When creating or editing a report, the Data Sources screen can be accessed by added or editing the Data Sources the Configuration/Data Sources screen, such as detailed in Data Sources - Add/Edit Views.
The Data Sources screen can also be accessed from Dashboard/Report Edit by clicking the Configuration/Data Sources button on the left.
Figure 35: Click this tab to go to Configuration/Data Sources
From the Data Sources screen, click the dropdowns to open options. The options that show are dependent on the Business Category chosen.
Figure 36: Assign Business Category for the report here
To further refine the parameters, for the subcategories you may choose the dropdowns indicated to access further options, i.e., Customization, Document Attributes, etc. which are described below.
Figure 37: Click this arrow to show these options
The Customization option allows you to control the column Title to display in the current report, as well as the Type of data. The Format will allow choices for date fields and numbers.
Figure 38: Column Customization screen
The Document Attributes tab will set attributes that used to pull in documents of a current report into the bottom pane in grid view when selected Jonas Documents icon.
Figure 39: Document Attributes screen
The Filters option will allow you to set up default filter(s) on the fields. There are two types of filters in the BI Tool:
§ Source Filter - Type in the condition in the SQL query. Verify can check the syntax and Clear removes current filters in the Source Filter.
§ Report Filter - User can select the column and condition to create a filter.
Figure 40: Filters screen
In Grid view, the report viewer can set or change filters that are set up in Report Filter. The Source filter is invisible in grid view and only users who have edit permissions can change it.
Date Range - You can define a default date range for this report for the Main Data Source.
Use this to filter report information by a certain field, Range (which you can select from the drop-down menu such as Current Week, Month or Year-To-Date, etc.), or a Custom Range which can be set using the From: and To: fields Press OK to apply the filter and re-display the report with the filter applied.
Figure 41: Date Range screen
The Calculations option will allow you to create new fields that are calculations.
Figure 42: Calculations screen
The left section of the screen is the list of all Calculation column names. Clicking one of them will highlight the selection and the corresponding formula will be displayed in the right section of the screen.
•Click the Add(+) button to add a new calculation.
•The Edit (Pencil) Button will let users edit a selected row.
•Remove(X) will remove a selected row.
NOTE: The BI Tool does not save any changes until you click ‘Checkmark’.
Select the column and click Edit (or click Add to create a new column) then the Edit Calculated Column dialog will open.
Figure 43: Create formula on Add Calculated Column screen
§ Column Title and Formula are required.
§ Insert Field allows users to select fields that are available within this data source.
§ Insert Operator will allow for selection of useful functions.
§ Users can manually type in a formula if they know the field names and functions. SQL functions and operators are allowed in a formula, which is dependent on your SQL server version.
§ The Verify button checks for syntax (i.e., spelling of fields, the use of operators.)
Once created, the field will be available to select as a column for display in the report.