Pages Overview and How to Use Filters in Microsoft Dynamics NAV 2013

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Pages are the main way to display and organize data in Microsoft Dynamics NAV 2013 and can be customized for each user based on their preferences. Quick Filters and Advanced Filters in Microsoft Dynamics NAV can further enhance how a user sees and interacts with data and can save them a significant amount of time. A few simple steps in applying filters can also allow a user to save a particular search to be easily accessed in the future.

Pages and Filters in Microsoft Dynamics NAV 1 Customer List Page

In the Windows Client, every user has a Role Center Page customized to individual needs and tasks. There are also other types of Pages, such as the List Page, which as the name suggests displays a list of data whereas other pages might show a document or user task. There are many different page types within the system, including Cards, List, Role Center, Card Part, List Part, Document, Work Sheets, Confirmation Dialogue, List Plus, as well as Navigate Page (or Wizard) and Standard Dialogues.

Pages and Filters in Microsoft Dynamics NAV 2 Advanced Filter

The List Page in particular has a variety of available filters and filter options, which are made visible by clicking on the List Page name, such as ‘Customers’. Users can then choose amongst the options for Advanced Filters, Limit Totals, Clear Filter, and Save View As. There is also a Quick Filter available, which can also be used in combination with the Advanced Filter.

Turning on the Advanced Filter and choosing ‘Add Filter’ allows the user to specify criteria from any of the column headings and in the case of a Customer list a user could set a filter on No., Name, Location Code, Phone No., Contact, or Location Code as an example.

In one example, the Advanced Filter allows a user could find all the Customers with 10 in their Customer No. that also share a specific Location Code.

Simple Tip:

Pages and Filters in Microsoft Dynamics NAV 7 Filter Tips

Filter all Numbers (No.) beginning with 1 by typing ‘1*’. To find records with Numbers containing 10, but not necessarily beginning with 10, simply type in ‘10’.

Pages and Filters in Microsoft Dynamics NAV 4 Filter to This Value

Another way for users to set a quick filter is to right click the value in the column they want to filter on. In this example, a user may want to see all the Customers with the Location Code of ‘Blue’. By right clicking on the Location Code value ‘Blue’, a user can then choose to Filter to This Value (Alt+F3) and Save View As. Once a custom view is saved, it appears in the navigation pane under the main heading.

Pages and Filters in Microsoft Dynamics NAV 2 Advanced Filter

Limit Totals is another feature in Dynamics NAV 2013 R2 (formerly Flow Filters) that allow a user to filter statistical fields such as the sales dollars field.

Fact Boxes summarize important data regarding a selected entry, which allows a user to see key financial data and statistics at a glance. The fields in the Fact Boxes can be used to drill down into each area such as Posted Invoices or Outstanding Orders.

For a step-by-step overview of Pages and How to Use Filters, please watch this video as part of Open Door Technology’s online Microsoft Dynamics NAV Training Series.

By Open Door Technology, Microsoft Dynamics NAV gold-certified partner in Calgary, Alberta

2 thoughts on “Pages Overview and How to Use Filters in Microsoft Dynamics NAV 2013”

  1. I have got a MS Navision 2013 through Citrus. I wanted to set the date Filter which is not available to select from the drop down list. Please let me know how to see that filter. Whether I have to include the same in the list?/ how to do it?

  2. I understand using on the filter to exclude a certain value but how do you filter to exclude a string of values in Microsoft Dynamics NAV 2009 R2?

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