Tag Archives: Reporting

Qlik NPrinting: New features with the fall release

NPrinting September 2018Within the scope of the recently launched Qlik release wave, which optimized the data visualization platform Qlik Sense again, NPrinting has been equipped with new functions, too.

The most important new features of the latest NPrinting version include the following areas:

Password protection
Since the September release, NPrinting has a password protection. It is possible to protect reports with both “read” and “read & write” passwords. Passwords can be set at report, publish task or user level. The preview in the Printing Newsstand is accordingly disabled for password protected reports.

Macros in Excel reports
Concerning the creation of Excel reports, it is now possible to integrate Visual Basic macros into reports and publish them in *.xlsm format.

Cookies
According to the new data protection guidelines, NPrinting cookies will be deleted immediately after session logout.

In addition, the latest version of NPrinting also contains numerous improvements relating to performance and stability.

Microsoft Dynamics NAV 2015 Document Reporting

Microsoft Dynamics NAV 2015 A new option in Microsoft Dynamics NAV 2015 allows to layout reports with Microsoft Office Word and thus enables experienced end users to influence the document design.

In previous versions of Microsofts ERP software Dynamics NAV the creation and modification of reports is very time-consuming. Mainly working with the complex development environment Visual Studio, which has been dissolved out of Microsoft Dynamics NAV, is quite challenging without the right knowledge and hard to handle for end users.

The new version of the ERP system Dynamics NAV 2015 now brings a feature, which offers many possibilities in terms of designing reports – also for less tech-savvy users. So the newly introduced feature allows to create and edit documents with the well-known and familiar software Microsoft Office Word. Especially concerning his manifold and strong visual design functionalities, Word is an ideal support for non-experts, because the optical layout happens to 100% with the common attributes of the established word processing program. Integrated and configurable templates and the simple and comfortable use and adjustment are further significant advantages of the new Word document reporting.

Microsoft Dynamics NAV 2015 Features Document Reporting

However, it is also worth mentioning, that the use of Microsoft Word for creating and editing reports truly is a successful alternative to conventional RDLC reports, but not a replacement. Word should particularly be used when it comes to the design of simple and not too large documents, for example, contracts, invoices and letters. Since the software is not a generic report engine, grouping or totals are not possible within the reports. The formatting of numbers is limited to the possibilities provided by Dynamics NAV. Before using the tool, however, it should be examined in each case, what can already be implemented in the data model.

Report Scheduling with Microsoft Dynamics NAV 2015
Another feature that facilitates the reporting in Microsoft Dynamics NAV 2015 is the so-called report scheduling. Users can now schedule reports directly from the Role Center, and plan the generation of resource-intensive reports on the NAV server to a specific time, for example, when the server is not too busy. The output reports can then be stored in the format requested by the user and can be viewed in the report inbox, which is integrated into the Role Center page.

If you have any further questions about NAV 2015 document reporting, please do not hesitate to contact us for advice and assistance!

Easy generation of QlikView and Qlik Sense data models out of Dynamics NAV

Since powerful analysis and reporting tools are becoming more and more indispensable in today’s business world, many companies count on BI solutions which promise users considerable time and cost savings in addition to the easy use.

Despite the diverse and innovative analysis options offered by the modern platforms, the generation of the necessary data models for later evaluation entails laborious and time-consuming effort, even for IT specialists.

Particularly data structures, which are not yet available in the desired form in the existing source data (such as Microsoft Dynamics NAV), often have to be processed first extensively, before they can be used for later analysis in QlikView and Qlik Sense.

Examples herefor can be simple applications such as cluster analysis (customer, item) according to different criteria, or even more complex business reports such as balance sheets and income statements (P&L). The mapping of account schedules from Dynamics NAV in QlikView and Qlik Sense into dynamic pivot tables is also a common requirement.

For these applications, the grouping function of the NAVdiscovery Toolbox provides the ability to create analysis views of any data structure from the master data of the ERP system. In this way, individual evaluation structures can be defined, independent of the existing NAV database. The freely selectable structures require no additional field or table extensions and can be created in unlimited hierarchy levels. The setup of the evaluation structures is carried out directly in Dynamics NAV – within the usual data structures and business logic.

QlikView Dynamics NAV Connector Scripting Template NAVdiscovery

This results in almost unlimited options for the design of evaluations. At the same time, the dimensions of the groups can be changed at any time or be used as a template for new evaluations.

The NAVdiscovery Toolbox already contains templates for the most frequently used evaluation structures in Microsoft Dynamics NAV, which can be extended, adapted and reused flexibly.

For more information on the options of the grouping feature, please have a look at https://www.navdiscovery.com/features/

Seeing is believing – don’t hesitate to contact us for a free online demo on the possibilities of the NAVdiscovery Toolbox!