Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / SALES PERFORMANCE chart
Microsoft Dynamics NAV (Archived)

SALES PERFORMANCE chart

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

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

 Capture11221.JPG

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!

*This post is locked for comments

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    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

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    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

  • Suggested answer
    Saurabh Shah Profile Picture
    Saurabh Shah 4,560 on at
    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

  • Suggested answer
    jcastro Profile Picture
    jcastro 2,245 on at
    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

    :/

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    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

  • Suggested answer
    jcastro Profile Picture
    jcastro 2,245 on at
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans