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Madeira – Look & Feel – Part-I

Hi Friends I am providing this Blog to my readers who are yet not able to give try to the Project Madeira First Preview. But wish to have the Look and feel how it looks.

Today I will be showing few Look & Feel changes. Up till Now only Preview is available we need to wait for some more time to hear more about the product and features.

How ever below I am presenting few details, Login to the Project Madeira using your credentials provided while Setup.

Preview-1

Here is the Landing Screen which you get post Logging in to Madeira.

Top right corner is the Search,  that we usually use to search pages.

Preview-2

Here you type the Page you wish to switch to, in my example I am trying to search Role Center Page. It will be similar to one below screen shot.

Preview-3

If you click on action Tab it will show you the ribbon having actions available on Page. You can hide it to gain more space on screen by clicking on ^ at the bottom right corner of the Ribbon Tab.

Preview-4

Lets have a Look on Item List, you have 3 View available as below

  1. Large Picture Card View

Preview-5

2. Small Picture Card View

Preview-6

3. Simple List view as usually we have in earlier Versions.

Preview-7

Let’s have a view of Customers List Page. On the right side you can see History Card Fact Box in form of Cues.

Preview-8

Here is the Vendor List Page. On the right side you can see History Card Fact Box in form of Cues.

Preview-8

Here is the Page search when you click on Magnifying search it will provide you the text box to enter you search, I am trying to search Items containing lo in its Name/ Description.

Preview-9

Click on Home to see Drop Menu to select sub Items defined under it. You can Minimize the same clicking on ^. This is available on almost all Pages and Ribbons to hide unwanted information to gain more space on Screen to view only required information. Some places it acts as hiding the Tab where as other places it serves as showing Sub-Menus.

Preview-10

Here is the example of Sub-Menu.

Preview-12

 

 

Preview-13

 

 

Preview-14

This is how Page appears you select from Sub-Menu.

On Page at Right Top corner arrow are used to Minimize or Maximize the page.

Preview-15

View of above Page in Maximized form.

Preview-16

You can use Menu on Page to send data to Excel.

Preview-17

Preview-18

Here is how line action menu is shown.

Preview-19

Below is the Matrix Page type View.

Preview-20

Picture Card Menu. Now on Pages Information and divided in respective small pages.

Preview-21

 

I will come up with more Look and Feel of New Project Madeira.

Till then keep exploring and Learning. You can find more information on other Blogs too.

However official Blog for same is : https://madeira.microsoft.com/en-us/blog/welcome-to-project-madeira/

 

 

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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.
PowerPivot-22

Select New Worksheet or Existing Worksheet as per the case.
PowerPivot-23
You will see a Pivot is inserted, in right side you will find all the tables available in the Data model of this Worksheet.
PowerPivot-24

Design the Pivot as above screenshot.
The output of this report will be as below if executed without Date Filter.
PowerPivot-25
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.

Creating My First Report Using Jet Reports

Today I will discuss, how to create reports in Excel using Jet Reports.

Below links will be helpful to refresh what I have shared till now:

Installing Jet Express for Excel – Navision 2015

Installing and Publishing the Jet Business Objects on the Microsoft Dynamics Server

Publishing the Jet Data Source Codeunit to the Web Service

Enable SOAP Services and identify connection parameters

Configuring a Data Source in Jet Express

Using Jet Report NL Function

Using Jet Report NF Function

Using Link in Jet Reports

We will be using NL Functions.

Also we will introduce few Arguments for NL Function.

Below Table describes the same:

Parameter Argument Description
What
“Link” Returns a string value that can be used as a filter in another NL function
“LinkField” Returns a string used to retrieve a field from a link table in an NL(Table) function.
“Table” Creates an Excel table object based on the field values returned. Leaving the Field argument blank returns all fields. Use a Field Cache to return multiple fields.
FilterField
“Headers=” Overrides field headers with the array of headers specified by the Filter argument. For use with an NL(Table) or NL(Lookup) function.
“TableName=” Specifies the name to use for the Excel table object created by NL(Table) with the name in the Filter parameter. Use this to refer to the table by name from a Pivot table.
“Filters=” Specifies a set of filters for the query with an array of filters specified by the Filter argument.
“InclusiveLink=” Links the primary table to the one specified by the Filter argument for the purpose of retrieving data.
“IncludeDuplicates=” When the value of the Filter argument is TRUE, specifies that all matching records from the source data will be included in the NL(Table) results.

We will design below report to see how Jet Report is designed.
FirstJetReport-1

Below describes the Formulas need to be inserted in respective cells.

Make sure you add ‘=’ in front of Formulas as defined in Data Type Column.

Cell Reference Formula Data Type
F10 NL(“Link”,”Item”,,”No.”,”=Item No.”) Formula
G10 NL(“Link”,”Customer”,,”No.”,”=Source No.”) Formula
F11 Entry No. Text
G11 Document No. Text
H11 Posting Date Text
I11 Item No. Text
J11 Item – Description Text
K11 Gen. Prod. Posting Group Text
L11 Customer No. Text
M11 Customer   Name Text
N11 Item Ledger Entry Quantity Text
F12 Entry No. Field Names
G12 Document No. Field Names
H12 Posting Date Field Names
I12 Item No. Field Names
J12 NL(“LinkField”,”Item”,”Description”) Formula
K12 NL(“LinkField”,”Item”,”Gen. Prod. Posting Group”) Formula
L12 Source No. Field Names
M12 NL(“LinkField”,”Customer”,”Name”) Formula
N12 Item Ledger Entry Quantity Field Names
E13 NL(“Table”,”Value Entry”,$F$12:$N$12,”Headers=”,$F$11:$N$11,

“TableName=”,”ValueEntry”,”Filters=”,$C$5:$D$8,”InclusiveLink=”,$F$10,

“InclusiveLink=Value Entry”,$G$10,”IncludeDuplicates=”,”True”)

Formula

Although you can directly key in the text for NL commands and functions as formula. Below I show the Function Wizards for better understanding and how to use the same. All marked as Formula in above Table.

For Rest marked as Text or Field Names, you can key them directly in respective cells.
FirstJetReport-2
FirstJetReport-3
FirstJetReport-4
FirstJetReport-5
FirstJetReport-6
FirstJetReport-7

The output of Report will as below:
FirstJetReport-8

Stay tuned for upcoming posts for more detailed information.

I understand above example is bit complex I will come up with more simple and basic reports for beginners in my upcoming posts.

Creating my first Word List Report in Navision 2015

Today we will learn creating Word List Report in Navision 2015.

Prepare the Dataset for Report as below, to keep it simple I am creating List report for Item Inventory.

I am adding one additional field for Company Logo from Company information.

Make sure you add calcfields code for Picture from Company information.

—————————————————

I have added below piece of code in [ Item – OnPreDataItem() ]

CompInf.GET;
CompInf.CALCFIELDS(Picture);

—————————————————

Word Report Design 1

Place the cursor on Blank Line and open Report Properties and add DefaultLayout Property.

Word Report Design 2

Next we will Add a Blank Word Layout to the Report, Step as below.

Word Report Design 3

Confirm the action by responding OK to the Dialog Box.

Word Report Design 4

Now Export this Blank Template

Word Report Design 5

and save as docx file (MS Word File)

Word Report Design 6

Open the Exported Template in Word.

Click on DEVELOPER Menu.

From Ribbon click on XML Mapping Pane.

Word Report Design 7

You will now be able to see XML Mapping Pan which contains your Dataset for the Report.

Click to the Dropdown List and select entry containing your Report Name & ID.

Word Report Design 8

Now you will be able to access your Dataset with Table & Fields details. As shown in below screen.

Word Report Design 9

Place the cursor on top (or wherever desired) of the document to add Logo to the Report.

Select the Picture Filed from the Dataset -> Right Click -> Insert Content Control -> Picture.

See below screen for details:

Word Report Design 10

You will see the Place holder for the Picture.

Now add Table with 2 Rows ( 1 for Header & 1 for Data) and 6 columns.

We have six columns in our dataset excluding Logo.

Word Report Design 11

Add your Header for the table, We are using fixed Text Heading as of now but you can add captions from your dataset.

In current report I have not included we can check same in some other report posts.

Word Report Design 12

Select Entire 2nd Row and Add Repeating Content Control for Item (Table).

As this will show records from the table Item we included in our Dataset.

Word Report Design 13

Now in each column add your columns from Dataset as shown below.

Place your cursor in each column and choose Insert Content Control -> Plain Text.

Word Report Design 14

Now our Report is almost ready.

May be the Report have data which may continue on several pages, in this case our Heading Row must Repeat on every new Page. To do this we will Select the entire 1st Row -> Right Click -> Table Properties.

Go to Row Tab of Property window and put a checkmark on option “Repeat as header row at the top of each page

Word Report Design 15

Save your Word Template an Import back in your report as shown below.

Word Report Design 17

Now Save the Report and Execute it.

Here is the Output below of the Report.

Word Report Design 16

We are done !!!

You can use formatting feature of Word to add more better look to your Report as desired.

Stay tuned for more in upcoming posts.

Don’t forget to follow the Blog Site for future posts.

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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