The Guided Reporting resolution is used to offer enterprise customers with an intuitive and easy-to-use report viewing expertise. This resolution gives a framework for integrating buyer knowledge content material right into a report viewer workspace that’s organized across the hierarchical Entity construction of a corporation. As well as, experiences are tailor-made to the info out there for the particular Entity chosen by the enterprise consumer.
Key phrases used on this submit and their definition:
Row Set: Distinctive set of rows for every report is termed a Row Set
Column Set: Distinctive set of columns for every report is termed a Column Set
Report: A mixture of Row and Column units generates a report
Guided Reporting: Promotes the creation of unbiased Row and Column units, which might then be cherry-picked to showcase totally different variations of a report
With a Market resolution as dynamic because the Guided Reporting, the chances to render totally different variations of the identical report are limitless, with the Whole variety of potential experiences = Whole variety of Row Units x Whole variety of Column Units. It was throughout its implementation for one among Perficient’s purchasers that we realized the next:
Consumer wants to recollect which column set helps generate their customary administration reporting view
It may be time-consuming having to navigate by way of these column units to achieve that report
Whereas the rise in variations results in higher reporting capabilities, it additionally exacerbates the issues talked about above.
As an answer, we determined to introduce a function that helps set a default column set for every report. This default can both be the FP&A crew’s desire or be pushed by inner customary reporting tips. When Default is chosen for any report, the pre-set report design will get executed instantly, saving time and enhancing productiveness. Alternatively, the consumer can all the time toggle by way of the opposite Column units to generate a reporting view that most closely fits their wants. Let’s dive into this with the next design particulars:
Word: This content material assumes that Guided Reporting is already put in in your surroundings and operational
1. Making a Dice View:
Cols_Default_IMGN_GRTT2 is a column set that may have fundamental configurations comparable to T#WF. It’s a dummy whose solely objective is to redirect Default requests to a different set. In case a Default hasn’t been arrange for any report, it would showcase the Workflow 12 months on this case primarily based on our T#WF worth
2. Organising the Variable:
As soon as a reporting content material dice view has been ready, there’s a variable setup to reference the dynamic Column templates and a hard and fast worth that factors to the report’s row template.
The ColumnSet_GRT2 variable is a certain listing ready from the saved column template (dice view) values within the Guided Reporting Administration desk. Upon consumer choice, the Column Template identify is handed to this variable, which then prepares the dice view/report primarily based on it.
Column definition in GRT Administration Desk
That is the unique resolution design for Guided Reporting.
To allow setting Defaults, we launched one other variable referred to as ColumnSet_Dyn_GRT2 which consumes the ColumnSet_GRT2 variable, processes it utilizing XFBR and returns the Default for the chosen report
and up to date the Report Content material Dice View with the brand new variable
3. Code:
XFBR is used to learn the consumer choice (handed to variable Columnset_GRT2), test which Row/Report dashboard has been executed, test if the Default column template (dice view) has been chosen, and accordingly return the popular Default or the user-selected one (Columnset_GRT2) again to the ColumnSet_Dyn_GRT2 variable within the report dice view
4. Execution:
The outline discipline within the Guided Reporting Administration desk represents the label for each column template that may be seen to the tip consumer for choice. Within the above screenshot, Default has been added as the primary out there choice, with Cols_Default_IMGN_GRTT2 created in step 1 as its tagged dice view. With that, when the Guided Reporting dashboard is opened, the next is the view out there to the consumer when the column drop-down is clicked upon:
If the configurations have been executed as far as per this submit, deciding on Default together with the Row set will generate totally different experiences primarily based on the XFBR code analysis.
Alternate Resolution Approaches
Customized Desk: One can doubtlessly preserve the Report back to Default Column set mapping in a customized desk and check with it upon report execution. This concept could be additional prolonged to customise it by the consumer if the username discipline is added to that desk.
Use the transformation rule to arrange the mapping between the report and its goal default column (because of Werner Nindl for the thought)
