SALES PERFORMANCE chart

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Trying to create a new chart apart from the default one. However, while in CRONUS there are already some options:

In the customer's database, since it was built from sketch, there are no options:

This client wanted to have a SALES by SALESPERSON chart. However, I can't find any tutorials about how to create all the new required fields, like: Item Analysis View Code, etc. For example, the Analysis Line Template Name & the Analysis Column Template Name, can be created on the same window by selecting 'NEW', however by creating a new Analysis Column Template with a different name, the function still remains the same.

Can anyone help me step by step or how to create a new SALES performance PLEASE.

Thanks!

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Tharanga Chandrasekara 23,118 on at

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RE: SALES PERFORMANCE chart

To create business charts you need to create analysis views. Please refer the given PDFlink for that.

www.cbsi-corp.com/.../NAV2013_07_FinancialManagementAdvanced.pdf

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Tharanga Chandrasekara 23,118 on at

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RE: SALES PERFORMANCE chart

Please refer below links.

msdn.microsoft.com/.../hh895520(v=nav.71).aspx

msdn.microsoft.com/.../hh894812(v=nav.70).aspx

msdn.microsoft.com/.../hh894812(v=nav.70).aspx

Addition to above links please refer below pdf.

www.cbsi-corp.com/.../NAV2013_07_FinancialManagementAdvanced.pdf

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Saurabh Shah 4,560 on at

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RE: SALES PERFORMANCE chart

Hi Jref,

These Business charts are based on the Analysis view data so you need to create the Analysis view first to create the report data and charts.

You go through the below links. Hope this will help you or tell us if you still need any specific information

msdn.microsoft.com/.../hh896038(v=nav.70).aspx

msdn.microsoft.com/.../hh895510(v=nav.70).aspx

There are some links at the bottom of this above given link pages so you can explore from there.

Regards,

Saurabh Shah

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Community Member on at

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RE: SALES PERFORMANCE chart

I checked those links already Jose. What I need is something from the SETUP of NAV RTC and not coding. That's customization in a way.

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jcastro 2,245 on at

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RE: SALES PERFORMANCE chart

Oh, in that case, here go a couple of links (part 1 and 2). These are quite technical, but they should give you the knowledge you require to manage them.

www.youtube.com/watch

www.youtube.com/watch

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Community Member on at

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RE: SALES PERFORMANCE chart

Hi Tharanga,

The links you sent me are about GENERIC CHARTS and NOT Business Charts. I know how to create the Generic Charts. But I need to know how to manage the Business Charts like Finance Performance Chart, Sales Performance Chart, etc.

:/

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Community Member on at

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RE: SALES PERFORMANCE chart

Hi Jose,

Those are Generic Charts not Business Charts. Business Charts are like: Sales Performance, Finance Performance, Trailing Sales Order, etc. These have different settings like Generic Charts.

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Tharanga Chandrasekara 23,118 on at

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RE: SALES PERFORMANCE chart

Hey,

Please refer below links :

How to: Create Generic Charts : msdn.microsoft.com/.../hh179580(v=nav.70).aspx

How to: Edit Specific Charts : msdn.microsoft.com/.../hh879476(v=nav.70).aspx

Building Charts in Microsoft Dynamics NAV 2013 R2 : blogs.msdn.com/.../building-charts-in-microsoft-dynamics-nav-2013-r2.aspx

Or watch this :

How to use Dynamics NAV 2013 Chart Generator : www.youtube.com/watch

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jcastro 2,245 on at

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RE: SALES PERFORMANCE chart

Hello jref,

Have you seen these links? :)

http://msdn.microsoft.com/en-us/library/hh179580(v=nav.70).aspx

http://blogs.msdn.com/b/suvidha/archive/2014/05/21/building-charts-in-microsoft-dynamics-nav-2013-r2.aspx

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