nc cube documentation - navax...the purpose of this manual is to demonstrate how navax nc cube works...

NC Cube

Documentation

NC Cube 8.01 for Microsoft Dynamics NAV 2016* *NC Cube 8.01 is available for Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 R2, Microsoft Dynamics NAV 2015 and Microsoft Dynamics NAV 2016.

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DISCLAIMER

This documentation serves for information purposes only. In case of using the documentation for other purposes NAVAX Consulting GmbH rejects each guarantee because of special and defective titles.

NAVAX Consulting GmbH rejects each adhesion for direct and indirect damage – no matter if it is from contract or from law -, which can develop in connection with application and other use of the documentation, and any errors and omissions in this publication. This documentation can be changed at any time if necessary without previous announcements by NAVAX Consulting GmbH.

The content of this documentation is protected by copyright. Without written permission of NAVAX Consulting GmbH no part of this documentation may be multiplied or transferred for any purposes no matter which way, electronically or mechanically, it happens.

Microsoft Dynamics NAV, Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft SharePoint, QlikView and Corporate Planner are registered trademarks. Further mentioned product and company names may be protected by copyright terms of their legal owners.

Within this document is a version whose contents may yet change. These changes can occur without prior notice. This documentation may be used only for internal purposes. Disclosure to third parties.

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Contents

1. Overview ................................................................................................................................ 6

1.1 Target Audience ....................................................................................................................................... 6

1.2 Instructions .............................................................................................................................................. 6

1.3 System Requirements .............................................................................................................................. 6

2. Working with Cubes ............................................................................................................... 7

2.1 Opening NC Cube ..................................................................................................................................... 7

2.2 Executing a Cube ..................................................................................................................................... 8

3. Defining a Cube .................................................................................................................... 10

3.1 Specifying the Cube ............................................................................................................................... 11

3.2 Specifying the Data Source .................................................................................................................... 13

3.3 Specifying Filters .................................................................................................................................... 18

3.3.1 Table Filters ..................................................................................................................................................... 18

3.3.2 Field Filters ...................................................................................................................................................... 20

3.4 Adding Related Data with JOINs ............................................................................................................ 22

3.4.1 Automatic JOIN ............................................................................................................................................... 22

3.4.2 Defining JOINs ................................................................................................................................................. 24

3.4.3 Color Codes in the Field List ............................................................................................................................ 25

3.4.4 Defining Links .................................................................................................................................................. 26

3.4.5 1:1 JOIN Example ............................................................................................................................................ 27

3.4.6 First/Last JOIN Example .................................................................................................................................. 28

3.4.7 1:n JOIN Example ............................................................................................................................................ 29

3.4.8 Output Options for 1:n JOINS ......................................................................................................................... 30

3.4.9 Suggesting JOINs for Notes and Links ............................................................................................................. 31

3.5 FlowFilterLoop (FFL) .............................................................................................................................. 31

3.6 Defining Output to Microsoft Excel ....................................................................................................... 33

3.6.1 Microsoft Excel Formulas and Calculations .................................................................................................... 34

3.6.2 Excel Function Help ......................................................................................................................................... 35

3.6.3 Translating Microsoft Excel Functions ............................................................................................................ 36

3.6.4 Adding a Microsoft Excel Template ................................................................................................................ 37

3.7 Adding a PivotTable Object ................................................................................................................... 38

3.8 Adding a Chart Object............................................................................................................................ 44

3.9 Adding an Information Sheet Object ..................................................................................................... 46

3.10 Adding a Text Object ........................................................................................................................... 47

3.11 Defining Output to a File ..................................................................................................................... 47

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4. Organizing Your Cubes .......................................................................................................... 50

4.1 Defining Cube Areas .............................................................................................................................. 51

4.2 Creating User Permissions ..................................................................................................................... 52

4.3 Downloading a Predefined Cube ........................................................................................................... 54

4.4 Importing Cubes from a File .................................................................................................................. 55

4.5 Exporting Cubes to a File ....................................................................................................................... 56

4.6 Copying Cubes ....................................................................................................................................... 57

4.7 Archiving Cubes ..................................................................................................................................... 59

5. Tips and Tricks ...................................................................................................................... 61

5.1 Creating a Parameter Sheet in Microsoft Excel ..................................................................................... 61

5.2 SQL Views .............................................................................................................................................. 62

5.3 Creating XML files .................................................................................................................................. 63

6. Technical Information ........................................................................................................... 64

6.1 Install NC Cube....................................................................................................................................... 64

6.2 Permission Sets ...................................................................................................................................... 64

6.3 Settings in the Microsoft Dynamics NAV Administration Console ........................................................ 65

6.4 Uninstall NC Cube .................................................................................................................................. 66

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1. Overview The purpose of this manual is to demonstrate how NAVAX NC Cube works as a Microsoft Dynamics NAV add-on, a solution developed by NAVAX Consulting GmbH.

With NC Cube you can transfer data from Microsoft Dynamics NAV to Microsoft Excel - without any need for additional software or technical adjustments.

If you should experience any problems, please let us know. We are also grateful to receive any suggestions and positive feedback ([email protected]).

Visit our website: www.navax.com

1.1 Target Audience This manual is intended for users who would like to generate Microsoft Dynamics NAV reports on their own.

Users should have basic knowledge and experience with Microsoft Dynamics NAV to achieve quick results. However, beginners without experience can also work with this reporting add-on software, as NC Cube helps users by automatically showing the necessary relations.

1.2 Instructions In many cases you will have to select a sequence of menus, menu options, tabs and buttons to open a window or to start a function. Sequences are described in this manual as in the following example: "Select Financial Management > General Ledger > Chart of Accounts > New".

1.3 System Requirements The minimal system requirements for NC Cube for Microsoft Dynamics NAV 2016 are:

Component Specification

Operating system Windows 8.1 Professional or Enterprise (32-Bit and 64-Bit Edition) Windows 8 Professional or Enterprise (32-bit and 64-bit Edition) Windows 7 Service Pack 1 Professional, Ultimate or Enterprise (32-Bit and 64-Bit Edition) Windows Server 2012 R2 Standard or Essentials (64-Bit Edition) Windows Server 2012 Standard or Essentials (64-Bit Edition) Windows Server 2008 R2 Service Pack 1 (64-Bit Edition)

Memory min. 2 GB

Hard disk min. 250 MB free space

Display 1280x1024 or higher resolution

MS Excel Minimum version: Microsoft Excel 2003 (with reduced functionality)

Microsoft Excel 2010 or higher is recommended.


http://www.navax.com/

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2. Working with Cubes

2.1 Opening NC Cube To open NC Cube:

Select Departments > Cube.

In the Cubes area users can create and edit Cubes.

Under My Cubes users can execute Cubes. Based on the permission settings for each Cube, only authorized users can see, add and execute a Cube from within their list.

For more information on permissions, see Creating User Permissions on page 52.

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2.2 Executing a Cube You can execute a Cube in both the Cubes and My Cubes areas.

Note: If the Cube is not yet available in the My Cubes area, you can add a Cube that was provided for you by clicking on Add. Select the Cube and click OK.

To execute a Cube:

1. Select the Cube and click Execute.

If filters have been defined, the Cube Filter window is displayed.

2. Here you can change the filters to specify the data to be transferred to Microsoft Excel.

3. Click OK.

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4. Wait while the data is transferred to Microsoft Excel.

5. The Cube data is displayed in Microsoft Excel.

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3. Defining a Cube In the Cube you define all the settings necessary to export the right data to Microsoft Excel in exactly the format needed for your reports.

First, you create the Cube, see Specifying the Cube on page 11.

In the Data Source object, you define the tables and fields you want to transfer, see Specifying the Data Source on page 13.

You can create filters to restrict the data to be transferred, see Specifying Filters on page 18.

Work with the following features to further specify the desired results:

o Use Microsoft Excel formulas, see Microsoft Excel Formulas and Calculations on page 34.

o Use FlowFilterLoops to define how to split data for Microsoft Dynamics NAV FlowFields, see FlowFilterLoop (FFL) on page 31.

o Define the options for an export to a Microsoft Excel Template or to a file, see Adding a Microsoft Excel Template on page 37 and Defining Output to a File on page 47.

o Work with JOINS to include related tables in your output, see Adding Related Data with JOINs on page 22.

You can add a PivotTable to the output, see Adding a PivotTable on page 38.

You can add a chart to the output, see Adding a Chart Object on page 38.

You can add an information sheet with information about the settings used to create the Cube, see Adding an Information Sheet on page 46.

You can add an additional sheet with text information, see Adding a Text Object on page 47.

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3.1 Specifying the Cube To define a new Cube:

1. Select Departments > Cube > Cubes.

2. Click New.

The Cube Card is displayed.

3. Enter a Code and Description.

4. You can set the Type field to determine whether the data should be exported to Microsoft Excel or to a file (see Defining Output to Microsoft Excel on page 33 and Defining Output to a File on page 47).

The Data Source object has been added automatically under Objects. It is the starting point of the Cube and cannot be deleted. All tables and fields for the Cube are specified in this object. For details, see Specifying the Data Source on page 13.

5. Using the Add button, you can add various other objects:

o PivotTables (see page 38)

o Charts (see page 38)

o Information sheets (see page 46)

o Text objects (see page 47)

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6. The order of the objects in the list determines the order of worksheets in the Excel output. To move a line, use the Up or Down buttons or the ALT+Up or ALT+Down keyboard shortcuts.

Note: Sorting the objects by clicking on the headers in the Enabled and Active Sheet columns does not affect the worksheet order in Excel. If you want to move objects in the list after sorting, you are asked if you want to restore the original sort order.

The following columns are available in the Objects list:

Field Description

Enabled Only enabled objects are included in the output. You can disable an object you do not need but want to keep for later use. When you add a new object, it is enabled per default. The Data Source object cannot be disabled.

Active Sheet The object is displayed as the active worksheet in the Excel output. If the Active Sheet option is not selected for any object, the data source object is displayed as the active worksheet. If you have selected an active sheet in an Excel template (Cube Card > Excel area, Active Sheet field), that sheet is used instead, and the Active Sheet option in the Objects list is ignored.

Type Type of the object.

Name Name of the object. NC Cube enters a default name when creating an object but you can rename it. To restore the default name, delete the entry you made.

Information Contains details about the object, for example the table name and the number of included fields.

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3.2 Specifying the Data Source To define details about your Cube's data source:

1. In the Objects list, select the Data Source object.

2. Click Edit.

The Cube Data Source Setup window is displayed.

3. Click in the Table No. field and select the base table for the Cube, for example Customer (18).

4. You can add table filters to restrict the data to be transferred, see Table Filter on page 18.

5. In the Key No. field, select a key that you want to use to sort the data in the output. Select the sort order in the Order field.

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6. Click Add Fields in the Field List.

The Fields window is displayed.

7. Select the fields you want to include in the Cube and click OK.

The fields you have selected are added to the Field List.

8. When you add fields later, the new fields are added at the bottom of the list. You can change the field order with the Up or Down buttons or the ALT+Up or ALT+Down keyboard shortcuts.

9. If you want to include fields from other tables, work with JOINS, see Adding Related Data with JOINs on page 22.

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10. To add formulas, click New and edit the line, see Microsoft Excel Formulas and Calculations on page 34.

Note: You can also add line by clicking New. Then, select the field or enter the Field No.

11. The Cube can now be executed, see Executing a Cube on page 8.

The following fields are available in the Data Source Setup window under General:

Field Description

Table No. Use this field to select the base table (with the data you want to transfer to Microsoft Excel). The table name is then displayed in the Table and Name fields. You can leave this field empty, for example if you want to add data from two tables. In this case you work with two 1:n JOINs, see Adding Related Data with JOINs on page 22.

Table If you select the base table for the Cube in the Table No. field, the table name is displayed here.

Name If you select the base table for the Cube in the Table No. field, the table name is displayed here. This name is used as a label for the Excel data source worksheet.

Table Filter This field shows the number of define a filter. Select a filter in this field to restrict the records to be transferred. For more information, see Table Filter on page 18.

Show Filter Form If you select this checkbox, the NC Cube Filter window is displayed when the Cube is executed. In this window the user can change the filter before transferring the data.

Key No. The key used to sort the data in the output. Per default, this field contains the table's primary key, but you can select any other key. The key is displayed in the Key field.

Key The key that has been selected in the Key No. field is displayed here.

Order Defines whether the data should be sorted in Ascending or Descending order.

The following columns are available in the Field List for the data source:

Field Description

Type This field contains the line type. The options are: Field: The line contains a field or a formula. JOIN: The line contains a JOIN to another table. You can add/edit the JOIN with the Add JOIN and Edit JOIN buttons. For more information on JOINS, see Adding Related Data with JOINs on page 22.

Field No. Displays the field number of the selected field. You can also select a field here.

Caption Displays the name of the selected field. If you leave this default setting unchanged and switch between languages, the caption of the current language will be used. You can change the caption. In this case the caption stays the same in all languages. To reset a changed caption to the default, simply delete the caption you have entered.

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Field Description

Table Caption If you select this checkbox, the table name is added before the value in the Caption field. You can use this option to get a better overview when using JOINS.

Virtual Field A virtual field is not transferred to the output but it can be used in calculations in other lines. Virtual fields must be defined before the lines using them.

Count/Total This option can only be selected for decimal fields or lines without a Field No. For fields with a Field No.: The field’s sum is calculated. For fields without a Field No.: The number of records is calculated. If you define a 1:n JOIN where all the fields have this option enabled, only a single line with the summed values is transferred to the output.

Formula ID Enter a variable for the line here. This variable can be used in other fields' formulas. You can enter up to 8 characters. The ID is converted to uppercase and marked with square brackets automatically.

Formula Enter a Microsoft Excel formula in this field. Instead of field relations, use the variables that you have defined for other lines in the Formula ID field. For more information on Excel formulas, see Microsoft Excel Formulas and Calculations on page 34. In a file output, the formula is transferred to the file unchanged, no calculations are performed.

Array Formula Select this checkbox if you enter a Microsoft Excel array formula. When transferring the Cube to Microsoft Excel, curly brackets are inserted automatically. (An array is a series of data in a row, column or combination of rows and columns. An array formula performs calculations on the data in one or more arrays. See the Microsoft Excel documentation for details.)

Information Displays information about the field or JOIN type.

Report Filter (PivotTable) Set this column to Yes if you want to use the field as a filter for the PivotTable. For more information, see Adding a PivotTable Object on page 38.

Row Label (PivotTable) Set this column to Yes if you want to use the field as a row for the PivotTable. For more information, see Adding a PivotTable Object on page 38.

Column Label (PivotTable)

Set this column to Yes if you want to use the field as a column for the PivotTable. For more information, see Adding a PivotTable Object on page 38.

Value (PivotTable) Set this column to Yes if you want to use the field as a value for the PivotTable. For more information, see Adding a PivotTable Object on page 38.

Slicer (PivotTable) Set this column to Yes if you want to use the field as a slicer for the PivotTable. For more information, see Adding a PivotTable Object on page 38.

Label (Chart) Set this column to Yes to use the field as a chart label. For more information, see Adding a Chart Object on page 38.

Value (Chart) Set this column to Yes to use the field as the value in a chart. For more information, see Adding a Chart Object on page 38.

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Field Description

Field Filter Use the Filter button to define a field filter for FlowFields. For more information, see Specifying Filters on page 18.

FFL (FlowFilter Loop) Using the FlowFilterLoop (FFL) button you can define a FlowFilterLoop to split the values of a FlowField into separate columns. You can use this function only for fields of the FlowFilter field class. For more information, see FlowFilterLoop (FFL) on page 31.

Opposite Sign This option reverses the sign of a decimal or integer field.

NAV Formatting NAV field formatting for the field. You can select a formatting from a list. The field is transferred to Microsoft Excel or to the export file in this format.

Excel Formatting If you select this checkbox, the field is formatted as text in Microsoft Excel. If you enter a special formatting in the Excel Custom Formatting field, the field is formatted in the format you specify there. Note: Text and code fields are formatted as text in Microsoft Excel without using this option.

Excel Custom Formatting To define a special formatting for the field, enter it as a sample formatting, for example „0,00“. You can enter all formats that are available as a cell format in Microsoft Excel (under Format > Cells).

Horizontal Alignment This option specifies the alignment of the field/column in Excel. The options are: Left, Center, Right.

Data Bar The field is displayed as a data bar. Example:

Column Hidden Select this checkbox to hide a column in Microsoft Excel.

Cell Text Wrap With this option, text wrapping is allowed in the cell in Excel.

Excel Table - Totals Row If the Totals Row option was checked under Advanced and you select an option here, this field is used for totals calculations. The options are: Sum: The sum of values is calculated. Count: The number of values is calculated. Average: The average of values is calculated. Max: The largest value is displayed. Min: The smallest value is displayed. Count Nums: The number of values that are numbers is calculated. StdDev: The standard deviation is calculated. Var: The variance is calculated.

File Export - Line Break If you select this checkbox, a line break is inserted in the export file before the field resp. before each record of a JOIN.

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Field Description

Hyperlink You can use this option for fields containing an e-mail address, a homepage or a file. If you set one of the options, a link is displayed in Excel. Value: The field’s value is displayed as the link text. Caption: The field’s caption from the Field List is displayed as the link text.

NAV Page Link If a page is selected here, a link to the NAV record is added to the field in Excel.

Cell Comment Enter a comment for the field here. It is displayed as a comment in Microsoft Excel when you move the mouse over a field.

3.3 Specifying Filters With filters you can restrict the data to be transferred to the output.

You can define table filters for any field in the selected base table, you can also define a field filter for any FlowField.

If you define a filter with the Show Filter Form option, users can view and change the filter before executing the Cube.

3.3.1 Table Filters To define a table filter:

1. Switch to the Data Source Setup window.

2. Click the AssistEdit button in the Table Filter field.

The Cube Table Filter window is displayed.

3. Select a field in the FieldNo. column.

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4. In the Filter column you can

o enter a condition, for example “>0” for the Sales (LCY) field (62).

o select a value using the dropdown button, for example “CH” for the Country/Region Code field (35).

Using the AssistEdit button, you can insert a placeholder into the filter text. The following special IDs are available for text and code fields:

For date fields the window gives you an explanation on how to enter a date filter and a list of various options:

5. Click OK. You return to the Data Source Setup window.

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6. Select Show Filter Form under General to let users view and change the filter when they execute the Cube.

The following fields are available in the Cube Table Filter window:

Field Description

User ID Enter a User ID in this field to specify the user the filter should be applied for. If this field is empty, the filter is applied for all users.

Field No. Enter a field for the field filter here. The field is then displayed under Field, its type under Field Type and its class under Field class.

Field Displays the field that you have selected in the Field No. field.

Filter Enter or select the filter in this field. All standard Microsoft Dynamics NAV filters are supported. The field can be up to 1000 characters long.

Filter Type This field contains the type of filter. The options are: Required: The user must set a filter. Limited: The user can only set a filter in the specified range. For example, if you set "10000..20000", the user can set a filter "11000..19000" but not a filter "11000..21000". Fixed: The user cannot change the filter.

Field Type Displays the type of the field that has been selected in the Field No. field.

Field Class Displays the class of the field that has been selected in the Field No. field. The options are: Normal, FlowField, FlowFilter.

3.3.2 Field Filters You can create a field filter only for FlowFields.

A field filter has a higher priority than a table filter. If the table filter is fixed or limited, it restricts the range of values a field filter is applied to.

To create a field filter:

1. Select the field in the Field List, for example Capacity (41) from the Resource table (156).

2. Click Field Filter.

The Cube Field Filter window is displayed.

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3. In the Field No. column, select the filter field, for example Date Filter (39).

You can use the AssistEdit button to display information on how to enter the filter.

4. Select Show in the Filter Form to let users view and change the filter when they execute the Cube.

5. Select Show as Cell Comment to display the filter as a cell comment in Excel when the mouse is moved over a field.

6. Select the Filter Type:

o Required: The user must set a filter.

o Limited: The user can only set a filter in the specified range. For example, if you set "10000..20000", the user can set a filter "11000..19000" but not a filter "11000..21000".

o Fixed: The user cannot change the filter.

7. Click OK.

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3.4 Adding Related Data with JOINs With JOINs you can add additional data from other tables to the base table. You can add JOINS to joined tables to build a sequence of JOINs and generate data from various tables.

If an automatic JOIN is possible (the field has a 1:1 relation to a table and fields from this table can be added), you can use a simple procedure without having to define a JOIN in detail, see below.

In all other cases you define a JOIN, see Defining JOINs on page 24.

3.4.1 Automatic JOIN For example, the Salesperson Code field in the Customer table is part of your Cube:

This is the output to a worksheet:

You want to replace the Salesperson Code by the salesperson’s full name. This name is a field in the Salesperson/Purchaser table.

The blue color of the Salesperson Code caption indicates that an automatic JOIN is possible (the field has a 1:1 relation to a table and fields from this table can be added). For information on color coding, see Color Codes in the Field List on page 25.

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To achieve this, you can define an automatic join:

1. Mark the Salesperson Code line.

2. Click Add Fields.

3. Select Salesperson/Purchaser (Salesperson Code).

4. Select the Name field.

The Name field is added to the Field List.

5. Execute the Cube.

The Name column is displayed in addition to the Salesperson code column:

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3.4.2 Defining JOINs To define a JOIN:

1. In the Field List of the Data Source Setup window, click Add JOIN.

Note: If you have selected a JOIN line or a field marked in blue in the Field List and click on Add JOIN, NC Cube asks whether you want to add the JOIN to the base table or to the selected line. Choose the base table (in this example Customer). You can choose the other option for adding a JOIN to the joined table.

2. The Tables - Add JOIN window is displayed.

o You can click Test Permissions to check your access rights for the tables.

o You can click Search related Tables to display only the tables that have a relation to the base table. Click Show All to undo your choice.

3. Select the desired table.

The JOIN is added to the Field List.

4. Click the Edit JOIN button to set up the JOIN.

The Cube JOIN window suggests fields to link to the joined tables. Check the links and change them if necessary, see Defining Links on page 26.

5. Select the Link Type:

o 1:1, see page 27.

o First, see page 28.

o Last, see page 28.

o 1:n, see page 29.

6. Click OK to switch back to the Field List.

7. To add the fields from the joined table you want to display, select the JOIN line and click Add fields.

8. You are asked whether you want to add the fields for the JOIN or the base table. Select the JOIN.

9. Select the fields you want to display.

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3.4.3 Color Codes in the Field List The color codes in the Field List give you various information about JOINS.

Color codes for fields:

Blue: An automatic JOIN is possible (the field has a 1:1 relation to a table and fields from this table can be added).

Blue+Bold: Fields from the related table have been added to the field.

Color codes for JOINs:

Red+Italic: Neither a field nor a link exists for the JOIN.

Bold: Fields from the JOIN table have been added to the JOIN.

Blue+bold: The link between the two tables is set and fields have been added.

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3.4.4 Defining Links In the Edit Cube JOIN window, one or more links are suggested for joining the tables. Check them if they meet your requirements.

You can change the JOIN fields by clicking Suggest Link (JOIN Fields) and select one of the following options:

Existing links between Table and JOIN table

Primary key fields from JOIN table

Based on already created links in other Cubes

Under Filter, you can add a filter for the JOIN field. Special IDs are available for fields of the Text, Code, Date and RecordID type.

In addition to the IDs available for all filters (see Table Filter on page 18), the [RECORDID] is available for JOIN filters. [RECORDID] is replaced by the linked record’s RecordID. This enables you to create a JOIN to a table that is linked only by a RecordID.

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3.4.5 1:1 JOIN Example In this example, the Sales Header table has been joined to the Sales Line table with a 1:1 JOIN. Two fields have been added to the joined table.

You can use a 1:1 JOIN if there is only one result (there is only one Sales Header for every Sales Line). If this is not the case, the result is invalid and is not transferred to the output. You have to make sure that a link exists for every primary key field of the JOIN table.

In other cases you have to define a 1:n JOIN, see 1:n JOIN Example on page 29.

Result: For every Sales Line record, Sales Header information is displayed:

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3.4.6 First/Last JOIN Example An item can have various sales prices. If you define a 1:n JOIN from the Item table to the Sales Price table, all sales prices are displayed:

To display only the first value, create a First JOIN:

Result: Only the first Sales Price is displayed:

If you define a Last JOIN, the last Sales Price is displayed.

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3.4.7 1:n JOIN Example Define a 1:n JOIN to display all sales lines for all sales headers:

Result:

For information on how to control the way of displaying 1:n JOIN information, see the next chapter.

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3.4.8 Output Options for 1:n JOINS You can control how 1:n JOIN data is output in Excel with the following options:

Field Description

1:n JOIN - Fill For a 1:n JOIN, NC Cube automatically fills in the data from the parent table for all the lines with child data.

1:n JOIN - Line Break Select this checkbox to insert a line break before and after the joined child data in a 1:n JOIN. If you also set the 1:n JOIN - Fill option, a line break is inserted only after the joined data and only if fields from the parent record follow. This option is active per default. You can deselect it to generate results as in previous versions of NC Cube.

The following example illustrates the effect of the two options on the output:

1:n JOIN - Fill = No, 1:n JOIN - Line Break = No

Customer Salesperson 1:n JOIN item Customer Posting Group

10000 JR – John Roberts Item 1

Item 2

Item 3 DOMESTIC

1:n JOIN - Fill = No, 1:n JOIN - Line Break = Yes

Customer Salesperson 1:n JOIN Item Customer Posting Group

10000 JR – John Roberts

Item 1

Item 2

Item 3

DOMESTIC

Here the line break option makes sure that data from the first item is not taken into account for evaluations on the salesperson level, and the Customer Posting Group does not interfere with calculations for the last item.

1:n JOIN - Fill = Yes, 1:n JOIN - Line Break = No




10000 JR – John Roberts Item 3 DOMESTIC

1:n JOIN - Fill = Yes, 1:n JOIN - Line Break = Yes




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10000 JR – John Roberts DOMESTIC

In this case the line break option makes sure that data from the last item does not interfere with calculations for the Customer Posting Group.

3.4.9 Suggesting JOINs for Notes and Links You can easily create JOINs for notes and links:

Click Functions > Suggest JOIN for Notes.

Click Functions > Suggest JOIN for Links.

3.5 FlowFilterLoop (FFL) A FlowFilterLoop allows you to split the values of a FlowFilter field.

The following example shows you how to define a FlowFilterLoop:

1. Create a Cube with the Item table and the following fields:

o Description (3): Set the Row Label (PivotTable) column to Yes.

o Inventory (68): Set the Value (PivotTable) column to Yes.

o LocationFilter (67): This is a FlowFilter. Set the Column Label (PivotTable) column to Yes.

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2. Select the LocationFilter line and click FFL (FlowFilterLoop).

The Cube FFL window is displayed.

3. Select the FFL Enabled checkbox to split the values of the FlowField.

4. You can select the FFL Add Blank Filter checkbox to include values that do not match any criteria.

5. Click OK.

When you export the Cube to Microsoft Excel, the values are split into columns according to the FlowFilter:

The following fields are available in the Cube FFL window:

Field Description

Field FlowField for which settings are defined in this window.

Field Class Field class of the field (FlowField, FlowFilter).

Field Type Field type of the field.

FFL Enabled Select this checkbox to activate the FlowFilterLoop.

FFL Add Blank Filter Select this checkbox to also add a category for values where the FlowFilter field is empty.

FFL Date Interval Date interval used to split the values into categories. Can only be used for date filters.

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Field Description

The options are: Week, Month, Quarter, Year Example: You define a date filter in the table filter to display values for the current year. Then set the Month option for the date filter field, and the current year’s values are split into 12 months. The resulting fields are formatted as follows: “YYYY/WW”, “YYYY/MM Month text”, “YYYY/Q”, “YYYY” This formatting only applies to fields with the FFL option. To get the original NAV formatting, add the Date Filter field to the field list again, this time without the FFL option.

FFL Till Date Filter The values are split into categories by the end date of the date interval. Example: You set the FFL Date Interval to Month and select the FFL Till Date Filter checkbox. The split values are not split by months but the values per end of each month are displayed. Note that the sum in a PivotTable does not make sense in this case.

3.6 Defining Output to Microsoft Excel There are various options which help you to adapt NC Cube’s output to Microsoft Excel to your needs.

You can transfer formulas to Microsoft Excel, see Microsoft Excel Formulas and Calculations on page 34. Excel Function Help assists you to find the right formula, see Excel Function Help on page 35. NC Cube helps you to translate formulas into other languages if you use Excel in various language versions, see Translating Microsoft Excel Functions on page 36.

You can create a Microsoft Excel template and format it according to your requirements. You can then transfer the Cube data to this template, see Adding a Microsoft Excel Template on page 37.

The following Excel-related options are available in the Data Source Setup window under Advanced:

Field Description

Remove Field Captions Select this checkbox if you want to skip the captions in the output. This is useful if you transfer data to a Microsoft Excel Template that already has a heading.

AutoFit Column Width Select this checkbox to automatically fit the column width to the text in the Excel cell.

Column Filter Select this checkbox to add a filter option to the first row. Users then can sort or filter each column with this option.

Row Adjustment Number of rows to be left empty before starting to insert data into the Microsoft Excel file. This option can be useful if you are inserting data to a template.

Column Adjustment Number of columns to be left empty before starting to insert data into the Microsoft Excel file. This option can be useful if you are inserting data to a template.

Freeze Top Rows Number of rows that are frozen, i.e. they remain visible even if you scroll down. (If you have entered rows for Row Adjustment, these rows are frozen additionally.)

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Field Description

Freeze First Columns Number of rows that are frozen, i.e. they remain visible even if you scroll right. (If you have entered columns for Columns Adjustment, these rows are frozen additionally.)

Create Table Creates a table from the data in the Excel worksheet.

Totals Row Adds a totals row to the table. You can define details by selecting a field in the Field list and selecting an option in the Excel Table - Totals Row column.

Banded Rows Displays banded rows in which even rows are formatted differently from odd rows.

Banded Columns Displays banded columns in which even columns are formatted differently from odd columns.

First Column Displays special formatting for the first column in the table.

Last Column Displays special formatting for the last column in the table.

3.6.1 Microsoft Excel Formulas and Calculations You can integrate Microsoft Excel formulas in the Cube. Within the formulas you can use variables to refer to other fields. The references are automatically transferred to Microsoft Excel.

To create a variable:

In the Field List, enter a code for the field in the Formula ID column. Square brackets are added automatically.

To use a variable in another field’s Excel formula:

In the Formula column, enter the formula using the other field’s code.

You can also select the line. Click on Actions > Formula Editor and enter the formula there. Click OK to fill the Formula column with your entry.

Example: In this Cube three different sales increase rates are calculated based on the Sales (LCY) value.

You can use the following special IDs in your formulas:

ID In Microsoft Excel, the ID will be replaced by

[COMPANY] the current company name. If you work with more than one company, you can use this ID to include the company name in the output. This way you can identify the source company of the data.

[RECORDID] the current record’s RecordID.

[ROW] the current row number.

[COL] the current column number.

[COL:<Formula ID>] the column of the field with the specified Formula ID, for example [COL:BAL]

%1 the field’s value.

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3.6.2 Excel Function Help If you are not sure about a Microsoft Excel function you can use NC Cube‘s Excel function help.

To set up Excel function help:

1. Switch to the Cubes area.

2. Select Actions > Setup Cube Excel Functions.

To display Excel function help:

1. In the field list, click the dropdown button in the Formula column.

Note: If Excel function help has not been set up yet, you are asked whether you want to set it up now. Click Yes twice.

The Cube Excel Functions window is displayed.

Here you can:

o Click Help to get information on this function from Microsoft Excel online help.

o Click Add to Favorites to display the Function at the top of the list. Click Remove from Favorites to undo this.

2. Look for a function, select it and click OK.

The selected function is appended to the text in the Formula column.

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3.6.3 Translating Microsoft Excel Functions Microsoft Excel functions are language dependent. If you want to define a Cube for another language version of Microsoft Excel, NC Cube can translate a formula you have entered in the Formula column from any supported language to any other.

1. In the Field List:

o Select the line you want to translate. Select Functions > Translate Excel Functions.

o Select Functions > Translate all Excel Functions to translate all Excel functions.

2. Select a Source Language and a Target Language.

In this example, the Field List contains English formulas. The Source Language is English and the Target Language is German.

With the AssistEdit buttons you can switch languages in the Source Language and Target Language fields.

3. Under Separator, specify if you want to keep the separators unchanged, or if you want to replace semicolons with commas or commas with semicolons.

4. Click OK.

The formulas are changed (to German, in this example):

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3.6.4 Adding a Microsoft Excel Template With NC Cube you can transfer data into a Microsoft Excel template. You can define the template according to your requirements and your company’s design guidelines and then fill data into the template.

To add a template:

1. In Microsoft Excel, create a workbook and format it as required.

2. Delete all the data and save the file as an .xltx template.

3. In the Cube Card under Excel, click the AssistEdit button in the Import File field and select the template file.

4. Select a sheet for the Data Source. If no sheet is selected a new sheet will be added for the Data Source.

5. Select the Enabled checkbox to activate the template.

6. If the template contains external content which should be automatically updated (e.g. links to external text files) select the Refresh Template checkbox.

The following fields are available in the Cube Card in the Excel area:

Field Description

Enabled Select this checkbox to transfer the Cube to a Microsoft Excel template.

Import File Click the AssistEdit button and specify the Microsoft Excel template.

Import Date Date on which the Cube has been imported.

Import User ID ID of the user who imported the Cube.

Data Source Sheet Click the AssistEdit button and specify the data sheet from the Microsoft Excel template.

Active Sheet Click the AssistEdit button and specify which sheet should be active in Microsoft Excel template.

Refresh Template Select this checkbox so that external content and calculations are refreshed when the file is opened.

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Field Description

Print With this option you can print a Cube with type Excel. The options are: Print: The sheet is transferred directly to the printer. Print Preview: Microsoft Excel is started with a page preview.

Printer Name If one of the options has been selected in the Print field, you can select the name of the printer here. If the field is left empty, the default printer is used.

3.7 Adding a PivotTable Object The PivotTable is a powerful analysis tool in Microsoft Excel that enables you to get a quick overview on large amounts of data. You can define PivotTables in NC Cube and export them to Microsoft Excel.

To add a PivotTable:

1. In the Field List of the Data Source Setup window, add the fields you want to use in the PivotTable.

2. Set the corresponding columns to Yes for the fields you want to use as Report Filter, Row Label, Column Label, Value and Slicer in the PivotTable.

For example, to display the values of Sales (LCY) of all companies in a column per sales person, set the following values:

3. A PivotTable object has been added to the Cube automatically. Open the PivotTable object with Edit.

Note: You can also add a PivotTable manually: Add the fields to the Field List, click Add in the Objects list of the Cube and select PivotTable. A PivotTable object is created. You can edit the object and set the field values.

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4. If you want to change the field functions (for example switch row and column labels), click Move to to change a field’s Type.

5. You can set various options for the PivotTable in the General area. For example, to add a PivotChart to the Microsoft Excel file, select the PivotChart checkbox.

6. Select a field and click Edit to set further options.

Example: Define the Sales (LCY) field as a sort criteria for the row label.

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Example: Filter the rows with the 10 highest Sales (LCY) values.

For an explanation of the other options in the PivotTable Field Settings window, see below.

7. Click OK.

The selected settings are displayed in the field’s Settings column.

When you execute the Cube, the PivotTable is exported to Microsoft Excel:

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The PivotChart looks like this:

The following fields are available in the PivotTable object under General:

Field Description

Name Name of the PivotTable. NC Cube enters a default name when creating an object but you can rename it. To restore the default name, delete the entry you have made.

Classic Layout Select this checkbox to use the classic Microsoft Excel 2003 PivotTable layout.

PivotChart Select this checkbox to add a PivotChart to the PivotTable.

PivotChart Name Name of the PivotChart. NC Cube enters a default name when creating an object but you can rename it. To restore the default name, delete the entry you made.

Chart Type Select a chart type for the PivotChart here.

Chart Layout ID Select a layout for the chart type you have selected in the Chart Type field (layouts can be found in Excel under Insert > Chart > Recommended Charts).

Embedded Chart Select this checkbox to add the chart to the PivotTable sheet.

Left Position (cm) Embedded chart position from the left in cm.

Top Position (cm) Embedded chart position from the top in cm.

Width (cm) Width of the embedded chart.

Height (cm) Height of the embedded chart.

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The following columns are available in the PivotTable Field List:

Field Description

Type Type of the PivotTable field (row, column, value, …).

Caption Field caption.

Settings This column displays the settings you have selected for the field.

The following fields are available in the PivotTable Field Settings window:

Field Description

Sort by Select the field to be used for sorting the PivotTable field.

Sort Sort order for the PivotTable field (Ascending, Descending).

Filter by Select the field to be used for filtering the PivotTable field.

Filter Condition used for filtering the PivotTable field. Enter the arguments for this condition in the Filter Value and (if applicable) Filter Value 2 fields.

Filter Value First argument for the filter condition entered in the Filter field.

Filter Value 2 Second argument for the filter condition entered in the Filter field.

Subtotals In this field you can select settings in addition to the subtotals for the PivotTable. The options are: Automatic: Uses the Microsoft Excel default option. None (default option): No subtotals are displayed. Custom: Select this option and select the options with the Sum, Count, etc. checkboxes.

Sum The sum of values is calculated (default option for numeric data).

Count The number of values is calculated (default function for data other than numbers). This option works like the COUNTA function.

Average The average of values is calculated.

Max The largest value is displayed.

Min The smallest value is displayed.

Product The product of the values is calculated.

Count Nums The number of values that are numbers is calculated. This option works like the COUNT function.

StdDev The standard deviation for a subset of the data is calculated.

StdDevP The standard deviation for all the data is calculated.

Var The variance for a subset of the data is calculated.

VarP The variance for all the data is calculated.

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The following fields are available in the PivotTable Value Field Settings window:

Field Description

Summarize Value Field By

In this field you can select settings for summarizing the value field in the PivotTable. The options are: Sum: The sum of values is calculated (default option for numeric data). Count: The number of values is calculated (default function for data other than numbers). This option works like the COUNTA function. Average: The average of values is calculated. Max: The largest value is displayed. Min: The smallest value is displayed. Product: The product of values is calculated. Count Nums: The number of values that are numbers is calculated. This option works like the COUNT function. StDev: The standard deviation for a subset of the data is calculated. StDevP: The standard deviation for all the data is calculated. Var: The variance for a subset of the data is calculated. VarP: The variance for all the data is calculated.

Show Values As In this field you can define how the value is displayed. The options are: No calculations: Displays the value that is entered in the field. % of Column: Displays all the values in each column/series as a percentage of the column/series total. % of Row: Displays all the values in each row/category as a percentage of the row/category total. % of Total: Displays values as a percentage of the grand total of all the values in the report. Index: Calculates values as follows: ((value in cell) x (Grand Total of Grand Totals)) / ((Grand Row Total) x (Grand Column Total))

The following fields are available in the PivotTable Slicer Settings window:

Field Description

Field Name of the field that has been defined as the slicer.

Number of Columns Number of columns in the slicer element.

Button Height (cm) Height of a button in the slicer element.

Left Position (cm) Position of the slicer element in cm from the left border of the PivotTable.

Top Position (cm) Position of the slicer element in cm from the top border of the PivotTable.

Width (cm) Width of the slicer element in cm.

Height (cm) Height of the slicer element in cm.

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3.8 Adding a Chart Object Charts are an easy way to visualize the data source. You can add as many charts to the Cube as required.

To add a chart:

1. In the Cube’s object list, click Add (or type ALT+Ins) and select Chart.

Note: A chart is added automatically if you set the Label (Chart) and Value (Chart) fields to Yes for any fields.

2. Click Edit.

The Cube Chart Setup window is displayed.

3. Here you can specify the following options:

Field Description

Name Name of the chart. NC Cube enters a default name but you can rename it. To restore the default name, delete the entry you made.

Chart Type You can select a Microsoft Excel chart type in this field.

Chart Layout ID Select a layout for the chart type you have selected in the Chart Type field (layouts can be found in Excel under Insert > Chart > Recommended Charts).

Embedded Chart Indicates that the chart is added to the worksheet.

Left Position (cm) Embedded chart position from the left in cm.

Top Position (cm) Embedded chart position from the top in cm.

Width (cm) Width of the embedded chart.

Height (cm) Height of the embedded chart.

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4. Click Add/Remove to add fields from the data source to the chart, or to remove them.

If you do not specify any fields, all fields from the data source are added to the chart.

5. You can use the Up and Down buttons to sort the fields.

6. Click OK.

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3.9 Adding an Information Sheet Object The Information sheet transfers general information about the Cube to the output.

To add an information sheet:

1. In the Cube’s object list, click Add (or type ALT+Ins) and select Information Sheet.

2. Click Edit.

The Cube Information Sheet Setup window is displayed.

3. Define the following options:

Field Description

Name Name of the information sheet. NC Cube enters a default name but you can rename it. To restore the default name, delete the entry you made.

Company Information Company information is included in the information sheet.

Filter Information Information about the used filters is included in the information sheet.

Comments Comments are included in the information sheet.

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3.10 Adding a Text Object In a text object, you can add some additional text on a sheet in the Excel file (or to the file in case of a file export).

To add a text object:

1. In the Cube’s object list, click Add (or type ALT+Ins) and select Text.

2. Click Edit.

The Cube Text Setup window is displayed.

3. Enter the desired text and click OK.

3.11 Defining Output to a File Instead of opening the Cube output in Microsoft Excel, you can also save the output to a file. To define output to a file:

1. In the Cube Card, select File Export in the Type field.

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2. Use the options in the Cube Card under File Export to define details.

Field Description

Folder Select the folder for the export file in this field.

File Name Type in the desired file name of the export file in this field.

Add Date If you select this checkbox, the creation date is appended to the file name of the export file. Example: filename_yyyymmdd

Add Time If you select this checkbox, the creation time is appended to the file name of the export file. Example: filename_yyyymmdd_hhmmss

Add User ID If you select this checkbox, the user ID of the user who created the file is appended to the filename of the export file.

File Extension Type in the desired file extension of the export file in this field (e.g. txt, csv or xml).

Overwrite Existing File If you select this checkbox, existing files are overwritten automatically without notification.

Show Save As If you select this checkbox, the Save as dialog is displayed when the file is exported.

Open File This option defines what happens after export. The options are: Open File: The file is opened in the associated application. Open Folder: The folder containing the file is opened. Ask - Open File: The users are asked whether they want to open the file. Ask - Open Folder: The users are asked whether they want to open the folder.

Field Separator Select the desired field separator here. The options are: Tabulator, New Line, None, Specified. If you select the Specified option, enter the field separator in the Separator field.

Separator If you have selected the Specified option in the Field Separator window, you can enter the desired separator here. A sequence of characters is also possible.

Only Archive File Instead of creating an export file, the result is saved to the NC Cube archive, see Archiving Cubes on page 59.

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If you want to create an XML file, NC Cube helps you to build tags:

In the Field List:

o Select the line you want to build a tag for. Select Functions > Suggest Formula for XML Tags.

o Select Functions > Suggest all Formulas for XML Tags to build tags for all lines.

NC Cube suggests XML tags for all fields with an empty Formula column and enters them in the Formula column. Edit them according to the XML structure you want to generate.

For an example on how to create an XML file, see Creating XML files on page 63.

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4. Organizing Your Cubes In the Cubes area, you can get an overview of all the Cubes in the database:

Column Description

Code Contains the code for the Cube. You can enter a maximum of 20 characters, both numbers and letters. The code must be unique.

Description Contains the description of the Cube. You can enter a maximum of 80 characters, both numbers and letters. The description is visible on the My Cubes page as well as in the information tab in Microsoft Excel.

Comment Comment for the Cube.

Area Areas are used to create a Cube structure. Click the AssistEdit button in this field to select an area or to create a new one.

Type Contains the Cube type. The options are: Excel (default option): Data is transferred to Microsoft Excel. File Export: Data is transferred to a file (txt, csv, xml, …).

Execute Permission Defines which users are allowed to execute the cube.

My Cube Selection Allowed If this checkbox is selected, users are allowed to add the Cube to their My Cubes area.

My Cubes Selections Defines which users are allowed to add the cube to their My Cubes area.

Responsible ID of the user who created the Cube. You can select another user or create a new user.

Blocked Indicates that you cannot export data with this Cube. Use this option to deactivate Cubes you do not want to use any more.

Settings Fixed Indicates that the Cube is fixed and cannot be changed any more. Select this checkbox to protect the Cube from accidental modifications.

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To organize your Cubes, you can:

Setup Cube areas to categorize your Cubes for a better overview, see Defining Cube Areas on page 51.

Create Cube permissions to specify which users have access to which Cubes, see Creating User Permissions on page 52.

Download Cubes created by NAVAX from a website, see Downloading a Predefined Cube on page 54.

Import a Cube from a file, see Importing Cubes from a File on page 55.

Export a Cube to a file, see Exporting Cubes to a File on page 56.

Copy a Cube, see Copying Cubes on page 57.

Archive your Cubes, see Archiving Cubes on page 59.

4.1 Defining Cube Areas Areas are groups of Cubes helping you to classify the Cubes. To assign an area to a Cube:

1. Select Departments > Cubes > Cube > Actions > Setup Cube Areas.

2. Click New and create a new area.

3. In the Users column, select the users you want to assign to this area.

4. You can select an area in the Cube Card for categorization:

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5. In the Cubes list, you can sort your Cubes according to the selected area:

You can also use areas to manage user permissions, see the next chapter.

4.2 Creating User Permissions You can define user access rights to your Cubes in the Cube Card, in the Permissions area:

Important: Here you define access to the Cubes. In addition users have to have all the necessary NAV permissions for the tables used.

To define user permissions for the Cubes:

1. In the Execute Permission field, you define which users are allowed to execute the Cube.

All Users: All users have access to the Cube.

Selected Users: Only specific users have permission to run this Cube. Select the users in the Selected Users field:

1. Click on the AssistEdit button.

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2. The Cube Execute Permissions window is displayed.

3. Here you can:

Add all Users from the database.

Add Users from Area: With this option you can add all users that you have assigned to the area, see Defining Cube Areas on page 51.

2. Select the My Cube Selection Allowed checkbox to define that users can add the Cube to their My Cubes list using the Add button.

3. Click the AssistEdit button in the My Cubes Execution Type field to open the My Cubes Selections window. Here you can:

o Select users in the UserID column

o Use the Add Users from Execute-Permissions button to add users that you have defined in the Selected Users field before.

4. You can define what happens when the user executes the Cube from the My Cubes area:

o Create New: A new output file is generated from the current Cube.

o Create from Archive File: Output is generated from an archived version of the Cube.

o Selection: The users can decide whether they want to create a new Cube output or use an archive file.

5. Click OK to return to the Cube Card.

6. You can set the My Cube Execution Type option in the Permissions area to define an execution type for users. This setting is overridden by the settings you have chosen in the My Cubes Selections window for specific users.

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7. In the Company Filter field, select which companies should be included in the Cube: the Current Company, All Companies in the database or Selected Companies.

If you have chosen Selected Companies, specify the companies in the Selected Companies field.

8. You can exclude or convert certain characters from the Cube creation. Click on the AssistEdit button in the Excluded Characters field.

o In the Character column, enter the character you want to replace.

o In the Convert to column, enter the character you want to replace it with.

o Instead you can select the Replace with space checkbox to replace the character with a space.

4.3 Downloading a Predefined Cube NAVAX has created a set of Cubes which you can download and use. You can also adapt them to your needs if necessary.

To import a predefined Cube:


Note: This function is only available with an internet connection.

2. To find out whether a Cube fits your requirements, check the list.

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The following columns are available:

Column Description

Language Language of the Cube. This language is has an effect on captions: A field’s caption will be automatically translated to the current language during import of a Cube.

Area The area of the Cube shows which group it belongs to.

Description Short description of the Cube.

Code Code of the Cube.

Code already exists This checkbox is selected if a Cube with the same code has already been downloaded to your database.

NAV Requirement Minimum Microsoft Dynamics NAV version that this Cube requires.

EXCEL Requirement Minimum Microsoft Excel version that this Cube requires.

Additional Requirements Any other requirement for this Cube (software, …).

Preview Exists Indicates that there is a preview for the Cube’s output available which you can open in your browser.

Last Update Date when the Cube was last updated.

For more information you can

o click Detailed Information or

o click Preview to display an output example in your web browser.

3. If you want to save a Cube locally as an .nccx file, click Save as.

4. To import the desired Cube to NC Cube, click Download.

5. Enter a code for the new Cube and click OK.

The cube is now part of your Cubes list.

4.4 Importing Cubes from a File You can import Cubes that have been provided to you from another database as an .ncc or .nccx file:


2. Click Import.

3. Select the file you want to import and click OK.

4. If there is already a Cube with the same Code in the database, you can enter a new code. Click OK.

The Cube is imported.

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4.5 Exporting Cubes to a File You can export a cube to an .nccx file to transfer it to another database or to transfer it to support to check for any problems:


2. Select the Cube you want to export.

3. Click Export.

4. The Export Cube window is displayed.

5. Select the options you want to include in the export file:

o Company Filter, User Related Table Filter: See Table Filter on page 18.

o Execute Permissions, My Cubes Selections: See Creating User Permissions on page 52.

6. Click OK and save the file.

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4.6 Copying Cubes To copy data from another Cube into the current Cube:

1. Create a new Cube or open the Cube that you want to copy data to.

2. Click Actions > Copy from.

The Copy Cube from window is displayed.

3. Under Company, select the source company.

4. Under Code, select the source Cube from which you want to copy data.

The Cube’s description is displayed under Description.

5. Select the options you want to keep, delete or copy to the target Cube:

o Company Filter, User Related Table Filter: See Table Filter on page 18.

o Execute Permissions, My Cubes Selections: See Creating User Permissions on page 52.

o Archive: See Archiving Cubes on page 59.

You can select these options:

o Keep: The settings in the target Cube remain unchanged.

o Copy/Replace: The settings are copied from the source Cube and overwrite the values in the target Cube.

o Delete: The settings in the target Cube are deleted. (The settings are NOT copied from the source Cube.)

6. Click OK to copy the Cube.

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The Copy to function can only be used to copy a Cube to another company:

1. Open the Cube that you want to copy data from.

2. Click Actions > Copy to.

The Copy Cube from window is displayed.

3. Select the Company you want to copy the Cube to.

4. If you select Ignore Settings Fixed, the Cube is copied even though the target Cube is fixed.

The other options in this window are the same as when using the Copy from function (see above).

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4.7 Archiving Cubes You can archive Cubes whenever a Cube is executed. With archives, you can go back to Cube outputs you have created previously any time it is necessary.

You define the archive settings in the Cube Card under Archive:

Field Description

Archive Select this checkbox to log which users execute the Cube.

Archive File Select this checkbox to save a copy of the Cube. Select the folder in the Archive Folder field.

Add Date If you select this checkbox, the creation date is appended to the file name of the archive file. Example: filename_yyyymmdd

Add Time If you select this checkbox, the creation time is appended to the file name of the archive file. Example: filename_yyyymmdd_hhmmss

Add User ID If you select this checkbox, the user ID of the user who created the file is appended to the filename of the archive file.

Save Archive File via Server Select this checkbox to archive the file via the server. Users do not have to have access rights on the archive folder. The server saves the file and makes it accessible to the user if requested and if the user has access rights to the Cube.

Archive Folder Select the folder in which you want to archive the file. If you have selected Save Archive File via Server, this folder must be accessible to the server.

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Field Description

Archive Entries Click the AssistEdit button to open the Cube Archive window.

Here you can view the various files that have been archived. Click Open Destination File to open the file you have created when transferring data to a file. Click Open Archive File to open the archived file.

Last Date Modified Date of the last modification to the Cube.

User ID Modified User who performed the last modification to the Cube.

Last "Copy To" Date Date the Cube was copied to another Cube the last time.

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5. Tips and Tricks

5.1 Creating a Parameter Sheet in Microsoft Excel In a text object, you can add global parameters and use them for various calculations in the data source. This makes the Excel output very flexible: In the generated Excel file, the user can change the parameters and check the change’s effect on the recalculated data.

As an example, look at the DL_00012 Cube which you can download from the NAVAX website, see Downloading a Predefined Cube on page 54.

The text object contains the following entries:

These entries are transferred to the Excel parameter sheet (cells A2 and A4).

The Category formula refers to the values in these two cells:

=IF([S]>INDIRECT("Parameter!A4"),"A",IF([S]>INDIRECT("Parameter!A2"),"B","C"))

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Sales (LCY) values between the lower and upper limit are marked with category “A”, values greater than the upper limit with “B”, values less than the lower limit with “C”:

Change the lower limit in the Parameter sheet:

The category in line no. 3 has changed to B.

5.2 SQL Views With Microsoft Dynamics NAV, you can create a table definition for an SQL Server View.

NC Cube supports this functionality.

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5.3 Creating XML files If you want to create an XML file with NC Cube, you need text objects for the header information, and formulas in the data source object to create the XML tags you need:

As an example, look at the DL_00001 Cube which you can download from the NAVAX website, see Downloading a Predefined Cube on page 54. This cube creates a .kml file with customer information that is recognized by Google Earth.

You can add two text objects, one at the beginning and the other one at the end of the cube, and define the XML header and closing information there. When transferring the Cube to a file, the data is output at the beginning and the end of the xml file.

These two text objects define the .kml header and end tags.

In the field list of the data source, formulas are used to generate <Placemark> elements with the Customer information as required by Google Earth.

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6. Technical Information

6.1 Install NC Cube To install NC Cube in Microsoft Dynamics NAV, contact your partner. He will install all NC Cube objects step by step.

To install NC Cube, follow these steps:

1) Make a backup of the database.

2) Start the Microsoft Dynamics NAV Development Environment.

3) Check whether your Microsoft Dynamics NAV license includes the necessary modules or not. If not, please contact your system administrator or send an e-mail to [email protected].

Granules:

1.022.110 – NC Cube

4) In the Main Menu, click Tools, Object Designer.

5) In the Main Menu, click File, Import.

6) Select the NC Cube object file (*.fob) you have received and click Open.

7) After importing the NC Cube objects compile all NC Cube Objects (Version List *NCC*).

8) Compile all MenuSuites to ensure that the NC Cube Menu will be displayed correctly.

9) Restart Microsoft Dynamics NAV.

6.2 Permission Sets Cube requires no setup. However we recommend to use the two Permission Sets provided by Cube. One Set is designed for Cube Editors (the “Cubes” part), the other one is designed for Cube Users (the “My Cubes” part).

There are two possibilities for creating or updating the Cube Permission Sets “NCCUBE-EDIT” (for Cube Editors) and “NCCUBE-MYCUBES” (for Cube Users):

a) Run Codeunit 1022100 – “NCC Functions” from the Object Designer.

b) Click the Action “Create Cube Permissions” in the “Cube List” Page.


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6.3 Settings in the Microsoft Dynamics NAV Administration Console

Client Services - Max Upload Size: The maximum size of files that can be uploaded to or downloaded from Microsoft Dynamics NAV Server, in megabytes. Use this setting to avoid out-of-memory errors:

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6.4 Uninstall NC Cube To remove NC Cube from Microsoft Dynamics NAV, contact your partner. He will uninstall all NC Cube objects step by step.

To uninstall NC Cube, follow these steps:

1) Make a backup of the database.

2) Start the Microsoft Dynamics NAV Development Environment.

3) In the Main Menu, click Tools, Object Designer.

4) All NC Cube Objects (Version List *NCC*) within the NC Cube Object Range (ID 1022100 – 1022199) and the “Dept - NCC” MenuSuite must be deleted.

nc cube documentation - navax...the purpose of this manual is to demonstrate how navax nc cube works...

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