4 Steps to Creating a Great Dataset for NAV Reports

When creating a reporting dataset in Microsoft Dynamics NAV, there are four steps that you should follow to make sure you are reporting on the right data.

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    One of the most critical steps to designing an effective report is creating the dataset from which the report will pull.  According to Robert Miller, Senior Escalation Engineer for Microsoft Dynamics NAV, there are four tried and true steps that you should follow when creating your dataset to ensure that you are getting exactly what you need:

    Identify

    Look for existing reports that are similar, open them and look at the data items to get ideas of what you should include

    Look at the source tables on pages with similar data

    Consider extending tables or including calculating data in summary so that your reports run faster and you don’t run out of RAM

    Design

    Only one dataset per report is supported

    Leverage something like Unified Modeling Language (UML) to model the dataset visually first, which helps you see the relationships that you need consider when designing your dataset layout

    Establish common structures and meaningful naming conventions so that you can align them across related reports easily

    Implement

    Define your data items and columns in the Report Dataset Designer – in R2, you can choose the columns that you would like to apply within each data item

    Choose from column sources that include table fields, variables, expressions, and text constants

    Establish parent/child relationships or data hierarchies with indentation or data item links

    Validate

    Inspect the returned data using the About this Report function

    Remember that the resulting data set will be flat and will need to be saved as Excel to be inspected in PivotTables to verify the results

    For some best practices in creating your dataset, view this video:

    These tips are all from the Reporting in Microsoft Dynamics NAV: Tips and Tricks session at Convergence 2014.  To view the full session, access the Virtual Convergence site.

    If you need assistance creating your dataset or with any other aspect of your Microsoft Dynamics NAV reporting, please contact us!

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