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
Select report type as enterprise report in Report configuration page.
Click “Search””. The different report names and report descriptions will be displayed.
Select any report name
Click “Design”.
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
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. |
Click on icon under heading details.
Select the section name where you want to create index and the field name. Click “Ok””.
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. |
Click on icon - stored procedure
list dialog box appears.
Click “Get”.
Select one stored procedure name.
Select main report parameter. And click “Save”.
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 |
Right click Document Tree à Add Groups
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 |
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.
Right click Document Tree à Add Dataset
Right click Document Tree à Delete Dataset
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, 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
Report variables are special objects built on top of a report expression.
If variables are defined in a report design, then these can be referenced by new variables in the expressions. Hence the order in which the variables are declared in a report design is important.
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
|
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 |
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 |
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 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 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.
Select the sub report name.
Map the parameters associated with sub report and main report in the Parameter Mapping screen.
Click “Ok”.Now the selected sub report will appear in the designer pane.
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 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. |
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.
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. |
Click “Finish” to save the chart configuration
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
|
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 |
Row and column groups (defined above) in a crosstab rely on buckets.
Built-In Crosstab Total Variables
Below is a list of current value of measure and totals of different levels corresponding to the cell can be accessed through variables named according to the following scheme
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. |
Drag and drop a crosstab object into the Report Footer section of the report.
Map the BT’s into respective Row/Column/Measure group
Double Click the Cross Tab to open the Cross Tab Designer Dialog Box. Cross Tab Properties can be changed here.
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;
Creating Adhoc reports using Stored procedures
Creating Adhoc reports using Views.
Creating Adhoc reports using Queries
Click the menu Design process -> DW Report Configuration -> DW Report Configuration
Click ”New” to define a new advanced report.
The system displays the advanced Report Definition page.
Enter the following fields in right pane.
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 |
Click “Save”.
Select the Functional Name, followed by ‘Analysis Name’.
The list of dimensions and measures to which the user has security will be displayed.
Drag a Dimension / click on dimension followed by “Field” to place the field in ‘Field’ axis. The dimension placed in ‘Page’ axis will act as Filter to the report.
Drag a ‘Measure’ / Click “Field” to place a measure in ‘Field’ Axis.
Click “Show Data” to launch the report.
If the procedure has input parameters, the parameter screen displayed.
Provide the values for the parameters and click “Ok”.
The output is rendered in screen.
Go to Analysis definition page; create new analysis name and Select Analysis mode as View.
Choose functional area and click the “view name” icon.
It will launch the “view list “screen.
Select the view name from view list. Analysis name and view name should be same.
Click on the” Business terms Mapping link”,
Click “Fetch” to list all view Columns.
The output columns would be categorized into Dimensions and Measures. All non-numeric fields are categorized as dimensions and all the numeric fields as measures. The columns can be renamed as ‘Business terms’ which would be displayed in the left pane of the report.
Users can modify the business term.
Some BT is not required for report can able to hide using Hide from Report Check box.
Click “Save” to save all the changes.
Click -> Design button -> to create new report and select the functional area and view name from Analysis combo.
Fields are rendering in left pane tree, Drag a Dimension / click on dimension followed by “Field” to place the field in ‘Field’ axis. The dimension placed in ‘Page’ axis will act as Filter to the report.
Drag a ‘Measure’ / click “Field” to place a measure in ‘Field’ axis.
Click ”Show Data”, report get launched.
Launch Report Design screen under Configure à Analytical Report à Report Design. Click on ‘+’ Icon to create a new Report.
Click on the link “Link to Query Builder” in the screen, to launch the Query Builder screen, for Generation of the desired query.
Click “Get” list the table.
Select tables from grid and click “Save”.
The screen moves to the next tab ‘Field Selection’, where the required columns from the selected tables can be selected.
Click “Save” and move to next tab Build Relationship.
This tab helps to link the tables chosen for the query, as required.
Click on link “Define Relation”
Take help on the ‘Base Table Field’ to select a column from base table, for joining appropriately with the other participating tables.
Choose the “Join Type” as required.
Take help on the ‘Related Table Field’ to select a column from participating table for joining with the base table.
Click “Save” and click “back “.
Next click the “Filter Selection”.
This tab helps in providing filter conditions for the columns chosen in the earlier step.
Choose the required columns and provide the filter values accordingly.
Click on the ‘Next’ tab the focus passes to the View Query tab, where generated query gets displayed.
Click “Save “and design new report using this query.
Option 3 - Copy from Existing Query.
Click on the link ‘Copy from Existing Query’ to launch the screen.
Click “Get” it will list all queries in grid. User can select the relevant queries, and clicks save.
It is possible to retain the selected query content or modify the same by choosing different set of Tables/columns/joins/filters, in this process of query generation.
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 |
|
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
|
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
|
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. |
Click “Ok”. Click “Show Data”. The Grid will be loaded. And the Auto Refresh of the Grid data will be started. Small popup info will be shown.
The Grid data will be automatically refreshed at the predefined time intervals.
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.
Launch the Advanced
Report. In the Top Icons section, Click on the Drill through Mapping
Icon.
The Drill through Configuration Screen will be launched. In the Drill through Configuration screen
Select the ‘Report to Report Mapping’ option.
All the Dimensions and Measures will be displayed in the Drill through Configuration screen.
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 |
In the Target Report Selection Screen, Select the Report Type as ARI. Click “Search”. All the Advanced Reports will be listed.
Select One of the Advanced Reports as the Drill through Target Report. And Click “OK”.
Parameter Mapping |
Click On
the |
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. |
Click “Ok” and Save Mapping. Click “Show Data” in Main Report.
The Hyper link will be displayed in the Main Report Grid output.
Click on the Hyperlink. The Drill through report will be launched.
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.
Launch the Target Report Selection Screen in the Drill through Configuration Screen.
Select the “Enable Row Level Drill through” checkbox.
Select All the Target Reports. Select One of the Target Report as ‘Default Report’.
For each of the Target Reports (Other than the Default Target Report), Rules should be defined.
Click on the “Define Rule Column” Search box. Rule Definition screen will be launched.
In the Rule Definition screen, select the Dimension / Measure. Select the operator. And provide the Matching value. Multiple combinations of conditions can be defined.
Click “OK”.
Similarly Define Rules for each Target Report. Click “OK”.
Click “Save “in Drill through Configuration Screen.
Now Click on Parameter
Mapping Column Icon. Parameter mapping screen will
be launched.
In the Drill through Report Combo box, All the Target Reports will be listed.
Select each of the Target Report separately, and provide the Parameter mapping and click “save”.
The Parameter mapping should be provided for each of the Target Report separately and saved separately.
Click “Show Data” in Main Report.
The Hyper link will be displayed in the Main Report Grid output.
On clicking the Drill through hyperlink, if Row level Drill through is defined for the current Column, all the rules defined for each of the Target reports will be tested.
And the first Target report whose rule matches with the current row data will be launched.
If none of the Target report rules matches with the current row data then the Default Target Report will be launched.
Configure Conditional Drill through
In ‘Report to Report Mapping’ Drill through mode, Conditional Drill through can be defined in ARI.
Launch Formatting screen and click “Rule Tab”.
In Normal Drill through, Users can map one or more Target Drill through Reports for a Particular Column. And the Hyperlink will be displayed to all the rows of that Particular column.
Conditional Drill through enables users to have Drill through hyperlinks only for those rows which satisfy a predefined condition. And for other rows that does not satisfy the predefined condition the hyperlink will not be displayed.
For defining Conditional Drill through, launch the Formatting Screen. Click “Rule Tab”.
Define a rule by giving Rule Name and Description. And Select the type as Drill through.
Click on Settings Icon. The Rule definition screen will be launched.
In the Rule Definition Screen define a rule as shown. Multiple conditions with AND / OR operand can be defined in the rule.
Click “OK “.
Save the Report.
Now click “Drill through”
Icon
and Launch the Drill through configuration screen.
In Drill through Configuration screen, Click on ‘Apply Rule’ column.
All the Drill through type rules will be listed. Select a Drill through type rule.
Click “Save”.
Close the Drill through configuration screen and Click “Show Data”.
The Drill through hyperlink will be displayed only for those rows that satisfy the rule selected for that column.
Go to Configure à Analysis Configuration
Click the ARI Drill through Configuration link,
Define Configuration.
Click on the “Define configuration” hyperlink, system launches screen.
Click parent name
Icon, it will list the stored
procedure name in help screen
Choose parent stored procedure.
Click Target name
Icon,
it will list the stored procedure name in help screen.
Choose target stored procedure.
Click” Ok”.
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.
Select the following in column level drill through:
Parent name |
Select the parent procedure |
Target name |
Select the Target procedure |
Enter the target output column which needs to be searched in the target procedure.
Click “Save” to save configuration details.
Go to Report configuration select -> Report type (Advanced Report) > Click “New”.
Save the Report name and click “Design” to launch the design screen.
Choose functional area and Analysis name, it shows all dimension and measure in left pane tree.
Design the report and save.
Click on the Drill through mapping icon.
Drill through report configuration can be done for each column:
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 |
Click “Save” to save the details.
Target report Business terms selection:
Select the required columns.
Click “Save”.
If drill through report launches in pop up window, select the Drill through popup window check box.
Click the hyperlink for drill through report.
Drill through report is launched.
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.
Click on the icon to expand all the groups.
Click on the same icon to collapse all the groups.
Click ”Show Data” report gets launched.
User can expand/collapse all groups.
Click the expand icon to expand
the left pane.
Click the expand
icon to expand the axis.
Click the expand icon to expand the Dimensions pane.
Click the expand icon to expand the Measures pane
Select a dimension and click on Page (or)”Field” to move to corresponding axis.
Select a measure and click ”Field” to move to Field axis.
Selected dimensions and measures are in field axis.
A dimension (or) measure can also be dragged & dropped into the field axis.
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.
Click on Grouping and sub-totaling
icon.
Enter the following details in the Grouping:
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 |
Enter the following details in the Grouping Statistics:
Choose Measure for subtotaling |
Choose the appropriate measure for sub total |
Sum, Avg, Count, Min, and Max |
Select the aggregation types.
|
Enter the following details in the Overall Statistics:
Choose Measures |
Choose the appropriate measure for total |
Sum, Avg, Count, Min, and Max |
Selects the aggregation types |
Formula |
Click on
|
Select a measure to show its overall statistics.
Click “Ok”.
Run the report.
The selected dimensions are appearing in groups.
Each group lists the aggregated values in bottom of group.
At the end overall statistics will be displayed.
Input parameters can either be parameter based, using pre-defined parameter input screen (or) by giving custom conditions based on the available fields.
Input type can be Text field input (or) Combo Input (or) Date picker.
Select/Enter the value and click ”Ok”.
Select parameter icon.
Select braces.
Choose the dimension/ measure to filter.
Choose the condition to filter.
Enter the filter value 1 in the text box.
Close the braces.
Select operands, in order to have multiple filter conditions.
Click “Ok”.
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.
Click the expand
icon and select the “Show Data”.
Select the required data members through check box.
Click “Ok” to save filter.
Run the report.
The data based on the filter will be displayed.
Using the already available measures, new computed measures can be created.
Select define measure.
Entire the name of the runtime measure.
Select the existing numeric field.
Select the required number and operator to build the formula.
Formula will appear in the text area.
“Validate” And “Save” the formula.
Click the formatting
icon.
Template selection.
Click “template tab”.
Select predefined templates.
Data to be shown as type can be selected.
Click “data type tab” and select the required data type for the respective columns.
Select decimal places.
Select the UOM.
Select prefix/Suffix for UOM.
Select required decimal data format to be displayed.
Alignment changes can be specified
Select Alignment Tab.
Choose the required Alignment.
Choose the required width for the column.
Choose a column for the sorting order.
Choose the sorting type.
Font can be set to the fields.
Click on “font” Tab.
Select
Column header color with the help of icon.
Select column detail
color with the help of icon.
A facility to attach rules to a field is available. This will be used as additional input filter when displaying the data.
Click “Rule Tab”.
Select Rule Name.
Select Rule Description.
Select Rule Type.
Click icon
to set rule.
Adhoc reports support a variety of charts which can be included in the report
Click the charts icon.
Click “Next”.
Select the required sheet from drop-down list box.
Click the required Dimension for X- Axis.
Click “Next”.
Click the required Measure for Y- Axis.
Click “Next”.
Select the required formatting changes like chart Title, Font, Format, Scale and Fill Effects.
Click” Next”.
View Name |
Enter View name. |
Enable Grouping to |
View the chart with grouping. |
Click “Finish”.
Chart view panel list all created charts in left pane. Click on the Modify link can modify the Chart details.
Click on the delete link can delete the chart details.
Click on the view name chart will display in the right pane window.
From the existing view, additional sheets can be added, each having different analysis.
Click the New
Sheet Icon.
Type the sheet name and title.
Choose font types and colors and click “Save”.
The new sheet will be placed to the right.
Adhoc reporting can export data as Excel,PDF.Both options provide two ways to export the data .
What you see is what you get – The report data visible to the user gets exported.
Full data – The full data for the report gets exported.
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.
Login to the RDW product with valid user id and password.
Go to Configure Menu à Analytical Report à Report Design.
Select an ARI report. Click on an already created Chart link.
A new link “Chart Properties” and a combo to change chart sub type are added.
Using the combo box the default chart type can be changed to a new type and viewed.
Using the Chart Properties link various chart properties can be set and applied to the chart.
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. |
After setting the individual properties click “Ok”.
To apply overall properties set/selected click “Apply”.
The properties will be reflected in the chart immediately.
The same can be saved using personalize option.
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.
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.
To display report description, in report definition screen the “Show Description” flag should be checked which is explained in the User Guide for Power User document.
While exporting the data to excel, user defined text with input parameters can be displayed.
This option is only available for SP based report.
The configuration steps are explained in the User Guide for Power User document.
To enable pivot grid right click à sheet name and select sheet property.
On selecting sheet property the screen will be launched.
In the Sheet Property window, the following 2 check boxes will be displayed.
Data in Pivot Grid.
Server side Pivot Calculations
In the above screen, Select ‘Data in Pivot Grid’ check box and click “save” to enable pivot grid.
Similarly, in the above Sheet Property Screen, Select the ‘Server side Pivot Calculations’ check box to enable Server side Pivot Grid.
If the ‘Server side Pivot Calculations’ check box is selected, then the Pivot Grid Calculations Including Grouping and Aggregations will be performed in the Server side itself and Only the Pivot Grid rendering will be done in the client side. No client side Pivot calculations will be done. This will increase the speed of Pivot Grid rendering at client side.
Currently in Server side Pivot Grid, Filtering option is not enabled. Hence If the ‘Server side Pivot Calculations’ check box is selected, then the User will not be able to do Value Filtering and Label Filtering in the rendered Server side Pivot Grid.
On Selecting ‘Data in Pivot Grid’ checkbox and clicking save button the Empty Pivot Grid with all the dimension and measures loaded in Configurator Panel will be displayed.
In the Server side Pivot Grid, the User will be able to perform only the following list of aggregations namely Sum, Min, Max, Count, and Average.
It displays both measures and dimensions for the selected Functional area and Analysis name.
Fields can be dragged and dropped in any of the axis such as Values, Row Labels, and Column Labels.
After Drag and Drop of fields the grid will be displayed..
Click any of the fields in the Values Axis. Menu will be displayed. The Field in the Values Axis can be moved up or down, by clicking the “Move Up” and “Move Down” menu buttons.
On clicking the ‘Field Settings’ menu option, sub window will be displayed.
On expanding the ‘Summarize by’ combo, the list of Aggregates that can be applied on the Selected Field will be listed.
If the Selected Field is a Measure, then the following aggregates namely Sum, Average, minimum, Maximum, Count, Group Sum Percentage, Group Count Percentage, Variance, Std Deviation.
If the User has selected the Pivot Calculations to be done in Server side then In the Server side Pivot Grid rendered, the User will be able to apply only the following aggregates namely Sum, Average, Minimum, Maximum and Count will be listed.
If the Selected Field is a Dimension then only Count will be listed.
Row Labels
Fields in Row Label will display the data in row level.
Click this icon
to expand the data present in particular row.
Column Labels
Fields in Column Label will display the data in column level.
Click this icon
to expand the data present in particular column.
The Row Axis Fields of the Pivot grid can be locked or unlocked. By default the Row Axis Fields will be locked in the Pivot grid.
The Row Axis Fields of the Pivot grid can be locked or unlocked by selecting the Lock Row Axis / Unlock Row Axis menu.
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.
On clicking any Field that has been added in the Row / Column Axis, Menu will be displayed.
Wherein the User has to select either the option Label Filters or Value Filters.
For applying Label Filters, the User has to Select the Menu option Label Filter and choose one of the Sub Menu options.
On Selecting Label Filter option a Sub window will be appeared.
And the User can enter the Filter value.
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 Collapsing can be used.
Expanded and collapsed data will appear in the screen.
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.
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.
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.
For this in the Sheet Property window, a checkbox with the option ‘Server side Pivot Calculations’ is provided.
To enable the Server side Pivot Grid, the User has to select the checkbox ‘Server side Pivot Calculations’ option along with the ‘Data In Pivot Grid’ checkbox option will be displayed.
Currently In Server-side Pivot Grid, the Filtering feature is not enabled. Users cannot perform Value based Filtering and Label based Filtering in Server-side Pivot Grid.
Also only the following the aggregations can be applied on the Measures in the Server-side Pivot Grid namely
Sum
Average
Minimum
Maximum
Count
The User can apply on the Dimensions only the following Aggregations namely Count.
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
Input parameters can either be parameter based, using pre-defined parameter input screen (or) by giving custom conditions based on the available fields
Input type can be Text field input (or) Combo Input (or) Date picker. Select/Enter the value and Click “Ok”.
Custom Condition
Select braces.
Choose the dimension/ measure to filter.
Choose the condition to filter.
Enter the filter value 1 in the text box.
Close the braces.
Select operands, in order to have multiple filter conditions.
Click “Ok”.
Runtime measure:
Using the already available measures, new computed Runtime measures can be created.
Select the existing numeric field.
Enter the name of the runtime measured.
Select the required number and operator to build the formula.
Formula will appear in the text area.
“Validate” And “Save” the formula.
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.
To enable dynamic output columns right click à sheet name and select sheet property.
On selecting sheet property the screen will be launched.
In the Sheet Property window, the following check box will be shown for Enabling Dynamic output columns.
Enable Dynamic Output Columns.
The ‘Enable Dynamic Output Columns’ check box will not be shown in the ‘Add New Sheet’ screen, as the Analysis has still not been selected for the New Sheet.
On Selecting ‘Enable Dynamic Output Columns’ checkbox and clicking ”Save” in the Sheet Property Screen, the following panels will be removed from the left pane.
Dimensions Panel
Measures Panel
Charts Panel
Similarly the following icons will not be shown to the user.
Enable Grouping and Subtotals
Runtime Measures
Apply Formatting
Charts
Currently the user cannot enable Dynamic Output Columns for Pivot Grid mode.
And the ARI report page will be displayed.
Hence in Dynamic Output Columns mode, the user will not be able to perform Grouping and Subtotaling, or Create New Runtime Measures or Apply Formatting or Create Charts.
Now click on the “Parameter” Icon, and the Parameters screen will be launched.
In the Parameters screen launched, enter the values for the Input Parameters of the stored procedure and Click “Ok”.
The Stored procedure will be executed and all the columns that are returned in the stored procedure output will be displayed in the grid output.
Export to Excel / CSV
To Export the Grid
Output to Excel or CSV format, click on the Export Data Icon and the Export Data
Screen will be launched.
The user can export the grid data to Excel or CSV by choosing the option from the dropdown and click “Ok”.
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.
Go to Report configuration select -> Report type (Advanced Report) > Click “New”.
Save the Report name and click “Design” to launch the design screen.
Choose functional area and Analysis name, it shows all dimension and measure in left pane tree.
Design the report and save.
Click on the Drill
through mapping
icon.
Drill through ER report configuration can be done for each column using the screen.
Select Report to report Mapping.
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
|
Select the report and Click “Ok”. And Save the configuration in Report to Report Mapping.
Parameter Mapping |
Click On
the |
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. |
Click “Ok”.and Save Mapping.
Click the hyperlink for drill through report.
Drill through report is launched.
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.
In the Overalls statistics grid new column Formula will be displayed.
On clicking the “Formula
Help “ Icon the following Formula
for Grand Total screen will be launched.
In the Formula for Grand Totals screen the User can enter name for the Formula. And the User can define formula using the Aggregate functions namely Sum, Average, Count, Min and Max on the Available Measures.
On clicking the Save the Formula will be validated and if found invalid error will be thrown. And if the formula entered is valid, the Formula will be saved successfully.
Click “Save Report “to Save the Formula for Grand Totals for the Report.
On clicking “RUN” the formula will be evaluated and the Output will display in the overall Statistics row.
Tool tip For a Field with Data Returned in another Field
This combo box will allow user to select tooltip column for report data columns.
Show data Grid represents with tool tip column.
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
Whenever Html tags returned as data, Show data grid will be shown with dotted for identify html tag data.
On Clicking of “dotted cell”, new popup will be launched.
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
Enable Popup Parameter should be checked under advanced report.
Once flag is enabled, every launch of ARI report from manages reports, parameter Popup will open.
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
“Display parameter as tooltip” flag should be checked under advanced report.
After Enabled the Flag. Parameter tooltip will be displayed.
Allowing SP attachment for Date & Time Input Parameters:
Define Parameters
If the procedure has input parameters, user can define the Input type can be Text field input (or) Combo Input (or) Date picker.
Select Define parameter
Icon.
Select Generate Parameter and click on “Generate”button, the parameter screen will be displayed.
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 |
Two Types of parameter mapping is there.
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. |
In the Grid default Parameter is shown. USER_ID and ROLE_ID is default, user can select other parameters when it’s required and click “Ok”.
Query for date & time:
Choose Query the Query definition screen will be displayed.
Upload |
User can upload their query. |
Download |
Fetch Saved query |
After the configuration is over, go to” Parameter Filter” Screen.
On Launch of the Parameter Filter Screen, Default Value has set in the Date Control.
On click of the date control, default value shown in calendar