Deltek Insight 2011: Getting Started with DIY Vision Reporting
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Transcript of Deltek Insight 2011: Getting Started with DIY Vision Reporting
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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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
body_ReportName Textbox Change the Name Name used in Vision
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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
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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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
April 18, 202330 ©2011 Deltek, Inc. All Rights Reserved
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