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PS-6 Expand the VisionReporting PlatformFred HoeckerPrincipal ConsultantDeltek Consulting
AgendaThe Report BO  What is it?  How do I get it?  Where did it go?Getting Started  The Setup  Identifying the Basic...
The Report BOWhat is it?How do I get it?Where did it go?
The Report BOWhat is it?The Deltek Vision® Report BOs are an extension of theVision® Report Architecture that allow for ch...
The Report BOHow do I get it?The Report BOs that are offered with the standard product are available starting with the 6.1...
The Report BOWhere did it go?After you have installed the SDK …         <Vision Install Directory>SDKVBReporting.exe
Getting StartedA look into the details …
Development Process•Local Development  • Vision Developers have found this to work Best  • Build Your Report in a Controll...
The Setup Technology Needs     .NET Framework 3.5     Visual Studio 2010     Visual Basic     Vision Reference Assemb...
The SetupFind your extracted ReportBOs from the SDKCopy the “ReportingTemplateBO” folder                                  ...
The SetupOpen Visual StudioOpen the copied Template BO projectUpdate the Reference Paths to the Vision® Assemblies
Identifying the Basics
Identifying the BasicsUsing Intellisense to identify Overridable classes
Identifying the BasicsCommonly Used items   Init     Setting Additional Report Parameters   BuildQuery     Modify the ...
Making it All WorkThe Million Dollar Question #1How do I publish this code for the Vision Framework to use?The Million Dol...
Making it All WorkThe Million Dollar Question #2How does the report know to use this BO for processing?The Million Dollar ...
Interacting with theFramework
Interacting with the           Vision® FrameworkUsing the Report Options Object within the BO  Getting Report Parameters ...
Interacting with the           Vision® FrameworkUnderstanding the order of Operations in the BO   1. Init()   2. Within In...
Interacting with the             Vision® FrameworkUnderstanding the Report Behavior at Runtime1. When the user clicks prev...
DEMO
Call to ActionPractice, Practice, PracticeYou’ll never be able to do it if you don’t tryStart Small
Questions
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Deltek Insight 2012: Expand the Vision Reporting Platform -- Way Beyond the Basics

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Explore the possibilities within the Vision reporting framework to create your own reports using our server side objects to make your Vision reports more powerful and meaningful to your users. Advanced Level.

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Transcript of "Deltek Insight 2012: Expand the Vision Reporting Platform -- Way Beyond the Basics"

  1. 1. PS-6 Expand the VisionReporting PlatformFred HoeckerPrincipal ConsultantDeltek Consulting
  2. 2. AgendaThe Report BO  What is it?  How do I get it?  Where did it go?Getting Started  The Setup  Identifying the BasicsInteracting with the Vision FrameworkDemo 1: Basic Query ChangesDemo 2: Manipulating the Options
  3. 3. The Report BOWhat is it?How do I get it?Where did it go?
  4. 4. The Report BOWhat is it?The Deltek Vision® Report BOs are an extension of theVision® Report Architecture that allow for changes to thereport RDL before it is send to the Report Server forprocessing/running.Why does it exist? Extend the capability of SSRS to support run-time options  Example: Column Selection by the user at runtime Common changes applied to the RDL within the ReportBO:  Setting other report parameters  Changing subreport queries  Changing the main report query  Changing the layout of subreports  Changing the layout of the main report
  5. 5. The Report BOHow do I get it?The Report BOs that are offered with the standard product are available starting with the 6.1SP4 release from our e-Support Site (http://support.deltek.com)1. Run Utilities Installer file (DeltekVision70GAUtilities.exe)2. Select the SDK option.
  6. 6. The Report BOWhere did it go?After you have installed the SDK … <Vision Install Directory>SDKVBReporting.exe
  7. 7. Getting StartedA look into the details …
  8. 8. Development Process•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 Local Vision Vision Development Test Production
  9. 9. The Setup Technology Needs  .NET Framework 3.5  Visual Studio 2010  Visual Basic  Vision Reference Assemblies
  10. 10. The SetupFind your extracted ReportBOs from the SDKCopy the “ReportingTemplateBO” folder Best Practice Tip: Always Start with either the Template BO seen here or an existing standard Vision® BO
  11. 11. The SetupOpen Visual StudioOpen the copied Template BO projectUpdate the Reference Paths to the Vision® Assemblies
  12. 12. Identifying the Basics
  13. 13. Identifying the BasicsUsing Intellisense to identify Overridable classes
  14. 14. Identifying the BasicsCommonly Used items  Init  Setting Additional Report Parameters  BuildQuery  Modify the existing query or replace it entirely
  15. 15. Making it All WorkThe Million Dollar Question #1How do I publish this code for the Vision Framework to use?The Million Dollar Answer #1Compile and distribute to the Web Server “Webbin” directory
  16. 16. Making it All WorkThe Million Dollar Question #2How does the report know to use this BO for processing?The Million Dollar Answer #2The custom properties collection in the Vision Template RDLs (located in XML)
  17. 17. Interacting with theFramework
  18. 18. Interacting with the Vision® FrameworkUsing the Report Options Object within the BO  Getting Report Parameters  ReportOptionsObj.GetReportParameterString(“MyParm", "")  Parameter 1: parameter name  Parameter 2: default value  Setting Report Parameters  ReportOptionsObj.SetReportParameter(“MyParm", ReportOptionParameterDataType.Text, "myParmValue", “MyParm“)  Parameter 1: parameter name  Parameter 2: parameter type  Parameter 3: parameter value  Parameter 4: parameter label (usually kept the same as parameter name) TIP: When setting parameters, do it before the MyBase.Init() call in the code.
  19. 19. Interacting with the Vision® FrameworkUnderstanding the order of Operations in the BO 1. Init() 2. Within Init(), whenever MyBase.Init() is called the following functions continue executing in the following order: a. BuildQuerySubReport() called multiple times for each subreport b. BuildQuery() 3. Exit Init()There are other overridable functions that the Framework willexecute but they will be all be done by the time MyBase.Init()finalizes.
  20. 20. Interacting with the Vision® FrameworkUnderstanding the Report Behavior at Runtime1. When the user clicks preview … a new report window is opened2. If it displays “Building report…”, then it is executing the functions in theReportBO3. When it changes to “Report is being generated”, then that means theReportBO finished executing successfully and the new modified RDL hasbeen sent to the Report Server for processingTIP: If the report fails, this will give you an idea whether it failed whileexecuting the ReportBO or there is something wrong with the RDL after it’sbeen sent to the Report Server for processing
  21. 21. DEMO
  22. 22. Call to ActionPractice, Practice, PracticeYou’ll never be able to do it if you don’t tryStart Small
  23. 23. Questions
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