Chapter 1. IBM TRIRIGA Report Manager
You use the Report Manager to filter, search, and sort reports. You can also link to other reports. You can use the Report Builder tool to generate and modify reports.
In IBM
®
TRIRIGA
®
, for action buttons instead of links, set the
SYSTEM_ACTION_STYLE property in the TRIRIGAWEB.properties folder.
Report types
In the Report Manager, you create reports that you can use to search, filter, sort, and link to other reports. You use reports to show data.
The following list describes the report types:
Report
A basic tabular report.
Graphic
Uses a query and information from web graphics that are based on computer-aided design (CAD) drawings.
Chart
Shows the data in a chart, such as a pie, bar, line, and stacked bar chart.
Summary
A tabular report that shows the totals without the detail records.
Hierarchy
Uses a query to show information in a hierarchical structure.
Metric
Aggregates instance data or fact tables in a table or chart that has drill paths, filters, and related reports.
Building reports
You use the Report Builder to create reports that can filter, sort, and search. If you created a report or if a report is shared by a group that you are a member of, you can see the report in the My Reports tab.
Creating reports
You create reports in the My Reports tab. There are multiple types of reports.
Procedure
1.
In the My Reports tab, specify the name of the report. The naming convention is to use a three-letter prefix, such as tri_myreport or cst_myreport.
2.
Specify the ID. Use Custom or your company's numbering standards for reports.
3.
Specify the header.
4.
Specify a tag to use an extra grouping for filtering.
5.
Complete the report description.
6.
Select the type of report.
7.
Optional: Select the Track History check box to see the report history in the
History
tab.
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8.
Optional: On the Order & Group tab, organize the layout of the report.
Adding business objects to reports
The business objects that are in a report identify the data that is available for a report. The report works only with data from the specified business objects.
Procedure
1.
On the Business Object subtab, select Add Business Object.
2.
Select a module.
3.
Select one or more business objects.
4.
Select one or more forms. Only the data that is associated with the forms that are specified are included in the report.
5.
Save the report.
6.
Optional: To add a child business object, select the parent business object and select Add Business Object.
7.
Select one or more associate options.
8.
Optional: To expand the data that you see in the report, clear the Show only
Associations defined in Data Modeler
check box.
9.
To designate the object as the primary associated business object, select the
Primary Associated Business Object
check box. The primary associated business object is at the top of a hierarchical structure. If you clear the check box, the next associated business object in the hierarchical structure is the primary associated business object.
10.
Save the report.
Adding related reports
A related report is a self-contained report that has its own definition and format. It shows additional information that the viewer might find relevant. A main report can have more than one related report. A related report cannot have another related report.
Procedure
1.
On the Related Reports subtab, select Add.
2.
Select the module.
3.
Select the related reports and select OK.
4.
Save the report.
Setting security access for reports
The Security subtab specifies the groups that can access a report. The owner of the report has full access privileges.
Procedure
1.
In the Security Access section, select Add.
2.
Select the groups that can access the report and select Accept. Users in groups where the most permissive access to My Reports is Read can only run reports, unless the report's Security tab has Edit selected, in which case users can edit the report.
3.
Select Save.
Defining report columns
The Columns tab defines which fields are used in the report. The fields that you select are shown as the columns in the report.
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About this task
The information in the Columns tab is organized into sections. The Business Object section indicates the source business objects. The Columns section identifies which fields in the selected business object to include in the report. The Display columns section specifies the order in which the selected fields are presented and the labels that are used to identify them.
Procedure
1.
Select the business objects.
2.
In the Columns section, select the check box for each field to include in the report.
3.
In the Display Columns section, edit the text in the Report Label text box.
4.
To specify a percentage for the display space for a field, specify a numerical value in the Width text box.
5.
Select Save.
Applying filters to a report
On the Filters tab, you specify the fields, operators, and values that determine the results that are shown in a report. The selected filters run sequentially. Reports run faster if the filter that filters out the most records is specified first, followed by the one that filters out the next highest number of records
Procedure
1.
Select a business object.
2.
In the Columns section, for each field that is used as a filter, select the check box in the User or System column.
3.
In the User Filter Columns section and System Filter Columns section, select a field and change the sequence in which the filters are applied.
4.
To change the label that is shown for a filter, edit the text in the Report Label text box. If the field is a time field, input the time in milliseconds or as a string in hh:mm:ss format.
5.
From the Filter Operator drop-down box, select the comparison filter operator.
6.
From the Conditional drop-down box, select the conditional option. If you select Yes, the system filter is ignored in the query results when the filter input is empty.
7.
For system filters with a value for run time, specify the value that must be matched. To filter a Boolean field, use the values TRUE or FALSE.
8.
Select the Join Operator to organize system filters in sets to further refine the order that the filters are applied.
9.
Select Save.
Filtering records based on associations
You use the Advanced tab to define the type of associated records that are used to filter the results of the report.
Procedure
1.
On the Association Filters section bar, select Add.
2.
Select the module.
3.
Select the business object.
4.
Select the association type.
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5.
Use the Filter Type field and the Record/Query field to specify which records to use to filter. You can specify a filtering record with special name values.
6.
Save the report.
Comparing revisions of a report
When you save a report, a revision is created for the report. You can use the revision to track the changes that you make to the report.
Procedure
1.
Select Revisions to review the revisions of the report.
2.
Select two revisions of a report and select Compare to compare the revisions.
3.
View the results in the Comparison Results section.
Specifying aggregation settings for metric reports
Metric reports aggregate data into a table or chart.
Procedure
1.
Open the metric report.
2.
On the Columns tab, in the Aggregation Settings section, select Add.
3.
Specify a label for the report
4.
Select a function.
5.
Specify a sequence number.
6.
Select Field1 to specify the field where the aggregation occurs.
7.
Select a target axis to identify where the aggregated data is shown.
8.
Select a color to represent the aggregation.
9.
Select Save.
Drilling through metric reports
You can create a metric graphic report to drill through to the underlying data in a report. After you create a metric report that represents the underlying records, you can associate the metric report with the metric graphic report. You can create a metric report by creating a report with a type that is metric.
When you pick a data point in a report, the system filters the records based on that data point. For example, you might have a metric graphic report that represents the sum of the original budget by status. If you select the Active status data point in the metric graphic chart, only underlying records with an Active status are shown. Then, you can drill through from the metric report chart to the base record.
You create a metric graphic report the same way as you create a metric report.
After you define the metric report, you associate it with the target metric graphic report. To associate the reports, open the target graphic report and go to the Order
& Group
tab.
System reports
In the Report Manager, system reports are IBM TRIRIGA standard reports. A system administrator can designate system reports as community reports.
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You can create and view system reports in the System Reports tab. If a system report is defined as a community report, you can also view it in the Community tab.
You can create a system report in any of the basic reports types, such as chart or metric, or you can create a system report that is one of the following types:
External
A report that was created with a third-party software, such as BIRT.
Reserve Legacy
A query that returns the results of available resources only.
Reserve
A query that acts like the Reserve Legacy query, but also uses a calendar to determine the availability of resources.
Chapter 1. IBM TRIRIGA Report Manager
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