One of My customer wants to see the daily, weekly and annual Finance Performance as an Interactive Dashboard, the Dashboard should be visible only to the CEO of the Company on his Role Center using Web Client feature. Can I Create a Dashboard without designing Queries in SQL server? I want to design the Dashboard using Dynamics NAV 2016 where I would like to use the Pre-designed "Account Schedules" by the Finance Department of my Client.
Hi Jack, Did Samantha's suggestion help you? If yes, please mark her reply as "this helped me". That will mark the question as "Answered". This way it helps guide other members, with the same question to the right direction. If not, then please let us, a bit more about what you need. In NAV 2017, most of these financial reports and graphs are included in BUSINESS MANAGER role center. You would still need to adjust it against your company's chart of account. Another solution for a "dashboard" would be to use PowerBi. With NAV 2016 NAV 2017 that's available "out of the box". And could also be displayed in the role center.
Have a great day, Erik
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