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TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders think about IT
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TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Dec 18, 2015

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Page 1: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009Steven Renders …think about IT

Page 2: 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

Document Reports: Display data bound information in page

header The No of Copies option

Q & A

Page 3: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Introduction to enhanced report design

How to create a simple report?

Page 4: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Classic Client

Page 5: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Visual Studio

Page 6: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Steps

Page 7: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Steps to create a Classic Report

Page 8: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Steps to create an RDLC Report

Page 9: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Dashboard reports

Conditional formatting Using images to simulate KPI's

Using and embedding Chart controls

Page 10: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

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.

Page 11: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

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

Page 12: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.
Page 13: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.
Page 14: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Using images to simulate KPI's

Page 15: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Required steps

Embed image

Name

image

Use image

Test

the expression!

Page 16: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Behind the scenes

Page 17: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Using and embedding Chart controls

Page 18: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Using and embedding Chart controls

Not possible in detail level

Page 19: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.
Page 20: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.
Page 21: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Alternative solution

Page 22: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Padding

Possible at Detail level But I don’t like Padding

Page 23: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Dashboard

Demo, using Charts & Matrix

Page 24: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Document Reports

Display data bound information in page header

The No of Copies option

Page 25: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

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

Page 26: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Problem type 1

Page 27: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Solution

Page 28: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Problem type 2

Page 29: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

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

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The No of Copies option

Page 32: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Classic Client

Page 33: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Visual Studio

Look very closely

Page 34: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

List?

Why a List? Container & Grouping capabilty Group on what?

NoOfLoops

NoOfCopies

OutputNo

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List - Group

Page 36: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Result

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Q & A

Page 38: TIPS & TRICKS ABOUT REPORT DESIGN IN DYNAMICS 2009 Steven Renders …think about IT.

Demo reports

Available as a download (in ppt)

DDC reports.fob

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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

[email protected]