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