Killer reporting & BI for tracking organisational improvement

Breakout session #7

Let’s get started!

Delivering Financial

I’m Hai.

1

What we’ll cover

Overview

▪ Reporting functionality in Dynamics NAV

▪ Excel Add-In

▪ Jet Reports

▪ Power BI

▪ Data Sources

2

Reporting in Dynamics NAV

Demonstration

▪ Account Schedules, Dimension & Analysis Views

▪ Finance Performance Charts

▪ Sales, Purchase and Inventory Analysis Reports

▪ Sales Analysis by Dimensions

▪ Lists – ‘Show as Chart’

▪ Generic Charts

Account Schedules using Dimensions

Account Schedules using Dimensions –Column Layout

Analysis Views

1

What we’ll cover

Overview

▪ Reporting functionality in Dynamics NAV

▪ Excel Add-In

▪ Jet Reports

▪ Power BI

▪ Data Sources

1

What we’ll cover

Overview

▪ Reporting functionality in Dynamics NAV

▪ Excel Add-In

▪ Jet Reports

▪ Power BI

▪ Data Sources

Jet Reports

Excel based Add-In1

“Awareness” of the NAV data model, FlowFields, Limit Totals2

Specific General Ledger functions3

4 Popular for finance reporting

1

Jet Reports Versions

Professional & Enterprise

▪ Mobile and web access

▪ Multiple database access

▪ Report scheduling

2 Enterprise

▪ Business dashboards

▪ “Instant BI” predefined data cubes

1

What we’ll cover

Overview

▪ Reporting functionality in Dynamics NAV

▪ Excel Add-In

▪ Jet Reports

▪ Power BI

▪ Data Sources

Power BI Components

Power BI Desktop

Power BI Online

Power BI Mobile

1

What we’ll cover

Overview

▪ Reporting functionality in Dynamics NAV

▪ Excel Add-In

▪ Jet Reports

▪ Power BI

▪ Data Sources

NAV Data Sources

SQL Database1

Dynamics NAV Queries & Web Services2

OLAP Cubes (SQL Server Analysis Services)3

*

*Power BI Free – one scheduled refresh per dayPower BI Pro – 8 scheduled refreshes per day

1

OLAP Cubes

More complete data model1

2

Fast Performance3

4 Requires SQL Server Analysis Services

Built-in multi-level dimensions and calculated measure.

5 Requires Power BI Enterprise Gateway

Real-time Data

Questions?

Thank you!