Chapter 23. Creating Reports with ifix

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2 Intellution Dynamics ifix 23. Creating Reports with ifix Section Objectives Detailed reports are important tools for reviewing the performance of a process. ifix allows the use of any third-party reporting application that supports ODBC queries to make reports. This includes Microsoft Excel, Microsoft Access, and Seagate Crystal Reports. Using any of these tools, you can create customized reports based on ifix real-time and historical data. When you use ifix real-time data, you generate the report with current data extracted from a FIX database. When you create a report using ifix historical data, you generate the report based on data gathered over a period of time. Once generated, reports can be printed, displayed within the reporting tool, or displayed in the Intellution WorkSpace. Many ifix users take advantage of Seagate Crystal Reports for their reporting solution. For this reason, the Crystal Reports v8.0 run-time DLL installation is included on the ifix CD. These DLLs allow you to enable the target system to execute Crystal Reports without requiring a development copy to reside on each node. This section covers the options for creating reports with ifix. The topic of reporting is covered in detail in Intellution s Advanced ifix training course. Copyright 2001, Intellution, Inc. 23-2

3 154 Student Guide Report Distribution Considerations A. Generating Report Output Send report to printer report as attachment to distribution list Post report document on file server Post report in HTML format on web server View report within some application - Intellution WorkSpace, Word, Excel, Access, Crystal Reports, etc. B. Considerations when choosing output format and mechanism for delivery Archiving report for future reference - paper file, microfiche, tape backup, CD-ROM / optical media backup Automatically purging old / outdated reports from user computers Network Traffic - ing reports takes increases traffic and fills mail servers Remote / Mobile issues - availability to users on intranet and for customers/partners on the internet - availability to remote / dial-in users Security C. Steps to Reporting with ifix Create the report Determine the report output/display format Generate the report Copyright 2001, Intellution, Inc. 23-3

4 Intellution Dynamics ifix Creating Reports A. Introduction to ODBC Open Database Connectivity - specification written by Microsoft It provides standard methods for accessing, viewing, and modifying data contained in relational databases Before ODBC, applications had to be written to communicate with a specific relational database B. ODBC Access Information Multiple applications can use the same ODBC driver A single ODBC driver can access multiple databases (of the same type) The Windows NT ODBC driver manager handles the multiple requests ODBC can connect to a database residing on the local node or over the network C. ifix ODBC drivers - the application requesting the interface to the database uses the same ODBC format to communicate with the ODBC driver regardless whether the database is local or remote Two drivers developed by Intellution - Intellution FIX Dynamics RealTime Driver - Intellution FIX Dynamics Historical Driver Developed so ifix appears as an ODBC data source to other programs Use these data sources to display ifix data in other applications: - Crystal Reports combines data from many different sources - Excel charts / graphs - link ifix tables within Access - any software that can interface via ODBC Copyright 2001, Intellution, Inc. 23-4

6 Intellution Dynamics ifix Creating Reports with Excel A. Populating Cells with ifix Data Excel treats ifix data as external data From within Excel, from the Data menu, select Get External Data New Database Query - this is the signal to Excel to get data from an ODBC data source - see Figure 23-3 Select the ifix Real Time data or the ifix Historical Data - Excel will query the data source and display the available data options - Figure 23-4 shows Real Time data selections Select the fields to be displayed in Excel Select filtering options and sorting options Excel populates the spreadsheet with the query results - see Figure 23-6 Copyright 2001, Intellution, Inc. 23-6

154 Student Guide 23.2.1. Creating Reports

Source in Excel Figure 23-4: Selecting Real

Intellution Dynamics ifix 23.2.1. Creating Reports with Excel B.

8 Intellution Dynamics ifix Creating Reports with Excel B. Configuring the Data in Excel Using this method provides a snap shot of the ifix data The data can be updated using several methods - Excel VBA code can be written to update the query - Right-click any cell of the ifix data and select Refresh Data The data can be continuously updated using several methods - Excel VBA code can be written to update the query - Right-click any cell of the ifix data and select Data Range Properties see Figure 23-5 the data can be configured to be refreshed every 1 to minutes and/or whenever the file is opened Figure 23-5: Configuring the External Data Properties Copyright 2001, Intellution, Inc. 23-8

154 Student Guide 23.2.1. Creating Reports with Excel Figure

10 Intellution Dynamics ifix Creating Reports with Access A. Retrieving Static Data Manually import data from ifix ODBC data source - this is similar to the method used to display data in Excel From within Access, from the Insert menu, select Table - see Figure 23-7 Select Import Table Select ODBC Databases as the file type to be inserted - this is the signal to Access to get data from an ODBC data source - see Figure 23-8 Select the ifix Real Time data or the ifix Historical Data - Access will query the data source and display the available data options - Figure 23-9 shows Real Time data selections Access creates a new table displaying the data that is currently in the PDB Figure 23-7: Importing External Data into Access Copyright 2001, Intellution, Inc

Selecting an ODBC Data Source in Access Figure

Intellution Dynamics ifix 23.2.2. Creating Reports with Access B.

12 Intellution Dynamics ifix Creating Reports with Access B. Linking to ifix data in real time Access provides the ability to link a table to a data source - Use Queries to view data rather than viewing table directly From within Access, from the Insert menu, select Table - see Figure Select Link Table Select ODBC Databases as the file type to be inserted - this is the signal to Access to get data from an ODBC data source Select the ifix Real Time data or the ifix Historical Data - Access will query the data source and display the available data options Access creates a new link table displaying the data that is in the PDB Figure 23-10: Linking External Data to Access Copyright 2001, Intellution, Inc

14 Intellution Dynamics ifix Creating Reports with Access C. Creating Queries in Access that use ifix data Use queries to view, change, and analyze data - calculate sum, count, or other type of total - group by categories in a cross tab fashion Use the Query Wizard to selected from tables - see Figure Fine tune Query using Design View and SQL View Copyright 2001, Intellution, Inc

Intellution Dynamics ifix 23.2.2. Creating Reports with Access D.

16 Intellution Dynamics ifix Creating Reports with Access D. Creating Reports from Access Queries Use Report Wizard to quickly lay out a report - see Figure Select grouping, filtering, and sorting options Figure 23-13: Access Report Wizard Example Copyright 2001, Intellution, Inc

Intellution Dynamics ifix 23.2.3. Creating Reports with Crystal Reports A.

18 Intellution Dynamics ifix Creating Reports with Crystal Reports A. Crystal Report Designer creates reports Use existing Queries or make new queries specific to the report Use Report Expert to choose template and quickly lay out a report Customize Report using Design View - see Figure Preview report development using Preview - see Figure Figure 23-15: Crystal Reports Development Design Mode Copyright 2001, Intellution, Inc

Intellution Dynamics ifix 23.2.3. Creating Reports with Crystal Reports B. Crystal Reports View Designer Choose Data Source - Data File, Query, SQL/ODBC, Oracle, NT Event Log, etc.

20 Intellution Dynamics ifix Creating Reports with Crystal Reports B. Crystal Reports View Designer Choose Data Source - Data File, Query, SQL/ODBC, Oracle, NT Event Log, etc. Select Database Fields Choose Sort Criteria Choose Total / SubTotal Options - Sum, Average, Max, Min, Count, Sample Variance, Sample Standard Deviation, Population Variance, Population Standard Deviation, Distinct Count Select TopN, BottomN records Select from Graph Templates - Bar Chart, Stacked Bar Chart, Percentage Bar, Line, Area, Pie, Multiple, Pie, Weighted Pie, or Custom Choose Selection Criteria Choose from Style Templates Figure 23-17: Crystal Reports Report Gallery Copyright 2001, Intellution, Inc

Chapter 24. Displaying Reports

Chapter 24. Displaying Reports 154 Student Guide 24. Displaying Reports Chapter 24 Displaying Reports Copyright 2001, Intellution, Inc. 24-1 Intellution Dynamics ifix 24. Displaying Reports Section Objectives This section continues