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Course Outline
Module 1: Creating Reports
This module explains how to create reports.
Lessons
  • Prerequisites
  • Anatomy of Reports
  • Creating the Dataset
  • Creating the Layout
  • Dataset Patterns
  • Report Properties
  • Building the Request Page
  • Sorting and Filtering
Lab : Creating a Table Report
  • Create the Report
Lab : Creating a Matrix Report
  • Build a Matrix Report
Lab : Adding a Chart
  • Adding a Chart to an RDLC Report Layout
Lab : Using a Gauge
  • Adding a Gauge Control to a Report
After completing this module, students will be able to:
  • Describe the roles of reports and know the anatomy of a report.
  • Understand the way a report layout is designed and executed.
  • Know how frequently used report properties are implemented in Report Definition Language Client (RDLC) report layouts.
  • Know how to build a request options page for the RDLC report layout.
  • Describe the prerequisites for report development in Microsoft Dynamics NAV 2013.
  • List the software prerequisites for report development.
  • List the hardware prerequisites for report development.
  • Explain where to find more information about Microsoft Visual Studio 2010.
  • Describe the roles of reports and know the anatomy of a report.
  • Explain the structure of reports in Visual Studio Report Designer.
  • Understand the rules for flattening data.
  • Understand the steps involved in creating a basic report.
  • Explain how to include a label, variable and expression.
  • Explain the creation of the layout of a report.
  • Document the User Experience (UX) guidelines for reports in Microsoft Dynamics NAV 2013.
  • Demonstrate how to view the dataset at runtime.
  • Describe how to set page options, paper size.
  • Understand the creation process for the dataset.
  • Know how frequently used report properties are implemented in RDLC report layouts.
  • Know what the request options page in a report is used for and how to build a request options page for the RDLC report layout.
  • Learn how to implement sorting and filtering in Microsoft Dynamics NAV 2013 reports.
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Module 2: Interactive Features
This module explains the visibility options for reports.
Lessons
  • Working with Headers and Footers
  • Grouping
  • Using Images in a Report
  • Print Preview and Print Layout
  • Working with Visibility Options
  • Interactive Sorting
  • Working with Document Maps
  • Creating a Multi Column Report
  • Formatting Reports and Report Items
Lab : Adding Visibility Options
  • Adding Visibility Options to the Sales by Salesperson Report
Lab : Adding Interactive Sorting
  • Add Interactive Sorting for a Number of Fields
Lab : Adding a Document Map
  • Implement a Document Map in the Sales by Salesperson Report
Lab : Adding Pictures to a Report
  • Create an Item Catalog Report
After completing this module, students will be able to:
  • Explain when to use headers and footers and how to add or delete a header or footer section.
  • Explain the difference between Print Preview and Print Layout.
  • Describe the visibility options for the reports and how to use them.
  • Explain interactive sorting and how to implement it.
  • Explain how document maps work and how to add them to a report.
Module 3: Adding Code to a Report
This module explains how coding can be used in reports.
Lessons
  • Using Variables and C/AL Code in a Report
  • Working with Report Expressions
  • Understanding and Using Simple and Complex Expressions
  • Expression Examples
  • Anatomy of the Sales Invoice Report
Lab : Adding Conditional Formatting to a Report – Part I
Lab : Adding Conditional Formatting to a Report - Part II
Lab : Cleaning up the Report and Using the Company Logo from the Database
After completing this module, students will be able to:
  • Explain how coding can be used in reports.
  • Work with expressions.
  • Learn how to use expressions.
  • Examine frequently used expressions.
  • Describe the components of the Sales Invoice report.
Module 4: Design Considerations
This module explains how to use the techniques from the previous modules to build advanced reports.
Lessons
  • Report Patterns and Recipes
  • Report Rendering Considerations
  • Pagination
  • Useful Information
Lab : Creating Green Bar Reports
  • Implement a Green Bar Effect.
Lab : Creating a Top X Report
  • Implement a Top X Dashboard
After completing this module, students will be able to:
  • Apply green bar effects and create dashboard reports.
  • Understand how a report will be rendered when it is exported to an Excel spreadsheet or a PDF file.
  • Apply some helpful information that can be useful when you design reports.
Module 5: Running Reports
This module explains the options on how to run the reports.
Lessons
  • The ReportViewer Control
  • Run a Report in Microsoft Dynamics NAV
  • Hyperlinks to Reports
  • Run a Report from a SharePoint Site
  • Hyperlinks in a Report
  • Run a Stand-Alone Report in Visual Studio
  • Interesting Links
Lab : Add a Report to the RoleTailored Client
Lab : Call a Report from a Web Service
After completing this module, students will be able to:
  • Use the features of the ReportViewer control.
  • Describe how to run a report from the RoleTailored client.
  • Examine how to add a report to a page and the Departments section.
  • Examine how to create and run hyperlinks to reports at the command prompt, the Start menu, the Desktop and Microsoft Internet Explorer.
  • Describe how to run a report from a SharePoint site.
  • Describe how to create a hyperlink to a page.
  • Describe how to create a hyperlink to a report.
  • Review where to locate additional resources and information about reporting.
  • Run a stand-alone report by using Visual Studio.
Module 6: Upgrade Reports This module explains the different types of reports that can be upgraded. Lessons
  • How to Upgrade a Report to Microsoft Dynamics NAV 2013
  • Optimize the Dataset for the New Report Dataset Designer
  • The Windows Page File
  • Optimize the Layout for RDLC 2008
  • Determining which Reports to Upgrade
Lab : Redesigning a Customer List Report
  • Importing and Upgrading the Report
  • Modifying the Customer List Report RDLC Layout
  • Add Captions and Labels to the Report
  • Saving the RDLC Report Layout
Lab : Redesigning a Customer – Order Summary Report
  • Importing and Upgrading the Report
  • Modifying the Customer - Order Summary Report RDLC Layout
  • Saving the RDLC Report Layout
After completing this module, students will be able to:
  • Explain the report upgrade workflow for different report types.
  • Implement report dataset optimization.
  • Describe the upgrade process and flow of reports to the RoleTailored client.
  • Explain how to use the dataset for the report dataset designer.
  • Describe how to upgrade classic reports.
  • Apply dataset optimization techniques in reports.
  • Apply report design UX guidelines.
  • Optimize performance.
  • Build the request page.
  • Import and upgrade a report that has only a Classic report layout to a Microsoft Dynamics NAV 2013 report that has an RDLC layout.
  • Modify the RDLC layout.



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