tips & tricks about report design in dynamics 2009
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Tips & tricks about report design in Dynamics 2009. Steven Renders … think about IT. TOC. Introduction to enhanced report design Dashboard reports: Conditional formatting Using images to simulate KPI's Using and embedding Chart controls - PowerPoint PPT PresentationTRANSCRIPT
TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009Steven Renders …think about IT
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
Introduction to enhanced report design
How to create a simple report?
Classic Client
Visual Studio
Steps
Steps to create a Classic Report
Steps to create an RDLC Report
Dashboard reports Conditional formatting Using images to simulate KPI's
Using and embedding Chart controls
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.
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
Using images to simulate KPI's
Required steps
Embed image
Name
image
Use
image
Test
the expression!
Behind the scenes
Using and embedding Chart controls
Using and embedding Chart controls
Not possible in detail level
Alternative solution
Padding
Possible at Detail level But I don’t like Padding
Dashboard Demo, using Charts & Matrix
Document Reports Display data bound information in page
header
The No of Copies option
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
Problem type 1
Solution
Problem type 2
Solution Global Variable:
Shared VarData as Object
Function to put value in it: Public Function SetData(NewData as Object) VarData = NewDataEnd Function
Function to get value out of it: Public Function GetData() as Object Return VarDataEnd Function
Alternative solution
See Chapter 5 of:
http://www.packtpub.com/microsoft-dynamics-nav-2009-for-professional-reporting/book
The No of Copies option
Classic Client
Visual Studio Look very closely
List? Why a List? Container & Grouping capabilty Group on what?
NoOfLoops
NoOfCopies
OutputNo
List - Group
Result
Q & A
Demo reports
Available as a download (in ppt)
DDC reports.fob
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