Copying data to-and-fro between Excel & Navision

ExcelToNavJnl

One of my reader has requested to show him how to export data from Nav Journal to Excel, perform correction and import back to Navision.

So let us see how can we perform this and what are the limitations.

Open the Journal in Navision.

Arrange and show all the Fields that you want to export to Excel on the page.

Fill some sample data. Say single line of Journal, way usually you do.

ExcelToNavJnl-2

Now Send to Excel using options shown in below screen.

ExcelToNavJnl-3

Data will get Exported to Excel.

Have you noticed something, with the data that got exported yo Excel?

Your 2 Additional Shortcut dimension was not Exported to Excel. Customer Group Code & Area Code, why?

Since these are not the actual fields in the table and it is calculated on Page level, so you will only be able to export Dim-1 & Dim-2 your Global Dimensions which is available as Field in the Table.

Make sure you enter Dimension Values in Capitals in Excel Columns.

ExcelToNavJnl-4

Now perform required changes to the Journal data.

Insert New Lines, Delete existing Lines or Edit existing Lines.

Make sure you don’t keep more than 30000 to 40000 lines, until this it works fine if more than this either performance is too slow or Navision gets hang while you copy back your data to Navision. Upto 40000 works fine have tested several time. Depending upon your system performance you can decide how much data will be ok for you.

ExcelToNavJnl-5

As we have seen above my 2 additional Dimensions is missing from the exported data. We need to match the columns what we have in our Excel and sequence. So we will hide/remove the additional columns from the Journal to match the sequence from Excel columns before we copy back our data from Excel to Navision.

ExcelToNavJnl-6

Select the Rows in excel containing you data excluding header columns and copy.

Return to your Journal and Paste as shown in above screen.

ExcelToNavJnl-7

Your modified data is imported back to the Journal in Navision.

Now perform the Journal action way you do normally.

 

Assisted Setup – Madeira

When you want to explore Project “Madeira” on your own, you can always go back to the Getting Started tour. See in cubes area marked.

AssistSetup-1

At Home page you will find the Assisted Setup & Tasks action. See in Ribbon marked in above screen.

Here you see a list of assisted setup that can help you getting started.

AssistSetup-2

You can migrate data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup. Once you are done with this piece you are good to go ahead exploring more.

Depending on your need, check if the other assisted setup can help you in any manner.

In the Assisted Setup window, you will find the followings:

 

ASSISTED SETUP

Set Up Company: – Creates a new trial company for you to enter data and try out Project “Madeira”. If you went through the Getting Started tour this step is probably already completed.

Migrate Business Data: – Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.

Set up Sales Tax: – Gets you started with default tax groups and assigning tax area codes that you can assign to customers and vendors in order to automatically calculate sales tax in sales or purchase documents.

Set up Email: – Gets you ready for sending email messages directly from sales orders or contacts in Project “Madeira”.

Set up Office Add-Ins: – Sets up the ability to use and launch Project “Madeira” from Outlook.

Set up Email Logging: – Sets up the capability to log email correspondence in Project “Madeira” to follow up on interactions.

 

Will come up with more details in my upcoming posts.

Till then keep exploring and learning.

 

 

 

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

You can copy & Paste data from an Excel workbook, or import data from a table on a web page, or any other source from which we can copy and paste into Excel. In the following steps, you add the data from a table.

  • Insert a new Excel worksheet, and give it the name desired any meaningful name that describes the data.
  • Select and copy the data, including the table headers.
  • In Excel, place your cursor in cell A1 of the above created worksheet and paste the data.
  • Format the data as a table. You press Ctrl + T to format the data as a table, or from HOME > Format as Table. Since the data has headers, select My table has headers in the Create Table window that appears.

ExcelData-1

  • Name the table. In TABLE TOOLS > DESIGN > Properties locate the Table Name field, and type desired name.

ExcelData-2

  • Format your data using Excel std. formatting tool.
  • Save the workbook.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 have create a sample Excel File for you which you can down load from the Shared Path using link: http://1drv.ms/1GpZFd4

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

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.

Import and Export a Word Report Layout

From the Microsoft Dynamics NAV Development Environment, you can import and export built-in Word report layouts of report objects as Word document files (.docx file type). This enables you to modify a built-in Word report layout on a report. For example, you can export a built-in Word report layout to a file on your computer or network. Then, you open the file in Word and modify the report layout. Finally, you import the file back to the report object. The existing built-in Word report layout on the report is overwritten by the content in the imported file.

To export a Word report layout from a report to a file

  1. In the development environment, open the report in Report Dataset Designer as follows.
    1. On the Tools menu, choose Object Designer.
    2. In Object Designer, choose Report, select the report, and then choose the Design button.
  1. On the Tools menu, choose Word Layout, and then choose Export.

Export

  1. Browse to the location where you want to save the exported file, and then choose the Save button.

To import a Word report layout from a file into report

  1. In the development environment, open the report in Report Dataset Designer as follows.
    1. On the Tools menu, choose Object Designer.
    2. In Object Designer, choose Report, select the report, and then choose the Design button.
  1. On the Tools menu, choose Word Layout, and then choose Import.

Import

  1. Locate the file that you want to import, and then choose the Open

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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