Query Based Reports in Maximo. Overview of Maximo Ad-hoc reporting functionality

Transcription

1 Query Based Reports in Maximo Overview of Maximo Ad-hoc reporting functionality

2 Presenter: Tom Peterson Questions on Maximo? Contact Tom directly at: Phone: ext. 233

3 Query Based Reporting AdHoc Reports Create own unique reports Selecting columns, specifying sorting and grouping Identify the query the report will run against Does not require technical or developmental skills such as SQL or Java Does not consume development hours to create or maintain reports

4 Query Based Reporting cont d Cognos Watson Analytics BIRT QBR reports KPIs Result Sets QBE App Export Analytic Capability

5 Ad Hoc: Creation Style Content Calculate Summarize Format

6 Query Based Reporting cont d

7 Query Based Reporting Style Tab

8 Query Based Reporting Style Tab cont d Apply the existing query and filters to the report Saves query as the Saved Where Clause Always execute with this selected query If not checked, the report will be executed against all records

9 Query Based Reporting Style Tab cont d Ability to apply a title to your report Share the report across the organization

10 Query Based Reporting List Report

11 Query Based Reporting Detailed Report

12 QBR List Report vs Detailed Report Number of relationships you can select; the Detail report has no limits whereas the List report restricts you to one or less. Ability to select the Detail report and only select fields from the Main table of the application. In this case, all fields will display in the header section. Detail Reports Auto Group (By Field Category). List Report grouping must be configured manually.

13 Ad Hoc: Creation Style Content Calculate Summarize Format

14 Create QBR Content Tab

15 Create QBR Available Fields Drilldown list of Report Object Structures Available Fields to select from the ROS Select required fields from the checkbox and choose the Add Selected icon

16 Create QBR Selected Fields Remove fields Check the required fields to remove from the QBR Select the Remove Selected icon

17 Ad Hoc: Creation Style Content Calculate Summarize Format

18 Create QBR - Calculate Enables the user to add calculations or expressions as column to their ad hoc report Very powerful feature as the user can add simple to complex content to the report that business decisions are based on. Only qualified users, with a very strong understanding of database attributes and SQL functions, should have access to this feature NOTE All attributes must be from the same Object

19 Create QBR - Calculate User defines calculations on selected attributes

20 Create QBR - Calculate

21 Create QBR Test Expression Attribute: 1. In correct format 2. Available to the user in the Report Object Structure 3. Valid value exists (ex. typed in correctly) 4. All attributes within an expression are from the same object Function 1. Functions used are available to user in Expression Library Expression 1. No division by zero 2. Does not contain another expression Checks EXPRESSION for key items including

22 Create QBR Expression Library List of sql functions user can add to expression * Configurable in Report Administration *Prevents sql updates.

23 Ad Hoc: Creation Style Content Calculate Summarize Format

24 Create QBR Summarize Ability to define summaries to selected attributes in their ad hoc report Predetermined attributes available: Total Count Average Min / Max Median Mode

25 Create QBR Summary Results Listing Report Summary Report Summary Grouping Summaries Grouping Summaries

26 Ad Hoc: Creation Style Content Calculate Summarize Format

27 Create QBR Format

28 Create QBR Filtering

29 QBR Grouping

30 QBR Sorting

31 Create QBR Next Steps Once a user has completed defining and developing their report, they select 'Run and Save Completed Report'. Displays the report output in the report browser, and also saves its report design file to the database Able to access it in the future; this action will take longer than the 'Preview Report' because it is being saved to the database.

32 Execute QBR

33 Edit QBR

34 ROS (Report Object Structure) Allow Users to Select Multiple Parent Categories in Content Tab Created in the Object Structures Application

35 ROS (Report Object Structure)

36 ROS (Report Object Structure)

37 ROS (Report Object Structure)

38 ROS (Report Object Structure) - Security Access to new ROS must be granted from the Report Administration Application

39 Query Based Reporting Demo

40 QUESTIONS? Contact Tom Peterson at: ext. 233 or