Deltek Insight 2012: Vision Reporting -- Getting Started

Vision Reporting Getting Started

Fred HoeckerPrincipal ConsultantDeltek Consulting

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

Development Environment

Starting off on the Right Foot

Key Software Tools• Deltek Vision 7.0• SQL Server 2008 R2

• Business Intelligence Development Studio (BIDS)

• Database Engine

• Reporting Engine

Software Requirements

•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

Getting Started

Basic Report Development

Install BIDS on your local machine

Where do I find it? SQL Server Installer

Select Client Toolkit Or The Web

Getting Started

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

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

Getting Started

Open BIDS Create a New Project Select Report Server Project

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

Getting Started

Adding your first Report Right Click “Reports” Select “Add” Select “New Item”

Getting Started

Select your starting point

Give your Report a meaningful name

Getting Started

The Designer Environment

Getting Started

The Dataset Properties

Getting Started

The Design Tab

Getting Started

The Design Tab (cont’d)

Getting Started

body_ReportName Textbox Change the Name Name used in Vision

Getting Started

The Preview Tab

Publishing Your Report

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

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

Vision® Custom Report Options

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

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

DEMOCreating Your First Report

Call to Action

Practice, Practice, Practice

You’ll never be able to do it if you don’t try

Start Small

Questions