Deltek Insight 2011: Getting Started with DIY Vision Reporting

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  • Explain the meaning of each tool and why is it so important to have the right foundation of tools available
  • Local Development Environment- Discuss ToolsReport Conceptual DesignVision Test EnvironmentWhat happens when a report is published to Vision?Chance to check out your productIterative ProcessDon’t expect to get it right the first time .. Ok to make mistakes, but plan for themIt may take several drafts for you to create a product that you are happy withVision Production Environment- This is your time to showcase your product … it is out there for the whole company to see
  • Where do I find it?Install the Developer Tools on your machineOr download from the Web (http://www.microsoft.com/downloads/en/details.aspx?FamilyID=26435597-b28e-4568-9d16-017bdf47abdc)
  • The Solution ExplorerThe three Main Tabs in the DesignerDataLayout PreviewThe Data TabReportDataset QUERYThe Layout TabAdd a couple of Columns (Use Excel Reference Points)
  • Deltek Insight 2011: Getting Started with DIY Vision Reporting

    1. 1. VI-224: GettingStarted with DIYVision® ReportingFred HoeckerPrincipal ConsultantDeltek Consulting
    2. 2. 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 Report2 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    3. 3. The DevelopmentEnvironmentStarting off on the Right Foot3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    4. 4. 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 Engine4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    5. 5. 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 Local Vision Vision Development Test Production5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    6. 6. Getting StartedBasic Report Development6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    7. 7. Getting Started Install BIDS on your local machine  Where do I find it?  SQL Server Installer  Or The Web7 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    8. 8. Getting Started Copy in the Vision Templates to your development environment from this path: C:Program FilesDeltekVisionReportsTemplate This allows the Templates to be available in Visual Studio8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    9. 9. Getting Started Starting off on the right foot … Report Templates  Portrait, Landscape, Sub-Reports, etc.  C:Program FilesDeltekVisionReportsTemplate Check Templates  Accounts Payable / Employee Expense / Payroll  C:Program FilesDeltekVisionReportsStandardCheck Invoice Templates  Standard Template provided with all of the Sub-Reports  C:Program FilesDeltekVisionReportsStandardInvoice9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    10. 10. Getting Started  Open BIDS  Create a New Project  Select Report Server Project10 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    11. 11. 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 Database11 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    12. 12. Getting Started Adding your first Report  Right Click “Reports”  Select “Add”  Select “New Item”12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    13. 13. Getting Started Select your starting point Give your Report a meaningful name13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    14. 14. Getting Started The Designer Environment14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    15. 15. Getting Started The Data Tab15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    16. 16. Getting Started The Layout Tab16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    17. 17. Getting Started The Layout Tab (cont’d)17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    18. 18. Getting Started body_ReportName Textbox  Change the Name  Name used in Vision18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    19. 19. Getting Started The Preview Tab19 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    20. 20. Publishing Your Report20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    21. 21. 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 wildcards21 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    22. 22. Publishing Your ReportWhat 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 report22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    23. 23. Vision® Custom ReportOptions23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    24. 24. 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 report24 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    25. 25. Vision® Custom Report Options  Using them in BIDS …  When referencing parameters in the report use a prefix of “cust”  Example: TestParm2 below would be custTestParm225 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    26. 26. DEMOCreating Your First Report26 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    27. 27. Call to Action Practice, Practice, Practice You’ll never be able to do it if you don’t try Start Small27 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    28. 28. Related Sessions Check out these other great sessions in the Vision TrackSession # Description Date / Room Speaker(s) TimeVI-207 Beyond the Basics 5/18 Governor’s Al Hibner with Vision Project 9:45 Ballroom Reporting A/EVI-303 How to Create a 5/18 Tennessee Dan Paduck Custom Timesheet 8:30 B Web ServiceVI-305 How to Create Custom 5/18 Tennessee Dan Paduck Methods In Vision 9:45 B WorkflowVI-304 Expand Your DIY 5/18 Governor’s Fred Hoecker Vision Reporting 11:00 Ballroom Horizon A/E28 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    29. 29. Questions29 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    30. 30. Engage With The DeltekAE Community twitter.com/deltekvision deltekae.wordpress.com deltekvisionblog.wordpress.com facebook.com/deltekinc youtube.com/user/deltekinc30 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved

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