Informer Best Practices Report Writing and Maintenance Tips

Informer Best Practices Report Writing and Maintenance Tips PRESENTER: Randall Williams Entrinsik Informer Implementation Specialist 4/27/2017 © 2017 Entrinsik, Inc.

Overview • • Start in the Right File/Table Well Written Criteria Using Informer Functions for Calculations Schedule Big Reports © 2017 Entrinsik, Inc.

Overview (cont. ) • • Dashboard Best Practices Naming Conventions Save Often Cleaning Unused [Insert Item Here] © 2017 Entrinsik, Inc.

Start in the Right File/Table • Minimizing Links Can Speed it up • Access the Right I-Descriptors • Makes Filtering Easier and Faster © 2017 Entrinsik, Inc.

Well Written Criteria • How Criteria Works – Database Handles Filtering – Looks at Each Row for Each Condition • How You Can Make it Faster – Biggest Limiters First – Require Prompts – Real Data vs Derived Data – Use Sample When Building Reports © 2017 Entrinsik, Inc.

Use Informer Functions • • • Makes Code More Accessible Less Copy Pasting Fewer Typos Make Changes in One Place Only Don’t Reinvent the Wheel © 2017 Entrinsik, Inc.

Schedule Big Reports • • No More Waiting Pick Times When Database is Less Taxed Informer Has Limited # of Connections Schedules Run One at a Time © 2017 Entrinsik, Inc.

Dashboard Best Practices • • Schedule Refreshes Over-Select on Your Reports Use Elasticsearch Use Aggregate Data Providers © 2017 Entrinsik, Inc.

Naming Conventions • Reports, Tags, Schedules • Mappings, Properties, Links • Avoiding “My Report Copy 2” © 2017 Entrinsik, Inc.

Save Often • Seriously © 2017 Entrinsik, Inc.

Cleaning Unused [Insert Item Here] • • • When Adding Mappings, Check First Don’t Leave Duplicate Mappings Out There Use Well Named Links Clear Unused Archives Find Unused Reports with Launchaudit © 2017 Entrinsik, Inc.

Thank you! Any questions? © 2017 Entrinsik, Inc.