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Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 17: Budgets with Account Schedules

The single most important thing to know about using budgets with account schedules is: if you want to report on it, you have to budget on it first! Account schedules allows very flexible options for reporting almost any financial measure you can thing of as actual…
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13 June 2014
Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 16: Analysis Views

Now that you know you can use dimensions with account schedules, how do you do it? You need to create an analysis view. Analysis views give us the ability to reach into our dimensions, past the two globals, and into the full list of dimensions, allowing…
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12 June 2014
Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 15: Dimensions with Account Schedules

Using dimensions along with account schedules is when you really start to get powerful with your reporting. So far, we’ve only looked at general ledger accounts in rows and periods of time in columns, which is great for financial reporting. However, once you incorporate dimensions you…
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11 June 2014
Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 14: Exporting to Excel

Using the Export to Excel function is the single most important time-saver when using NAV account schedules because once you create your first Excel workbook and set all the formatting you’ve created a “shell” that never needs to be set up or changed again. Bron :…
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28 May 2014
Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 13: Printing Account Schedules

You’ve got a few options to get account schedules out of NAV. You can print them, export them to Microsoft Excel, or you can even simply copy and paste the results out of NAV and into Excel. Bron : Dynamics NAV Financials Lees meer...
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27 May 2014
Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 12: Drilling Down

I don’t know what kind of questions you need to answer as a part of your job, but here are a few of the questions I need to answer in my job every day: Bron : Dynamics NAV Financials Lees meer...
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26 May 2014
Posted inDynamics NAV & BC Tips & tricks

NAV AS 101 Lesson 11: Filtering

The primary difference between account schedules in Classic versions of NAV (NAV2009 and prior) and Role Tailored versions of NAV (NAV2009 and later) is mostly navigational. Most of the ways we construct row setups and column layouts have remained the same, but getting around the software…
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22 May 2014

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