Design Process

Design Process – A Summary of the Activity

Data Source Configuration

This activity facilitates the user to create a reference to a data source in the application from where various reports can be launched. The data sources can be of type, namely, Database. The name of the provider and server details for the selected data source can be entered here. The Database option is applicable for Enterprise reports.

Depending on your security rights, you can add, modify or delete data source details. Data sources can be deleted only if they are not used in any report configuration.

Note: Database server should have been configured.

Select the “DW Report Configuration “option under the “DW Report Design” submenu from the Design process menu.

The system displays the “Data source Configuration” page on the left pane.

This page displays a list of existing data sources in drop down list.

To define a new data source, click “New”.

Enter the following fields in the Data source Definition :

Source Name	A unique name assigned to a data source. Mandatory.
Description	The description of the data source.
Data Source Type	Select the type of data source from the drop-down list box. The system displays “Database”.
Server Name	The name of the database server .Mandatory.
Database User Id	A unique ID assigned to a user for the database server. Mandatory
Database Password	The password for the user ID for the database server.
Port Number	The port number for connecting to the data source. Mandatory

Click “Get Databases” to get the database details.
Enter the following detail in Data source Definition:

Database Name

The system displays all databases in the drop-down list box.

Click “Save” to save the data source details.
Choose Data Source name from drop-down list box and Click “Edit” to modify the data source detail.

To modify the following fields:

Description	The description of the data source.
Server Name	The name of the database server .Mandatory
Database User id	A unique ID assigned to a user for the database server. Mandatory
Database Password	The password for the user ID for the database server.
Port Number	The port number for connecting to the data source. Mandatory.

Click “Get Databases” to get the database details.

Database name

The system displays all databases in the drop-down list box

Click “Save” to save the modified data Source details.
Choose Data Source name from drop-down list box and Click “Delete” to delete the data source detail.

Note: Data sources can be deleted only if they are not used in any report configuration.

Functional Area Configuration

This activity enables the user to create functional areas and map them to data sources for generating reports.

The system retrieves the data for the reports from the defined data sources for the specified functional areas.

A functional area can have maximum of one data source for every data source type.

Note: Data sources should have been defined

This page displays a list of functional areas in drop-down list box.

The system displays the following fields:

Functional Area Name	Created functional Area name listed in drop- down list box
Delete	Click on Delete button, Functional Area can be deleted only if they are not used in any report configuration.
New	Click on New button, user can create new functional area.
Edit	Click on Edit button, user can modify the functional area definition.

Enter the following fields in Functional Area Definition:

Functional Area Name	A unique name assigned to a functional area. Mandatory.
Description	The description of the functional area.
Data Source Name	To select the data source that you want to map to the functional area.

Click “Save “to save the functional area details. The new functional area details are saved.

Analysis Configuration

This activity enables the user to create functional areas and map them to data source for generating reports. The system retrieves the data for the reports from the defined data source for the specified functional areas

Note: Database should have been created and restored

This page displays a list of functional areas after searching for and fetching them using the Search facility.

The user can search for functional area by selecting from the drop-down list box.

Enter the following fields in the Analysis configuration:

Functional Area	A unique name assigned to the functional area. The database data Source mapped to the functional area is displayed.
Analysis name like	User can search the analysis name against the chosen Functional Area from the drop-down list box.

Click "Search” to fetch the Analysis Name details.

Note: Wild Card search can be applied on Analysis Name like field. If the user enters % in the Analysis Name like field then it is treated as wild card search

The system displays the following details of already defined functional areas in the Functional Area – Analysis Configuration page:

Functional Area	A unique name assigned to the functional area
Description	The description of the functional area
Analysis Name	The database data source mapped to the functional area is displayed.

Click “Functional Area link” to view the configuration details.
The system launches the “Functional Area – Analysis Configuration page” that displays the entire details.
Click “New” to create a new Analysis.
Enter the following details in Analysis Definition:

Analysis Name	The name of the analysis of the functional area that is mapped To the stored procedure or query or web service.
Analysis Mode	The mode of execution can be either a stored procedure or Web service or View or query.
Functional Area	Select functional area name from drop-down list.
SP type	Select, the section of the report to which the stored procedure is Attached from the drop-down list box. The drop-down list box Contains the following options: “Details” and “Header”.
Header/Detail SP	Analysis can attach one Header and detail Sp. multiple header / detail SP not allowed. Click on icon, it will launch the stored procedure list screen. User can select the SP and click OK button
Stored Procedure List	The system launches the Stored Procedures List page.

Click “Save “to save the Analysis configuration details.
Select functional area and click “search”
Choose analysis name from grid and click “Edit”.

Stored Procedures – Business Terms mapping

This page enables the user to select the business terms to be mapped to the stored procedure column name. The user can also create new business terms through the same page. The Input parameter and the Output parameter details will be defaulted automatically. The Output column (select the columns given in the stored procedure) alone needs to be specified here additionally. The Business Term will be automatically defaulted based on the Input parameter and the Output parameter names.

The system launches the SP/XML Columns – Business Terms Mapping page.

Enter the following fields in the multiline:

Column Number	A unique number to identify the column of the stored procedure. Mandatory
SP Column Name	A unique name assigned to a stored procedure/XML. Mandatory
Column Type	Select an appropriate option from the drop-down list box to indicate the column type for the SP column name being defined. The system displays “Input Param”, “Out Param” and “Output Column” as options
Data Type	Select an appropriate option from the drop-down list box to indicate the data type for the SP column name being defined. The system displays String”, “Number”, “Currency” and “Date” as options.
Business Term	Click the icon displayed to select the business term that you want to map to the stored procedure column name. The system launches the Business Terms List page from which you can select the business term that you want to map to the stored procedure column name.

Click "OK".

The system saves the selected SP column names and returns to the main page.

Report Configuration

Go to Report Configuration and choose any one of report type namely advanced report, Enterprise report or Flexi report.

Advanced Report

Click “New” to define a new advanced report.
Enter the following fields in right pane:

Report Name	The name of the report. Mandatory.
Report Group	A report group represent a sequence of consecutive records in the data source that have something in common, like the value of a Certain report field. A report group is defined by the group element.
Notes	Relevant notes for the report being defined.
Developed By	The user by whom the report is developed.
Description	The description of the report.

Click “Save” to save the details.

Enterprise Reports

The Enterprise reports option allows you to attach Documents Reports for specific functional areas, for example, Sales, Human Resources or Marketing. You can specify the name and description of the report and map it to a functional area.

Creating Enterprise reports

Click “New” to define a new enterprise report.

The system displays the “Enterprise Report Definition” page.

Enter the following fields in right pane:

Report Name	The name of the enterprise report. Mandatory.
Report Group	A report group represent a sequence of consecutive records in the data source that have something in common, like the value of a certain report field. A report group is defined by the group element.
Description	The description of the enterprise report.
Functional Area	To select the functional area that you want to map to the report. Mandatory.
Analysis Name	To select the Analysis Name that you want to map to the report. Mandatory
Xpath Query String	Type xpath for service based report. Default value is (empty).

Click “Save” to save the details.

Editing Enterprise Reports

Click “Edit” to modify the enterprise report.

The following fields are available in right pane:

Report Name	The name of the enterprise report. Mandatory.
Report Group	A report group represent a sequence of consecutive records in the data source that have something in common, like the value of a Certain report field. A report group is defined by the group element
Description	The description of the enterprise report.
Functional Area	To select the functional area that you want to map to the report. Mandatory.
Analysis Name	To select the Analysis Name that you want to map to the report. Mandatory.
Xpath Query String	Type xpath for service based report. Default value is (empty).
Report Settings	System allows user to set Page level settings, layout, digital Signature, output format and report types.
Drill through Report	Help to define a drill through report. A drill through report is like aSub-report which is launched on demand from the main report.
Generate Parameters	This will auto generate the parameter screen from the Configuration information given in sub screen.

Creating Flexi reports

Using this type to generate reports with dynamic rows & columns.

Click “New “to define a new Flexi report.

The system displays the Flexi Report Definition page

Enter the following fields in right pane:

Report Name	The name of the enterprise report. Mandatory.
Report Group	A report group represent a sequence of consecutive records in the data source that have something in common, like the value of a Certain report field. A report group is defined by the group element.
Description	The description of the enterprise report.
Functional Area	To select the functional area that you want to map to the report. Mandatory.
Analysis Name	To select the Analysis Name that you want to map to the report. Mandatory.
Layout SP	To select the report layout stored procedure.

Click “save “to save the details.
Click “Export “to export the reports. The details are stored in the specified location.
Click “Delete” to delete the report details.