Data, Data, How-to
How to create your own chart on the Role Center
30 April, 2019
2min. reading time
‘— Keep track of your KPI’s by using generic charts! —
Hi there !
Yes, nowadays embedded Power BI seems to make this topic expandable, but a lot of users do not – or do not know how to – use Dynamics Nav Generic Charts in Nav 2016.
You might think that it is difficult to set a generic chart on your role center, but if you follow these simple steps you will get there quicker than you can imagine!
Step 1 : Decide of which item you want to generate a chart.
In this example, I want to create a figure of ordered Load Meters by Customer in whole of 2016. It gives me direct access to an important KPI to follow during the year.
Step 2 : Open the page where this information is entered, in this case: Transport Orders.
Step 3 : Set your cursor on the line or field concerned, in this case: Goods line.
Step 4 : Use Ctrl-Alt-Winkey (Windows key) and F1 to open “About this page” and to gather the following information:
- SourceTable No. – In this case: 11172787 – “TMS Document line”
- Field(s) you want to measure: “Load Mtr”
- Field you want to sort by: “Sell-to Customer Name”
Step 5 : Create a new Chart in “Generic Charts” and edit the following settings:
- Enter a new chart ID and description, which will be the title of the chart on the role center.
- Select source type ‘Table’ and enter the Table No in ‘Source ID’.
- By using a filter on some fields, you are able to set a date window like “> 01-01-2016” and prevent empty columns by “<>0”
- Select the measure field and aggregation method. Set the layout of your chart with Graph Type.
- At last you set the X-axis Dimension, in this case: “Sell-to Customer Name”
Step 6 : Go to role center and the “customize this page” window. Here you can insert the created Generic Chart with a few simple clicks;
- Add “Chart Part”
- Click on “Customize Part…”
- Select the chart
And there you have it: Your custom made generic chart on your own role center. Just mouse-over if you need more detailed information.
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You assume all risk for your use.