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Mahisha Chandrakumar CTOO (Unlicensed)

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Prerequisites for Configuring Sub-Reports in Sigma:
To create sub-reports, you must have already created database or web service connection. In addition, data aggregator should be created using Data Builder option in Studio, based on the data source of the sub-reports that are going to be used.

Prerequisites for Managing Resource Bundles in Sigma Studio:
When adding display names for a new language, a new entry (record) must be added for that language with the correct language ID (LANG_ID column) in the LANGUAGEMASTER table in the Canvas schema. For the changes to get applied, users must choose their primary language as the preferred language in the functional application, Modelhouse. A sample entry in the LANGUAGEMASTER table for the Arabic language is shown for reference:

APPLICATION_ID

LANG_ID

LANGUAGE

CREATED_DATE

CREATED_BY

UPDATED_DATE

UPDATED_BY

DIRECTION

MODELHOUSESIGMA

ar_SA

ARABIC

2019-12-29

MAKER



RTL


Info

Adding an entry for the new language in the LANGUAGEMASTER table is mandatory, without which that language will not appear in the functional application (e.g. Preferences tab in Modelhouse).

The Resource Bundle Entries page appears. By default, English language is selected in the Language drop-down list. You can select any other language for your application from the Language drop-down list.


In order to create a sub-report as shown above, perform the following steps in Sigma Studio:

  1. Click Create > Report.

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    The Information Report page appears with the Report Maintenance tab open by default.

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  2. In the Report Maintenance tab,
    1. Enter a unique ID for the report in the Report Id field.
    2. Enter a display name for the report in the Report Name field.

    3. 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, PROFILE SUMMARY DS (M) which is created using Data Builder is used as the data source.


      If you select a multilevel data source, Data Grid field appears near the Template Design icon.

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    4. Click the Data Grid field and select a data source.

      Info

      Here, we have chosen D_TRANSACTION_DS as the data grid in order to display their data in the report.


    5. Click Template Designer ( ) icon to design the template.

      Note

      The Template Designer feature is only applicable for PDF format.


      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.

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      1. Select Report header option from the left-hand side of the page.

      2. Click Reports ( ) icon and the list of existing reports appears below the icon.



      3. Drag and drop the report which you want it to be a report header into the section. In this example, SummaryReport is included into the report header section.



      4. Click the report that you dragged and dropped into the section.

        A Sub Report Mapping page appears.

      5. Select the Parent and the Child Column from the drop-down list and click Save. In this example, ACCOUNT_NO is chosen as the parent and the child column.

        Info

        The selected columns will be identified as the unique key columns among the sub-reports.


      6. Repeat the steps ii, iii, iv, v by selecting Report Footer option on left-hand side of the Template Design page.

        For example, the report included in the report footer is Rewards with ACCOUNT_NO as the parent and the child column.

      7. Click Save () icon and go back to the Report Maintenance tab.

    6. Click the Select Columns to Display field and select the columns for the report.

      Info

      While 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.


  3. If you want to use resource bundles for the entire report or the column headers (column labels) specified in Select Columns to Display field, enter the name of the resource bundle property name in the Resource Bundle field and click the Add Labels ( ) icon.

    Info

    Refer the prerequisites mentioned at the start of this procedure on managing the resource bundles in Sigma Studio.


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  4. Enter the labels (captions) for each of the report headers in their respective fields and click Save.

  5. 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.


  6. Click the Select Filterable Columns field and select the column(s) for which the report results are to be filtered.
  7. Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
  8. Click the Select Sortable Columns field and select the column(s) by which the report results are to be sorted.
  9. Click Save.

    A confirmation message appears.

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  10. Click Ok for the message.


Refer the following page:

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