Enterprise Report Designer-A summary of the activity

The reports designer component of Enterprise reports enables you to define in detail both the content and look and feel of enterprise reports. It consists of a main screen, which lists the main sections of the report. Icons at the top of the screen can be dragged and dropped to each section and the details of the section can be defined.

Report Designer     

The system displays the “Report Designer” page.

The user can design contents and appearance for the sections of the report.

  Note: You should save the enterprise report after completing the design to preview the output of the report.

Guidelines for effective report design

When generating reports, the DW reports engine uses the absolute position of each report element to layout the content of each page. Absolute positioning the report elements allows full control over the content of the output documents.

1. Minimizing the number of rows and columns in the grid oriented formats (minimizing the number of "cuts")

2. Avoiding overlapping report elements.

3. Give up using page headers and page footers

4. Main Reports and sub reports should be same width in page settings

5. Sub reports has to be aligned and also it should be uniformly formatted

6. Controls positioning in a band should be of equal height within the band

7. In Main Report, Page settings the left margin should be greater than zero.

8. Unwanted spaces in detail, report header and group headers should be removed.

9. Unwanted spaces between each band to be removed.

Report designer panes

Top Pane

Save

This icon saves the report in current design.

Save As

 

 

This icon saves the report with different name

Toggle

 

 

The report designer offers two modes of operation Select mode and Draw mode. The Select mode allows selection of entities while the draw mode enables actual definition of the details of the selected entities. The system automatically displays the Design mode when icons are dragged and dropped into the report designer.  The system toggles the current mode of the Report Designer page to select mode or draw mode.

Table Of Contents

This icon lets the user to attach table of content to the report. Clicking on this icon will provide a dialog box.

The table of content will be displayed while previewing the report output.

Upload

Using this icon, user can update report design xml.

 

Sort

 

Helps to sort the data inputs that are fetched from the data source from the BT’S in ascending or descending order.

Precision

 

Using this icon, User can map the precision metadata to the correcting BT’s.

Attachments

This icon lets the user to attach addition document merge with generated report. Clicking on this icon will provide a dialog box

Or draw mode.

Delete

Delete button used to delete additional document SP mapping

Refresh

After modify the mapped sp click on the “Refresh “the changes will be affected. And click “Save”.

Note: Stored procedure structure contains one or more input parameters is mandatory.3 output parameters are mandatory with specified data types and order. The 3 output parameters should be the last 3 parameters for the SPs.

Preview

Helps to preview the report in various formats by giving the required input parameters

Left pane-Document Tree

The section properties can be modified by clicking on the section and changing the property  (Right pane)

            Section                                                  Description

Background

The background section is displayed on every page and cannot overflow to the next page. Elements placed on this section are evaluated at page initialization time and are displayed in the background. All other page objects are displayed on top of the background objects. This section is useful for creating page watermark.

Page Header

This section appears at the beginning of each page in the generated document.

Column Header

This section appears at the beginning of each column in the generated document. If the report has only one column defined, then column header and footer sections are ignored.

Group Header

This section is introduced by a report group (chapter Groups). Each time the grouping expression changes its value, the group header section is printed above the detail section. In case, if more than one group is defined, the group header is printed in the order of group definition..

Detail

This section is repeated for each line of data supplied by the report's data source. The detail section can be made of multiple bands..

Group Footer

This section is introduced by a report group (chapter Groups). The group footer section is printed below the detail section before the value of the grouping expression changes. The group footer is always printed for the last line of data in data source. In case, if more than one group is defined, the group footer is printed in the reverse order of group definition..

Column Footer

This section appears at the bottom of each column. If the report's column count is 1, then column header and footer sections are ignored.

Page Footer

This section appears at the bottom of each page.

Last Page Footer

This section replaces the regular page footer on the last page of the report. In case the summary section is also present, then this might not be the very last page of the document. This section is sometimes useful when summary information has to be displayed at the bottom of the last page.

No  Data

This section is printed when the When No Data Print report property is set to No Data Section. If the no Data section is defined in the report template, and if the data source is empty, then the no Data section will be the only one taken into account at fill time, and its content will produce the report output

Groups

Right click Document Tree à Add Groups

Group Definition

Groups in DW help organize data on report in a logical manner.  A report group represents 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 has three elements:

Group expression

This indicates the data that must change to start a new data group.

Group header section

Helps place label at the beginning of grouped data.

Group footer section

Helps place label at the end of grouped data

Group Attributes

The group element contains attributes that allow us to control how grouped data is laid out.

  The attributes are summarized in table below:             

 Attribute   

Description

Name

This is mandatory. It references the group in report expressions by name. It follows the same naming conventions we that we mentioned for the report parameters, fields, and report variables. It can be used in other JRXML attributes when you want to refer a particular report group.

Start New Column

When set to true, each data group will begin on a new column. Default value is false.

Start New Page

When set to 'true, each data group will begin on a new page. Default value is false.

Reset page number

When set to true, the report page number will be reset every time a new group starts. Default value is false.

Reprint  header

When set to true, the group header will be reprinted on every page. Default value is false

Min Height To Start New Page

Defines minimum amount of vertical space needed at the bottom of the column in order to place the group header on the current column. The amount is specified in report units

Keep together

When set to true, prevents the group from splitting on its first break attempt             

Add Dataset

By default, all pixel perfect reports support data from single data set, i.e. data from one Analysis. This is a feature where in, a pixel perfect report can contain data from more than one analysis. The pre-requisite is that, the different data source from which data should be used in a report, should have the same ‘Analysis’ name.

Delete Dataset

Business Terms

They are the user friendly English words understandable by the end user used in report design

Displays in the hierarchy: Functional Area Name à Object Name of Analysis à Input /Output parameters, Output columns of the Analysis

Computed Variables

Computed variables, are those which help store the result of a computation in a filed, which would be used in the report design

To add a variable, right click à Add Variable

Variable Declaration

Calculation

This attribute determines what calculation to perform on the variable when filling the report. The following subsections describe all the possible values for the calculation attribute of the variable element.

Average

The variable value is the average of every non-null value of the variable expression. Valid for numeric variables only.

Count

The variable value is the value of the first instance of the variable expression. Subsequent values are ignored.

First

The variable value is the value of the first instance of the variable expression. Subsequent values are ignored.

Lowest

The variable value is the lowest value for the variable expression in the report.

Nothing

No calculations are performed on the variable.

Standard Deviation

The variable value is the standard deviation of all non-null values matching the report expression. Valid for numeric variables only.

Sum

The variable value is the sum of all non-null values returned by the report expression.

System

The variable value is a custom calculation.(calculating the value for that variable yourself, using the scriptlets functionality of DW ).

Variance

The variable value is the variance of all non-null values returned by evaluation of a report variable's expression

 

Increment Type

This determines when to recalculate the value of the variable.

This attribute uses values, as below:

Column

The variable value is recalculated at the end of each column.

Group

The variable value is recalculated when the group specified by increment Group changes

None

The variable value is recalculated with every record.

Page

The variable value is recalculated at the end of every page.

Report

The variable value is recalculated once, at the end of the report

Increment Group

This determines the name of the group at which the variable value is recalculated, when increment Type is Group. This takes name of any group declared in the JRXML report template.

Reset Type

This determines when the value of a variable is reset. This attribute uses values, as below:


Column

The variable value is reset at the beginning of each column.

Group

The variable value is reset when the group specified by increment Group changes.

None

The variable value is never reset.

Page 

The variable value is reset at the beginning of every page.

Report

The variable value is reset only once, at the beginning of the report

Reset Group

This determines the name of the group at which the variable value is reset, when reset Type is Group. The values for this attribute would be the name of any group declared in the JRXML report template.

System Variables

There are some built-in system variables, ready to use in expressions

PAGE_NUMBER

This variable's value is its current page number. It can be used to display both the current page number and the total number of pages using a special feature of DW text field elements, the evaluation Time attribute

COLUMN_NUMBER

This variable contains the current column number.

REPORT_COUNT

This report variable contains the total number of records processed.

PAGE_COUNT

This variable contains the number of records that were processed when generating the current page.

COLUMN_COUNT

This variable contains the number of records that were processed when generating the current column.

Report ID

The internal Report ID referred by the DW Application to identify a report

Tools

 Tools are used  to create reports

Text

To create static text like labels to the report.

Expression

To create combination of outputs, say :concatenation of values , coloring etc.

Cross Tab

To add cross tab object to the current report.

Image

To embed a static/dynamic report in the report.

Barcode

To display data output in barcode format.

Rectangle

This variable contains the current column number.

Horizontal line

To display horizontal line in the report.

Vertical line

To display vertical line in the report.

Page break

To add page break in the report. Data following the page break will be displayed in a new page.

Sub report

To add one or more sub-reports to the current report

Chart

To add chart objet  to current report

 

Sub Reports

Sub-reports are an important feature for a report-generating tool. They allow the creation of more complex reports and simplify the design work.

Return Value

This is used to assign the value of one of the sub report’s variables to one of the master report's variables.

Print when Expression

Condition based on which the sub-report should be invoked for painting.

To create a sub-report drag and drop the Sub-report from Tools pane to Report canvas and select the sub-report by clicking icon.

Charts

Charts are normal report elements, so they share some of their properties with all the other report elements.

Note : DW  currently supports the following types of charts: Hierarchy, Composition charts like; Pie, Pie 3D, Stacked Bar, Stacked Bar 3D, Stacked Area, Comparison charts like; Line Chart, Area Chart, Bar, Bar 3D and Multi-Axis. Charts

Sub-Elements

The sub-elements of a chart are

Box

This element is used to surround charts by a border that's customizable on each side

Chart Title

This element is used to place the title of the chart. The position attribute decides the title position of the chart in the report. This element has attributes - Position (Values could be Top, Bottom, Left, Right. Default value is Top), color.  Chart Title has font and title Expression as sub elements

Chart Subtitle

This element is used to place the subtitle of the chart. This element has attribute - color.  Chart subtitle has font and subtitle Expression as sub elements.

Chart Legend

The element can control the font-related properties as well as the text color and the background color of the chart legend using this element. This element has attributes – text Color, background Color.

Anchor Name Expression

This element creates the target for the anchor

Hyperlink Reference Expression

This element contains a report expression indicating the name of the external resource (usually a URL).

Hyperlink Anchor Expression

Hyperlink points to an anchor in an external resource

Hyperlink Page Expression

Hyperlink points to a page in the current report

Hyperlink Tooltip Expression

 This element controls the ToolTip of hyperlink. The type of the expression should be java.lang.String

Hyperlink Parameter

This element when present generates a final hyperlink depending on the parameter values

Attributes

Attributes in the chart element available for all chart types are:


Show Legend

This attribute is used to determine if a chart legend will be displayed on the report. Values could be true, false. Default value is true

Evaluation Time

Determines when the chart's expression will be evaluated. Values could be Now, Report, Page, Column, Group, and Band. Default value is Now.

Evaluation Group

This attribute determines the name of the group to be used to evaluate the chart's expressions. The value for this attribute must match the name of the group we would like to use as the chart's evaluation group.

Hyperlink Type

This attribute can hold any text value. Default value is None. This means neither the text fields nor the images represent hyperlinks, even if the special hyperlink expressions are present.

Hyperlink Target

This attribute help customize the behavior of the specified link when it is clicked in the viewer. Values could be Self, Blank. Default value is Self

Bookmark Level

This attribute when set to a positive integer, generate bookmarks in reports exported to PDF. Default value is 0.

Customizer Class

This is the name of a class (optional) that can be used to customize the chart. The value for this element must be a String containing the name of a customizer class.

Datasets

One of the common properties across all chart types is dataset element. Chart datasets help mapping report data and retrieving chart data at runtime. Each chart type contains different sub-elements to define a chart's expressions that define the data used to generate the chart. All of these sub-elements contain a dataset element that defines when the chart's expressions are evaluated and reset.

Dataset Properties 

The table below summarizes the sub elements of the element dataset:

Increment when Expression

The way a chart dataset is incremented can be customized by filtering out unwanted data through the use of this sub element.

Dataset Run

This contains information required to instantiate a report sub dataset.

Specific dataset types are explained below:

Pie Dataset

A pie dataset is characterized by the following expressions:

Key Expression

Represent the categories that will make up the slices in the pie chart. This expression can return any java.lang.Comparable object.

Value Expression

Produces the values that correspond to each category/key in the dataset. Values are always java.lang.Number objects.

Label  Expression

if this expression is missing, the chart will display default labels for each slice in the pie

Chart

Use this expression, which returns java.lang.String values, to customize the item labels for the pie chart.

Section Hyperlink

Sets hyperlinks associated with pie sections

Category Dataset

A category dataset is characterized by the category Series   element, which contains

Series Expression

Indicates the name of the series. This expression can return any java.lang.Comparable object.

Category Expression

Returns the name of the category for each value inside the series specified by the series expression. Categories are java.lang.Comparable objects.

Value Expression

 

Produces the values that correspond to each category in the dataset. Values are always java.lang.Number objects.

Label Expression

 

If this expression is missing, the chart will display default labels for each item in the chart. Use this expression, which returns java.lang.String values, to customize the item labels for the chart.

Item Hyperlink                           

Sets hyperlinks associated with chart items

Types of Charts

DW Reports offers built-in support for several chart types.

Pie Chart

A Combination of a pie dataset and a Pie Plot.

Pie 3D Chart

Groups a Pie dataset and a Pie 3D plot.

Bar Chart

A Basic combination of a category dataset and a Pie 3D plot.

Bar  3D Chart

Wraps a Category dataset and a Bar 3D plot.

Stacked Bar  3D Chart

Uses data from a Category dataset and renders its content using a Bar  3D plot.

Line Chart

Groups a Category dataset and a Line plot

Area Chart

Items from a Category dataset are rendered using an Area plot.

Stacked Area Chart

Items from a Category dataset are rendered using an Area plot.

 Multi Axes Chart

Contains multiple range axes, all sharing a common domain axis.

Chart definition

Select a chart type Organization, Composition, Comparison. Click “Next”.

Provide Series Expression:       

Key / Category Expression

The value to be displayed on X-Axis (Mandatory)

Value Expression

The value to be displayed on Y-Axis (Mandatory)

Label expression

To specify labels for each data point in the chart (Optional)

Series Expression

To display data point of the field.

Reset type        

Choose the band at which chart data is to refresh.  Used with Report/Page/Group/Column

Increment Type

The band at which chart data will be incremented. Used with Report/Page/Group/Column

File Expression 

Any filter which is to be applied.

Tooltip Expression              

The selected field will show tooltip.

Cross Tab Reports

Crosstab (cross-tabulation) reports are reports containing tables that arrange data across rows and columns in a tabular form.

Crosstab Properties

The following is the list of attributes of a Crosstab element:

Repeat Column Headers

Indicates whether the column headers should be reprinted after a page break. The default value is true.

Repeat Row Headers

Indicates whether the row headers should be reprinted after a crosstab column break. The default value is true.

Column Break Offset

When a column break occurs, indicates the amount of vertical space, measured in pixels, before the subsequent crosstab piece to be placed below the previous one on the same page. The default value is 10.

Run Direction

 

Indicates whether the crosstab data should be filled from left to right (LTR) or from right to left (RTL). The default value is LTR.

Ignore Width

Indicates whether the crosstab will stretch beyond the initial crosstab width limit and don't generate column breaks. Else it will stop rendering columns within the crosstab width limit and continue with the remaining columns only after all rows have started rendering. The default value is false.

Sub Elements

A crosstab element has following sub elements:


Report Element

This element defines the position, width, and height of the crosstab within its enclosing. Attributes for this element include all standard report Element attributes.

Cross tab parameter

This element is used to access report variables and parameters from within the crosstab. Attributes for this element include:

4            Name      This defines the parameter name

4            Class      This indicates the parameter class

Parameters Map Expression

This element is used to pass a report variable or parameter, as a set of parameters for the crosstab. This element contains no attributes.

Crosstab Dataset

This element defines the dataset to use to populate the crosstab (see next section for a detailed explanation). Attributes for this element include:

Data Pre Sorted: This indicates whether the data in the dataset is pre-sorted. default value as false

Crosstab Header Cell

This element defines the content of the region found at the upper-left corner of the crosstab where column headers and row headers meet. The size of this cell is calculated automatically based on the defined row and column widths and heights.

Row Group

This element defines a group used to split the data into rows. Attributes for this element include

Name:       This defines the name of the row group

Width:       This defines the width of the row group.

Header Position:   This defines the position of the header contents (Top, Middle,    Bottom and Stretch).    

Total Position:   This defines the position of the entire column (Start, End, None)

              This element contains the following sub elements

  • Bucket

  • Crosstab Row Header

  • Crosstab Total Row Header

Measure

This element defines the calculation to be performed across rows and columns. Attributes for this element include:

Name:                   This defines the measure name.

Class:                   This indicates the measure class.

Calculation:         This indicates the calculation to be performed between crosstab cell values. Its values could be any of these - Nothing, Count, Distinct Count, Sum, Average, Lowest, Highest, Standard Deviation, Variance, First. Default value is nothing.

Crosstab Cell

This element defines how data in non-header cells will be laid out. Attributes for this element include:

Column Total Group:     This indicates the group to use to calculate the column total.

Height:                              This defines the height of the cell.

Row Total Group:           This indicates the group to use to calculate the row total.

Width:                              This defines the width of the cell.

When No Data Cell

This element defines what to display on an empty crosstab cell. This element contains no attributes.

The crosstab calculation engine aggregates data by iterating through the associated dataset records. In order to aggregate data, one needs to group them first. In a crosstab, rows and columns are based on specific group items, called buckets.

A bucket definition should contain:

Bucket Expression                  

The expression to be evaluated in order to obtain data group items.

Comparator Expression         

Needed in the case the natural ordering of the values is not the best choice.

Order By Expression                 

Indicates the value used to sort data

The current value of a measure calculation

It is stored in a variable having the same name as the measure

Measure _ Column Group _ALL

This yields the total for all the entries in the column group from the same row.

Measure _ Row Group _ALL

This yields the total for all the entries in the row group from the same column.

Measure _ Row Group _ Column Group _ALL

This yields the combined total corresponding to all the entries in both row and column groups.

Section Elements

 

Attribute

Description

Values

Top

Specifies the  top  coordinate of the band element

An integer value indicating the top (X) coordinates of the element in pixels. This attribute is required.

Left

Specifies the left  coordinates of the band element

An integer value indicating the left(Y) coordinates of the element in pixels. This attribute is required.

Width

Specifies the width of the band element

An integer value indicating the element Width in pixels. This attribute is required.

Height

Specifies the height of the band element

An integer value indicating the height n pixels. This attribute is required.

Mode 

Specifies the background mode of the element

Opaque, Transparent

Stretch type

Specifies how the element stretches when the containing band stretches               

No Stretch (default):  The element  will not stretch

Relative to tallest object:  The element Stretch to accommodate the tallest object in the group                                                                                                                                                                  

Relative to band: The element will stretch to fit the band’s height.                         

Position Type

Specifies the element's position when the   containing band stretches.            

Float: The element will move depending on the size of the surrounding elements.

Fix relative to top (default): The element will maintain a fixed position relative to the band’s top.

Fix relative to the bottom: The element will maintain a fixed position relative to band’s bottom.

Print repeated values  

Specifies if repeated values are printed

True (default): Repeated values will be printed.

False: Repeated values will not be printed.

Remove line when blank

Specifies if the element should be removed when it is blank and there are no other elements in the same horizontal space.

 

true, false

 

Print in First specifies  whole band 

If the element must be printed in a whole band this is, a band that is not divided between reports pages or columns.

 

true, false

 

  Print When Detail Overflows

Specifies if the element will be printed when the

Band overflows to a new page or column.

true, false

 

Print when group changes

Specifies that the element will be printed when the specified group changes.

A String value

 

Text

Specifies text of the document

Text can be chosen by clicking this

Fore Color

Specifies the foreground color of the element

Color can be chosen by clicking this                                                        

Back color

Specifies the background color of the element

Color can be chosen by clicking this                                                                                                         

Print when expression

Specifies if expression printed.

Expression can be chosen by clicking this                                                                                                         

Properties expression   

Specifies the expression   properties.

Properties can be chosen by clicking this                                                                                                         

                                                                                       

                                                                                                                           

Adhoc Reports – A Summary of the Activity

Ramco Adhoc Reporting is targeted towards empowering with a complete flexibility to create reports on the fly on a business friendly semantic model eliminating the need for the end users to know everything about the complex technical information about how and where the data is stored. 

It allows end users to easily generate their own reports by modifying existing ones using the published business terms (BT’s) by simple drag and drop. It also enables end users to dynamically modify and drill through report data for powerful information analysis, can be visualized in multiple formats including charts and collaborated with other users.

Creation of Adhoc Reports

The following are the ways to create Adhoc reports;

Report Configuration

The system displays the advanced Report Definition page.

Report Name

The name of the enterprise report. Mandatory.

Report Group

The name of the report Group.

Notes 

Relevant notes for the report being defined

Developed by

Designer who developed this Report.

Description

The description of the report

Creating Reports using views – A summary of the Activity

Analysis Configuration

Creating reports using Queries– A summary of the Activity

Report Definition screen

In the Report Designer, Click on the” Report Definition”Icon on the top tool bar.

The Report Definition Screen will be launched.

Report Name

The ‘Report Name’ text box will display the Report Name.

Header Sheet     

The ‘Header Sheet’ combo box will list all the Sheets available in the Report. Select one of the available sheets as Header Sheet.

The Selected Header Sheet will be displayed as Header Sheet data  while exporting any sheet data to Excel / Pdf.

Summary Sheet

The ‘Summary Sheet’ combo box will list all the Sheets available in Report. Select one of the available sheets as Summary Sheet.

The Selected Summary Sheet will be displayed as Summary Sheet  data while exporting any sheet data to Excel / Pdf.

Enable Sheet Description                                   

If the ‘Enable Sheet Description’ check box is selected, then the Report Description will be displayed in the Report Title Section instead of the Report Name in the Exported Excel / Pdf document.

Add New Sheet

In the Report Designer, Click “New Sheet  Icon” on the top tool bar.

The Add New Sheet screen will be launched.

Sheet Name     

The Users can specify the Name for the New Sheet to be added in this textbox.

Sheet Title    

The Users can specify the Title for the New Sheet to be added in this textbox.

Data In Pivot Grid     

On Selecting this checkbox, the Current Sheet data will be displayed in Pivot Grid.

Server-side Pivot Calculations    

On Selecting this checkbox, the Pivot grid for the Current Sheet will be  a Server-side Pivot grid for which the Pivoting will be done in Server-side.

Report Properties

In the Report Designer, Click on the Report Properties  Icon on the top tool bar.

The Report Properties screen will be launched.

Header Logo                  

 This icon is used to Upload Header Logo for the report.

Default Sheet     

In the ‘Default Sheet’ combo box, all the sheets will be listed. Users can select any one of the sheet as Default sheet. If the User has selected  a Sheet as Default Sheet then, that Sheet will be launched first when the report is launched. If the User has selected none of the Sheets then the First Sheet will be the Default Sheet.

Pagination Row Count     

In the ‘Pagination Row Count’ text box, the Users can specify the No  of Rows to be displayed per page in the List grid and Hierarchical grid. By default the No of Rows displayed per page in List / Hierarchical grid will be 20.

Enable Auto Refresh     

The Users can enable / disable Auto Refresh of the grid data for the Current report by selecting / unselecting this checkbox.

Auto Refresh Interval

 

In this text box the Users can specify the Time Interval for which the Auto Refresh of the grid data should be done

Report Notes

In this text area the Report designer can add any Notes for the current Report. The End User can view the Report Notes added by the Designer by launching the Report Properties Screen in the Report Viewer

Developed by

In this text box the Users can specify the Name of the Report Designer who developed this Report. The End User can view the same by launching the Report Properties Screen in the Report Viewer.

View Audit Log    

Click on the  Icon.

Ø  The Audit Log details like “REPORT CREATED”, “REPORT SAVED” and “REPORT PERSONALIZED” will be displayed in the Popup screen along with the Modified by User and Modified Date and Time.

Enable Dynamic Sheet Visibility    

The Users can enable / disable the Dynamic Sheet Visibility for the Current Report by selecting / unselecting this checkbox.

Dynamic Sheet Visibility Configuration    

Click on the  Icon. The Dynamic Sheet Visibility configuration Screen will be launched. The Users can Select the Input Parameter for Dynamic Sheet Visibility in this screen.             

Enabling Auto Refresh

Auto Refresh feature enables users to automatically refresh the Grid and Chart data at predefined time intervals. The User has to configure the time intervals for which the Grid data has to be refreshed. And Based on the Users input the grid data will be refreshed automatically at the predefined time intervals. This feature clubbed with conditional formatting will help the user to easily spot the trends and patterns in the grid data using background colors to highlight the important data.

To Enable Auto Refresh, Click” Report Properties” Icon on the top tool bar and Launch the Report Properties Screen.

Enable Auto Refresh     

The Users can enable / disable Auto Refresh of the grid data for the Current report by selecting / unselecting this checkbox. Select this checkbox for enabling Auto Refresh.

Auto Refresh Interval    

In this text box the Users can specify the Time Interval for which the Auto Refresh of the grid data should be done. The Time Intervals can be in Seconds / Minutes.

Configure “Report to Report Mapping” Drill through

In ARI, ‘Report to Report Mapping’ Drill through Feature enables Users to map an Advanced Report as a Drill through Target Report for another Advanced Report.

Hyper Link

Click on the required hyperlink on which the drill through is needed.

Target Report Name     

The Selected Advanced report Name will be displayed in this Column, after selecting the Target Report.

Select Target Report

Click On the  Icon.

Parameter Mapping

Click On the  Icon. The Parameter Mapping Screen will show

Drill through Report Parameter

All Input Parameters of Target Drill through report Stored Procedure will be listed.

Main Report Column Type

Select Main Report Column Type Which is require  Input Param or Output Column

Main Report Parameter

User Id to be used to login in to the Remote FTP/SFTP Server.

Hide in Main Report

Select ‘Hide In Main Report’ check box, if the Output Column of the Main Report should be hidden in the Main Report Grid Output.

 

Configure Row Level Drill through

In ‘Report to Report Mapping’ Drill through mode, Row Level Drill through can be defined in ARI.

In Normal Drill through, Users can map a Target Drill through Report for a Particular Column. And the Hyperlink will be displayed to all the rows of that Particular column. And on clicking the Hyperlink, all the rows of a particular column will launch the same Target Report.

Instead of this, Row Level Drill through can be enabled for a particular column. And each row can have different Target report based on predefined conditions.

Configure Conditional Drill through

Configure a Drill down report– A summary of the Activity

Column level Drill through:

It may be noted that for same parent procedure, there can be different target procedures. This facilitates the functionality of Column level drill through. And in turn, the target procedure can be a parent procedure and so on.

Parent name

Select the parent procedure

Target  name

Select the Target procedure

Hyper Link

Click on the required hyperlink on which the drill through is needed.

Target Sp

Target Report column   selection

This field lists the child procedures mapped to the parent procedure.

Choose the required one from the list

Click this to select the required columns to be displayed in the drill through report.

Context Selection

Click this to launch a sub screen wherein facility is provided to pass the required parameters and set the required hidden fields for drill through procedure.

Context Hidden field         

                               

Select the required context

Select the required hidden fields

Target report Business terms selection:

Expand All / Collapse All:

The Expand All / Collapse All feature can be used in combination with grouping feature. When the data are grouped and if you want to expand all the groups in a single click or if you want to collapse all the groups in a single click then these feature is there for you. A new icon will be available at the top right place when grouping is applied.

Drag and Drop

 Click the expand icon to expand the left pane.

   Click the expand icon to expand the axis.

Re-arrange Columns

The fields present in Page / Field axis can be moved left / right. Only dimensions which are participating in Field axis can be moved to page axis and vice versa.

Apply Filters

Dimension for Grouping

Click on the necessary dimension to group

 

Order By

Enter the order for the dimension to group

Hide Repeated Values

Hide the repeated Values

Choose Measure for subtotaling

Choose the appropriate measure for sub total

Sum, Avg, Count, Min, and Max

Select the aggregation types.

 

Choose Measures

Choose the appropriate measure for total

Sum, Avg, Count, Min, and Max

Selects the aggregation types

Formula

Click on    icon for formula generation

Search Filter/Parameters

Custom Condition

Show Data

Another type of filter is the Show data, where this type of filter can be applied only to dimensions which participate in Field or Page axis.

Create Runtime Measures

Apply formatting

Apply a Conditional Filter (rule)

A facility to attach rules to a field is available. This will be used as additional input filter when displaying   the data.

Charts

Adhoc reports support a variety of charts which can be included in the report           

View  Name

Enter View name.

Enable Grouping to

View the chart with grouping.

Add New Sheet(s)

Export the Data

ARI - Chart Properties Feature

This feature is used to set the chart properties without using the chart wizard screen, using the newly introduce link “Chart Properties”. Also the chart sub type can be changed and viewed at ease.

Font

By using the Font option various font properties like font name, font size, font color, style etc. for chart canvas, caption, sub caption, x axis, y axis and data label can be set.

Color

By using the Color option the various color properties like color, alpha, thickness etc. for chart border, line and background can be set.

Legend

By using the Legend option various legend properties like legend shadow, position, icon scale etc. can be set.

Grid

By using the Grid option various grid options like no. of lines, alternate color, line type etc. can be set.

Trend

By using the Trend option the various trend properties like min value, max value, thickness, trend zone, show on top, color etc. can be set..

Text

By using the Text option the various Text properties like show labels, show y axis value, number scale unit, decimals, prefix, suffix etc. can be set.

Note:

This new properties link and combo box to change the sub types are applicable to all the chart types except the  Pivot ,Tree map,   Heat map, Table types.

Also the new properties link is applicable to all the chart types except the Bubble, Radar, Spline, Scatter types.

Show / Hide the Description

The report description entered in the report definition screen can be displayed in the workbench and in the export to excel option instead of displaying report name.

Enabling Pivot Grid

All Fields

It displays both measures and dimensions for the selected Functional area and Analysis name.

Values

Row Labels

 

Column Labels

Row Axis Locking / Unlocking

Filtering

Filters can be applied on the Row Axis Fields and Column Axis Fields. Currently Filtering is enabled only in Client Side Pivot Grid. If the User has selected the Pivot Calculations to be performed in Server side, then the User will not be able to perform Filtering in the Server side Pivot Grid.

Collapsing / Expanding All

Subtotals Position

This enables the user to position the Subtotals in grid. If user selects first then first column of the grid will have the subtotals. If the user selects last then last column of the grid will have subtotals. If the user selects none then subtotals will not be available in the grid.

Totals Position

This enables the user to position the grand total in grid. If user selects first then first column of the grid will have the grand total. If the user selects last then last column of the grid will have subtotals. If the user selects none then grand total will not be available in the grid.

Enabling Server-side Pivot Grid

This enables the user to choose the option for performing Pivoting Calculations in the Server-side. Currently by default the Pivot Grid calculations are performed only in the client side browser. But the User has an option to specify that the Pivot Grid Calculations should be performed in the Server.

Export to Excel

This enables the user to export the data present in the grid in excel format. The data will always be exported in expanded format only.

Parameter Screen

Custom Condition

Runtime measure:

Using the already available measures, new computed Runtime measures can be created.

Enabling Dynamic Output Columns

Dynamic Output Columns feature enables the user to dynamically display different sets of Output columns for a SP based Advanced Report, where the stored procedure’s application logic can return different sets of output columns based on the Input parameters values. The user need not predefine the Output columns as Dimensions and Measures for the Current Analysis and all the output columns returned from the stored procedure will be displayed to the user.                              

Dynamic Output Columns feature can be enabled only for SP based Analysis and cannot be enabled for Query mode or View mode Analysis.

Similarly the following icons will not be shown to the user.

Export to Excel / CSV

ARI TO ER Drill through Report Configuration

Advanced reports can have drill through enterprise reports, which will provide more details about the advanced report content that you are viewing.

Hyper Link

Click on the required hyperlink on which the drill through is needed.

Target Report Name     

The Selected ER report Name is Display After selecting the Target Report Name.

Select Target Report

Click On the  Icon.

 

Parameter Mapping

Click On the  Icon.

Drill through Report Parameter

Drill down ER Report SP In parameter is listed

Main Report Column Type

Select Main Report Column Type Which is required Input Param or Output Column

Main Report Parameter

Select Main report parameter selected column data is passed to the drill down report.

Formula for Grand Totals

Currently in ARI, In Overall statistics (Grand Totals), the following aggregates are supported namely SUM, AVG, COUNT, MIN and MAX. This feature enables the user to define a formula for Grand Totals row of the Measures.

Tool tip For a Field with Data Returned in another Field

Launching a Report by Selected Default Sheet

This combo box in report properties screen will allow user to enable Default Sheet for report or right click on sheet then check the default sheet.

Html Tags

Style Formats

To display report description with enhanced font style and user can choose from a variety of new themes   at any time, giving entire presentation a consistent, professional look.

Parameter Popup Window Will Open Based On Flag

Indian Date Formats for Input Parameters

Default Date Format is MM-DD-YYYY. We can change it from user defined settings under advanced report.

Input Parameter Values To Be Shown As Tooltip on Hover of Parameter Icon

Allowing SP attachment for Date & Time Input Parameters:

Define Parameters         

Input Parameter

Report input parameters

Control Type      

User can define the input type from control type combo or date or text

Query/Definition

Click on the   icon to attach stored procedure or Query.

 

SP attachment for date & time:

Stored Procedure  Name

Give the Store procedure Name user written.

Event for loading on change of      

User can select When the SP has fetch Initialize or other Parameter on change event.

 

Query for date & time:

Upload

User can upload their query.

Download

Fetch Saved query