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Move Actuals (With Sum Totals, Not Transaction Level) Report to External Table

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In Microsoft Dynamics NAV 2013 R2 we run this filter to get the actuals for the month, export to excel, then import it into a 3rd party analytical tool.

actuals.gif

Rather than try to establish a direct connection to the NAV database I am looking to use an external database as a data source for the third party tool.  

I'm looking on any advice on what  tables I need to look at at the best way to query those tables to mimic the same output. 

General Ledger Account Number, Account Name, And Amounts (sum totals for the intersection of GL/ Line and Account Name, no transaction level data).

Any level of advice would be appreciated.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Move Actuals (With Sum Totals, Not Transaction Level) Report to External Table

    General Ledger Entry (table 17), G/L Account (table 15) are the two tables you need.

    The "Balance" or "Net Change" fields in SQL are not fields they are SQL views. The analytical tool might be able to handle this for you.

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