Building Charts in Microsoft Dynamics NAV 2013 R2

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There are a few different ways in which you could build charts/graphs in Dynamics NAV 2013 and 2013 R2.  Here, in my first blog, I have listed 5 different ways in which you can build and view charts:

1. Show as Chart feature

2. Generic Charts

3. Business Charts

4. Charts in NAV Reports

5. Charts in Excel

 

1. Show as Chart feature – The simplest way to do it

Almost all the List pages in Dynamics NAV have an action button to show the list data as a List or as a Chart.

Show as List/Chart option in Dynamics NAV List pages

Lets use the Show as Chart option in Customers list to look at the customer sales.

All we need to do is:

a. Open Customer List in NAV and click on Show as chart

b. Choose x-axis measure at the right bottom. (For ex: No.)

c. Choose y-axis measure at the top left. (For ex: Sales(LCY). You can have multiple y-axis measures as well which is awesome)

d. Optionally, you can also select a z-axis measure at the left bottom and have a 3D chart.

e. You can filter your data on charts similar to filtering data on lists.

In the below Chart, I have filtered on  Sales (LCY) <>0:

Customer sales shown as chart

 

This feature uses the Generic chart customization in the background. You can right click on the chart to see multiple options like save picture as, Print, customize etc., You can click on Customize which opens Generic chart customization window (as shown below). Here you can add more measures, change the graph type (pie, Doughnut, Line etc.,) , copy chart (for e.g., to use it as a chart part in your role center) etc..

Customize chart to change the Graph type, add titles, optional measures etc.,

 

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