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Killer reporting & BI for tracking organisational improvement
Breakout session #7
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Let’s get started!
Delivering Financial
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I’m Hai.
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What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
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Reporting in Dynamics NAV
Demonstration
▪ Account Schedules, Dimension & Analysis Views
▪ Finance Performance Charts
▪ Sales, Purchase and Inventory Analysis Reports
▪ Sales Analysis by Dimensions
▪ Lists – ‘Show as Chart’
▪ Generic Charts
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Account Schedules using Dimensions
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Account Schedules using Dimensions –Column Layout
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Analysis Views
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1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
![Page 10: Killer reporting & BI for tracking - Technology Management · Killer reporting & BI for tracking organisational improvement Breakout session #7. Let’s get started! Delivering Financial](https://reader034.vdocuments.us/reader034/viewer/2022042301/5ecc3020be47280079439825/html5/thumbnails/10.jpg)
1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
![Page 11: Killer reporting & BI for tracking - Technology Management · Killer reporting & BI for tracking organisational improvement Breakout session #7. Let’s get started! Delivering Financial](https://reader034.vdocuments.us/reader034/viewer/2022042301/5ecc3020be47280079439825/html5/thumbnails/11.jpg)
Jet Reports
Excel based Add-In1
“Awareness” of the NAV data model, FlowFields, Limit Totals2
Specific General Ledger functions3
4 Popular for finance reporting
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Jet Reports Versions
Professional & Enterprise
▪ Mobile and web access
▪ Multiple database access
▪ Report scheduling
2 Enterprise
▪ Business dashboards
▪ “Instant BI” predefined data cubes
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1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
![Page 14: Killer reporting & BI for tracking - Technology Management · Killer reporting & BI for tracking organisational improvement Breakout session #7. Let’s get started! Delivering Financial](https://reader034.vdocuments.us/reader034/viewer/2022042301/5ecc3020be47280079439825/html5/thumbnails/14.jpg)
Power BI Components
Power BI Desktop
Power BI Online
Power BI Mobile
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1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
![Page 16: Killer reporting & BI for tracking - Technology Management · Killer reporting & BI for tracking organisational improvement Breakout session #7. Let’s get started! Delivering Financial](https://reader034.vdocuments.us/reader034/viewer/2022042301/5ecc3020be47280079439825/html5/thumbnails/16.jpg)
NAV Data Sources
SQL Database1
Dynamics NAV Queries & Web Services2
OLAP Cubes (SQL Server Analysis Services)3
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*
*Power BI Free – one scheduled refresh per dayPower BI Pro – 8 scheduled refreshes per day
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OLAP Cubes
More complete data model1
2
Fast Performance3
4 Requires SQL Server Analysis Services
Built-in multi-level dimensions and calculated measure.
5 Requires Power BI Enterprise Gateway
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Real-time Data
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Questions?
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Thank you!
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