How To Create Charts & Key Performance Indicators (KPI’s) for Microsoft Dynamics NAV 2009 RTC

Dynamics NAV 2009 now offers the Role Tailored Client (RTC) as the new client. This will be the only available client in the coming versions of Dynamics NAV. Since this user interface is still quite new, it is not always easy to find your way around. This blog is created to show some of the new features in Dynamics NAV 2009 that will make our life easier.

Generate Charts and KPIs for Dynamics NAV 2009 RTC

Microsoft Dynamics NAV 2009 has a new type of controls that can be displayed in the Role Tailored Client (RTC) on the homepage of the role center. This type is called a chart and allows the graphical display of Key Performance Indicators. A simple way of creating these charts is using the Chart Generator Tool, which is described in this post as well.

The layout of a chart

For each chart you define the table that the information is based on, the information you want to show on the X-Axis including any filters you want to apply, and then you also define what data you want to show on the Y-Axis of the chart (either the sum of a field or the count of records). You can define multiple measures that should be displayed in the same chart. If you are defining a 3D chart, you also would then define the information to be displayed on the Z-Axis of the chart. This is how your charts could look like.
clip_image002

Capabilities and Limitations of charts

· Charts can be created as column and point charts.
· Charts can be 2D or 3D.
· 3D charts can be rotated.
· The only color available is green.
· You can apply filters in charts, however, these filters must be static (hardcoded) filters
· You only display data from one table.
· You can only use the operators “Count” or “Sum” for charts

Creating new 2D Charts

Charts are XML documents stored within Dynamics NAV. You can view the existing charts in RTC from Administration -> Application Setup -> Role Tailored Client -> Charts. You can also create new charts from this point by exporting an existing chart, modifying the XML document, and importing the chart back in as a new chart. This is pretty tedious, since it is not always easy to understand XML. Therefore, there is a Chart Generator Tool available for Dynamics NAV 2009, which was originally published by Lars Lohndorf-Larsen in his blog 3D charts. Chart Generator tool II and is provided here as a download. This tool is only an example of how such a chart generator could work and is provided as-is without any support. The use of the chart generator tool is described here.

Using a Chart Generator Tool

Once you import the chart generator tool and compile the objects, you can use the chart generator tool through Administration -> Application Setup -> Role Tailored Client -> Chart Generator List in the role tailored client.
clip_image004
To generate a new chart, you click on “New” and fill out the Chart Generator Card as shown below for the example “Items – Quantity on Hand”. In this card we are defining that we want to create a chart that shows us the quantity on hand by item and that we are going to use table 32 (Item Ledger Entry) to gather the information. We also define that we want the chart to be a chart of the type “Column”.
clip_image006
The click on the number by “YAxis fields” and define that we are going to use the “Quantity” field on the Y-Axis and there we are going to use the function “Sum” to show the total of quantities on hand.
clip_image008
At the end, we then define that we only want a certain range of items displayed by entering a filter. To access the filter entry, you select Related Information -> Filters and define the field you want to filter on as well as the value to use as the filter like shown below.
clip_image010
We then have defined our chart and can generate it and add it to our home page. If you go back to the Chart Generator Card, click on “Generate Chart”. You will then see a message confirming that the chart was created.
clip_image012

Creating new 3D Charts

The difference between a 2D chart and a 3D chart is actually only the presence of the Z-Axis. As soon as this is defined, the chart will turn from a static 2D chart into a 3D chart that can be rotated and displays additional information. I will show below how use the chart generator tool to create a 3D chart.

Using a Chart Generator Tool

Once you import the chart generator tool and compile the objects, you can use the chart generator tool through Administration -> Application Setup -> Role Tailored Client -> Chart Generator List in the role tailored client.
clip_image013
To generate a new chart, you click on “New” and fill out the Chart Generator Card as shown below for the example “Item Stacks by Location”. In this card we are defining that we want to create a chart that shows us the quantity on hand by item by location and that we are going to use table 32 (Item Ledger Entry) to gather the information. We also define that we want the chart to be a chart of the type “Column”. As you can see, the definition of the chart is just like the definition of a 2D chart, except that you now define the “Item No.” field to be displayed on the Z-Axis.
clip_image015
The click on the number by “YAxis fields” and define that we are going to use the “Quantity” field on the Y-Axis and there we are going to use the function “Sum” to show the total of quantities on hand.
clip_image016
At the end, we then define that we only want a certain range of items displayed by entering a filter. To access the filter entry, you select Related Information -> Filters and define the field you want to filter on as well as the value to use as the filter like shown below.
clip_image017
We then have defined our chart and can generate it and add it to our home page. If you go back to the Chart Generator Card, click on “Generate Chart”. You will then see a message confirming that the chart was created.
clip_image019

Displaying Charts on the Role Center Home Page

Now that we have defined two new charts, we also want to see the charts in action. To do this, you go back to your home page in RTC and select “Customize This Page” on the top right.
clip_image021
To make it easier to see, I removed all existing parts from the home page and then selected “Chart Part” and clicked on “Add”.
clip_image023
Once I click on “Customize Part”, I can select which actual chart I want to display. If you scroll down, you will find our two new charts created (with the ids 32 and 32_1). I am selecting the first one we created and then click on OK.
clip_image025
Then I am adding a second “Chart Part” and select the chart with the id 32_1 in the customize chart form to add the second chart.
clip_image027
Once I then click OK, RTC is restarted and will display the two new charts on the home page. Notice that you can rotate the 3D chart when you click on it and hold your mouse button down while moving the mouse.
clip_image029
Here are the two files for the Chart Generator Tool. One file is the text version of the objects for you to be able to renumber the objects easily. The other file contains the compiled object in the normal FOB version. Both files contain the following objects:
· Table 72000 “Chart Generator”
· Table 72001 “Chart Generator Filter”
· Table 72003 “Chart Generator YAxis”
· Form 72000 “Chart Generator List”
· Form 72001 “Chart Filters”
· Form 72003 “YAxis List”
· Form 72004 “Chart Generator Cart”
· Codeunit 72000 “Chart Generator Mgt”
· MenuSuite 1090 “Dept – Company”
· Page 72000 “Chart Generator List”
· Page 72001 “Chart Filters”
· Page 72003 “YAxis List”
· Page 72004 “Chart Generator Card”
 
Click Here to Download both the Text File and Binary FOB
 

2012-01-26T11:06:27+00:00 January 26th, 2012|General ERP articles|2 Comments