Trade in Microsoft Dynamics NAV-2017 - Locus IT Services

Trade in Microsoft Dynamics NAV

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Lesson 2 : Analysis by Dimensions

Analysis by Dimensions

Analysis by Dimensions : To analyze information by using multiple dimensions, companies can use the Analysis by Dimensions page. You can use this page to view amounts that are derived from analysis views.

With analysis by dimensions, you can do the following:

  • Combine dimensions
  • Filter entries
  • Explore data from different perspectives
  • View net change or balance at date numbers
  • Select time periods

You cannot print this information directly. You can instead export it to Microsoft Excel and use all the Excel tools to create presentations and print data.

To learn more about analysis views, refer to the “Analysis Views and Reports” lesson in this training material.

Analyze Item Sales by Area

As the sales manager at CRONUS, you must analyze item sales by area for the year 2014. The analysis includes item numbers 1896-S to 766BC-C.

After you review the sales amounts of item sales by area, do the following:

  • View the analysis as the cost of goods sold (COGS) amount and quantity.
  • Compare the sales amounts for Peter Saddow with those for John Roberts.
  • Export the sales amounts by John Roberts to an Excel workbook.

High Level Steps

  1. Open the Sales Analysis View Card page and browse through the existing analysis views to check whether one is set up with both the AREA and SALESPERSON dimensions. If this is the case, update it.
  2. Set the filters for the DEFAULT analysis view to analyze the year’s item sales by area for item numbers 1896-S through 766BC-C. Also, show column names, and then review the analysis view matrix.
  3. View the same item sales by area by COGS amount, and then by quantity.
  4. View the item sales by area by sales amount for salesperson Peter Saddow, and then for salesperson John Roberts. Export the data for John Roberts to Excel. Detailed Steps
  5. Open the Sales Analysis View Card page and browse through the existing analysis views to check whether one is set up with both the AREA and SALESPERSON dimensions. If this is the case, update it.
    1. In the Search box, enter “sales analysis view card”, and then select the related link.
    2. Browse through the existing analysis views to check whether one is set up with both the AREA and SALESPERSON dimensions. The DEFAULT analysis view contains these dimensions.
    3. Select the line for the DEFAULT analysis view.
    4. On the Home tab, click Update.  
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