This is a transcript of my VI–67 session at 2017’s Deltek Insight
- On Premise vs. In The Cloud
- Getting with the report template
- Creating the report statement
- Using the selection feature
- Adding custom parameters
- Using the column selection feature
- Using the sorting/grouping feature
Continue reading “VI–68: Tips and Tricks for Creating Vision Custom Reports”
If you’re interested in some very technical presentations on the Deltek Vision API and custom reporting for Vision then join us at this year’s Deltek Insight in Nashville from October 23 to 26.
I will be presenting the following topics:
VI-67: Best Practices for Building a Bridge to Unlock the Power of Vision APIs
This session will introduce you to the Vision 7.6 web services API. Attendees will learn how to find and connect to the services and what the available methods and schemas are. Then, there will be a deep dive into a code example that will show you how to read from the PR tables through the API and how you can write data back to Vision. You will see an easy approach on how parse the XML data returned and required by these API methods. As part of this session, you will receive code samples that make it easier working with the API and also some test tools that will help you creating your first Vision API application.
The session will evolve around a sample ASP.net MVC application that reads from the Vision Projects Hub and displays data in a web page
Time Slot: October 24, 9:50 am to 10:50 am
Room: Governor’s Chamber DE
VI-66: Real World Vision API Solutions
This session will show off a sample solution that is able to read from and write to the Vision application using the Vision API. The sample solution will check for text files in a specific folder (expenses) and then retrieve the data and write expense transactions back into Vision. The session will offer a step-by-step guide on how to implement such a scenario and comes with a full set of step-by-step samples that will give you a hands-on playground for later. Attendees should have a basic understanding of the Vision API or attendees should first attend the “Best Practices for Building a Bridge to Unlock the Power of Vision APIs” session.
I highly suggest that you attend VI-67 first
Time Slot: October 25, 11:10 am to 12:10 am
Room: Governor’s Chamber A
VI-68: Tips and Tricks for Creating Vision Custom Reports
This session will guide you through creating a custom report. It starts with step-by-step instructions to set up your development environment, the differences between a hosted and an on-premise distribution, the different types of report templates and how to use them, and a quick introduction to SQL Select statements. From there, attendees will learn how to set up the first simple report and then gradually turn on Vision report features like the selection feature, custom parameters, the column selection feature and the sorting and grouping feature. Attendees will also discuss real world problems with report writing for Vision and how to work around them. The presentation comes with a full set of step-by-step samples that will give you a hands-on playground for later use.
Time Slot: October 25, 08:30 am to 09:30 am
Room: Governor’s Chamber A
I will post most of the content of the sessions online sometimes after Deltek Insight.
The longest and hardest fought over sessions in a Vision implementation are always project numbering and project structures.
While project numbering is usually defined by a legacy application or legacy filing system (and it’s less of an issue as most people think) I came across some misconceptions on Vision’s Work Breakdown Structures (WBS) and how to use them.
Continue reading “Deltek Vision: Project Structures Vs. Organizational Structures”
Did your finance department ever approach you to create them that one specific report that’s missing? Did you ever wonder if you could write a report that would take advantage of Deltek Vision’s ® reporting capabilities and allow you to create selections, set up your own grouping, show and hide columns and create your own favourites? Or did you ever wanted to create invoices with a bit more bling than the plain standard ones?
Then the following chapters will help you doing just that. In the first article we will go through a step-by-step guide on how to create your own custom report.
Continue reading “Deltek Vision: Custom Reporting”
Deltek Vision’s ® invoices work but they are far from pretty…
This blog will show you how you can modify both layout and content for your company’s invoice so it matches your corporate identity.
On the way I will show you some tips and tricks on how the get more out of the invoices (add custom information, multiple designs for different clients, etc…)