deltek insight 2012: vision reporting -- getting started
TRANSCRIPT
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Vision Reporting Getting Started
Fred HoeckerPrincipal ConsultantDeltek Consulting
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Agenda
Reporting Development Environment Software Requirements Development Process
Getting Started The Basic Steps Vision’s Templates Best Practices
Publishing Reports
Vision Custom Report Options
DEMO: Creating Your First Report
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Development Environment
Starting off on the Right Foot
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Key Software Tools• Deltek Vision 7.0• SQL Server 2008 R2
• Business Intelligence Development Studio (BIDS)
• Database Engine
• Reporting Engine
Software Requirements
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•Local Development• Vision Developers have found this to work Best• Build Your Report in a Controlled Area
•Vision Test• Always better to test before going right to Production• Allows you to see the Report could appear differently in Vision
•Iterative Process• You won’t get the report right on your First Try
•Vision Production• This is ONLY for your Final Reports
Development Process
Local Development
VisionTest
VisionProduction
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Getting Started
Basic Report Development
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Install BIDS on your local machine
Where do I find it? SQL Server Installer
Select Client Toolkit Or The Web
Getting Started
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Getting Started
Copy in the Vision Templates to your development environment from this path:
C:\Program Files\Deltek\Vision\Reports\Template
This allows the Templates to be available in Visual Studio
C:\Program Files (x86)\Microsoft Visual Studio 9.0\Common7\IDE\PrivateAssemblies\ProjectItems\ReportProject
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Getting Started
Starting off on the right foot …
Report Templates Portrait, Landscape, Sub-Reports, etc. C:\Program Files\Deltek\Vision\Reports\Template
Check Templates Accounts Payable / Employee Expense / Payroll C:\Program Files\Deltek\Vision\Reports\Standard\Check
Invoice Templates Standard Template provided with all of the Sub-Reports C:\Program Files\Deltek\Vision\Reports\Standard\Invoice
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Getting Started
Open BIDS Create a New Project Select Report Server Project
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Getting Started
Select “Add New Data Source”
Name the Shared Data Source “DefaultDataSource” Only Data Source name to be recognized by the Vision Reporting Framework
Use the Connection String to Connect to your Vision Database
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Getting Started
Adding your first Report Right Click “Reports” Select “Add” Select “New Item”
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Getting Started
Select your starting point
Give your Report a meaningful name
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Getting Started
The Designer Environment
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Getting Started
The Dataset Properties
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Getting Started
The Design Tab
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Getting Started
The Design Tab (cont’d)
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Getting Started
body_ReportName Textbox Change the Name Name used in Vision
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Getting Started
The Preview Tab
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Publishing Your Report
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Publishing Your Report
There are some rules / suggestions … Must use Report Administration within the Vision Application Utilities Must have the folders created under the custom side of the tree Can load single reports or groups of reports using wildcards
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Publishing Your Report
What happens when I click Load Report? Vision validates the report schema to ensure it will comply with Vision
standards The report is loaded into the Report Volume in SSRS that was set-up in
Weblink Check the grid below the Load Reports button for your custom report
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Vision® Custom Report Options
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Vision® Custom Report Options
Creating them in Vision … 1. Load the report into Vision2. Configuration \ General \ Custom Report Options3. Add Parameters to the list for your report
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Vision® Custom Report Options
Using them in BIDS …1. When referencing parameters in the report use a prefix of “cust”
Example: TestParm2 below would be custTestParm2
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DEMOCreating Your First Report
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Call to Action
Practice, Practice, Practice
You’ll never be able to do it if you don’t try
Start Small
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Questions