Customizing NAV 2009 RTC Role Center Charts

Objective: Modifying a built-in NAV 2009 RTC Role Center Chart
Target Audience: NAV implementers and power users
Prerequisite Knowledge: General understanding of XML documents, NAV Tables and Fields (and permissions to design a table from Object Designer and view field names)

One of the highlights of NAV 2009’s RoleTailored Client (RTC) is the user’s home screen, also known as the Role Center page. Each user can personalize it to suit their preferences with Activity Cues, Microsoft Outlook highlights, short-lists (of selected Customers, Vendors and Items) and Charts.

NAV 2009 comes pre-loaded with about 40 charts, and more custom charts can easily be created or imported. To view the list of charts from the RTC, navigate to Departments > Administration > (Application Setup) > RoleTailored Client > (Lists) > Charts. In the Classic Client, look under the same menus but start with Administration since there is no Departments menu.

Being familiar with NAV table object numbers, you will immediately notice that the Chart IDs tell you what table they are linked to. For example, Chart IDs 18-01 and 18-02 are related to Table 18 (Customer). If you were to create a new Chart that was linked to the Customer table, the ID could be 18-03 or 18-50000. I prefer the latter, in case the next release of NAV includes more built-in charts which would likely be numbered 18-03, 18-04 etc.

Let’s look at Chart ID 18-01 (Sales & Profit per KeyAcc). Go back to the Home > Role Center page, and add this chart to the page. By default, it should look something like this:

The Y-axis represents the Sales and Profit amounts in ($), while the X-axis represents the Customer Nos (as highlighted with the red arrows).

In most cases, you (or your client) may not be able to readily infer the Customer’s name from the Customer No. especially if they are plentiful and a generic sequential numbering series is being used. In this Tips & Tricks article, we will modify this chart to display the Customer Name instead of Customer No.

Go back to the Charts list page (Departments > Administration > …), and click on the row for Chart ID 18-01. Click on Actions > Functions > Export Chart. Save the XML file to an easily accessible location such as your Desktop or My Documents folder, and name it 18-01Custom.xml instead of the pre-assigned filename Default.XML.

Open this XML document with your favorite XML editor (or Notepad). Look under <XAxis> for <Field Name=”No.” />. Since we want to display the Customer Name, we need to replace “No.” to “Name” (i.e., display Field 2 from Table 18 instead of Field 1).

Once changed, it will look like this: <Field Name=”Name” />

Next, update the <Caption> values as well by changing <Text ID=”ENU”>Customer No.</Text>  to <Text ID=”ENU”>Customer Name</Text>

This line appears twice in the XML file, so be sure to update both.

Save the file as 18-50000.xml and close your XML editor / Notepad.

In NAV on the Charts page, click the New icon on the Charts page. In the window that pops up, type in 18-50000 in the ID column. In the Name column, type in Custom-Sales and Profit KeyAcc. Click OK.

Back on the Charts page, find and click on the row for our new Chart ID 18-50000. You will notice that the column titled Data is unchecked (if it is not visible on the page, use Choose Columns to make it visible). The Data field is only checked when an XML chart definition exists for the Chart ID.

Click on Actions > Functions > Import Chart and select 18-50000.xml to import it into NAV. The Data column will now contain a check-mark.

Finally, go back to the Home > Role Center page, remove Chart ID 18-01, and add Chart ID 18-50000 to the page in its place. Your modified chart will now show Customer Names (in alphabetical order) on the X-Axis.

In this walkthrough, we made a very simple modification to a built-in chart. Back in the XML file, you will find other parameters that can be modified such as the Date filter, Customer filter, etc. After making any additional desired changes, save the XML file and follow the steps above to import the XML file to our Chart ID 18-50000.

Et voila!

 

3 Replies to “Customizing NAV 2009 RTC Role Center Charts”

  1. this is great thanks!

    Do you know if you can add table filters in the xml as well?

    Like..

    <"Balance (LCY)" 0 /> — ??

  2. Hi Meemoz,

    Sorry for the delayed response. Yes, you can certainly add filters in the XML.

    All filters would go in the Filters node like this:

    XML Filters

    If you’d like to see an example of this in NAV 2009’s built-in Charts, export Chart ID 23-01 (Vendor Balance and Invoice per Key Account Primo).

    I hope that helps!

    -AJ

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