VI-224: Getting Started with DIY Vision® ReportingFred Hoecker

Principal Consultant

Deltek Consulting

04/18/20232 ©2011 Deltek, Inc. All Rights Reserved

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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The Development EnvironmentStarting off on the Right Foot

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Key Software Tools

Deltek Vision 6.1 SP4 SQL Server 2005 Business

Intelligence Studio (BIDS) SQL Server 2005 / 2008 Database

Engine SQL Server 2008 Reporting Engine

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LocalDevelopment

General Development Local Development Environment

Vision Developers have found this to work best Build your Report in a Controlled Area

Vision Test Environment Always better to Test before going right to Production Allows you to see that the report in Vision could be different

Iterative Process You won’t get the report right on your first try

Vision Production Environment This is for your final reports

VisionTest

VisionProduction

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Getting StartedBasic Report Development

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Install BIDS on your local machine Where do I find it?

SQL Server Installer 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

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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 “Default Data Source”

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 Data Tab

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Getting Started

The Layout Tab

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Getting Started

The Layout 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 ReportThere 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 … Load the report into Vision Configuration \ General \ Custom Report Options Add Parameters to the list for your report

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Vision® Custom Report Options

Using them in BIDS … 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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Related Sessions

Check out these other great sessions in the Vision Track

Session # Description Date / Time

Room Speaker(s)

VI-207 Beyond the Basics with Vision Project Reporting

5/189:45

Governor’s Ballroom A/E

Al Hibner

VI-303 How to Create a Custom Timesheet Web Service

5/188:30

Tennessee B

Dan Paduck

VI-305 How to Create Custom Methods In Vision Workflow

5/189:45

TennesseeB

Dan Paduck

VI-304 Expand Your DIY Vision Reporting Horizon

5/1811:00

Governor’s Ballroom A/E

Fred Hoecker

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Questions

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