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Set field defaults in PowerPivot

When you set a default field set for a table, you can simply click that table in Power View, and the default set of fields is automatically added to a new report.

Open the Excel Workbook we created in our earlier post. Create a Power View report

In today’s post, we will learn how to set defaults for our workbook that will save our time when creating reports.

Steps to Create the Default Field Set for a table

  • Select the Medals table in Data View Mode from PowerPivot Manager.
  • From the Advanced tab, select Reporting Properties > Default Field Set. A window appears that lets you specify default fields for tables created using client tools such as Power View.
  • Select Sport, Event, EditionID, Athlete, and Medal in the left pane, and click Add -> to make them the default fields.

ExcelData-31

To see how this works, switch to the Power View sheet in Excel.

  • Click anywhere on the blank report canvas, to make sure you don’t have an existing visualization selected. Your Power View sheet currently only has one visualization, which is the map you created earlier in previous post. Create a Power View report
  • In the Power View Fields list, click the Medals table name. Power View creates a table and automatically adds the five default fields from the Medals table, in the order you specified, as shown in the following screen. Make sure you don’t click on the triangle beside Medals, if you do so the table simply expands, rather than adding a new table with default fields.

ExcelData-32

I will come up with more details on this topic in my upcoming posts. Till then Stay Tuned, Keep Learning and Practicing.

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Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

After you have created a dataset for a report, you design the report layout. The report layout determines how the report looks when it is viewed, printed, and saved from the Microsoft Dynamics NAV client. The report layout specifies which fields of the dataset are included in the report and how they are arranged, the format of text that appears on the report (such as font type and color), margins, background images, and more.

You generally display most data in the body of a report, and you use the header to display information before any dataset fields are displayed. For example, you can display a report title, company, and user information in the header of a report.

Report Layout Types

There are two types of report layouts: Word and Client Report Language Definition (RDLC). Word report layouts are based on a Word document (.docx file type) and are created and modified by using Word 2013. RDLC report layouts are .rdlc or .rdl file types that are created and modified by using Visual Studio 2013 or SQL Server Report Builder 3.0.

Built-in and Custom Report Layouts

In the Microsoft Dynamics NAV Development Environment, you can create both an RDLC report layout and Word report layout on a report. These layouts are referred to as built-in layouts because they are part of the report object in the database. This means, for example, if you export the report object as a .fob or .txt file, the RDLC report layout and Word report layout are included. A report can only have one built-in RDLC report layout and one built-in Word report layout. By default, the built-in RDLC report layout is used when the report is run in the Microsoft Dynamics NAV client unless there is only a built-in Word report layout, in which case, the built-in Word report layout is used.

Microsoft Dynamics NAV users can specify whether to use the built-in RDLC or Word report layout on a report from the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client. From the client, users can also create custom report layouts that are based on the built-in report layouts. This enables users to have several different layouts for the same report which they can switch among. Custom report layouts are managed from page 9650 Report Layouts in the Microsoft Dynamics NAV client. Unlike built-in report layouts, which are part of the report object, custom report layouts are stored in table 9650 Report Layouts of the database.

Report Layouts in a Multitenant Deployment

In a multitenant Microsoft Dynamics NAV deployment, the built-in report layouts are stored in the application database because they are part of the report objects. Therefore, built-in report layouts are available to all tenants. Custom report layouts are stored in the business data database; therefore they are specific to the tenant. This enables you to create separate report layouts for each tenant.

How to. Specify the Default Built-in Report Layout

You can specify whether a report uses a built-in RDLC or Word report layout as the default layout.

To specify the default report layout

    1. In the development environment, on the Tools menu, choose Object Designer.
    2. In Object Designer, choose Report, select the report that you want to modify, and then choose Design.
    3. In Report Dataset Designer, select a blank row, and then on the View menu, choose Properties.
    4. In the Report – Properties window, set the DefaultLayout property to RDLC or Word.
    5. DefaultLayout
    6. Save and compile the report..

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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