Download here - think about IT

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
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
Be
use ReportItems!
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:
http://www.packtpub.com/mi
crosoft-dynamics-nav-2009for-professionalreporting/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
Company:
think about IT
 [email protected]
