introduction to reportsmith and effective dated tables
TRANSCRIPT
Introduction to ReportSmith and Effective Dated Tables
• Overview– Why Effective Dated Rows?– How do I know if the table is Effective Dated?– Report’s Effective Date– Key Columns for Effective Date– Selections– Report Variables
Introduction to ReportSmith and Effective Dated Tables
Why Effective Dated Rows?
Why Effective Dated Rows?
• When you update existing information, you do not want to lose or overwrite the data already stored in the database.
Why Effective Dated Rows?
• When you update existing information, you do not want to lose or overwrite the data already stored in the database.– Historical Data– Current data– Future Data
Why Effective Dated Rows?
• When you update existing information, you do not want to lose or overwrite the data already stored in the database.– Historical Data– Current data– Future Data
• You can use the information to look at what has happened up to now and plan for the future.
How do I know if the table is Effective Dated?
How do I know if the table is Effective Dated?
• Table will have a column named “EFFDT” that is a date data type
How do I know if the table is Effective Dated?
• Table will have a column named “EFFDT” that is a date data type
• ReportSmith will automatically display the Report’s Effective Date form
Report’s Effective Date
Report’s Effective Date
• Global in scope to the report– You only define this once in the report
Report’s Effective Date
• As of Current Date– The Maximum Date that is < or = Today's Date– Do not use this if the report looks at historical data
Report’s Effective Date
• As of Date Asked of User– The Maximum Date that is < or = a Date the User Selects each
time the report is run– The most flexible setting
Report’s Effective Date
• As of– The Maximum Date that is < or = a Date Hard Coded in the
Report– Only use this if the date will NEVER change
Report’s Effective Date
• Latest– The Maximum Date found in the Database– Watch out for future dated rows
Report’s Effective Date
• Earliest– The Minimum Date found in the Database– Only used in specialty reports
Report’s Effective Date
• None– Effective Dating is turned off in this report– Once you select this you can’t turn it back on for this report– Used to see all rows
Report’s Effective Date
• Modifying the Report’s Effective Date
Report’s Effective Date
• Modifying the Report’s Effective Date
Report’s Effective Date
• Modifying the Report’s Effective Date
Key Columns for Effective Date
Key Columns for Effective Date
• Identifies the primary key of the table– The primary key uniquely identifies each record in the table. – Displayed above a bold horizontal line in the Data Dictionary
• Some of the time
Key Columns for Effective Date
• What Key Columns to use?– Use all columns listed before EFFDT in the Data Dictionary
Key Columns for Effective Date
• What Key Columns to use?– ReportSmith can show you what columns to use
• Turn off “List fields alphabetically” in Options
Key Columns for Effective Date
• What Key Columns to use?– ReportSmith can show you what columns to use
• Turn off “List fields alphabetically” in Options Before
Key Columns for Effective Date
• What Key Columns to use?– ReportSmith can show you what columns to use
• Turn off “List fields alphabetically” in Options Before After
Use all columns listed before EFFDT in Table Columns
Selections
• Effective Dating is implemented via Selection Criteria
Selections
• Effective Dating is implemented via Selection Criteria– Deleting the Selection will Disable Effective Dating for that table
Selections
• Effective Dating is implemented via Selection Criteria– You can override the Report’s Effective Date on a table by
table basis
Selections
• Effective Dating is implemented via Selection Criteria– You can add criteria to the generated SQL
• This will give me the MAX Effective Dated JOB record with an Action of LOA
Report Variables
• “As of Date Asked of User” is implemented using a Report Variable
Report Variables
• “As of Date Asked of User” is implemented using a Report Variable– Changing the name of this Report Variable will disable
Effective Dating
Report Variables
• “As of Date Asked of User” is implemented using a Report Variable– The Title, Prompt, Format and Entry can be changed