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Excel, PowerPivot

Basics of Power Pivot for Excel – 2013

Ashwini Tripathi

Dear friends, I have published couple of posts on this topic. I will be adding more advanced features and details related to this in my upcoming posts.

For your ready reference below I present Links to those posts.

PowerPivot for Excel

Start the Power Pivot in Microsoft Excel add-in

Troubleshooting: Power Pivot Ribbon Disappears

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

Creating My First Report using PowerPivot

In Excel 2013, PowerPivot and Power View are no longer separate add-ins that need to be downloaded and installed. These add-ins are natively included.

PowerPivot in Excel 2013 is functionally very similar to the PowerPivot add-in for Excel 2010.

PowerPivot is an add-in that lets end users gather, store, model, and analyze large amounts of data in Excel. Power View provides intuitive data visualization of PowerPivot models and SQL Server Analysis Services (SSAS) tabular mode databases.

If you’re unfamiliar with either PowerPivot or Power View, I encourage you to first review my previous post links provided above to understand the basics.

Some parts of the PowerPivot architecture is embedded inside of Excel 2013.

  • The PowerPivot version in Excel 2013 no longer uses a separate PowerPivot Fields list. Instead, the built-in PivotTable Fields list is used. This means that some capabilities from the Excel 2010 add-in (e.g., searching for fields by name, creation of slicers from the field list, surfacing of column descriptions when hovering over a field) are no longer available.
  • Workbooks with PowerPivot models are no longer limited to 2GB in size in Excel 2013. However, the 2GB limit still applies to workbooks that will be published to SharePoint.
  • In Excel 2013, a refresh of a PivotTable or PivotChart will, by default, initiate a refresh of the underlying data connections in the Data Model. This is very different from Excel 2010, where a PivotTable refresh only re-queries the model. The new refresh behaviour can be changed by clicking Connections on the Data tab, selecting Properties, and clearing the Refresh this connection on Refresh All check box.
  • Stay tuned for more information on this topic. Till then keep practicing & exploring.
  • In Excel 2013, a Power View “report” is a worksheet rather than an .rdlx file. There’s no concept of multiple report views. Instead, multiple Power View worksheets can be created within a single Excel workbook.

Stay tuned for more information on this topic. Till then keep practicing & exploring.

Development Tips, Excel, How To, Office Integration, PowerPivot, Report

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

Ashwini Tripathi

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.
PowerPivot-15

Select the Sheet for table – Item Ledger Entry from bottom.

Click on Design Tab on Top.

Now From Ribbon choose Table Properties.

PowerPivot-16

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.

Development Tips, Excel, Office Integration, PowerPivot, Report

PowerPivot for Excel

Ashwini Tripathi

Power Pivot: Powerful data analysis and data modelling in Excel

Power Pivot is an Excel add-in you can use to perform powerful data analysis and create sophisticated data models. With Power Pivot, you can mash up large volumes of data from various sources, perform information analysis rapidly, and share insights easily.

In both Excel and in Power Pivot, you can create a Data Model, a collection of tables with relationships. The data model you see in a workbook in Excel is the same data model you see in the Power Pivot window. Any data you import into Excel is available in Power Pivot, and vice versa.

How the data is stored

The data that you work on in Excel and in the Power Pivot window is stored in an analytical database inside the Excel workbook, and a powerful local engine loads, queries, and updates the data in that database. Because the data is in Excel, it is immediately available to PivotTables, Pivot Charts, Power View, and other features in Excel that you use to aggregate and interact with data. All data presentation and interactivity are provided by Excel; and the data and Excel presentation objects are contained within the same workbook file.

Power Pivot supports files up to 2GB in size and enables you to work with up to 4GB of data in memory.

Download PowerPivot for Excel

To determine whether you are using 32-bit or 64-bit software, look at the C:\Program Files folder.

Download x86\PowerPivot_for_Excel_x86.msi if you have only “C:\Program Files”. Both the operating system and Office 2010 are 32-bit.

Download x86\PowerPivot_for_Excel_x86.msi if you have both “C:\Program Files” and “C:\Program Files (x86)”, and the Excel.exe application file is found in “C:\Program Files (x86)\Microsoft Office\Office14”. The operating system is 64-bit, but the version of Office is 32-bit.

Download x64\PowerPivot_for_Excel_amd64.msi if you have both “C:\Program Files” and “C:\Program Files (x86)”, and the Excel.exe application file is found in “C:\Program Files\Microsoft Office\Office14”. Both the operating system and Office 2010 are 64-bit.

Install PowerPivot for Excel

  • Double-click the .msi file to start the Setup wizard. Click Run.
  • Click Next to get started.
  • Accept the license agreement, and then click Next.
  • Enter your name, and then click Next.
  • Click Install.

Click Finish.

Verify Installation

Start Excel. After you install the add-in, you can open the PowerPivot window by clicking the PowerPivot tab on the Excel ribbon, and then clicking PowerPivot Window.

An empty PowerPivot window opens over the Excel application window.

You can then use the Import Wizard to add tables of data, create relationships between the tables, enrich the data with calculations and expressions, and then use this data to create PivotTables and PivotCharts.

Stay tuned for more information in my upcoming posts.

Development Tips, Excel, How To, Jet Reports, Office Integration, Report

Other options for creating Report in Jet

Ashwini Tripathi

Jet Report

Report Wizard

An entire report can be created from a single table using the Report Wizard. The Report Wizard allows data to be grouped, filtered, sorted, subtotaled, and formated.

 

Report Builder

The Report Builder creates reports based on Jet Data Views.  Jet Data Views define table relationships, available fields, field captions, and table captions for a particular reporting area, such as sales, inventory, payroll, etc.  Jet Data Views can be created using the Data View Creator.

Before Using the Report Builder

Before you use the Report Builder you will need to import or create data views and categories.

A set of data views for Dynamics NAV can be found on Jet Web Site you can access the same from here. You can also click on the Download Data Views link within the Report Builder.

After downloading the file, you should open the .zip folder and extract the data view category (.jdc) file.

Importing Data Views and Categories

To import data views and categories, go to the Data Source Settings and select File -> Import -> Data View Categories.

 

Table Builder

An entire report can be created from a single or more table using the Report Wizard. The Table Wizard allows data to be grouped, filtered, sorted, subtotaled, and formated.

 

Browser

Provides browsing window to Select Tables and Fields, using which you can directly create an NL/ NF Function with their parameters and arguments.

 

This way I reach to end of my Jet Report Introduction Series. In future I will keep adding more details.

 

Development Tips, Instalation & Configuration, Jet Reports, Office Integration, Report

Using the Jet Ribbon Jet Essentials 2015 Update 1 for Navision 2015

Ashwini Tripathi

Jet ribbon in Excel has been modified to make it easier to use.
JetRibbon-1

Some items have been moved so as to provide better grouping of related items.  Other (less-common) items do not display by default.

Additionally, the Function Wizard (“Jfx”) has been replaced by four smaller icons…
JetRibbon-2

which allow you to easily select what type of Jet function you would like to place in your report.

You have a great deal of control over which items appear on the ribbon.  Simply go to the “Jet Ribbon” section of the Jet Essentials Application Settings..
JetRibbon-3

Place a check next to those items you do want on the ribbon and uncheck those that you do not want to see.

Checkout Upcoming posts for more information.

Development Tips, Jet Reports, Office Integration, Report

Customize the Report layout using Jet Express for Word

Ashwini Tripathi

Click Edit Layout to customize this layout
JetReportDesign-1

The Jet Express for Word action panel may automatically open when this word file is opened.

If not, select the Jet Ribbon

Click on the Design icon

This presents a tree hierarchy of the fields from the selected report. 
JetReportDesign-2

Click on the icons on the hierarchy to expand or contract the lists.

The Search field makes it easy to find the fields you need.

Labels – NAV reports which were created by Jet Reports include a section for Labels. These fields are the descriptions of the fields themselves.

If you have multiple languages in your NAV instance, these labels can be helpful for creating multi-language documents.

Other Groupings – NAV reports which were created by Jet Reports include sections for Company, Customer, etc. These fields include the values of the fields.

The user can select from fields including Header or Lines in the hierarchy and insert an item, typically into a table in the Word document.
JetReportDesign-3

To add a field select the desired location in the Word document and double-click on the field.

Alternatively, you can select the field and click on the Insert button in the Jet Express for Word action panel.

To Add a picture to a document, right-click on the item and select Insert Picture
JetReportDesign-4

The Lines fields are also inserted as text and can be replicated by a Right-click, and choosing “Insert Repeater”.

Repeating items (such as Sales lines on a Sales order) can be added to a document.
JetReportDesign-5

Best practice for this is to create a table in Word that is two rows high.

The first row contains the Labels of the fields that you wish to include.

The second row contains the values of the fields.

Select the entire second row- include the area just to the right of the last column.

Right-click on the item in the hierarchy that you want to repeat and select Insert

To delete an item, click on it, and then click on its Title.
JetReportDesign-6
When you click on the Title it will change color.

Then press the Delete Button on your keyboard.

Note: It’s important to select the Title when deleting to avoid any leftover data.

When you have completed your changes Save your Word document
JetReportDesign-7
This will return you to NAV and prompt you to import the report layout changes.
JetReportDesign-8
Click Yes

You can Run Report to review your changes.
JetReportDesign-9
Here is the output for the report below.
JetReportDesign-10
We are done with customization of the report using Jet Reports.

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

Development Tips, Jet Reports, Office Integration, Report

What’s New in Jet Reports for Word, How it is different from Navision Word Reports

Ashwini Tripathi

Before we compare both the way of creating report in word, the features I would be suggesting you to review the posts which I have posted earlier Word Document Reports and Custom Layouts to refresh the concept of creating reports in Word.

Let’s start with comparing how it is different from Navision Word Report.

Create a custom layout for the report you wish to use

In your NAV client navigate to Report Layout Selection (Administration/IT Administration/ Reports).

Microsoft Dynamics NAV 2015 includes several sample Word reports including:

14125500             Sales Order – Jet Ex. Word

14125501             Sales Invoice – Jet Ex. Word

14125502             Sales Cr. Memo – Jet Ex. Word

14125504             Sales Quote – Jet Ex. Word

I have filtered the above Reports.

Select the report that you wish to customize. (I am Using 14125500 for this example)
CustomiseJetReport-1
Click Custom Layouts.

 To create a new Report Layout, click New.

A pop-up window will appear and allow you to choose the layout type.

Check the Insert Word Layout box and click OK.

CustomiseJetReport-2

CustomiseJetReport-3

In the Report Layouts window, you can change the Description.

Click OK

In the NAV Custom Report Layouts window, highlight the layout you wish to use and click the Import Layout button from the ribbon.

Browse to the Jet Express for Word Sample Documents, choose the template you want and click Open
CustomiseJetReport-4
Click Edit Layout to customize this layout.

CustomiseJetReport-5

Above screenshot show how to Access the XML part of the Report.

Left side shows Jet->Design

Right side shows Developer->XML Mapping Pane

If you remember In Navision word Report we use to select the Custom XML Part from the dropdown to access the available fields, Labels etc.

Whereas if we see In Jet Report this is not required.

Also you may have observed that Jet Report Pane Have search option, which makes easy to find desired fields rather than scrolling through the XML Nodes to access the desired Fields.
CustomiseJetReport-6

You may observe in above picture that I have typed the part of the Field I am looking for and Jet Report Pane suggested that Similar to what I typed there is a Field “Salesperson” and it available under 2 heads Labels & Header data items.

If I require to insert the Labels or Fields, Place the cursor at desired place where you want that Field to be inserted and Double Click to the Field from Jet Report Pane.
CustomiseJetReport-7
Where as to perform same action in Navision Word Place the cursor where we wish to Insert the Field then we use to Scroll to the Field we wish to insert then we perform step Right Click->Insert Content Control->Plain Text
CustomiseJetReport-8
I will come up with more details in my next post. We will see how we can design the Report Using Jet Report fast and easily.

Also some Best Practice, Tip & Tricks while using Jet Reports.

Development Tips, Instalation & Configuration, Jet Reports, Office Integration

Jet Express for Word – Objects for Navision 2015

Ashwini Tripathi

Getting Started for Administrators

Overview

Microsoft introduced a new feature with Dynamics NAV 2015 which makes it easy and inexpensive for partners and end users to create and customize visually attractive document reports in NAV using Microsoft Word.

In collaboration with Microsoft, Jet Reports developed Jet Express for Word – an application that supports this process by providing users an easy-to-use interface inside Microsoft Word to create and modify these documents.

From where to download these objects

If you remember my previous post where I shared the link of download page. See here.

JetReportObjects-1
Refer to Step-3 in above screenshot.

Download the Objects from the Link.

Jet Express for Word includes four NAV reports and a set of sample sales documents.

These four NAV reports include:

 Report Number Name
14125500 Sales Order – Jet. Ex. Word
14125501 Sales Invoice – Jet. Ex. Word
14125502 Sales Cr. Memo – Jet. Ex. Word
14125503 Sales Quote – Jet. Ex. Word

Installing these reports in NAV

These four reports are included in a .FOB file which is available from the Jet Express for Word website.

To install this .FOB file you will need access and permissions to the Microsoft Dynamics NAV Development Environment.

In this application select File > Import… and browse to find the downloaded .fob file.
JetReportObjects-2

JetReportObjects-3

JetReportObjects-4

Uninstalling Jet Express for Word documents

If you need to uninstall the Jet components from the Microsoft Dynamics NAV Server-

  • Open the Microsoft Dynamics NAV Development Environment and then connect to the database
  • Open the Object Designer (on the Tools menu, choose Object Designer)
  • Select All to see all business objects.

Select the business objects which were inserted (listed above), right-click and select Delete. When asked if you want to delete the selected lines click Yes.
JetReportObjects-5

Development Tips, Instalation & Configuration, Jet Reports, Office Integration, Report

Jet Express for Word Overview & Installation – for Navision 2015

Ashwini Tripathi

Jet Express for Word is a new feature available to Microsoft Dynamics users which makes it easy for end users to design documents in Microsoft Word. This feature is part of Jet Express for Microsoft Dynamics NAV and is available to Microsoft Dynamics NAV 2015 users.

Modify Reports in Microsoft Word

Need to change the layout of an invoice or credit memo? Just open the document in Microsoft Word to make changes in a program you already know—no programming required.

Provided you already have reports developed by the Navision professionals. You can only make Layout, Look & Feel changes. For any business logic or including/excluding fields in report will be handled from Navision only as we do.

Design with Flair

You can use document templates that provided by Jet Reports, templates from the Office Store, or create a document from scratch. Add company logos, change fonts, modify fields and customize for multiple regions easily.

Easy to Use

The simple interface allows you to customize or create document layouts using Microsoft Word. Your fields appear in clear text and the search feature makes it quick to add the fields you need.

New functionality in Microsoft Dynamics NAV 2015 allows you to import these document layouts into NAV and run them from within the NAV client.

Software Requirements

  • Microsoft Dynamics NAV 2015
  • Office 2013 Desktop Edition

Supported Languages

  • English, Danish, Dutch, French, German and Spanish
  • More languages will be added soon

Where to get Jet Report Installation Files

You can use this Link, Visit to Jet Reports site here.

JetReportInstallation-1

JetReportInstallation-2

– Download the Jet_Express_for_Word_Installer.zip file

– Right-click the zipped file and select “Extract All”

– Right-click the file “setup.exe” and choose “Run as administrator”

JetReportInstallation-3

JetReportInstallation-4

JetReportInstallation-5

Verifying the Installation

Open the Word and you will find one more TAB in Ribbon. [JET]

JetReportInstallation-6

Just in case you don’t find the Tab, Follow below set to enable the same, provided your Installation was successful in previous step without any error.

JetReportInstallation-7

Developer -> COM Add-Ins

Check if Jet Express for Word is enabled, if not select it and say OK.

If already enabled but still you don’t see, disable and enable again. Restart your word now you will be able to see the JET TAB.

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

How To, Instalation & Configuration

How to: Enable Web Services for ADCS

Ashwini Tripathi

To use Automated Data Capture System, you must enable the ADCS web service.

To enable and publish the ADCS web service

Start the RoleTailored client.

In the Search box, enter Web Services, and then choose the related link.

On the Home tab, choose New.

In the Web Services window, enter the following information on a new line:

Field Value
Object Type Codeunit
Object ID 7714
Service Name ADCS

Important: It is required that you name the service ADCS.

Select the Published check box.

Choose the OK button.
ADCS-7
To verify that the web service has been published

In a web browser window, enter a URL in the following format: http://<web services path>/Services. The following example demonstrates the results.

In my case:

http://indel-axt5283n1.tecturacorp.net:8047/DynamicsNAV80/WS/Services

You see the following XML information if the ADCS web service is published.
ADCS-8

To verify that the codeunit is performing as expected, enter a URL in the following format: http://<web services path>/Codeunit/<Service Name>.

http://indel-axt5283n1.tecturacorp.net:8047/DynamicsNAV80/WS/CRONUS%20International%20Ltd./Codeunit/ADCS

Information about the ADCS web service is displayed.