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Jet Professional Basics - Understanding FlowFields

19/2/2017

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Almost 90% of spreadsheets have errors.

At an onsite  few weeks ago, I opened up a report built by my client, and within 30 seconds I identified  errors on his balance sheet reports that they had been using for several months!  Jet Reports promises to eliminate these errors by standardising and automation data extraction.  But what happens when you don't understand the data coming out of your system?  Time to learn bout FlowFields (predefined calculated fields in Dynamics NAV).
Picture
Key Walkawys:
FlowFields are predefined and precalculated fields in NAV
  • Balance on Chart of Accounts = sum(Amount) for G/L Entry
  • Inventory on Item Card= sum(Quantity) for Item Ledger Entry
  • Sales (LCY) on Customer  Card = sum(Amount (LCY) for Detailed Cust. Ledger Entry
FlowFields accept different FlowField Filters which modify the CalcFormula
  • Balance does not accept Date Filter while Balance At Date does.
  • Net Change accepts a date range while Balance At Date only keeps the highest date value.
  • Budget Amount accepts Budget Filter while Credit Amount is unaffected by Budget Filter
Any field ending in "Filter" is a FlowField filter and will modify the FlowField calculations.  It will not directly affect the set of records returned.
  • eg. Global Dimension 1 Code will filter a table based on the Default Dimension Value whereas Global Dimension 1 Filter will modify FlowField calculations.
For NAV 2013+ Jet Reports users using a Direct to SQL connector should see table definitions in the Browser.
For NAV2009R2 or earlier, refer to the following video.

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