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Jet Professional User Interface


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Report Modes

Design
Design mode is used to create reports. In Design mode, Jet function results are optimized for speed and are not guaranteed to bring back correct results.

Report
Report mode is the result of running the report against your database.

Refresh
Refresh enters report mode but clears all cached formula results prior to running the report data. This may make the report take longer to complete, but will guarantee that the most current database results are returned.

Unlock
Unlock will unprotect all worksheets and restore the Jet formulas without changing to Design mode.

Unhide
Unhide unlocks the report and makes all hidden rows, columns, and worksheets of the current workbook visible.

Purge Cache
Clears all cached Jet formula results, which guarantees that the most current database results are returned when the report is run.

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Design Tools

Jet Function Wizard (Jfx)
Provides an intuitive way for users to insert Jet functions into a worksheet.

Report Wizard
Provides an intuitive way for users to insert Jet functions into a worksheet.

Report Builder
The Report Builder creates reports based on Jet Data Views. Jet Data Views define table relationships, available fields, field captions, and table captions for a particular reporting area, such as sales, inventory, payroll, etc. Jet Data Views can be created using the Data View Creator. For more information see the Data View Creator.

Table Builder
The Table Builder creates an Excel table (from one or more database tables) which can be used as the basis for pivot tables and charts.

Browser
The Browser makes your reports easier and faster to design by providing drag and drop functionality.

Snippets
Snippets are small, reusable report parts that can be shared between Jet users. (see video)

Pivot Table
Inserts an OLAP Pivot Table to the current workbook. Options are provided for specifying the Cube data source, cube, and location of the pivot table on the current or new worksheet.

Pivot Chart
Inserts an OLAP Pivot Table and corresponding Pivot Chart to the current workbook. Options are provided for specifying the Cube data source, cube, and location of the pivot table and pivot chart on the current or new worksheet.

Update Data Sources
Updates the data source for an OLAP Pivot Table (and the corresponding Pivot Chart, if one is present) that exists within the current workbook to a different Cube data source.

Quote
The Tools menu provides operations to help you build embedded functions quickly.  The Quote or Quote Global options convert the format of a formula in a cell to a string.  The Unquote option converts the string back to a formula.

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Report Tools

Drilldown
To perform a drilldown, click the down arrow button that appears next to any cell containing a Jet formula for which drilldown is possible, or select the cell and click Drilldown on the Jet ribbon.

By default, a data source for Dynamics NAV 2009 R2 and earlier will drill down into the Dynamics NAV classic client. If a you wish to use the Drilldown Grid instead, open the Data Source Settings window and select the data source for which to use the Drilldown Grid. On the General page, in the Drilldown group, select Use the Jet Reports data grid.

Debug
Debug helps diagnose problems with Jet functions. When a Jet function results in an error, #VALUE! will appear in the worksheet cell containing the function. To debug the function, select the cell containing the error and choose Debug. A message that helps explain the problem will be displayed.

Jet Scheduler
The Scheduler allows you to schedule reports to run at a later time. The main window allows you to view all of the report tasks that are scheduled on the current computer.

User Data
Normally any changes made in Report mode will be lost when you re-run the report or switch to Design mode. User Data provides a way to preserve data added in Report mode.  See also: Advanced User Data

Upload
Writes user data to XML and launches Dynamics NAV to upload the data using the default data source.

Purge then Report
Purge then Report purges any data that you have stored for the particular workbook and then runs the report.

Purge then Refresh
Purge then Refresh purges any data that you have stored for the particular workbook and then refreshes the report.

Purge then Design
Purge then Design purges any data that you have stored for the workbook and then enters design mode.

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