The document discusses various reporting options in Dynamics NAV, ranging from basic DIY reports to advanced analytics, emphasizing future-proofing and providing technical tips for effective reporting. It introduces tools such as Jet Reports and Power BI, detailing their functionalities and integration with Dynamics NAV. The presentation highlights key performance indicators, dashboard configurations, and the importance of analytical reporting for decision-making.

1. Dynamics NAV
Business insight
Reporting from simple, do-it-yourself through to advanced analytics
Jaana Wichman, Derek Lamb
23 October 2014

2. Your presenters
Jaana Wichman
Dynamics NAV Practice Lead
 Over 14 years experience with
Dynamics NAV
 Five years with Intergen – as
long as Dynamics Day exists
 Involved in multiple ERP
implementations in Germany as
well as New Zealand
 Wellington based
Derek Lamb
Solution Specialist
 15 years ERP Experience with
Microsoft, Tech one, Infor and
Sage
 Industry experience,
Government, Not for Profit,
Financials, Distribution, Utilities
 BI experience
 Project Manager Professional
 Auckland based
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3. Reporting Options
Technology Presentation Client Skillset required Source Data Use
Account Schedules Dynamics NAV Finance
GL, Budgets,
Analysis Views,
Cash Flow
Management Reports
Role Centre Dashboards Dynamics NAV Finance / Technical Any NAV Data Operational Dashboard
Jet Reports (Express) Excel Finance GL Management Reports
Power BI Excel Business Analyst Any data source Analytical
BI4 Dynamics Excel or any BI Solution
Business Analyst
NAV Cubes Analytical
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4. Account Schedules
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5. Tip 1
Future proof
 Future proof – if you Upgrade
your solution Account
Schedules will remain at no cost
 Publish Account Schedule Data
through Web Services
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6. Tip 2
Quick Insert G/L Accounts
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7. Tip 3
Period Formulas
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8. Tip 4
Dimensions on Columns
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9. Tip 5 - 8
DEMO
 “Copy rows” for new row and column layouts
 Dimensions on rows
 Totals on row number
 Formatting and presentation
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10. Role Centre Dashboard
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11. Tip 9
Use Cue Data for reports
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12. Tip 10
Business Charts
 KPI Charts
 Cash Flow Charts
 Sales Performance
 Purchase Performance
 Inventory Performance
 Finance Performance
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13. Tip 11
Finance Performance Charts – Pre Configured
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14. Tip 12 - 14
DEMO
 KPI Charts
 Finance Performance Charts – Create your own
 Generic Charts
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15. Jet Express for Dynamics NAV
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16. Jet Product Suite
 G/L Reporting
 Table Analysis
 Basic financial reporting
 Pivot reports
 Finance users
 Freeform Reporting
 Advanced Table builder
 Scheduling/notification
 Multi-data-source, Tools
 Performance (SQL Connector)
 Operational reporting
 Complex reports
 Finance & analytical users
 Pre-built Cubes
 Reporting Data-Warehouse
 Jet Data Manager
 Speed & Simplicity
 Analysis (Eg over time)
 Self-serve (non-technical)
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17. Tip 15
Drilldown
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18. Tip 16
Table Builder
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19. Tip 17-18
DEMO
 G/L Wizard
 Out of the box reports
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20. Power BI

21. What is Power BI?
Power BI for is an umbrella name given for many technology and tools that
blend well together.
Excel is the “centre of the Power BI universe”
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22. What is Power BI?
Technology Availability
Front End (Excel) O365 & Excel
ETL and Data clean up (PowerQuery)
O365 & Excel
Data Model and Analysis (PowerPivot)
O365 & Excel
Reporting (PowerView)
O365 & Excel
Reporting (PowerMap) O365
Publishing and Sharing (Power BI site) O365
Data Mining and Predictive Analytics (Power BI Q&A + Forecasting) O365
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23. Power Query
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24. PowerPivot
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25. PowerView
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26. PowerMap
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27. Power BI Site
Q&A
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28. Power BI Q&A
Q&A
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29. Power BI Mobile
Q&A
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30. What does PowerBI with Dynamics NAV provide?
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31. BI4 Dynamics

32. Reporting from simple, do-it-yourself through to advanced analytics | 33

33. Reporting from simple, do-it-yourself through to advanced analytics | 34

34. Reporting from simple, do-it-yourself through to advanced analytics | 35

35. Prebuilt Application Areas
Jobs and Resources
Manufacturing
Service Management
Fixed Assets
Bank Account
Account Schedules
Sales Orders
Purchase Orders
General Ledger
Sales
Purchase
Inventory
Receivables
Payables
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36. Receivables Area Dimensions
Dimensions Receivables Analysis Customer Analysis
Company X X
Currency X X
Date X X
Dimensions 1-8 X X
Document Customer X X
Due Analysis X X
Customer X X
Salesperson- Purchaser X X
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37. Receivables Area Measures
 Receivables balance
 Receivables balance PCY
 Average receivables
 Average due days receivables
 Average open days receivables
 Receivables coefficient
 Receivables turnover (days)
 Customer net change
 Customer debit
 Customer credit
 Sales
 Customer discount
 Customer net change PCY
 Customer debit PCY
 Customer credit PCY
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38. Demo Time!
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39. Focus on Role
centre within NAV
Microsoft roadmap
leading to Power BI
& O365
Centralise
Business logic