In order to create a complex report as shown, perform the following steps in Sigma Studio:
- Click Create > Report.
The Information Report page appears with the Report Maintenance tab open by default.
- In the Report Maintenance tab,
- Enter a unique ID for the report in the Report Id field.
- Enter a display name for the report in the Report Name field.
Click the Data Source Name field and select a data source. Refer Creating Data Connections to create a database or web service connection and data source.
Info Here, SUMMARY (M) which is created manually is used as the data source.
If you select a multilevel data source, Data Grid field appears near the Template Design icon.
Click the Data Grid field and select a data source. Here, we have chosen D_SUMMARY_DS as the data grid in order to display their data in the report.
Info To define who can access the reports in Sigma application, you need to set the appropriate entitlements. Sigma uses the combination of Product code, Sub Product code, and Function code as the entitlement. To set the entitlement for the report, click the Data Entitlements (
) icon. The Entitlement Configuration page appears.
By default, the configuration is provided to be as CANVAS. This can be changed by selecting the alternatives in the drop-down list. Refer Configuring Entitlements for more information on creating a new entitlement in Sigma Studio.
- Click Template Designer (
) icon to design the template.
The Template Designer page appears with the list of header and footer options on the left-hand side of the page and the list of columns from the selected data source on the right-hand side of the page.
- Select the type of the field to be designed.
- Select the column layout. By default, a section with single-column (stack) layout is displayed and they can be altered from single-column (stack) to six-columns.
- Click Content (
) tab. The list of existing content templates appears at the right-hand side of the page.
- Click Add Content to create a template.
A page to create the template appears.
Enter the template ID, description, type the content and click Save.
Note It is necessary to add ${ } in order to pass the parameter values within the content. For example, ${AccountNumber} is used for passing the account number value.
- Now, drag and drop the added content template from right-hand side into the section.
- Click the added content template. A mapping tab appears at the right-hand side of the page.
Now map the appropriate data columns for the passed parameters within the statement.
Note You can also edit the content by clicking edit (
) icon on the statement template.
- If you want to add additional sections, click Add Sub-Section, drag and drop the required columns into that section.
- Click Save (
) icon and go back to the Report Maintenance tab.
Click the Select Columns to Display field and select the columns for the report.
Info When generating reports in the application, end users will be able to select only the columns selected here for the report. Similarly, the following fields behave in the same manner - Select Groupable Columns, Select Sortable Columns, and Select Filterable Columns.
Click the Select Allowed Formats field and select the formats in which the report can be generated. The following formats are supported: CSV, DOCX, HTML, PDF, XLS and XML.
Info End users can generate reports in the application in the formats configured in the Select Allowed Formats field. For example, if CSV and HTML are selected for a report, end users can generate reports in the application in CSV and HTML formats only.
- Click the Select Filterable Columns field and select the column(s) by which the report results are to be filtered.
- Click Default Filter and the Default Filter Configuration page appears.
- Select the filter, criteria and enter the value.
Click Add.
Info Default filter provides the given value as the selected column in Sigma. Whereas, System filter will allow only the selected columns to be displayed.
- Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
- Click the Select Sortable Columns field and select the column(s) by which the report results are to be sorted.
- If you want to alter the default configuration settings for the report, click Default Configuration tab.
- Enter the title of the report in the Report Title field and select the format of the report from the Report Format drop-down list.
- Click Page Size field and select the size in which the report needs to be generated.
- Select the layout of the page to be portrait or landscape from the Page Layout field.
- In the Font Size field, select the font size by increasing or decreasing the number using the plus or minus sign respectively. By default, the font size is 12.
- Click the Select Columns to Display field and select the columns for the report.
- Click the Group By field and select the column(s) by which the report results are to be grouped.
- Click the Sort By field and select the column(s) by which the report results are to be sorted.
- Click Save.
A confirmation message appears.
Click OK for the message.
Info The new report is made available for the end users in the Information Reports workspace in the end application.
Tip Request approval for the reports can be enabled through Sigma Studio. Refer Administration for more information on initiating, approving, rejecting and re-submission of requests.