30 Problems/30 Fixes – Tip #30 Excel Layouts
Kim Dallefeld, MCP, MCT, MCP There are Excel Preview reports what’s the difference between that an Excel Layouts? Excel Previews are report only designed to be an Excel download with build-in filters. They can be run with filters and date ranges. Excel Layouts let you take a standard report and build a different report and […]
30 Problems/30 Fixes – Tip #29 Analysis Mode
Kim Dallefeld, MCP, MCT, MCP Excel and Saved Views are nice but I need to summarize, change columns, I just need more! Recommendation: Analyze Mode Here’s an example of using Analyze Mode on Posted Sales Invoices, starting with the default screen. Next an Analysis sorted and groups by sell-to customer: An you can expand any […]
30 Problems/30 Fixes – Tip #28 Saved Views
Kim Dallefeld, MCP, MCT, MCP Filtering on the same data, day after day, week after week or month after month…..Stop it! Start using Saved Views! Recommendation: Save that filter as a Saved View! You can have as many as you want. Example of a Saved View showing Invoices Only Hiding the FilterPane and yet using […]
30 Problems/30 Fixes – Tip #27 Open in Excel
Kim Dallefeld, MCP, MCT, MCP Just want the data from Business Central so that you can analysis or build a report….. Recommendation: Use the Open in Excel feature BC does respect the filters that you have applied so be aware. BC only reports the columns that you are displaying, if you need more…first […]
30 Problems/30 Fixes – Tip #26 Shortcuts
Kim Dallefeld, MCP, MCT, MCP Back in NAV, I used shortcuts or F-keys and they saved so much time….I need them back! Recommendation: They are there, the particulate ‘f’ keys are different but they are there! Find them by choosing the ‘?’ in the top right corner, scroll down to the keyboard shortcuts. (first […]
30 Problems/30 Fixes – Tip #25 Filter to this Value
Kim Dallefeld, MCP, MCT, MCP I see the value that I want but then I choose the filter icon. I have to find the field that I want and enter the value. Is there an easier way to set the filter when I can see the value that I want on the screen? Recommendation: […]
Using Analyze Mode in Business Central
Kim Dallefeld, MVP, MCT, MCP Business Central’s Analysis Mode in version 26.2. What Microsoft added to this version for Analysis Mode is nothing short of life changing! While the Analysis Mode feature, in and of itself is amazing, we now can add fields from other tables to the views and use them like they were […]
30 Problems/30 Fixes – Tip #24 Badge
Kim Dallefeld, MCP, MCT, MCP It is so hard to know which company that I’m working in, is there a solution? Recommendation: Yes, in Company Information, set a Company Badge Note: production badges are circle badges and sandbox badges are square badges. This makes is easy to know if you are in production or a […]
30 Problems/30 Fixes – Tip #23 Peeks
Kim Dallefeld, MCP, MCT, MCP What is a ‘peek’? One or two clicks to get to additional data, are simply called peeks. Here’s a couple of examples: 2. Drilling on a field to get a list, you see a ‘show details’ option and clicking on those words, the associated record is displayed. Shortcuts, peeks, whatever […]
30 Problems/30 Fixes – Tip #22 Bookmarks
Kim Dallefeld, MCP, MCT, MCP Do you have “a pretty good Role Center but are missing several things that you use all the time?” Do you find that you are searching for some of the same things over and over? Do you wonder if there is an easy way to stop spending so much time […]