Tuesday, July 30, 2019

NAV - Jet Reports - How to build a report



  • Install Jet
  • Launch Excel
  • Jet>Data Source Settings>Define Jet Data source
    • Connecting to the Cube will enable different tools than connecting to a regular ODBC
  • Use these tools to build parts or all of your report
  • Report Wizard
    • Select Table
    • Select Filter, group, sort options
    • Generate simple report off of a single table, similar to a standard pivot table report, but using Jet function syntax
    • Direct Query off of Database takes very long
    • Generally useless
  • Table Builder
    • Allows you to build views to join tables and add function logic
    • Same as using Excel Query builder
    • Slightly less useless
  • Pivot Table (Cube Only)
    • Will generate pivot table off of cube
    • Same functionality as connecting directly to cube from Excel
  • Scheduler
    • Schedule report to email

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