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20 - Filter and Tailor List Views in Microsoft Dynamics NAV 2015


Filter and Tailor List Views in Microsoft Dynamics NAV 2015     

What I wanted to go over in this session is how to filter and change the sorting etc and move around in lists in NAV. Right now I have this screen which is my role center; I’m the Sales Order Processor. 


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Changing List Views and Filtering in a Sales order
For example when I look at Sales Orders.


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I see here I have the Number, Sell to Customer Number, Sell to Customer Name, External Document Number. Now some of these columns I don’t really want to see, so I’m going to tailor it around a little bit.


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Customizing Columns
So I can actually go up here, right-click and say Choose Columns.


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I take a look at what I have; I’m not interested in having the Project, Department, Shipping Agent , whether it’s completely shipped, Shipping Advice, none of that.


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I’ll have the Shipment Date, not interested in the Document Date or the Posting Date. Everything is in the US so no Currency, no Campaign. I do want to know who the Sales Person is, the Status and what location it’s going out of. And that’s pretty much it. 


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So I’ve cleaned it up a lot now I only have these columns. So this is much cleaner, much easier to work with. 


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Sorting
Also, I can sort by any column I want, so if I want to see everything that is in the Blue location together, I can just click on the Location Code and see that it sorts and then Green, Red, White etc.


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I can do the same with the Sales Person and see it sorted like that.


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Filtering
Now if I want to see only what is being shipped out on the 20th 2016, I can right click and say Filter to This Value.


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Now I see everything that’s on the 20th. Let’s see everything that’s on the 20th going out of the Blue location. Again Filter to This Value and now I have filtered both the location and the shipment.


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Now how do I see what I’ve filtered on? If I go up here I can click on Expand and it actually drops down into filters on the list.


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Here I can see what filters have been applied. Actually in here it does not show the filters I applied in the list as you can see. But in order to take those filters off all I have to do is click here and then it opens it all up again.


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Now if I wanted to filter using this drop down, I can go ahead and do that. So for example, I can go ahead and take a look at Status.


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And I only want to see Released and now the list is getting filtered again.


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How to turn that off? Click here and it’s off.


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So that’s how you can manipulate filters in a list.

Further there are some rules we could use. For example I want to filter the customer name by anything that starts with ‘The’. If I type in ‘The’ it automatically picks that up.


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I can also say anything that has a ‘dev’ in it, if I do like this, it picks that up. So it tries to figure out what you want to filter by when I put this in here.


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If I then clear it again, and that’s off.


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Now here I have Sales Orders and I have all kinds of filtered sales orders. like what is ‘Approved’ and now I get my list again that’s not with the columns that I want, but you see that they have all special filters.


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Now how do I create these filtered ones? Let’s say I only want to see the Sales Orders that are in the location Blue. So all I have to do here is start by entering a filter. I’m going to go to the Location Code, type in Blue, and now I have that.


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Saving Views
And I can actually go here and say Save View As.


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Now what I’m doing is saving the Sales Orders as a link on my left hand side. And I’m actually going to call that ‘Sales Orders Blue Location.’ And I hit OK.

 Now I’m actually getting refreshed and I go into the Sales Orders. Now I see I have an extra column here called…or extra link called Sales Orders in the Blue Location. I click on that.


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Bringing up a Saved View
Then I only see that and I actually see it with the column layout that I had set up which is very convenient.


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So that was a quick way of how to manipulate lists and filters in NAV and tailoring that as we go.

 

 

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