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Mail Sending Option in NAV 2017 with Cover Letter & Attachments –Part 2

Continuing from previous post, further in next step we will apply same feature discussed in earlier post to our custom documents and learn where all places we need to take care development to get it working.

If you have missed First Part you can find here. Mail Sending Option in NAV 2017 with Cover Letter & Attachments –Part 1

In my Example I am using Policy Module:

I am using my Custom Table Policy where Policy Holder is setup as Customer, also few general details related to policy is stored. In nutshell we are concentration on Sending mail to customer as we have done in previous post for sending Invoice details to customer.

Step-1:

In my Policy Table I have added 2 Function as below:

MSI-07

 

MSI-08

SendRecords()

IF DocumentSendingProfile.LookupProfile(“Policy Holder No.”,FALSE) THEN

SendProfile(DocumentSendingProfile);

 

SendProfile(VAR DocumentSendingProfile : Record “Document Sending Profile”)

DocumentSendingProfile.Send(

DummyReportSelections.Usage::”Policy Issue”,Rec,”Document No.”,”Policy Holder No.”,

DocTxt,FIELDNO(“Policy Holder No.”),FIELDNO(“Document No.”));

Step-2:

In Table 77 Report Selections add new option to usage field

MSI-09

Step-3:

In Table 60 Document Sending Profile add below customization.

Add Text Constants

MSI-10

Update below function as:

MSI-11

Step-4:

In Table 9657 Custom Report Selection add below customizations.

MSI-12

 

MSI-13

Step-5:

In Page 9657 Custom Report Selection add below customization.

MSI-14

 

MSI-15

 

MSI-16

Step-6:

Create 2 Reports one for Mail Body and one for Attachment. You can use same report as attachment too, it depends on your requirement.

Step-7:

In Page Policy add below customization.

MSI-17

 

MSI-18

Step-8:

Setup your report Selection as below:

MSI-19

Now you are good to go.

Test your solution/ customization.

This is just a small idea, many lots can be done depending upon your requirements.

 

 

 

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Controlling User wise Report Print & Save As… Permission

 

It is always asked from several users to have a control on Printing of reports from Preview.

Normally you have two options to print the Report in Navision.

  • From Request Page

PrintPreview1

  • From Print Preview

PrintPreview2

If you check document Reports you will notice that you don’t have option to Print the Report from Preview, but you can print from Request Page.

Why it doesn’t allow in such Reports?

It is because these report uses statement like:

IF NOT CurrReport.PREVIEW THEN

If the C/AL code for the report uses the PREVIEW function to disable printing from the preview, then users cannot change the display mode to print layout.

Using these option I have tried to disable Printing of Report from Request Page and Print Preview.

PrintPreview3

 

Add a Boolean type Field in User Setup Table & Page as shown above.

Now the report which we want to restrict from printing we will add piece of code.

Although there are other ways to do this but to keep it simple I have followed this approach. Once you are ok with logic you can implement the same in your way, in fact more better way than this sample demo.

PrintPreview4

If I run the report by setting Allow Report Printing to FALSE, it will not show me the Print & Save as Option on Preview.

PrintPreview5

Also if I Try to Print or Save As… from Request Page it will Flag me an error as above.

So now you know the logic behind it, what you are waiting for. Give your user to control the Printing & Save As… option.

Now in last Cumulative Updates also Microsoft added option to control this,  but it is at Service Level, if you want to control at user Level this is one option, wait for any further Cumulative Update in which Microsoft may add this capability or explore and find any other option and share with others.

That’s all for this post. I will come up with more details in my upcoming posts.

Till then keep exploring & learning.

 

 

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.

 

Open Report Design in Visual Studio from Custom Report Layouts

You may have noticed that when we try to edit Report Layout from Custom Report Layouts Page, it always open in Word or Report Builder no direct option to edit it in Visual Studio.

This requirement leaded to the necessity of the below customization, It can be done other ways also but the easiest way to do it one which i am going to discuss in my today’s post. Hope you will like it.

CustRepLayout-1

I have provided with the option where user can select the desired Editor either he wants to open it in Report Builder or Visual Studio.

To achieve this i have added one field in Table 9650 – Custom Report Layout with desired options as shown below.

CustRepLayout-2

And made this field available in Page Custom Report Layouts – 9650 as shown below.

CustRepLayout-3

Now in Codeunit 9652 – Edit RDLC Report Layout I have replaced the code shown in Yellow with the code shown in Red box.

CustRepLayout-4

CustRepLayout-5

Thats all, what you are waiting for go-ahead and design the reports in your way.

I will come up with more other topics in my upcomming posts, till then keep practicing and learning.

 

Export Data as CSV and send as Attachment to Mail

One of my Follower/Reader have requested for this post.

This post will explain the the below steps:

  • Export the data of table to csv file format. (I am using XMLPort you can use Excell Buffer or any other method to create the file)
  • Attach to Mail and Send.

Step 1.

Create a XMLPort as below.

CSVAttachment-1

Set the Property of XMLPort.

CSVAttachment-2

Set the Property of Integer Data Item.

CSVAttachment-3

Set the Property of Table DataItem for which data to be exported.

CSVAttachment-4

Set the Captions of the Columns in CSV file.

CSVAttachment-5

Write the code to transfer the value of Table columns.

You may find some extra code adjust accordingly as per your requirement.

CSVAttachment-6

Define a function to Setfilter for data to export.

Adjust the code as per your requirement.

CSVAttachment-7

CSVAttachment-8

Step 2.

Here is the function to Export the data to csv File using above created XMLPort.

This function Saves the file to Shared folder, if required you can use TEMPORARYPATH to save your File.

CSVAttachment-9

Step 3.

Send the File as Attachment to the Mail.

CSVAttachment-10

You make required adjustment as per your requirement.

Make sure in case you are using Shared Folder give necessary rights on folder to Service Account and operating User Accounts.

Please respond did you found useful this information.

Their are other ways to achive the same, this was readyly available with me as i have used in one of my project so shared the same.

Stay tuned for more details in my Up comming posts.

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/

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.

Video-1

Video-2

Modify, Assign and Process Email for Word Forms in Navision 2016

Microsoft Dynamics NAV 2016 offers new functionality with Microsoft Word forms and emailing documents for Customers and Vendors. You can now modify the customer statement report and the vendor remittance report using Microsoft Word. You can also select a specific report format by customer to ease the statement process.

To make this functionality work for you, you need to make sure you have setup the SMTP Mail Setup. You can see my earlier post OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online this is still valid for Navision 2016.

Recall from my earlier posts, how to work with Word Layouts which I have written for 2015 but those are still valid for 2016 links as below.

Word Document Reports and Custom Layouts

Using Report Selector to run Report

Managing Report Layouts

In Microsoft Dynamics NAV 2016, Microsoft have extended the functionality for Word forms and Email beyond the Sales documents. We now have default Microsoft Word forms for Customer Statements and the Vendor Remittance report.

You can now modify the Word form to meet your needs, assign a custom Word layout to a specified customer or vendor and print or email based on those customer specific selections.

In the Report Layout selection, there is a new report object for the Customer Statement with a default Word report created.

The Mini Statement report (1316) is based on the existing RDLC customer statement but includes a Word report with the same information. You can use Managing Report Layouts to know more details regarding customizing the Layouts.

In Report Selection – Sales, you can set the Customer Statement to use the new report, Mini-Statement – 1316.
Report2016-1

Now your system is setup to use the specified layout for all customers and the statement itself is going to use the new report.

Now that Microsoft Dynamics NAV is setup to use the new report, you can assign a specific report by customer. This will enable you to have multiple formats processed at the same time.

We assigned a custom layout to the customer in the customer card.

Here you set your selection by document type, for example, the sales quote or the customer statement.

You can also enter an email address for the document. So, if the statement goes to your customer’s accounts receivable clerk and the sales quote is sent to the sales manager, you define this information in the Document Layouts page.

The system uses the custom layout when you print the documents instead of emailing them.

Enter multiple email addresses with a semi-colon to separate them.
Report2016-2

You can do this for all customers.

When statements are processed, the report layout used is the one assigned to the customer. If the customer has no custom layouts assigned, the custom layout assigned in the Report Layout Selection is used.

If you go to Customer Statements, you can see that that Output Options are available. This will let you select how you wish to use the document layout settings.
Report2016-3
A checkbox will appear allowing you to print remaining statements. If you mark this checkbox, any statements with an email address in Customer Document Layouts is emailed, and any statements with a custom report layout but no email address will print with that report layout and any customers without any document layout settings will use the company default report from Report Layout Selections.

I will come up with more details in my upcoming posts.

Use hierarchies in PivotTables

Recall from my previous post Create a hierarchy in PowerPivot Data Model, We will continue from where we left our earlier post.

Now we have a Sports hierarchy and Locations hierarchy, we can add them to PivotTables or Power View, and quickly get results that include useful groupings of data.

Prior to creating hierarchies, you had to add individual fields to the PivotTable, and arrange those fields how you wanted them to be viewed.

In this post we will use the hierarchies created in the previous post to quickly refine our PivotTable.

Open the Excel workbook which we used in our previous post and Insert PivotTable as shown in below screen.
ExcelData-17

  • Add field in the PivotTable Medal from Medal Table in the FILTERS area, and Count of Medal from Medal Table in the VALUES area. Your nearly empty PivotTable should look like the following screen.

ExcelData-18

  • From the PivotTable Fields area, drag SDE from the Events table to the ROWS area. Then drag Locations from the Hosts table into the COLUMNS area. Just by dragging those two hierarchies, your PivotTable is populated with a data, all of which is arranged in the hierarchy we defined in the previous steps. Your screen should look like the following screen.

ExcelData-19

  • You can expand any of those Sports in the PivotTable, which is the top level of the SDE hierarchy, and see information in the next level down in the hierarchy (discipline). If a lower level in the hierarchy exists for that discipline, you can expand the discipline to see its events. You can do the same for the Location hierarchy, the top level of which is Season, which shows up as Summer and Winter in the PivotTable.

ExcelData-20

ExcelData-21
By dragging those two hierarchies, you quickly created a PivotTable with interesting and structured data that you can drill into, filter, and arrange.

I will come up with more details and other options on this topic in my upcoming posts. Till then keep learning and practicing.

Create a hierarchy in PowerPivot Data Model

We will be using the Excel workbook we used in our earlier posts. Open the Excel file, you can find the link for download in my earlier posts or from blog Menu.

SharePath

Most Data Models include data that is inherently hierarchical. The Olympics data is also hierarchical. It’s helpful to understand the Olympics hierarchy, in terms of sports, disciplines, and events.

For each sport, there is one or more associated disciplines (sometimes there are many).

And for each discipline, there is one or more events (again, sometimes there are many events in each discipline).

The following Table illustrates the hierarchy.

ExcelData-13

In this post we will create two hierarchies within the Olympic data. Then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and in Power View in upcoming posts.

Create a Sport hierarchy

In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields.

ExcelData-14

  • Press and hold Ctrl, and click the Sport, Discipline, and Event fields. With those three fields selected, right-click and select Create Hierarchy. A parent hierarchy node, Hierarchy 1, is created at the bottom of the table, and the selected columns are copied under the hierarchy as child nodes. Verify that Sport appears first in the hierarchy, then Discipline, then Event.

ExcelData-15

  • Double-click the title, Hierarchy1, and type SDE to rename your new hierarchy. You now have a hierarchy that includes Sport, Discipline and Event. Your Events table now looks like the above screen.
  • Still in Diagram View in Power Pivot, select the Hosts table and click the Create Hierarchy button in the table header, as shown in the following screen.

ExcelData-16

  • An empty hierarchy parent node appears at the bottom of the table.
  • Type Locations as the name for your new hierarchy.
  • There are many ways to add columns to a hierarchy. Drag the Season, City and NOC_CountryRegion fields onto the hierarchy name (in this case, Locations) until the hierarchy name is highlighted, then release to add them.
  • Right-click EditionID and select Add to Hierarchy. Choose Locations.
  • Ensure that your hierarchy child nodes are in order. From top to bottom, the order should be: Season, NOC, City, EditionID. If your child nodes are out of order, simply drag them into the appropriate ordering in the hierarchy. Your table should look like the above screen.

Your Data Model now has hierarchies that can be put to good use in reports. In the upcoming posts we will learn how these hierarchies can make our report creation faster, and more consistent.

Stay tuned for more details, will come up with usage of hierarchy in my upcoming post.

Till then keep learning & practicing.

Extend the Data Model using calculated columns

Recall from my previous post Add a relationship using Diagram View in Power Pivot

Which I have left with below note. I will be continuing from where I left my previous post.

It’s nice when the data in your Data Model has all the fields necessary to create relationships, and mash up data to visualize in Power View or PivotTables. But tables aren’t always so cooperative, so in today’s post will describe how to create a new column, using DAX that can be used to create a relationship between tables.

Open the Olympics Excel sheet which we used in our previous post.

ExcelData-7
Delete the column EditionID from sheet Medals & Hosts Table/Sheet.
ExcelData-8

After deleting the Column EditionID from Table/Sheet Select Update All in Ribbon from PowerPivot Tab. This will update the column in Data Model.

Since we are going to learn creating relationship on calculated fields.

In Hosts, we can create a unique calculated column by combining the Edition field (the year of the Olympics event) and the Season field (Summer or Winter). In the Medals table there is also an Edition field and a Season field, so if we create a calculated column in each of those tables that combines the Edition and Season fields, we can establish a relationship between Hosts and Medals. The following screen shows the Hosts table, with its Edition and Season fields selected
ExcelData-9

Select the Hosts table in Power Pivot. Adjacent to the existing columns is an empty column titled Add Column. Power Pivot provides that column as a placeholder. There are many ways to add a new column to a table in Power Pivot, one of which is to simply select the empty column that has the title Add Column.

In the formula bar, type the following DAX formula. The CONCATENATE function combines two or more fields into one. As you type, AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available. Use tab to select AutoComplete suggestions. You can also just click the column while typing your formula, and Power Pivot inserts the column name into your formula.

=CONCATENATE([Edition],[Season])

When you finish building the formula, press Enter to accept it.

Values are populated for all the rows in the calculated column. If you scroll down through the table, you see that each row is unique – so we’ve successfully created a field that uniquely identifies each row in the Hosts table. Such fields are called a primary key.

Let’s rename the calculated column to EditionID. You can rename any column by double-clicking it, or by right-clicking the column and choosing Rename Column. When completed, the Hosts table in Power Pivot looks like the following screen.
ExcelData-10

Next let’s create a calculated column in Medals that matches the format of the EditionID column we created in Hosts, so we can create a relationship between them.

When you created a new column, Power Pivot added another placeholder column called Add Column. Next we want to create the EditionID calculated column, so select Add Column. In the formula bar, type the following DAX formula and press Enter.

=CONCATENATE([Year],[Season])

Rename the column by double-clicking CalculatedColumn1 and typing EditionID.
ExcelData-11

Next let’s use the calculated columns we created to establish a relationship between Hosts and Medals.

In the Power Pivot window, select Home > View > Diagram View from the ribbon.

Drag the EditionID column in Medals to the EditionID column in Hosts. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship.
ExcelData-12

Now you can see the relationship between Host & Medal table is established on calculated field EditionID in both the tables.

Stay tuned for more details on this topic. I will come up with next step in this series in my upcoming post.

Till then keep learning & practicing.

Add a relationship using Diagram View in Power Pivot

Open the Workbook which we prepared in the last exercise in our previous post.

Add Excel Sheet/Table to the PowerPivot Data Model

  • In the Power Pivot window, in the View section, click Diagram View.
  • Use the slide bar to resize the diagram so that you can see all objects in the diagram. Rearrange the tables by dragging their title bar, so they’re visible and positioned next to one another. Notice that all tables are unrelated to each other, we will create relationship among these tables.

After adding relationship the Diagram will Look as below.

ExcelData-6

  • Let start creating the relationship.
  • Sports->SportID click and drag to Disciplines->SportID and release. You will see the relation is built between these two tables on SportID.

Similarly follow to create other relations too as shown in below image.
ExcelData-5

You notice that both the Medals table and the Events table have a field called DisciplineEvent. Upon further inspection, you determine that the DisciplineEvent field in the Events table consists of unique, non-repeated values.

The DisciplineEvent field represents a unique combination of each Discipline and Event. In the Medals table, however, the DisciplineEvent field repeats many times. That makes sense, because each Discipline+Event combination results in three awarded medals (gold, silver, bronze), which are awarded for each Olympics Edition the Event is held. So the relationship between those tables is one (one unique Discipline+Event entry in the Disciplines table) to many (multiple entries for each Discipline+Event value).

  • Create a relationship between the Medals table and the Events table. While in Diagram View, drag the DisciplineEvent field from the Events table to the DisciplineEvent field in Medals. A line appears between them, indicating a relationship has been established.
  • Click the line that connects Events and Medals. The highlighted fields define the relationship, as shown in the above screen.
  • To connect Hosts to the Data Model, we need a field with values that uniquely identify each row in the Hosts table. Then we can search our Data Model to see if that same data exists in another table. Looking in Diagram View doesn’t allow us to do this. With Hosts selected, switch back to Data View.
  • After examining the columns, we realize that Hosts doesn’t have a column of unique values. (Assume EditionID Field is not available in the Host & Medal Table, in my case I have already added this Field in my workbook I shared). In such case we’ll have to create it using a calculated column, and Data Analysis Expressions (DAX).

It’s nice when the data in your Data Model has all the fields necessary to create relationships, and mash up data to visualize in Power View or PivotTables. But tables aren’t always so cooperative, so the next post will describe how to create a new column, using DAX that can be used to create a relationship between tables.

We will see how to work with calculated fields in our next upcoming post.

Add Excel Sheet/Table to the PowerPivot Data Model

Download the Excel file from the link provided in previous post.

Import data using copy and paste from Excel sheet or other source for PowerPivot Data Model.

Open the Workbook:

ExcelData-3

Select sheet one by one and Add to Data model of PowerPivot.

ExcelData-4

Make sure all Table/Sheet is added to Data Model of PowerPivot.

I have create a sample Excel File for you which you can down load from the Shared Path using link: http://1drv.ms/1GpZFd4

This file have couple of sheets having data related to Olympics which I have compiled from MS Office support site.

You can find the link on the Menu of my blogsite too to access the shared files.

I will be using this file for couple of walkthrough in my upcoming posts.

Power View in Excel 2013

Power View is an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting.

Power View is a feature of Microsoft Excel 2013, and of Microsoft SharePoint Server 2010 and 2013 as part of the SQL Server 2012 Service Pack 1 Reporting Services Add-in for Microsoft SharePoint Server Enterprise Edition.

Power View has these features, as part of Power BI for Office 365:

  • Create Power View sheets in Excel and then view them in the Power BI Windows Store app.
  • View Power View in Excel sheets in your browser, without installing Silverlight.

Data sources for Power View

In Excel 2013, you can use data right in Excel as the basis for Power View in Excel and SharePoint.

When you add tables and create relationships between them, Excel is creating a Data Model behind the scenes.

A data model is a collection of tables and their relationships reflecting the real-world relationships between business functions and processes—for example, how Products relates to Inventory and Sales.

You can continue modifying and enhancing that same data model in Power Pivot in Excel, to make a more sophisticated data model for Power View reports.

With Power View you can interact with data:

  • In the same Excel workbook as the Power View sheet.
  • In data models in Excel workbooks published in a Power Pivot Gallery.
  • In tabular models deployed to SQL Server 2012 Analysis Services (SSAS) instances.
  • In multidimensional models on an SSAS server (if you’re using Power View in SharePoint Server).

Recall from my previous post Creating My First Report using PowerPivot, I will be using same Data Model to demonstrate the feature of Power View, also same report in different format.

Let’s design Customer wise Sales Report using Power View.
PowerView-1

I am using the same Workbook which we used for PowerPivot creating Matrix report for Item Vs Customer Sales.

From Insert Tab choose Power View Reports in ribbon.

Remember this workbook already having Data Model with tables Customer, Item, Cust. Ledger Entry & Item Ledger Entry. One which we created during our previous exercise during walkthrough of PowerPivot.

We already have Relationship defined between Customer & Item Ledger Entry (No. -> Source No.), also Item & Item Ledger Entry (No. -> Item No.).
PowerView-2

You can View the Relationship using Relationship from Ribbon Power View Tab.

Once the Power View Sheet is inserted the Power View Tab will be Visible.

This will list the two relations which we created earlier in previous exercise post.

However we will be requiring one more relationship for this report. Add using New button on Manage Relationship window.

Enter the Relation for Customer & Cust. Ledger Entry (No. -> Customer No.).

You can see all the 4 tables are listed in Field List Pane.
PowerView-3
Arrange the Fields from respective tables as shown in above screenshot.
PowerView-4
Arrange the fields as shown in above screenshot.

Design of your report should be similar to one shown in below screenshot.
PowerView-5

Resize the Table area to fit the area and the way you want to represent the data.

When a Customer is selected in Title Area, below two tables show the Item Sales Quantity & Total Value for the selected Customer.

You can add fields in the Filter Pane to slice the data accordingly.

I will come up with more details in my upcoming posts.

Till then stay tuned and keep practicing.

Add Slicers to PivotTables in PowerPivot

Recall from my earlier post Creating My First Report using PowerPivot in which we created a Items Vs Customer Sales matrix report.

I am going to use same report to demonstrate how we can add slicer to this report.

Slicers are one-click filtering controls that narrow the portion of a data set shown in PivotTables and PivotCharts. Slicers can be used in both Microsoft Excel workbooks and PowerPivot workbooks, to interactively filter and analyze data.
PowerPivot-30

Open the report we created in our previous post.

From Insert Tab select Slicer in the ribbon.
PowerPivot-31

Choose the source Connection/Data model and respond Open.

Select the Customer Table.

Select the Country/Region Code field and OK.
PowerPivot-32

A Slicer will be added to the sheet.

Re-size to fit and drag the Slicer to position at desired location on sheet.

You can give desired Caption to your Slicer by editing the Slicer Caption.

Most important is to select the pivot table on which this Slicer will operate.

Select Report Connection, and from preceding window select the PivotTable.
PowerPivot-33
Above is the screenshot with applied filter on Country/Region Code = DE.

Stay tuned to know more options, I will come up with more details in my upcoming posts.

Till then keep practicing.

Creating My First Report using PowerPivot

In my earlier posts we have created the Data model for Analysis.

If you missed them you can follow below links to refresh all information.

PowerPivot for Excel

PowerPivot Creating a Data Model in Excel 2013

Adding more tables to the Data Model using Existing Connection – In PowerPivot

Add relationships to Data Model in PowerPivot

How to add Filter for data retrieval in PowerPivot Data model.

Create a calculated column in PowerPivot

We have learned basic actions, let’s create our first Report.

I will be creating Pivot Matrix Customer Vs Item Sales.

Open the Excel in which we created our Data model and imported our table data.
PowerPivot-21
Select PivotTable From Ribbon under Home Tab.
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Select New Worksheet or Existing Worksheet as per the case.
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You will see a Pivot is inserted, in right side you will find all the tables available in the Data model of this Worksheet.
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Design the Pivot as above screenshot.
The output of this report will be as below if executed without Date Filter.
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I will come up with more details and features of PowerPivot in my upcoming posts. Till then keep practicing and stay tuned for more details on this topic.

Create a calculated column in PowerPivot

If you have missed earlier post, please walkthrough them for better understanding from below links:

PowerPivot for Excel

PowerPivot Creating a Data Model in Excel 2013

Adding more tables to the Data Model using Existing Connection – In PowerPivot

Add relationships to Data Model in PowerPivot

How to add Filter for data retrieval in PowerPivot Data model.

In Power Pivot, you can use Data Analysis Expressions (DAX) to add calculations. In this task, I will add simple Excel Formula =ABS (Quantity) in Item Ledger Entry Sheet. You can add formulas either simple calculation from two fields or referencing from other tables and sheet. I will come with more details on this in separate post.

  • In the Power Pivot window, switch to Data View.
  • Select the Item Ledger Entry table/ sheet.
  • Click Design > Add.

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Alternatively you can Add by selecting Column, Right Click and choose Insert Column as you do in Excel.

New Column Will be Added.

  • In the formula bar above the table, type the following formula. AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available. You can also just click the column and Power Pivot adds the column name to the formula.

In my case it is =abs([Quantity])

  • When you have finished building the formula, press Enter to accept the formula.

Values are populated for all the rows in the calculated column. If you scroll down through the table, you will see that rows can have different values for this column, based on the data that is in each row.

Rename the column by right-clicking and selecting Rename Column.
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  • Type Sales Quantity, and then press Enter.

Below is the Screen after populating the value post formula application to Calculated Column.
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I will come up with more details in my upcoming post, Till then keep practicing and stay tuned for more details and updates on this topic.

How to add Filter for data retrieval in PowerPivot Data model.

Recall from previous posts we have added Item Ledger Entry Table to our Data Model of PowerPivot.

Adding more tables to the Data Model using Existing Connection – In PowerPivot

Add relationships to Data Model in PowerPivot

My requirement is to retrieve only records related to Sales.

We will apply filter on Entry Type field to value [1]-[Sales] this way Item Leger Entry Sheet will have only Sales Data.

To do this we will add this filter to the query used for data retrieval.
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Select the Sheet for table – Item Ledger Entry from bottom.

Click on Design Tab on Top.

Now From Ribbon choose Table Properties.

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Select Query Editor from Switch to.

Add the Filter to your query.

Save your Query.

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From Home Tab, Select Refresh from Ribbon.

On Success completion Close the window.

Now your Item Ledger Entry is populated with Fresh data as per the modified Query.

I.e: All Entries which have Entry Type = 1 [Sales].

I will come up with more details in my upcoming post, till then keep practicing and stay tuned for future updates & posts on this topic.

Add relationships to Data Model in PowerPivot

You can systematically create table relationships for all new tables that you import. If you’re sharing the workbook with colleagues, having predefined relationships will be appreciated if they don’t know the data as well as you do.

When creating relationships manually, you will work with two tables at a time.

For each table, you’ll choose columns that tell Excel how to look up/ join related rows in another table.

Recall from my previous posts I will be continuing the example from using same Data Model

PowerPivot Creating a Data Model in Excel 2013

Adding more tables to the Data Model using Existing Connection – In PowerPivot

With your Data model sheet opened
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Click on Diagram View in Upper Right Side as highlighted in above screenshot.

Window will switch to Diagram View as shown in above screenshot, showing all the tables available in the Data model.

Click No_ in Customer Table and Drag to Item Ledger Entry Table and release the mouse button pointing to Source No_ field, you will see the Link is Established between these two tables showing the Link via Arrow line.

Repeat above step again between Item->No_ and Item Ledger Entry -> Item No_ fields.

Now we have Established connection between these three tables Customer, Item & Item Ledger Entry.

I will come up with more option on this topic in my next post, till then start practicing and stay tuned.

Adding more tables to the Data Model using Existing Connection – In PowerPivot

For Introduction please see PowerPivot for Excel

Recall from my earlier post we have created a connection to SQL Navision Database in my previous post.

PowerPivot Creating a Data Model in Excel 2013

I will be modifying same connection to include more tables to the Data model.
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Click on PowerPivot-> Manage.

From the PowerPivot Sheet click on Existing Connections.

This will open Connection Window Listing all available connection to PowerPivot for this Sheet.

Double Click the Connection in my case Nav2015DB_SQL_Connection.
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Select first option as we used in previous post and then Next for next Step.
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Select Item & Item Ledger Entry Tables and then Finish to import Data to the Sheet.
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On Success Click Close to return to Data Model Sheets.
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You will find two new sheets have been added to PowerPivot Sheet.

I will come up with more option on this topic in my next post, till then start practicing and stay tuned for more details & Updates on this topic.

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Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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