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Create a calculated field in PowerPivot

Open the Excel workbook which we used in our previous post on this topic. Olympics Excel Work book.

Select PowerPivot -> Manage

PowerPivot Window will open, If Calculation area not visible below table data as shown in below screen. Click Calculation Area button in Top Right Corner.

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In the Calculation Area, select the cell directly below the Edition column. From the ribbon, select AutoSum > Distinct Count, as shown in the following screen.
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Power Pivot automatically created the following DAX formula: Distinct Count of Edition:=DISTINCTCOUNT([Edition])

Additional calculations in AutoSum are just as easy, such as Sum, Average, Min, Max, and others.

Let’s calculate the percentage of all medals. In the formula bar, type the following DAX formula. IntelliSense provides available commands based on what you type, and you can press Tab to select the highlighted IntelliSense option. Percentage of All Medals:=[Count of Medal]/CALCULATE([Count of Medal],ALL(Medals))
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When we return to Excel Sheet we can find these fields available in Medal Table. Shown in the right side of the screen above.

Let’s create a PivotTable from Medal Table. Our Pivot Table will be designed as below screen.
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I will come up with more details inn my upcoming posts. Till then stay tuned, keep Learning and keep practicing.

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Create a Power View report

In the previous post, we created an Excel workbook with a PivotTable containing data about Olympic medals and events. If you didn’t saw the previous post you can access from here.

Use hierarchies in PivotTables

In this post, we will create a Power View report to visually represent the Olympics data.

In Excel, click INSERT > Reports > Power View Reports.
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Select City from Host & Sport from Medal Table. Apply Count (Not Blank) to Sport Field using dropdown list next to Field Name.
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From design switch the Visualization to Map.

On the map, blue circles of varying size indicate the number of different sport events held at each Olympic Host location.
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Drag Season Field to Color area. This will add different colors for different Seasons. In our case summer/Winter Red/Blue colors.

Just in few clicks now we have a Power View report that visualizes the number of sporting events in various locations, using a map, color-coded based on season.

Will come with more details in my upcoming posts, till then stay tuned, 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.

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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.

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  • 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.

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  • 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.

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  • 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.

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.

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  • 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.
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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.

How to: Install a Windows Client Control Add-in Assembly

Microsoft Dynamics NAV Windows client control add-ins are provided in one or more Microsoft Framework .NET-based assemblies, which are .dll files. Control add-in assemblies must be installed on the following computers:

  • Computers that are running the Microsoft Dynamics NAV Windows client. Any Microsoft Dynamics NAV Windows client instance that will use the control add-ins, must be installed with the control add-in assemblies. Control add-in assemblies are not installed with the default Microsoft Dynamics NAV Windows client installation.
  • Computer that is running the Microsoft Dynamics NAV Development Environment. After a control add-in is installed, you use the development environment to register the control add-in the Client Add-in table in the Microsoft Dynamics NAV database and set it up on pages.

Optionally, if a control add-in has the same name as the assembly, you can install the assembly on the computer that is running Microsoft Dynamics NAV Server instead of the client computer.

To install control add-in assemblies on the Microsoft Dynamics NAV Windows client

  • If needed, install the Microsoft Dynamics NAV Windows client on the computer.
  • On the computer that is running the Microsoft Dynamics NAV Windows client, copy the assemblies that contain the control add-ins to the Add-ins folder of the Microsoft Dynamics NAV Windows client installation.
    • By default, the path of this folder is C:\Program Files (x86)\Microsoft Dynamics NAV\80\RoleTailored Client\Add-ins.

You can also include assemblies in a subfolder of the Add-ins folder. This can be useful if you have multiple assemblies and dependencies.

To install control add-in assemblies on the development environment computer

  • If needed, install the development environment on the computer.
  • On the computer that is running the development environment, create a folder named Add-in in the development environment installation folder.
    • By default, the path of this folder is C:\Program Files\Microsoft Dynamics NAV\80\Classic. If the Add-in folder already exists, then ignore this step.
  • Copy the assemblies that contain the control add-ins to the Add-ins folder.

You can also include assemblies in a subfolder of the Add-ins folder. This can be useful if you have multiple assemblies and dependencies.

Installing Control Add-ins on Microsoft Dynamics Server for Automatic Deployment

If a control add-in has the same name as the assembly, then you can install the assembly on computer that is running Microsoft Dynamics NAV Server. When an operation from the client requires the control add-in, Microsoft Dynamics NAV Server automatically deploys the assembly to a temporary folder on the client computer.

For example, if Microsoft Dynamics NAV Windows client opens a page that contains a control add-in, Microsoft Dynamics NAV Server will find the control add-in assembly by name in the Add-ins folder. Then, it deploys the assembly to the client computer in the %TEMP%\Microsoft Dynamics NAV\Add-Ins folder of the user who is running the client. The deployed assembly will be then be used whenever the page is opened.

Similarly, if the development environment requires a control add-in, for example, when you compile an object, then the control add-in assembly will be deployed by the Microsoft Dynamics NAV Server to the local temporary folder for the current user on the computer that is running the development environment.

To be deployed, an assembly must comply with the following Microsoft Dynamics NAV Server configuration settings: Chunk Size, Max Upload Size, and Prohibited File Types.

If the control add-in assembly is updated and its version number changes, Microsoft Dynamics NAV Server will deploy the updated assembly to the client computer the next time that the client requests the assembly. The updated assembly is put in a subfolder of the %TEMP%\Microsoft Dynamics NAV\Add-Ins folder, where the subfolder has the assembly’s version number as its name. This implementation means that you do have to remove the older versions of assemblies that are stored on the client computer.

Before Microsoft Dynamics NAV Server deploys an assembly to a client, the client looks for the assembly in the local Add-ins folder (for example, C:\Program Files (x86)\Microsoft Dynamics NAV\80\RoleTailored Client\Add-ins). If the assembly is not found, then the client will request the assembly from Microsoft Dynamics NAV Server.

To install the control add-in on Microsoft Dynamics NAV Server

  • On the computer that is running the Microsoft Dynamics NAV Server, copy the assembly that contains the control add-in to the Add-ins folder of the Microsoft Dynamics NAV Server installation.

By default, the path is C:\Program Files\Microsoft Dynamics NAV\80\Service\Add-ins.

Using Automation to Write a Letter in Microsoft Office Word

Automation lets you use the capabilities and features of Microsoft Office products, such as Microsoft Word or Microsoft Excel, in your Microsoft Dynamics NAV application.

Today we will implement Word Automation from a customer card in the Microsoft Dynamics NAV Windows client.

Note: The Microsoft Dynamics NAV Web client does not support automation.

Most information that we need to transfer to Word for this example is in the Customer table. The Customer table contains a FlowField called Sales (LCY) that contains the aggregated sales for the customer.

In this example we are learning about Automation, so we will use the existing value. In a real customer installation, we would need to set up an appropriate date filter to get the sales for the past year only.

We also need to retrieve the information about our own company that we will use in the letterhead and in the greeting of the letter. This information is contained in the Company Information and User tables.

  • The Automation server must be installed on the computer that compiles an object that uses Automation. If you must recompile and modify an object on a computer that does not have the Automation server installed, then you must modify the code to compile it again. We recommend that you isolate code that uses Automation in separate codeunits.
  • Performance can be an issue if extra work is needed to create an Automation server with the CREATE system call. If the Automation server is to be used repeatedly, then you will gain better performance by designing your code so that the server is created only once instead of making multiple CREATE and CLEAR calls).

Performance can be improved by putting the code on the customer card because you do not have to open and close Word for each letter that is created in the session.

You can work around this problem. If Word is already open when it is called from the code, then the running instance is reused. You can manually open Word or do not close Word after creating the first letter.

We will extract and transfer data one customer at a time. We will also initiate this processing and the subsequent processing in Word from the customer card.

We will insert fields into the Word template and give these fields convenient mnemonic names that correspond to the names of the record fields that we are using.

To make this work, C/AL code must make two extra calls to Microsoft Office Word. You must call the ActiveDocument.Fields.Update method before using the fields. After you have transferred all the information, you must call the ActiveDocument.Fields.Unlink method. This ensures that you can successfully use the Word fields as placeholders.

In addition, while you can name the Customer or Address fields, you must reference them by indexing into the Fields collection of the document. This can make the C/AL code harder to understand.

Creating the Word Template for Use by Automation

First, task is to create a Word template that we will use to create letters to customers that qualify for a discount. To create the template, we will add mail merge fields for displaying data that is extracted from Microsoft Dynamics NAV that you want included in the customer letter, such as the customer’s name, contact, and total sales.

You will create and save the template on the computer running the Microsoft Dynamics NAV Windows client, because you will configure the automation object to run on the client.

  • On the computer running Microsoft Dynamics NAV Windows client, open Word and create a new document.

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  • Choose where you want to insert the fields. Then, on the Insert tab, in the Text group, choose Quick Parts, and then choose Field.

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  • In the Categories list, select Mail Merge.
  • In the Field names list, select MergeField.
  • In the Field Name box under Field Properties, type Contact. This field will display the name of your contact person at the customer site as taken from the Customer table.
  • Choose OK to add the field.

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  • Repeat steps as above to add the remaining fields as follows:
Field name Description Underlying table
Name The name of the customer. Customer
Address The address of the customer. Customer
Sales (LCY) The total amount that the customer has purchased from you. Customer
Company Name The name of your company. Company Information
  • Save the Word document as a template with the name Discount.dotx in folder of your choice.

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Creating the Codeunit and Declaring the Variables

The next step is to create the codeunit that calls Word and creates the letter.

To create the codeunit

  • In Object Designer, choose Codeunit, and then choose the New button to create a new codeunit.
  • On the View menu, choose Properties to open the Properties window of the codeunit.
  • In the TableNo field, choose the AssistEdit button to open the Table List window.
  • In the Table List window, select the Customer table, and then choose OK.

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  • Close the Properties window.

To declare the variables

  • Choose the OnRun Trigger and on the View menu, choose C/AL Locals, and then choose the Variables tab.
  • On a blank line, type wdApp in the Name field and set the Data Type field to Automation.

Note

When you create an Automation variable, some hidden events are also created for it. If you want to delete the variable, be aware that the events are also not deleted. This can cause issues if you then create a variable with the same name.

  • In the Subtype field, choose the AssistEdit button. The Automation Object List window is displayed.
  • In the Automation Server field, choose the AssistEdit button.
  • In the Automation Server List, select Microsoft Word 15.0 Object Library if you are running Word 2013, or select Microsoft Word 14.0 Object Library if you are running Word 2010, and then choose OK.
  • From the list of classes in the Automation Object List, select the Application class, and then choose OK.

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  • Repeat steps above to add the following two Automation variables:
Name Data type Subtype Class
wdDoc Automation Microsoft Word 14.0/15.0 Object Library Document
wdRange Automation Microsoft Word 14.0/15.0 Object Library Range
  • Add the following variables.
Name Data type Subtype Length
CompanyInfo Record Company Information
TemplateName Text 250
  • Close the C/AL Locals window.

Writing the C/AL Code

Before you start writing the C/AL code that uses Automation, you must do some initial processing. You start by calculating the Sales (LCY) FlowField. Then, you check whether the customer qualifies for a discount. Finally, you retrieve the information from the Company Information and User tables that you use to fill in some of the fields in the letter.

To write the C/AL code

  • In the C/AL Editor, add the following lines of code to the OnRun section.
  CALCFIELDS(“Sales (LCY)”);CompanyInfo.GET;
  • To create an instance of Word before using it, enter the following line of code.
 CREATE(wdApp, FALSE, TRUE);
  • This statement creates the Automation object with the wdApp variable.
    1. The first Boolean parameter in the statement (FALSE) tells the CREATE function to try to reuse an already running instance of the Automation server that is referenced by Automation before creating a new instance. If you change this to TRUE, then the CREATE function always creates a new instance of the Automation server.
    2. The second Boolean parameter in the statement creates the Automation object on the client. This is necessary to use this codeunit on a page in the Microsoft Dynamics NAV Windows client.
  • Enter the following lines of code to add a new document to Word that uses the template that you designed earlier. If required, replace C:\Users\atripathi5283\Desktop\Nav-2015\Word Letter with the correct folder path to the template that you defined in the procedure.
 TemplateName := C:\Users\atripathi5283\Desktop\Nav-2015\Word Letter\Discount.dotx’;wdDoc := wdApp.Documents.Add(TemplateName);wdApp.ActiveDocument.Fields.Update;
  • Because the Add method of the Documents collection requires that you pass the path to the template by reference, you must set up the TemplateName variable to hold this information. You will get a compilation error if you put the path into the call as a literal string.
  • The Documents property returns a Documents collection that represents all open documents. You can also see that the Documents collection object has an Add method, and that the Add method has the following syntax.
  • expression.Add(Template, NewTemplate, Document Type, Visible)
  • expression is a required argument, and it must be an expression that returns a Documents object. All the arguments are optional. You will use Template to open a new document that is based on your template.
  • For the syntax in the C/AL Symbol Menu, note that the Documents property returns an object of type DOCUMENTS, which is a user-defined type. The property returns a Documents class or IDispatch interface. This information helps the compiler perform a better type check during compilation. The following statement can also pass both the compile-time and the run-time type checks.
  • wdDoc := wdApp.Documents.Add(TemplateName);
  • Finally, the Add method returns a Document class. While you did not need to declare a C/AL variable for the interim Documents class, you have declared a variable for the wdDoc return value,.
  • The third line contains a call that must be made to ensure that the template works as intended.
  • wdApp.ActiveDocument.Fields.Update;

Transferring Data to Word

Now you can transfer the actual data from the Customer record to the placeholder fields in the Word document.

You have set up the first three fields in the template so that they can contain the contact, name, and address of the customer and you can transfer the data.

To transfer data to Word

  • Transfer the data by adding the following lines of code.
 wdRange := wdAPP.ActiveDocument.Fields.Item(1).Result; wdRange.Text := Contact; wdRange.Bold := 1; wdRange := wdAPP.ActiveDocument.Fields.Item(2).Result; wdRange.Text := Name; wdRange.Bold := 1; wdRange := wdAPP.ActiveDocument.Fields.Item(3).Result; wdRange.Text := Address; wdRange.Bold := 1;
  • You cannot use the fields directly as variables and make an assignment such as Fields.Item(3) := Address. Instead, you use the Result property of the field. This property returns the result of the field as a range. You place this range in the wdRange Automation variable that you declared.
  • You then set the Text property of the range to the desired values, which is the name of your contact person and the name and address of the customer. Finally, you add bold formatting.
  • The data you are transferring must be in text format. If it is not in text format, then you get a compilation error. wdRange.Text expects arguments to be of type BSTR, which maps to either Text or Code. This means that any data that is not Text or Code must be converted before it is passed to Word. To convert a field to Text, you use the FORMAT function. All the fields that are transferred in this step are in text format, so no conversion is needed and the FORMAT function is not used. However, in this example, you also need to transfer the Sales (LCY) field, which is a Decimal field. To see how to convert the Sales (LCY) field, go to the next step.
  • To transfer and format the data from the Sales (LCY) field, add the following code.
 wdRange := wdAPP.ActiveDocument.Fields.Item(4).Result;wdRange.Text := FORMAT(“Sales (LCY)”);wdRange.Bold := 0;
  • To transfer the information from the Company Information table, add the following code.
 wdRange := wdApp.ActiveDocument.Fields.Item(5).Result;wdRange.Text := CompanyInfo.Name;
  • To complete the processing in Word, add the following code.
 wdApp.Visible := TRUE;wdApp.ActiveDocument.Fields.Unlink;
  • The first statement opens Word and shows you the letter that was created. The second statement makes the fields work as placeholders.

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  • Save and compile the codeunit

To-Do List

Although this code will work, you must add a few things to make it complete:

  • We recommend that you do not use a hardcoded template name. You should keep the template name in a table, and the user should select it from a page. You can then have different templates for different types of letters that you want to send to your customers.
  • You should add some error-handling code. For example, the CREATE call fails if the user does not have Word installed or if the installation has been corrupted. You should check the return value of CREATE and give an appropriate message if it fails.
  • The user should get a message if the customer does not qualify for the discount. In the example, the codeunit closes without any message.

Calling the Codeunit from the Customer Card

The final task is to ensure that you can call the codeunit from the Customer Card page in the Microsoft Dynamics NAV Windows client.

To call the codeunit from the Customer card page in the Microsoft Dynamics NAV Windows client

  • Open Object Designer, and then choose Page.
  • Select the Customer Card page and then choose Design.
  • On the View menu, choose Page Actions.
  • To add a new action, locate the action container with the subtype set to ActionItems.
  • Right-click the next line after the ActionItems container, and then choose New.
  • In the Caption field of the new line, type Word Letter.
  • Set the Type field to Action.
  • With the new action selected, on the View menu, choose Properties.
  • In the RunObject field, type codeunit Discount Letter.

Note

If you saved the codeunit that you created in the previous procedure under a different name, then substitute Discount Letter with the name that you used.

  • Use the arrow buttons to make sure that the new action is indented only once from the ActionItems container above it

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  • Save and compile the Customer Card page.

To run the Customer Card and view the Word letter

  1. In Object Designer, choose the Page
  2. Select the Customer Card page, and then choose Run.
  3. In the ribbon, on the Actions tab, choose the Word Letter

The letter document opens in Word.

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Next Steps

The letter that you have just created only contains five fields and sample body text. Before you can use this letter in an actual situation, you will need to add some more fields, such as the name and address of your own company, the date, and the currency code, and the main text of the letter. It will also need some formatting to make it look more attractive. If you alter the order in which the fields appear in the template, you must change the numbering of the fields in the codeunit to ensure that the correct data is inserted into the appropriate fields.

 

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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