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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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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

Displaying charts


Graphical information is always useful when analyzing data. Dynamics NAV offers various ways of viewing data in a graphical way.

The show as chart option

Whenever the information shown on the screen can be viewed as a chart, on the Home tab of the ribbon you will see a section called View where users can switch the view of the information from list to chart and vice versa as shown in the following screenshot:

When you switch to chart view, you can select which fields you want to use as a measure and which ones you want to use as dimensions.

Adding charts to the Role Center page

Dynamics NAV has a set of predefined charts that can be added to the Role Center page. To add a chart to the home page, perform the following steps:

  1. Click on Home.

  2. Click on the Application icon , click on Customize, and then click on Customize This Page.
  3. Select Chart Part from the Available parts column and click on the Add button.

  4. A Blank Chart will appear in the Role Center layout column.

  5. Select Blank...

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