Data Sources and Defaults

BI Tool > Settings > Administrator > Data Sources and Defaults

With Administrator access, change defaults for customizations, document attributes, calculations, and schedule caching of Data Sources in the Data Sources and Defaults screen.

Figure 19: Data Sources and Defaults screen

The Current Queues icon  displays the current schedule for updating Data Sources.

Figure 20: Current Cache Queue

When users create a report with View access, the default setting in each of these options will apply to the report. Created reports allow users (who have access) to edit and override these settings in the report editor. Only Administrators have rights to change the default settings for Data Source.

The icons to access these settings indicate the following:

The Customizations icon, indicated below, allows for setting defaults for the Column Title, Type and Format.

Figure 21: Customizations icon is indicated

Below is an example showing the customization, using this Customizations icon   of Cash Receipts.

Figure 22: Customization settings vary according to report chosen

The Document Attributes  icon will set default matches between columns and Jonas Document attributes, used to pull in documents into the bottom pane of a Report view. Any reports created will allow users (that have access) to edit and override these settings in the report editor.

Figure 23: Document Attributes vary according to report chosen

The Calculations  icon will allow for adding of calculations used as columns in reports. Any report created will allow users (that have access) to edit and override these settings. Fields and Operator must be chosen to create a formula.

Figure 24: Add Calculated Column Field

Figure 25: Add Calculated Column Operator

The Cache Scheduling  icon allows for setting a schedule to have reports build into cache at a pre-determined time. Using scheduling effectively will dramatically improve performance within the BI Tool. It is best to set schedules based on the likelihood of how these views will be used in reports and when people will likely access them (hourly, daily, monthly etc.). If scheduling is on, the user will have access to rebuild the reporting cache on the fly and will get notice once complete.

Figure 26: Example of Schedule screen

The reports and users affected by scheduling this Data Source will be show on the right. There are three recurrence patterns: Daily, Weekly, and Monthly.

Daily: The user may select Every Day or Weekday and decide how often the caching happens. When selecting the Specific option, choose the Start time and Until time, as well as the interval time between each caching as shown above.

Weekly: Allows the user to customize the days and times when caching will occur.

Monthly: The user can specify which day of the month to build the cache either with a specific day of the month, or an interval (i.e., the first Friday of every month). You can also select the time of the day to start building the cache.