Date post: | 29-Mar-2015 |
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ARC – Why Report Studio?
• Query Studio • ad hoc queries • simple reports and charts
• Report Studio • advanced reports and charts (multiple-page,
multiple-query) • specific needs (complex prompts and filters)• greater flexibility in calculating and formatting
results• re-use
Report Studio
• Challenges• complexity of the tool*• little ExLibris documentation*• knowledge of the underlying database• difficulty dealing with error messages (+ access to
the log files on the ARC server)“CM-REQ-4342 The client did something wrong.”“You do not have permission to use Report Studio. Report Studio is shutting down. For more information, contact the administrator.”
* IBM training: Cognos Report Studio (3 days)
• Environment• ALEPH: v18• (ARC) Report Studio: v8.2
ALEPH & ARC
Create new report
Create new report - List
Create new report - Blank
Open existing report
Report design - tips & tricks
• Use:• headers & footers (“Menu: Structure -> Page Header
and Footer...”) – for information that applies to the entire report and that appears on every page
• blocks and tables (“Toolbox: Insertable Objects”)– for horizontal alignment, respectively horizontal and vertical alignment in layout
– (!) blocks and table cells do not add space between objects => insert a text object with “space” character(s)
• images (for logos etc.) only when not saving the report as an Excel file
Report design - advanced
Conditional formatting
•conditional styles – better identify exceptional
or unexpected results
•conditional layouts– multilingual reports– multiformat reports (pdf,
Excel, html etc.)
Crosstabs
• Crosstab reports are used to show the relationships between three or more query items.
• Crosstab reports show data in rows and columns with information summarized at the intersection points.
Crosstabs
Crosstabs – tips & tricks
• In crosstabs only measures (no texts, no dates) can be used for the body (intersection of rows & columns)
• In order to add more than one measure for a crosstab insert all fields at the same time either as rows or as columns and do not use a default measure
• There is no grouping with crosstabs (that is done automatically when creating the crosstab).
• A list can be transformed into a crosstab, but not the other way around.
• Nested crosstabs can be created by adding more than one item to rows or columns.
Multi-page reports
Multi-page reports
Multi-page reports
Multi-page reports
Filters
By creating filters certain conditions are defined around query items in order to report on a specific subset of data.
The filter applies to all rows in the list / crosstab / chart etc.
Filters
Filters – tips & tricks
• For filters you can use:– constants (typed or selected from the data available in ARC),
data items, parameters (prompt values) etc.
• Filters can be: – optional (for prompts), required or disabled (for test purposes)– detail (on an item) or summary (on aggregate data – totals etc.)
filters
• (!) Detail filters work with the rows at the database level (before any aggregation): the values are chosen according to the filter and only afterwards combined.
Prompts
Prompts are used in order to ask the user for a report specification. They function as filters.
Prompts are useful for:•running the same report with different parameters•creating Report Views and schedules
Prompts
Prompts
Prompts
Prompts & filters
Prompts & filters - advanced
• Report views ≈ different outputs of the same report
• the same report specification as the source report• different properties:
prompt values, schedules, delivery methods, run options, languages, and output formats
• Example:• report: “Loans per month”• possible report views: “BnL - Loans per month (pdf)”, “BnL -
Loans per month (xls)”, “Uni - Loans per month (yearly)”, “Uni - Loans per month (trimester)”
ARC - Report views
ARC - Report views
Schedules & jobs
• When scheduling a report several options can be set.
• Scheduling works with reports & report views.• For multiple reports that need to run at the same
time, schedules can be grouped in a job.• (!) Several report views for the same report can
be added to a job, with different prompt values / languages / output or delivery options, but they need to have different names.
Schedules & jobs
Questions, remarks, suggestions?
Roxana Popistaşu
ARC - Report Studio