Alliance 2017 - Jet Reports Tips and Trips

These are a few of my favourite things!

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Jet Reports Tips & Tricks!

Presented by:Janice Taylor MBA CGA CPAManaging DirectorJet Reports Canada

Janice.taylor@jetreports.com416-265-6600 ext 446

New Features

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Report Options Insert

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Jet Web Portal

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Access your data from anywhere on any device!

• Publish • Open Office 365 Cloud• Run• Download• Share• Version Control

Jet Web Portal

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Access your data from anywhere on any device!

• Service Tier• You Host• Uses Administration

Console

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Faster Upgrades through Jet Web Portal

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Scheduling through Jet Web Portal

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Organize reports into folders

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Customize the Jet Ribbon!

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Design Modes

Deactivate Report Mode for Viewers!

Use Help!

Use the Knowledgebase!

Make Good Use of Support!

Stay up-to-date on product version

Search“Release Notes”

Professional or ExpressJet Enterprise

Search “Change Log”JDM as a tool

Prebuilt NAV project

Design Best Practice

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Keep all background notes and formulae to the top and left of the report.

Report OptimizationIt’s all about speed!

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• Use the Direct to SQL Connector!• Financial Reports – Use =NL with G/L Account table and flow fields instead of =GL• Use =NF as much as possible• Learn the difference between NL(“filter”) and Link=• When creating a list, use a table with unique values instead of a transaction table

and use NL(“filter”) or Link= to filter. • Avoid conditional hides (hide+?) – Learn how to use arrays• Use the best key for your queries

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Report Optimization for Web ServicesWe continue to work on performance!

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• If possible, use Jet Remote Data Services instead of Web Services• Stay up to date on version• Install the latest Jet Business Objects• Enable Batch Function and Table Cache optimizations (Application Settings)• Use latest hot fixes for NAV• Increase the SOAP Max Message size in NAV• Dedicate an instance of the Dynamics NAV server for reporting• Make sure NAV tables are properly indexed• Use best design practices• Use Table Builder when possible• Use the best key for your queries

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Commonly Used Excel Functions

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Great in Financial ReportsFunction Definition

=IF IF(Something is True, then do something, otherwise do something else)

=IF(O16+P16=0,"hide","show")

=IFERROR Returns a value you specify if a formula evaluates to an error; otherwise, returns the result of the formula. (e.g. Percentages)

=IFERROR(K14/I14,"")

=SUBTOTAL Returns a subtotal in a list or database. You can have subtotals inside of subtotals.

=SUBTOTAL(9,I14:I15)

=SUMIF You use the SUMIF function to sum the values in a range that meet criteria that you specify.

=SUMIF($I$12:$N$12,O$12,$I14:N14)

Concatenate=CONCAT

To join two or more text strings into one string. Uses text in quotes or cell references joined by &. ="For the period " & D5 & "/" & "1" & " to " & D5 & "/" & D4

Result: For the period 2017/1 to 2017/3

Commonly Used Excel DATE Functions

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Date Sensitive ReportsFunction Definition

=TEXT =TEXT(Value you want to format, “Format code you want to apply")

Useful in titles and columns.

=TEXT(10/31/16,“mmm-yy") result is: Oct-16=TEXT(10/31/16,“mmmm") result is: October

=EOMONTH =EOMONTH(start_date, months)

Returns the last day of month. Is also scalable. (i.e. quarter end date)

Cell C2 contains the date 1/1/17

=EOMONTH(C2,0) result is: 1/31/17=EOMONTH(C2,2) result is: 3/31/17

=DATE =DATE(Year,Month,Day)

Creates dates based on other dates. Cell C2 contains the date 10/31/2016

=DATE(YEAR(C2)-1,MONTH(C2),DAY(C2)) result is: 10/31/15

Learn more Excel!

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