Tips & tricks about report design in Dynamics 2009

1. Tips & tricks about report design in Dynamics 2009 Steven Renders …think about IT

2. TOC • Introduction to enhanced report design • Dashboard reports: • Conditional formatting • Using images to simulate KPI's • Using and embedding Chart controls • Document Reports: • Display data bound information in page header • The No of Copies option • Q & A

3. Introduction to enhanced report design • How to create a simple report?

4. Classic Client

5. Visual Studio

6. Steps

7. Steps to create a Classic Report

8. Steps to createan RDLC Report

9. Dashboard reports • Conditional formatting • Using images to simulate KPI's • Using and embedding Chart controls

10. Conditional formatting • Expressions: • Describes data or property values. • Used to control the content and the appearance of a report. • Begins with an equal sign (=) followed by a combination of field identifiers, constants, functions, and operators.

11. Expressions • Reporting Functions • Sum, First, Last, Avg, Count, InScope, Iif, Switch,… • Reporting Collections: • Globals, User, Fields, ReportItems • Visual Basic Run-time Library • .NET Framework CLR Classes & Assemblies • Custom Assemblies & Class Instances • Custom Code

14. Using images to simulate KPI's

15. Requiredsteps

16. Behind the scenes

17. Using and embedding Chart controls

18. Using and embedding Chart controls • Not possible in detail level

21. Alternative solution

22. Padding • Possible atDetaillevel • But I don’tlikePadding

23. Dashboard • Demo, usingCharts & Matrix

24. Document Reports • Display data bound information in page header • The No of Copies option

25. Display data bound information in page header • Fields can not be used in page header/footer • Let’s use ReportItems! • Be aware of possible problems of this solution

26. Problem type 1

27. Solution

28. Problem type 2

29. Solution • Global Variable: SharedVarDataas Object • Function to put value in it: Public Function SetData(NewData as Object) VarData= NewData End Function • Function to get value out of it: Public Function GetData() as Object Return VarData End Function

30. Alternative solution • SeeChapter 5 of: http://www.packtpub.com/microsoft-dynamics-nav-2009-for-professional-reporting/book 

31. The No of Copies option

32. Classic Client

33. Visual Studio • Look veryclosely

34. List? • Why a List? • Container & Groupingcapabilty • Group on what?  • NoOfLoops • NoOfCopies • OutputNo

35. List - Group

36. Result

37. Q & A

38. Demo reports • Available as a download (in ppt)

39. Steven Renders • Trainer (MCT) | Freelance Consultant | Author • Specialties: • Microsoft Dynamics NAV • Microsoft SQL Server • Business Intelligence & Reporting • Book: • Microsoft Dynamics NAV 2009: Professional Reporting • Company: • think about IT • Steven.Renders@thinkaboutit.be