Report Studio Tips and Tricks. Presenter: Olivier Pringault - Delivery Consultant & Lead Report Developer for APAC

Transcription

1 Report Studio Tips and Tricks Presenter: Olivier Pringault - Delivery Consultant & Lead Report Developer for APAC

2 Prerequisite - Some experience with Report Studio 2

3 Crea:ng and maintaining reports can be :me consuming

4 In this session you will get some valuable :ps and tricks to save you :me and solidify your report development process

5 Key topics 1. Reduce report maintenance overhead 2. Accelerate development with reusable blocks 3. Manipulate data effec)vely & avoid piqalls 5

6 Reduce report maintenance overhead 6

7 Reduce report maintenance overhead To not duplicate reports unnecessarily Mul:faceted by Eugenia Loli a. Use the same report for mul)ple user groups Report Views b. Use the same report for mul)ple Output Formats 7

8 Single report for multiple user groups Report Views 8

9 Single report for multiple user groups Report Views Use Case Schedule a report for each Program Manager Showing only their rela)ve Project Managers John Smith Anne Miller 9

10 1. Create Report View a) Click on Details from Ac)on menu. 10

11 1. Create Report View b) In Details window, Click on Create Report View 11

12 2. Name View The default name is the name of the report - View Eg: 1. Program Overview per Managers View For this exercise we will rename the view to: John Smith - Program Overview And Click Save 12

13 2. Report View s details window Most the same features as the report details window We can now setup the Report Schedule Specific for this view of the report 13

14 3. View s Report Schedule Setup We setup the schedule just as we would for a report 14

15 4. Prompt Value section of the Schedule Here is the important part: We set the Project Manager Prompt For John s respec)ve PMs 15

16 5. Done!! 16

17 When Running the View we get: 17

18 Using the same report for multiple Output Formats 18

19 Using the same report for multiple Output Formats Use Case Using a report for both dashboard and printed formats 19

20 Daptiv Dashboard 20

21 Printable format 21

22 Open the report in Report Studio 22

23 1. Create a Variable 23

24 2. Assign the Variable to Render Variable Property of the object 24

25 Done!! 25

26 Same Report in HTML or PDF 26

27 Key topics 1. Reduce report maintenance overhead 2. Accelerate development with Reusable Blocks 3. Manipulate Data effec)vely & Avoid PiQalls 27

28 Accelerate development with Reusable Blocks a. Standardizing reports look and feel b. Re-using Items, Copy/Paste c. Crea)ng reusable Building Blocks 28

29 Standardizing reports look and feel 29

30 Standardizing reports look and feel Use Case - We want to realign the reports with our new Corporate ID. - all reports should have the same look and feel BUT with 30+ reports it will take hours to do. 30

31 We have created a Reference Report 31

32 Lets take a look at the Reference Report 32

33 Reference Report s Classes 33

34 Report with no formatting. Let s open it in Report Studio 34

35 1. Layout Component Reference

36 1. Layout Component Reference 36

37 1. Layout Component Reference 37

38 2. Style References 38

39 2. Style References 39

40 2. Style References 40

41 3. Apply Classes to items on the page 41

42 Report Formatted 42

43 Headers, Footers and Style Classes are now centralized 43

44 Re-using Items, Copy/Paste 44

45 Re-using Items, Copy/Paste Use Case We want to add Health Status to the Project Status Report DON T REINVENT THE WHEEL Let s use the health sec)on from the PorQolio Dashboard report 45

46 Re-using Items, Copy/Paste Internet Explorer allows for copy/paste between reports 46

47 Re-using Items, Copy/Paste PorQolio Dashboard Project Status Report 1- Copy/Paste Variables Ctrl+V Ctrl+C 47

48 Re-using Items, Copy/Paste 1- Copy/Paste Variables 2- Copy/Paste Queries PorQolio Dashboard Project Status Report Ctrl+V Ctrl+C 48

49 Re-using Items, Copy/Paste PorQolio Dashboard Project Status Report 1- Copy/Paste Variables 2- Copy/Paste Queries 3- Copy/Paste Object Ctrl+C Ctrl+V 49

50 Re-using Items, Copy/Paste 50

51 Create reusable Building Blocks 51

52 Create reusable Building Blocks Best Prac)ce Package commonly reusable report pieces into Building Blocks 52

53 Key topics 1. Reduce report maintenance overhead 2. Accelerate development with reusable blocks 3. Manipulate data effec)vely & avoid piqalls 53

54 Manipulate Data effectively & Avoid Pitfalls a. Understand Data Types and Data Source b. Joins vs Unions what's the difference? 54

55 Understand Data Types and Data Source 55

56 1. Understand the type of Data you are dealing with Data Type Text CHAR, VARCHAR Numbers INTEGER, DECIMAL, FLOAT Date and Time DATE, TIME, TIMESTAMP Example This is text 123 1, -1.2, /09/11, 13/09/11 8:47:59 AM 56

57 1. Understand the type of Data you are dealing with You cannot mix different data types in the same data item IF ([Completion Date] is null) THEN ('TBD') ELSE ( cast([completion Date], varchar(10) ) 57

58 2. Understand the data source and relationships 58

59 2. Understand the data source and relationships 59

60 2. Understand the data source and relationships How many rows are we expec)ng? 60

61 2. Understand the data source and relationships Budget $ $ $ $ $ $ $ $ $ $

62 Joins vs Unions what's the difference? 62

63 Joins vs Unions what's the difference? Unions Combine Rows Same Data Type Same Number of Columns 63

64 Joins vs Unions what's the difference? Joins Combine Columns 64

65 Joins vs Unions what's the difference? Dap)v Union Sample: Dap)v Join Sample: 65

66 So What do you do with all this?? 66

67 Action plan: Set up your report development process and standards 1. Start collec)ng Building Blocks 2. Set up your Style Reference Report 3. Think about streamlining your Report Development Process: Report versioning Test and release process Naming conven)ons 67

68 Additional resources Contact customer success manager Leverage customer enablement team for consul)ng or training Visit online help, online communi)es 68

69 Please fill out the survey! We want your feedback! Win an Amazon Echo Show Each survey submiled = a chance to win 1 st drawing Fireside chat on Day 2 2 nd drawing Locknote at the end of Day Changepoint

70 Questions? 70

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