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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Query and Excel Report
Microsoft Dynamics NAV (Archived)

Query and Excel Report

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Posted on by 4BzSoftware 6,071

As you know Microsoft Excel has tremendous capabilities such as Formula, Chart, Power Pivot, Slicer, and Condition Format … help you build stunning dashboards and reports. Now with our solution, user without programming skill can push data to Excel and directly make real time reports from Microsoft Dynamics Navision. Below is “Query and Excel Report” functionality:

- User interaction or prepare reports silently, capacity of using pre-built Excel template.
- Distribute reports through email automatically.
- Retrieve data from multiple companies.
- Report built-in security by standard NAV Role and Permission, and report owner.
- Ability to share reports to other users in same company or using different NAV systems.
- Support aggregation functions such as Group, Summary, Count, Average, Max, and Min.
- Capacity to sort and keep top rows for reports such as Top 10 Customer, Top 20 Item.
- Support joins tables for linking information, Report Parameter for filtering.
- Multiple Excel Worksheets, Format Value, Format Cell, Column Width support.
- Support Web client, export report data to XML with or without Schema.

 

You can download NAV Objects at http://www.mibuso.com/dlinfo.asp?FileID=1591

 

Thanks and best regards,

4BzSoftware@gmail.com

*This post is locked for comments

  • Suggested answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: Query and Excel Report

    New features:

    - Hide % completed status to increase speed.

    - Retrieve data from multiple companies.

    - Table Alias Cell Reference with Row and Column Offset.

    - Field as Excell Cell Text Value in Fields part.

    - Parameter Formula with DateFormula.

    - Duplicate and delete multiple reports in list page.

    Changes:

    - Change Codeunit ID from 50041 to 50008

    - Excel Report Management.

    - Field Display Name is unique within Group of Top Table only.

    Introduction video content:

    - Introduction.

    - Installation.

    - Create Top 10 Customers Report.

    - Select Tables and Fields.

    - Link Tables and Filters.

    - Sort and Keep top rows.

    - Excel Pivot, Chart and Slicer.

    - Create report from Excel Template.

    - Email report.

    - Create and Email report automatically by NAS Service.

    - Download at Mibuso http://www.mibuso.com/dlinfo.asp?FileID=1589

    - Watch at Youtube https://www.youtube.com/watch?v=d-ZpkulWojU

    Practice video content:

    - PRACTICE-01 Customer Sales

    - PRACTICE-02 Customer Sales with Filter

    - PRACTICE-03 Customer Top Sales

    - PRACTICE-04 Customer Top Sales with %

    - PRACTICE-05 Customer Salesperson Sales

    - PRACTICE-06 Sales Consolidation

    - PRACTICE-07 Sales Consolidation and Total

    - PRACTICE-08 Gross Sales by Time

    - PRACTICE-09 Gross Sales by Time Summary

    - PRACTICE-10 Gross Sales & Return by Time

    - Download at Mibuso http://www.mibuso.com/dlinfo.asp?FileID=1600

    - Watch at Youtube https://www.youtube.com/watch?v=pRXY7aZMcz4

    Thanks and best regards,

    4BzSoftware@gmail.com

  • 4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: Query and Excel Report

    Thank Miguel! PowerBI and Jet reports are nice and have wide range of data sources. Our tool focus on NAV only, and everybody can design and run unlimited reports, regarding to NAV reading permission.

  • Verified answer
    Miguel Llorca Gómez Profile Picture
    Miguel Llorca Gómez 7,019 User Group Leader on at
    RE: Query and Excel Report

    A comparison table against PowerBI, Jet, etc. would be great!

  • 4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: Query and Excel Report

    Thank Jose and Raokman! We try to provide community with useful tools on Navision 2013. Hope you enjoy!

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Query and Excel Report

    Yeah, I guess with NAV we will have to go to an outside reporting tool...no more report/query wizards as part of the ERP itself...

  • Verified answer
    jcastro Profile Picture
    jcastro 2,245 on at
    RE: Query and Excel Report

    Thank you for sharing, I will definetly check it out.

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