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Microsoft Dynamics NAV 2016 Financial Management

You're reading from   Microsoft Dynamics NAV 2016 Financial Management Master the world of financial management with Microsoft Dynamics NAV 2016

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786469496
Length 222 pages
Edition 2nd Edition
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Authors (3):
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Anju Bala Anju Bala
Author Profile Icon Anju Bala
Anju Bala
Cristina Nicolas Lorente Cristina Nicolas Lorente
Author Profile Icon Cristina Nicolas Lorente
Cristina Nicolas Lorente
Laura Nicolàs Lorente Laura Nicolàs Lorente
Author Profile Icon Laura Nicolàs Lorente
Laura Nicolàs Lorente
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Toc

Table of Contents (9) Chapters Close

Preface 1. The Sales and Purchase Processes FREE CHAPTER 2. Managing Payments and Banks 3. Accounting Processes 4. Reporting and Business Intelligence 5. Foretelling - Budgeting and Cash Flow Management 6. Financial Management Setup 7. Other Financial Functionalities 8. Fixed Asset Setup and Transactions

Analysis views


Analysis views are used to analyze information about dimensions from General Ledger entries, budgets, and cash flow forecast entries. As we have seen, not all dimensions are easily accessed. Analysis views are meant to access all the dimensions in the same easy way, in groups of a maximum of four dimensions at the same time. The four dimension groups may seem a limitation but aren't, since we can create as many analysis views as needed, combining all the dimensions we want.

Creating an analysis view

Follow the given steps to create an analysis view:

  1. Navigate to Departments | Administration | Application Setup | Financial Management | Dimensions | Analysis Views. The Analysis Views page will open showing the existing analysis views.

  2. Click on an existing analysis view. View the analysis view card with the data shown in the following screenshot:

  3. Click on the Update option found on the ribbon bar to create analysis views entries based on the criteria that you set up on the card.

    Note...

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