RDLC Reporting in Microsoft Dynamics NAV

Trainer : Claus Lundstrøm – Microsoft MVP

Skill: 300-400 (Advanced/Expert)
Languages : English or Danish
What you will learn during the training:

  • You will build several reports which highlight the main headaches we encounter when transforming reports and creating new reports.
  • We will focus heavily on the flattening of the dataset and how to do multiple nested tables and grouping in Visual Studio.
  • You will learn when and when not to use Code.getdata and Code.setdata, which is heavily used in the standard document reports.
  • We will give tips on how to modify the standard document reports.
  • We will explain in detail the best practice for creating RDLC reports and get each student through the minefield of Visual Studio and increasing the development speed for all participants.

Course Outline

Chapter 1: Day 1

  • Understanding the new NAV Report Dataset Designer
  • Understanding the creation of the dataset
  • Visual Studio 2013 Report Designer, which of the many buttons can we use
  • Filtering and Visibility best practice and how to easy debug these
  • Understanding how to do groups, both simple and advanced groups
  • Understanding how to use scope for expressions
  • Understanding how to use custom code in reports
  • List, Rectangle and Table controls explained in details
  • Tips, tips and then some more tips for how to speed up the creation RDLC reports
Chapter 2: Day 2

  • Working with OfflineReports, making it easy to design reports with data in customers live database, but not work directly in the Live database
  • How to base Reports on the new Query object
  • Create well performing reports
  • Understanding Code.SetData and Code.GetData and when to use RportItems
  • When to use Visibility on List, Rectangle, Table or Row. Visibility requires many hidden tricks
  • When and when not to use Visibility in Headers and Footers
  • Working with Images and transparency, and how to get 1 image control work for all document reports and multiple companies with different logos
  • Printing to PDF, Word and Excel, what are the difference and what is supported and what is not
  • Exploring the new Report features introduced in NAV 2013 R2
  • Exploring the new Report features introduced in NAV 2015
  • Working with templates so reports can be done in minutes
  • Tips, tips and some morte tips for how to speed up the creation RDLC reports
Chapter 3: Day 3

  • Upgrading Classic document reports from 5.0 to NAV 2013 R2
  • Designing the Document reports the ‘right’ way, without using Code.SetData and Code.GetData
  • How to place elements in bottom of page withoutusing Page Footer
  • Working with copy and page loops
  • Exploring many time sonsuming pitfalls when designing reports in Visual Studio and eliminating them with easy workarounds
  • Using parameters to change the look and feel of a document report, making 1 report object work for multiple customers, excellent for Multi-Tenancy
  • Working with Dynamic Columns, making it easy for user in RTC to change column without opening Report Designer
  • How to create Transheader/Transfooter in RDLC in NAV 2013 R2/NAV 2015 and have this work when printing multiple document reports
  • Designing Reports in Word in NAV 2015. When and when can we not use Word Reports
  • Working with Charts
  • Tips, tips and then some more tips for how to speed up the creation RDLC reports