system Instalation, will come up with more details and other options later.

Double click to Setup file to begin with installation.

Install-2

If you have Activation code enter it or you can continue and activate later.

Install-3

Select instalation type as desired, i am installing All Components.

Install-4

Select the features you want to install, since i am performing complete install, so i am accepting all as suggested by default.

Install-5

Select the Account to run the service, and don’t forget to select Add rules to Windows Firewall. Rest all as default suggested.

Install-6

Select the SQL Instance for Jet Service Database and login method.

Install-7

Select desired ports and host detail or accept as suggested as default.

Install-8

Enter Jet Service Tier details or accept suggested as default.

Now your pre-configuration part is completed. Click on Install to proceed with Jet Components Instalation.

Install-10

Click on Install to proceed.

Install-11

Click on Finish to exit Instalation wizard, your Jet is now installed with above provided configuration.

Install-12

Next Step is to Activate your Jet Professional.

From Jet Tab on Ribbon select Activate Jet Professional.

choose the desired option.

Install-13

Enter your activation code and click on Next.

Install-14

Copy the message and send to the mentioned e-mail id and click Next.

Install-15

Close to exit.

Wait for the Activation Token, it may take upto 24 hours to receive mail with this code.

Install-16

If you check your Start Menu you will find these components got installed.

Install-17

Once you receive your Tocken.

Launch Excel, From Jet Tab, Click on Help from ribbon and select Activate License.

Install-18

Select Enter provided Activation token.

Install-19

Copy the Token you received via mail here and click on Activate.

Install-20

If every thing is fine you will receive the Activation Successful message.

Now you are ready to start with using Jet Professional.

I will come up with more details on this in my upcomming posts till then keep exploring and learning.

 

Development Tips, Functional Tips, How To, Information, Jet Reports, Tip & Tricks

Gaining the Competitive Advantage with BI

See how a robust business intelligence solution can help you leverage technology in order to gain new visibility on your business that will enable profitable, data-driven decisions on a daily basis.

Video-1

 

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Development Tips, Functional Tips, How To, Information, Jet Reports, Tip & Tricks

Finding the Right Business Intelligence Solution for your Company

Get answers to the most commonly asked questions around what to look for in a business intelligence solution and provider, including implementation expectations, important features to look for (that you probably didn’t know you need), and different options for report and dashboard distribution.

Watch Video here :

 
Corfu Navision 2016, Data, Data Model, Development Tips, Dynamics Content Package, Functional Tips, How To, Information, Jet Reports, Permission, Power Bi Content Pack, PowerBI.com, Report, Tip & Tricks

Plug & Play – Power BI and Jet Enterprise in NAV 2016

This is where Power BI and Jet Enterprise really shine – they have the ability to understand NAV because they have little bundles of interpretation packs that can interpret NAV for you!

Checkout more via below shared link :-

http://www.catapulterp.com/plug-and-play-power-bi-and-jet-enterprise-in-nav-2016/

How To, Information, Jet Reports, Report, Tip & Tricks, Warehouse

Financial Statements and Data Warehousing (Jet Reports)

Learn how a data warehouse makes creating financial statements from multiple systems fast and easy by storing all of your data in a single place that is optimized for end user reporting.

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Jet Reports, Tip & Tricks

Leveraging Business Intelligence for Ad Hoc Analysis

Leveraging Business Intelligence for Ad Hoc Analysis

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Jet Reports

BI Advantage (“Reporting” and “Cubes”) Jet Reports

“Reporting” and “Cubes”: The Best of Both Worlds
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