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

Steven.Renders@thinkaboutit.be