The Windows client can display a set of predefined charts that use Dynamics NAV data. With Microsoft Dynamics NAV, queries can be used as data sources for those charts.
We will use the query defined earlier on in this chapter as the data source of a chart and we will display it on the home page of the Dynamics NAV Windows client.
To define a query as the data source of a chart, perform the following steps:
- Open the Windows client for Microsoft Dynamics NAV.
- Navigate to Departments | Administration | Application Setup | RoleTailored Client.
- Select Generic Charts.
- Click on New on the ribbon bar to add a new chart.
- The New-Generic Chart setup page will open as shown in the following screenshot:
- Give the new chart an ID value and a Name value. For example, set ID to
50000and Name toMy Query Chart. - On the Data Source tab, select Query as Source Type and 50000 as Source ID.
- On the Measures (Y-Axis) tab, select Sum_Quantity as Data Column on the Required Measure row.
- On the Dimensions (X- and Z-Axes) tab, select Source_No as X-Axis Field.
- Click on OK to close the New-Generic Chart setup page.
To display the chart on the home page of the Windows client, perform the following steps:
- Go back to the home page of the Windows client for Dynamics NAV.
- Click on the Dynamics NAV icon found on the upper left corner of the page and select Customize and then Customize This Page.
- Select Chart Part from Available parts.
- Click on Add.
- A blank chart will appear on the Role Center layout section. Select the blank chart and click on Customize Part.
- Select chart 50000 My Query Chart and click on OK.
- Click on OK to close the Customize the Role Center page.
- Back at the home page of the Windows client, the chart should be displayed as shown in the following screenshot:
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