Assisted Setup – Madeira

When you want to explore Project "Madeira" on your own, you can always go back to the Getting Started tour. See in cubes area marked.



At Home page you will find the Assisted Setup & Tasks action. See in Ribbon marked in above screen.

Here you see a list of assisted setup that can help you getting started.



You can migrate data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup. Once you are done with this piece you are good to go ahead exploring more.

Depending on your need, check if the other assisted setup can help you in any manner.

In the Assisted Setup window, you will find the followings:

 

ASSISTED SETUP

Set Up Company: - Creates a new trial company for you to enter data and try out Project "Madeira". If you went through the Getting Started tour this step is probably already completed.

Migrate Business Data: - Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.

Set up Sales Tax: - Gets you started with default tax groups and assigning tax area codes that you can assign to customers and vendors in order to automatically calculate sales tax in sales or purchase documents.

Set up Email: - Gets you ready for sending email messages directly from sales orders or contacts in Project "Madeira".

Set up Office Add-Ins: - Sets up the ability to use and launch Project "Madeira" from Outlook.

Set up Email Logging: - Sets up the capability to log email correspondence in Project "Madeira" to follow up on interactions.

 

Will come up with more details in my upcoming posts.

Till then keep exploring and learning.

 

 

 

Import data using copy and paste from Excel sheet or other source for PowerPivot Data Model.

You can copy & Paste data from an Excel workbook, or import data from a table on a web page, or any other source from which we can copy and paste into Excel. In the following steps, you add the data from a table.

• Insert a new Excel worksheet, and give it the name desired any meaningful name that describes the data.


• Select and copy the data, including the table headers.


• In Excel, place your cursor in cell A1 of the above created worksheet and paste the data.


• Format the data as a table. You press Ctrl + T to format the data as a table, or from HOME > Format as Table. Since the data has headers, select My table has headers in the Create Table window that appears.

• Name the table. In TABLE TOOLS > DESIGN > Properties locate the Table Name field, and type desired name.

• Format your data using Excel std. formatting tool.


• Save the workbook.This file have couple of sheets having data related to Olympics which I have compiled from MS Office support site.


• You can find the link on the Menu of my blogsite too to access the shared files.


• I have create a sample Excel File for you which you can down load from the Shared Path using link: http://1drv.ms/1GpZFd4

I will be using this file for couple of walkthrough in my upcoming posts.

Import and Export a Word Report Layout

From the Microsoft Dynamics NAV Development Environment, you can import and export built-in Word report layouts of report objects as Word document files (.docx file type). This enables you to modify a built-in Word report layout on a report. For example, you can export a built-in Word report layout to a file on your computer or network. Then, you open the file in Word and modify the report layout. Finally, you import the file back to the report object. The existing built-in Word report layout on the report is overwritten by the content in the imported file.

To export a Word report layout from a report to a file

1. In the development environment, open the report in Report Dataset Designer as follows.

1. On the Tools menu, choose Object Designer.


2. In Object Designer, choose Report, select the report, and then choose the Design button.

2. On the Tools menu, choose Word Layout, and then choose Export.

3. Browse to the location where you want to save the exported file, and then choose the Save button.

To import a Word report layout from a file into report

1. In the development environment, open the report in Report Dataset Designer as follows.

1. On the Tools menu, choose Object Designer.


2. In Object Designer, choose Report, select the report, and then choose the Design button.

2. On the Tools menu, choose Word Layout, and then choose Import.

3. Locate the file that you want to import, and then choose the Open