Report Creation Workflow - BluJay Solutions Ltd.



Business Intelligence (BI) Quick Start GuideWebFOCUS 8Table of Contents TOC \o "1-3" \h \z \u Report Creation Workflow PAGEREF _Toc414013016 \h 3Using Pre-Defined Date Values PAGEREF _Toc414013017 \h 6Day PAGEREF _Toc414013018 \h 6Week PAGEREF _Toc414013019 \h 6Month PAGEREF _Toc414013020 \h 7Quarter PAGEREF _Toc414013021 \h 7Year PAGEREF _Toc414013022 \h 7Define and Compute Fields PAGEREF _Toc414013023 \h 8Examples of Define and Compute Fields PAGEREF _Toc414013024 \h 9Error Handling and FAQ PAGEREF _Toc414013025 \h 10Expectations PAGEREF _Toc414013026 \h 10Frequently Asked Questions PAGEREF _Toc414013027 \h 10Report Creation WorkflowOpen InfoAssit by right clicking on one of the folders.Select which data mart should be used to build this report. Tip: The Data Mart Documentation link on the View Documentation page provides a list of all of the fields available in each data mart. You can also open the New Ad Hoc Reporting tool (Reporting > Ad Hoc Reports New) and click on Create New in the top right corner. This popup provides a description of each of the data marts. If a data mart is selected, the next tab shows all of the fields, a description of each field, and this page provides a search feature. Click Ok.In the data section of InfoAssist, select one of the options for the data fields. Fields can be added to the filter or query section by right clicking or by dragging and dropping them into the intended section. As fields are added to the query section, a live preview of the report will populate. Once fields have been added to the query section, Sum can changed by right clicking on Sum. Defines can be created if necessary by navigating to the Data tab of InfoAssist and clicking on Detail (Define).TipsFor best results and report performance, define specific filters based on the desired data. Save the report oftenUsing Pre-Defined Date Values Often, you will want to report against relative dates - especially if your report will be running automatically after-hours, or being displayed in a dashboard. To simplify this, LeanLogistics has provided a set of predefined date variables for you to use within your reports. The values of these should be self-explanatory. DaySunday - Saturday&DTE_TOMORROW&DTE_YESTERDAYMonday - Friday&DTE_LAST_BUSINESS_DAY&DTE_NEXT_BUSINESS_DAY&DTE_TODAY_MINUS30&DTE_TOMORROW_PLUS30N/A&DTE_TODAYWeekSunday - Saturday&DTE_LAST_WEEK_START&DTE_LAST_WEEK_END&DTE_NEXT_WEEK_START&DTE_NEXT_WEEK_END&DTE_THIS_WEEK_START&D TE_THIS_WEEK_ENDMonday - Friday&DTE_LAST_BUSINESS_WEEK_START&DTE_LAST_BUSINESS_WEEK_END&DTE_NEXT_BUSINESS_WEEK_START&DTE_NEXT_BUSINESS_WEEK_END&DTE_THIS_BUSINESS_WEEK_START&DTE_THIS_BUSINESS_WEEK_ENDMonth&DTE_LAST_MONTH_END&DTE_LAST_MONTH_START&DTE_THIS_MONTH_END&DTE_THIS_MONTH_STARTQuarter&DTE_LAST_QUARTER_END&DTE_LAST_QUARTER_START&DTE_THIS_QUARTER_END&DTE_THIS_QUARTER_STARTYear&DTE;_LAST_YEAR_END&DTE_LAST_YEAR_START&DTE_THIS_YEAR_END&DTE_THIS_YEAR_STARTPre-defined Date Values can be used when creating an Advanced Filter (found under the Data menu) within InfoAssist- as displayed below. To use the value, you will create a prompted filter, and choose the prompt type “Parameter” and a parameter type of “Simple”. In the name field, enter the variable name preceded by the “&” character.In the example above, we are creating a date range where Tender Date is greater than or equal to &DTE_LAST_MONTH_START and the Tender Date is less than or equal to &DTE_LAST_MONTH_END. The Description can contain any text, except for the “&” character. We recommend simply using the same value as the ‘Name’ field (without the “&” character). Note: You can mix and match these variables. For example, this same report could have had Tender Date greater than or equal to &DTE_LAST_MONTH_START and less than or equal to &DTE_TODAY. It is also important to know that these fields default to 00:00 as the time. For example, if you used &DTE_TODAY as the field, it would only include output up to today at 00:00.Define and Compute FieldsThe ability to create and use user-defined fields/functions is one of the more powerful features of WebFOCUS. There are two types of user-defined fields.Define: A define function is applied to each row of data as it is retrieved from the pute: A compute function is applied after the entire result-set has been retrieved from the database. Typically these are functions that are done using aggregates of the data. The next section will provide some examples of Defines and Computes to help differentiate between them.Examples of Define and Compute FieldsThe following Define/Compute examples are based off of the Load Performance and Costing Data Mart, but may be used with other data marts. PurposeFunction TypeData Type/ Format ReturnedDefinitionCompare two dates to the minute, and if the difference is greater than a threshold, then return a value of 1, indicating that this load is late.DEFINEI1(Integer of length 1)IF HDIFF (<date1>, <date2>, ‘MINUTE’, ‘I4’) GT <threshold> THEN 1 ELSE 0NOTE: The value after MINUTE is the letter I.Calculate the on-time percentage, based upon the aggregated value of IsLate. NOTE: IsLate is the DEFINE field aboveCOMPUTED12.2%NOTE: Decimal of length 12 with 2 places after the decimal. Append a % at the end of the number.100- (SUM.IsLate / CNT.LPC_SHIPPER_LOAD_NBR) * 100Convert the date portion of a date-time value to a date formatDEFINEMDYYNOTE: The output of this value will be MM/DD/YYYY. Each letter represents two charactersHDATE (<date1>, ‘YYMD’)Calculate Cost per PoundCOMPUTED12.2MNOTE: Decimal of length 12 with 2 places after the decimal. Append a monetary symbol at the end of the number.SUM.LPC_PAYABLE_TOTAL/ SUM_LPC_WEIGHTCalculate Cost per PieceCOMPUTED12.2MSUM.LPC_PAYABLE_TOTAL/ SUM.LPC_PIECESCalculate Cost Per HundredweightCOMPUTED12.2MSUM.LPC_PAYABLE_TOTAL/ (SUM.LPC_WEIGHT/100)Error Handling and FAQExpectationsInfoAssist is a sophisticated Web Browser-based application that requires greater processing power and available memory is recommended to ensure efficient use of the tool. As a Web Browser- based tool, it is subject to the idiosyncrasies of individual browsers, and may from time-to-time not respond to user interaction as expected (some examples are listed below). Clicking Menus and ObjectsIf you want to use the right-click options on a field, make sure you left-click on the field first to select it.If you are right-clicking to remove a field, you may need to mouse to the bottom of the menu to see.Delete OptionWhen selecting fields from the Data Pane, your mouse pointer may point at the item below your desired field. Please ensure that you are interacting with the proper row. Frequently Asked Questions Will I be able to combine data from different data marts together with this tool?Due to the complexities of properly combining data marts to ensure acceptable performance, this capability will not be available. However, the tool does allow customers to create compound document reports that contain information from multiple data marts in different sections of the document.If I have a question who do I contact?If you would like to receive further on-site training at LeanLogistics, please contact your Client Services Representative to discuss the LeanIQ course for the tool.If you have a specific question on a report you are creating, you can submit an incident to LeanLogistics Customer Care team via the standard process.Customer Care Home Page: Follow the steps below for the preferred and quickest method of submitting a request for help:Log in to the LeanLogistics TMS from the login page () Select the Customer Care link in the upper right hand cornerOn the Customer Care pop-up window, select Request Help on the right.Fill out the required information and include the following:The report name and the location in the resource treeIf you are receiving an error message, a screenshot of the error.What you are trying to create or report onEmail: Send an email to support@ with the following information:UsernameContact InformationBullet points from 1d above ................
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