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TRANSCRIPT
Killer reporting & BI for tracking organisational improvement
Breakout session #7
Let’s get started!
Delivering Financial
I’m Hai.
1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
2
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
Account Schedules using Dimensions
Account Schedules using Dimensions –Column Layout
Analysis Views
1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
Jet Reports
Excel based Add-In1
“Awareness” of the NAV data model, FlowFields, Limit Totals2
Specific General Ledger functions3
4 Popular for finance reporting
1
Jet Reports Versions
Professional & Enterprise
▪ Mobile and web access
▪ Multiple database access
▪ Report scheduling
2 Enterprise
▪ Business dashboards
▪ “Instant BI” predefined data cubes
1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
Power BI Components
Power BI Desktop
Power BI Online
Power BI Mobile
1
What we’ll cover
Overview
▪ Reporting functionality in Dynamics NAV
▪ Excel Add-In
▪ Jet Reports
▪ Power BI
▪ Data Sources
NAV Data Sources
SQL Database1
Dynamics NAV Queries & Web Services2
OLAP Cubes (SQL Server Analysis Services)3
*
*Power BI Free – one scheduled refresh per dayPower BI Pro – 8 scheduled refreshes per day
1
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
Real-time Data
Questions?
Thank you!