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Jet Reports User Interface
Jet Reports User InterfaceHelp Topics... This information is always updated to latest release of the Jet Excel add-in. Sometimes button locations are changed to better meet user needs. Printable PDF version. Overview The Jet ribbon provides you with access to all functionality of the Jet Excel add-in. Mode and ReportThe following features are available in the Mo...
Jet Reports - Best Practices
Jet Reports - Best Practices Overview The Jet Excel add-in is a powerful reporting tool that takes advantage of another powerful tool that so many business users already know... Microsoft Excel. Together, the two provide almost unlimited capabilities. There are certain practices that work better than others. Here are a few things that Jet users have found over the years...
The Jet Function Wizard (Jfx)
The Jet Function Wizard (Jfx) This article mainly discusses the Jfx feature of Jet Reports.  The GL concepts are also applicable to Jet BasicsRelated Articles... Overview In the Jet Reports , the Jfx offers the ability to add all four Jet Functions ( NL , GL , NF , and NP ). In Jet Basics , you can use the Jfx to add a GL fun...
What is a Designer? A Viewer? An Excel User?
What is a Designer? A Viewer? An Excel User? Designers Viewers Excel Users Jet Designers are individuals licensed to use Jet Reports to create reports and/or create dashboards (using Dashboard Builder and Excel) and Pivot Tables from the cubes within Jet Analytics . Jet Viewers are individuals licensed to run Jet ...
Difference between "Design Mode" and "Report Mode"
Difference between "Design Mode" and "Report Mode" Beginner Related Articles... Question When referring to Jet Reports, what is the difference between " Design Mode " and " Report Mode "? Answer Report Mode A report is is Report Mode when the report has been run (using either the Run or ...
Jet Basics - Filter Syntax
Jet Basics - Filter SyntaxRelated Articles... Overview When creating reports, it is important to have a basic understanding of how to apply filters to your queries so as to get exactly the data you want from your database. This reference provides the methods for applying various filter types ("not equal to", "greater than", "and", "or", etc.) to your Jet functions: Mea...
Row 1 and Column A are reserved in a Jet report
Row 1 and Column A are reserved in a Jet reportRelated Articles... When designing your report with the Jet Excel add-in, please remember that row 1 and column A on each worksheet are reserved for Jet Keywords : Including other data such as Excel functions (including IF functions), text, etc. in these two areas can interfere with the functionality of your report, make t...
Date Filters
Date Filters Overview There are many times when you want to make your report easy for an end user to work with but need to use variable date ranges to retrieve the data for the report. An example of this is a report that lists the sales activity for the month, the year to date and the previous year. Instead of requiring the user to enter all of the date filters that the report needs, yo...
Improving Report Performance
Improving Report Performance Overview Creating reports with the Jet Excel add-in is a highly customizable process.  Over time, we have identified certain best practices that can help you make your reports as efficient as possible.  The following guidelines may help to improve the run-time of your reports. If using Dynamics NAV, apply filters in your reports so that that they ma...
Using Drilldown
Using DrilldownHelp Topics... Overview When using the Jet Excel add-in with either Dynamics GP or Dynamics NAV, you can "drill down" on many of the values returned by the GL() function or the NL(Sum) function in order to see the underlying transactions that are reflected in the returned value. Select from the following topics: Drilldown with Dynamics GP ...
Jet Basics User Interface
Jet Basics User InterfaceJet Basics Help Topics...Mode and ReportThe following features are available in the Mode and Report sections of the Jet ribbon: Design Design mode is used to create reports. In Design mode, Jet function results are optimized for speed and are not guaranteed to bring back correct results. Run from Cache Run from Cache mode is the result of runnin...
Preparing Reports for use by Report Viewers
Preparing Reports for use by Report Viewers Overview A report Viewer is an Excel user that has the full edition of the Jet Excel add-in installed but is not licensed to design reports.  A report Viewer is allowed to change report options and use a Jet report, but may not use any other Jet features.  A report Viewer may not enter Jet functions into cell formulas or make any changes to...
Jet Basics - Drilldown Grid for NAV
Jet Basics - Drilldown Grid for NAVRelated Articles... Overview The Drilldown Grid displays drilldown data for Dynamics NAV, and allows you to group, filter, and sort that data. Drilldown View Using the Drilldown Grid, drilldown results can be personalized. By right-clicking a column header, a user can choose which fields are displayed in the drilldown form.  Additionally,...
Simulating Jet Basics with Jet Reports
Simulating Jet Basics with Jet Reports Overview In order to allow report Designers to test that reports created with the full Jet Excel add-in will also operate as expected in Jet Basics, the Jet Reports Excel add-in is able to simulate Jet Basics. Instructions From the Jet ribbon in Excel, go to Settings > App Settings On the General tab, you'll see that th...
Creating Report Options with the Jet Excel Add-in
Creating Report Options with the Jet Excel Add-in This information applies to version 2017 R2 and higher Overview Adding Report Options to your report allows others to select specific filters to narrow down the information they want to view.  This is typically created to give the End User (Viewer) the ability to customize what they see without compromising the integrity of the da...
Creating Report Options Lookups with Multiple Columns
Creating Report Options Lookups with Multiple Columns Overview When creating Reports Options with database lookups, it can be very helpful to the person running the report to have the lookup list contain multiple columns of data. Example If we create the lookup function: =NL("Lookup","G/L Account","No.") then we get the following in our report options: ...
Report Options with Dynamics Database Lookup
Report Options with Dynamics Database Lookup Some database knowledge required Related Articles Overview As a report designer, you want to give your report viewers the ability to specify report options by allowing them to select specific values from the database. Using Report Options, you can create NL("Lookup") functions to return all the values that you want vie...
Report Options for non-Dynamics Databases
Report Options for non-Dynamics Databases Moderate - some database knowledge required Related Articles Overview As a report designer, you want to give your report viewers the ability to specify report options by allowing them to select specific values from the database. Using Report Options, you can create NL("Lookup") functions to return all the values that you ...
Report Options Tooltips
Report Options Tooltips Overview When adding Report Options to your report, it is also possible to display a tooltip when the mouse hovers over a particular Report Option. To do so, add the optional Tooltip tag in Row 1 of your report options page. The message to be displayed with each option must be written on the corresponding row containing the Option tag:
Report Option Validation
Report Option Validation Overview When using Report Options, it is possible to validate the values entered when entering Report Mode or when the report is refreshed.  To do so, you can use the following optional worksheet column tags: VALID and MESSAGE. Valid The column containing the Valid tag should contain a valid Excel function that returns TRUE or FALSE based on the v...
Excel Cell Reference Modes
Excel Cell Reference Modes Overview Excel has three addressing modes: Relative , Absolute and Mixed . Absolute addresses will reference the same cell no matter where the reference is moved or copied in a worksheet.  For example, when you copy the formula =$A$3 from B3 to C5, it will still read =$A$3. A Relative address will reference the same cell in rela...
Automatic Column and Row Resizing
Automatic Column and Row Resizing Overview Some data values, such as customer names, are of variable length.  So when you load these values into a worksheet cell, you do not know how wide the column should be before you run the report. If the column is not wide enough to hold the data, Excel will either display ######## in the cell, or it will only show the section of data that will fit...
Wild Card characters and Filters
Wild Card characters and Filters Issue Wild card filters (the asterisk * and question mark ? ) cannot be used as part of a range filter when you are trying to exclude the elements of the range. For example: "<>A*..C*" "<>A?..B?" are two examples for non-valid filters. Solution: To create a filter that will exclude everythi...
About Replicators
About Replicators Related Articles... Overview A Replicator is a special type of NL function that copies a region of the worksheet and replicates it for each value that is retrieved from the data source.  Everything in the region is replicated, including formatting and other functions. Row Replicators A Row Replicator will create a list down ...
Automatic Hidden Columns, Sheets and Rows
Automatic Hidden Columns, Sheets and Rows Overview Sometimes, it can be very convenient to include information in your report, but not actually display it . Example The NF function uses a record key (returned by the NL function with the blank Field parameter) to retrieve fields, but a record key itself does not display useful information so it may be useful to h...
Manually Creating Report Options
Manually Creating Report OptionsRelated Articles... Overview When building a report using the Jet Excel add-in, you can create a Report Options window which allows you to choose specific filters to narrow down the information you want to view.  This is typically created to give the End User (viewer) the ability to customize what they see without having to change the report, itself.  ...
Most Common GP Tables for Reporting
Most Common GP Tables for Reporting Overview The data structure of Microsoft Dynamics GP is unique,  often cryptic, and presents a challenge to building reports Jet Reports has created The most common GP Tables for reporting . This document is an aid for anyone who needs to create reports on a GP database.  It provides information about how commonly-used data is stored in t...
Jet GP Views
Jet GP ViewsRelated Articles... Overview In Dynamics GP, you may have noticed that sometimes, even with friendly names installed, it can be challenging to figure out the meanings for the values in some status fields and type fields - since they are often just lists of integers in the database. It can also be challenging to figure out how certain tables are related to ea...
NL Function Reference
NL Function ReferenceRelated Articles... Overview =NL (What, Table, Field, FilterField1, Filter1, ..., FilterField10, Filter10) Purpose: Retrieves individual fields or record keys from your database, based on filters that you provide. Structure of the NL function The first three parameters of the NL function specify what to retrieve, the table, an...
NF Function Reference
NF Function ReferenceRelated Articles... Overview =NF (Key,Field,FlowFilterField1,FlowFilter1,...,FlowFilterFieldN,FlowFilterN) Purpose: Returns a field based on a record key generated with an NL function. The NL function works great if we want a single field from a record, but if we want to retrieve more than one field from the same record, retyping all the filters for ...
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