Adv Reports Dashboard Advanced Reports Main focus on

Adv. Reports & Dashboard

Advanced Reports • • Main focus on the Design aspect Compute Expressions Report Groups Custom Related Cases & Overview Reports

Adv. Reports – Compute Expressions • Allows for design changes depending on report content • Applied on properties of fields • Can also be generated as standalone fields

Adv. Reports – Compute Expressions • Expressions are written as s. c. IF statements • The pseudocode for these are IF (expression to be evaluated = true THEN 1 ELSE 2) • E. g. IF (diary_date_35 < Today(), 1, 0) • These can be built with the use of built-in options Columns, Functions, Constants

Common Computed Expressions • Color changes – Select Color property of a field – Start with an If statement – Decide on which field that will be the deciding factor – Then using the constants, choose the “true” value – Finally using the constants, choose the “false” value – If (diary_date_35<Today(), 255 /* red */ , 32768 /* green */ )

Common Computed Expressions • Current Page Counter – – Right Click > New Field > Compute Expressions Write text within single quotes – ‘Page: ‘ Add a + to concatenate texts Using the functions, choose the Page expression which returns current page number – Add another + and then‘/’ – Using the functions, choose the Page. Count expression. – ‘Page: ‘ + Page() + ‘/’ + Page. Count()

Common Computed Expressions • Alternating Row Color – – – Select the detail field Choose color property Begin with an IF statement Select the Mod function Pass in the Get. Row function and the number 2 If the result is 0 the row is even and we can set the color property, otherwise we set it to a different color – If ( Mod(Get. Row(), 2), 8421504 /* gray */, 16777215 /* white */)

Advanced Reports Dashboards • Dashboards are Graph reports • Used not to show a list of individual items, but instead to display aggregate information over groups • Created in Maintenance • Accessible on all three Patricia platforms – Patricia C/S – PCP – Patricia APP

Advaned Reports Dashboards • Accessed from Report > Reports > Dashboards • Granted access to specific dashboards based on Security Groups

Advanced Reports Dashboards • Created in two steps. • Done in Maintenance under Report > Dashboard Configuration • Each Dashboard is a collection of so called “Dashlets” • Dashlets are individual report components that can share common filter expressions on the same Dashboard • Dashlet creation requires SQL knowledge

Advanced Reports Dashboards • Dashboards come in two versions – General – Case • General fetches many cases and aggregates upon data from all cases • Case only fetches information from currently opened case and aggregates upon data from that particular case – Case Dashboards are accessed by adding the Dashboard tab in Case Display Layout

Dashboards – Dashlet Creation • 11 different Report Types • Choose beforehand what type of report is most suitable for the data that you want to display • Aggregation of data differs depending on report type

Dashboards – Dashlet Creation • Since general dashboards are used for aggregation of data, your SQL query should contain at least one aggregate statement, e. g. COUNT(), AVG(), MAX, MIN() etc. , and also a GROUP BY statement. • Case Dashboards operate on a single cases information, and for this to work the query needs to contain the Case ID parameter. • Parameters has to be added in the SQL Query by the format ${parameter_name}

General Dashboard

Component Configuration • Depending on what type of report selected, different components has to be setup • These include Labels as well as which fields retrieved from the query will be used for what in the final report layout

Bar Report Example – Component Configuration

Dashboard Setup • • Name of Report Layout Selection Platforms Type of Dashboard

Dashboard Setup – Designer • Drag and Drop functionality • Depending on the Layout Selected, the available areas in the designer will differ • This is were we add Dashlet Reports to the Dashboard

Dashboard Setup – Parameter Configuration • This section will only be populated if you are creating a general dashboard that contains parameters • Parameters are automatically retrieved from the SQL Query • Defining the type, the label and an initial value. If you receive an error when opening a dashboard, the problem can sometimes be a missing initial value. • Security setup (Optional)

When using Combobox (Dropdown) Custom SQL Query for dropdown values has to be provided

Dashboard Setup – Parameter Security • Depending on if the Dashboard is setup for PCP, either both Security Groups and PCP Roles are available or just Security Groups • By default, everybody has access • By adding one security setting, you are automatically denying everybody else access

Dashboard Setup – General Security • Defines the Security Group(s) that will have access to view the Dashboard • Same concept as with Parameter Security in regards to Security Groups and/or PCP Roles

Dashboard Setup • Platform Setup, Parameter and Security setup can be changed afterwards as well