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

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

 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 = NewData End Function  Function to get value out of it: Public Function GetData() as Object Return VarData End Function

Alternative solution  See Chapter 5 of: crosoft-dynamics-nav 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)

Steven Renders  Trainer (MCT) | Freelance Consultant | Author  Specialties:  Microsoft Dynamics NAV  Microsoft SQL Server  Business Intelligence & Reporting  Book:  Microsoft Dynamics NAV 2009: Professional Reporting Microsoft Dynamics NAV 2009: Professional Reporting  Company:  think about IT 