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Jet Professional Videos


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Getting Started

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The GL() Function  
The GL Function for GP - Intro - NEW An introduction to using the GL function with a Dynamics GP data source.
The GL Function for GP - Next Steps - NEW The "Next Steps" in taking the introductory GL list and creating a full report from it.
The GL Function for NAV- UPDATED An interactive tutorial for using the GL function with a Dynamics NAV data source

 

Pre-Built Reports
Modifying pre-built reports How to adapt Jet Reports pre-built reports for your specific environment.

 

Introduction & Installation of the Jet Excel add-in

Introduction to Jet Professional
and Jet Enterprise
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An introduction to the components of Jet Professional and Jet Enterprise, what they do, and where they are installed.
Installation Methods NEW An user's guide to installing the Jet Excel Add-in 

 

Introduction, Installation, and Configuration of Jet Professional

Administrator Installation UPDATED An administrator's guide to installing Jet Professional (including the Jet Web Portal and the Jet Administration Console)
Administrator Configuration UPDATED A helpful walk-through for administrators wanting to configure Jet Professional and the Jet Web Portal using the Jet Administration Console.
User Installation & Configuration UPDATED How to install and configure the Jet Professional Excel add-in on your local computer.
Publishing Reports in the Jet Web Portal UPDATED How to publish your report to the Jet Web Portal and then use the Portal for viewing those reports.
Using Dashboards with the Jet Web Portal UPDATED How to use your Jet Enterprise dashboards with the Jet Web Portal 

 

 

Activation
Activating your Jet License How to activate your Jet License for Jet Professional and Jet Essentials 2013 and higher

 

Configuring Data Sources
Jet Remote Data Service (JRDS) Data Source for NAV  Provides system administrators with Information about how to set up the Data Service and configure a data source to use it with Jet Professional and Jet Essentials 2015 Update 1.
High Performance connection for Dynamics NAV with Jet Professional How to configure a high-performance SQL-direct Data Source for Dynamics NAV 2013 or higher with Jet Professional and Jet Essentials 2013 Update 1 and higher.
Using Shared Settings with the Jet Configuration Service If your organization is using the Jet Configuration Service to share Data Source Settings, this video will show you how to use this.
Using Dynamics NAV Web Services with Jet Professional

How to configure a Data Source using NAV's Web Services for Dynamics NAV 2013 or higher with Jet Professional and Jet Essentials (2013 and higher).

Video #2 in a two-part series.  

See Configuring NAV Web Services and Jet Professional

Dynamics NAV 2009R2 and earlier - UPDATED

How to configure a Data Source for Dynamics NAV 2009 R2 and earlier
Microsoft SQL Using Jet Professional to configure a Jet data source for a Microsoft SQL database
Configuring a Jet Enterprise Cube Connection How to use configure and use Jet Professional's Pivot Table feature to connect to Jet Enterprise OLAP Cubes.
Dynamics GP - UPDATED Configuring a Jet data source for Dynamics GP

 

System Administrators
Configuring NAV Web Services and Jet Professional

How to configure NAV Web Services (2013 and higher) for use with Jet Professional or Jet Essentials 2013 and higher.  Video #1 in a two-part series. See Using Dynamics NAV Web Services with Jet Professional

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Installing Friendly Names and Views with Dynamics GP databases How to install the Jet Friendly Names and Views to your Dynamics GP database

 

 

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Creating Reports
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The GL() Function  
The GL Function for GP - Intro - NEW An introduction to using the GL function with a Dynamics GP data source.
The GL Function for GP - Next Steps - NEW The "Next Steps" in taking the introductory GL list and creatings a full report from it.
The GL Function for NAV- UPDATED An interactive tutorial for using the GL function with a Dynamics NAV data source

Creating a 'Grouping Report' - step by step

a helpful series of videos which walk you through the entire report-creation process

Grouping Report 1 Adding Filters, Lists, and Totals to your report
Grouping Report 2 Adding Groupings to your List
Grouping Report 3 Adding Columns and Dimensions
Grouping Report 4 Adding Sheet Grouping
Grouping Report 5 Adding Report Options
Using Table Builder
Introduction to Table Builder An introduction to the Jet Professional Table Builder
Table Queries Analyzing Data with Table Queries
Multi-Table Reports - Part 1 Step-by-step instructions on how to use the Jet Professional Table Builder to draw data from multiple tables in your database.
Multi-Table Reports - Part 2
How to use "Include Duplicates" How to use the "IncludeDuplicates" feature in the Table Builder and the NL(Table) function
Reporting from Jet Enterprise Cubes
Connecting to your Cubes How to connect to your Jet Enterprise Cubes from Jet Professional
Cube Queries An introduction on how to use Jet Professional to create free-form reports directly from Jet Enterprise OLAP Cube data
Creating Dashboards
Dashboard Mode An overview Jet Professional's Dashboard mode allowing the viewer to change the filters on the screen and have reports refreshed "on the fly"
Using Report Builder
The Report Builder How to use the Report Builder
Importing Data Views into the Report Builder How to import Data View Categories for use with the Jet Report Builder
The Data View Creator How to use the Data View Creator to create and edit the data views that are available in the Jet Report Builder

 


 
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 Product Features

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Product Features
Jet Function Wizard (Jfx)  - UPDATED An overview of the Jet Function Wizard
How to use Tooltips for Report Options A quick demonstration of how to use the new "Tooltips" feature for report options in Jet Professional
Snippets How to use Jet Snippets
Multi-Company Totaling How to access multiple company data from within the GL() and NL("Sum") functions.
Jet Scheduler
Jet Scheduler  - UPDATED How to use the Jet Scheduler to schedule your Jet Professional reports to run automatically
Jet Scheduler - Trigger Based Email Alerts and Dynamics Email Text How to create trigger-based email alerts and include information from the report in the email ( Excel file used in this video )
Jet Scheduler - Dynamic Batch Scheduling How to dynamically schedule batch reports ( Excel file used in this video )
Jet Browser
Jet Browser - Intro An introduction to the user of the Jet Browser
Jet Browser - Drag and Drop How to use the Jet Browser's Drag-and-Drop functionality
Jet Browser - Importing Table Details (NAV) How to import Dynamics NAV table details into the Jet Browser.
Favorite Tables and Fields Using Favorite Tables and Fields in the Jet Browser and Function Wizard (Jfx)

 

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Additional Videos

Videos for Older Versions of Jet Essentials
Setting up the Jet 2013 Configuration Service & Using the Jet Admin Console How to configure Jet Essentials 2013 and 2013U1 to use the Jet Configuration Service to share Data Source Settings (for Jet Professional users).

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Administrator Installation Options

(Jet Essentials 2011 through 2015)

Options available to system administrators for installing Jet Essentials 2011-2015 for multiple users
 
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