Pivotier Training Series

Welcome to the Pivotier Training Series. Upon completion, this self-paced, four hour course will empower Dynamics NAV users to create and run their own ad-hoc and financial reports. The advanced topics are for IT staff, consultants and developers and provide training on installation, integration, implementation and setup topics.

Please click on the movie length (minutes:seconds) to start a topic.

All materials are copyrighted works of Centerline Software, Inc. and viewing these videos does not convey any intellectual property rights to the viewer, nor any representation or warranty of any kind.

 

  1. End User Topics
  2. Getting Started
    1. Classic Client (3:04)
    2. Role-Tailored Client (2:19)
    3. The Report Viewer (4:56)
  3. Ad-Hoc Reports
    1. Overview (1:48)
    2. Creating/Modifying Reports (5:17)
    3. Adding Report Columns (11:15)
    4. Paging, Sorting & Grouping (7:12)
    5. Charts (5:20)
    6. Indicators (2:47)
    7. Currencies & Percentages (11:04)
    8. Copy, Print & Publish (4:35)
    9. Saved Filters (TBA)
  4. Financial Reports
    1. Overview (5:27)
    2. Setup Steps (3:49)
    3. Creating/Modifying Reports (4:55)
    4. Selecting Content (3:53)
    5. Account Schedules (TBA)
    6. Dynamic Columns (8:00)
    7. Percentage Columns (4:01)
    8. Paging and Levels (6:24)
    9. Options (5:10)
  1. Advanced Topics
  2. Queries
    1. Overview (5:20)
    2. Join Type (8:10)
    3. UNION/UNION ALL Types (8:54)
  3. Implementation
    1. Applying Pivotier Objects (5:16)
    2. Executables and Help (4:25)
    3. Pivotier Setup (5:48)
    4. Table Properties (3:15)
    5. Defaults & Samples (5:18)
    6. Styles & Font Properties (11:16)
    7. Headers & Footers (11:23)
  4. Security
    1. Overview (6:33)
    2. Report Folders (5:44)
    3. Roles & Permissions (4:23)
  5. Developer Tools
    1. Overview (7:24)
    2. Pivotier Setup (4:56)
    3. Creating Report Models (7:54)
    4. Publishing Pivotier Reports (4:04)
  6. Visual Studio Integration
    1. RDL to Visual Studio (7:17)
    2. Visual Studio Reports (TBD)