You can choose to have different chart types as well. You can now see the chart besides your Customer List. Let’s say we would like to put the chart in a fact box beside the Customer List.Ĭhoose FactBoxes, Add Chart Part, Customize Blank Chart and select the chart that you saved. So now you should be able to use that chart in any place you want to put it. You will get the following message.Ĭlick Departments/ Administration/ Application Setup/ RoleTailored Client/ Generic Charts to open Generic Charts and here you will find your chart saved. Specify New Chart ID and New Chart Title fields and click Ok. Here you can play around with various settings. This will open the Generic Chart Customization page. Right-Click on the chart and click Customize. You can show the chart in your Role Centre as well.
Microsoft dynamics nav 2017 manual update#
So, for example: here we can analyse that the sales person PS (Peter Shadow) has higher balances and JR (Julia Roberts) has comparatively lower balances. It allows me to build reports that update with real-time information from our ERP system, Microsoft Dynamics NAV. Let’s say, we would like to see, we would like to see Overdue Balance per Customer per Salesperson: But we also have an option to select one more dimension. In the above example, we selected one measure and one dimension. When you hover your mouse over a bar chart, it gives you the exact figure for the record, so you can confirm if the chart shown matches the data. If you held down the mouse, highlight a block and release the mouse, you can zoom-in to a block to have better view in selected area in the chart. This is very useful, as you can now directly copy and paste it in your presentation or e-mail the report. When you right-click on the chart, you will have various options such as to Copy, save it as picture, print, etc. Similarly, you can choose many other combinations to view your data as a chart without any need to make customizations reports. You will notice that now the chart shows only those customers for which balance is due: Now when you click on Show as Chart action to go to the charts again. In this first I click the Show as List action to go back to my customer list and provide an advanced filter to show only those customers which have balance due. Scenario 2: Show me Balance Due per Customer Chart – Exclude those customers who do not have any balance due. In this case I select measure as Balance (LCY) and Dimension as No.: Scenario 1: Show me Balance Due per Customer Chart On the page, you have options to Select Measures and to Select Dimensions. you see nothing! Well, read the instructions in the middle of the page and it says “ Select measures and dimensions for the chart.” Open the Customer List page and on the Home tab, click Show as Chart.Īnd…. We will consider Customer List as an example. The following article explains on how you can work with the feature. Human Resource Management Licensing Guide for Microsoft Dynamics NAV 2017 System.
Microsoft dynamics nav 2017 manual manuals#
The manuals cover multiple versions of the program (Navision Finacials, Navision Attain, Navision Business Solutions, Dynamics NAV 2009 Classic / RTC, NAV 2013 and future releases). Microsoft Dynamics CRM Tutorial - Tutorialspoint Microsoft Dynamics NAV. This feature has been available from quiet some versions now. Easy to read manuals for ordinary companies and organizations as well as Microsoft partners working with or using Navision as an ERP system. Amazon (seller) issues a credit note for 10,000 in the name of Company-B (buyer).In Microsoft Dynamics NAV there is a feature called Show as Chart, usually available on a list page.
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