Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

General

 What is eMACH-Sigma?

eMACH-Sigma is a cloud-ready Data Enterprise Application powered by Intellect’s Canvas Technology Platform. It enables users to create Dashboards & Reports  based on data from multiple systems/ sources on the fly.

 How does eMACH-Sigma work?

Reports are configured in eMACH-Sigma Studio by operation or IT users. Report consumers can log-on to eMACH-Sigma Application (portal) and generate or schedule the reports they are entitled to access (based on the entitlement settings).

 Difference between eMACH-Sigma Studio (Creator) and eMACH-Sigma (Consumer) Application?

eMACH-Sigma Studio is used for creating the reports/ dashboards. It facilitates quick configuration of reports & dashboards using single-click and drag-and-drop interface. Typically, eMACH-Sigma Studio is used by the Bank’s operations or IT staff who have access and are aware of the functional data entities and wanted to configure reports or dashboards for end-users to consume.

eMACH-Sigma Application is used by end users (report consumers) to generate and schedule reports. eMACH-Sigma Application can be used by Bank’s operations staff or business users who need to generate reports on behalf of customers.

 What actions can the report configurator/ IT or Ops staff perform on SigmaStudio?
  • Configure data

    • Create Data sources from database, or web service

    • Merge data from multiple sources / systems & create formulas using data builder option

  • Formatting & Customization

    • Create labels, group, sort & filter data

    • Choose Paper, Layout, font, format fields

    • Add customizations at Client Level

  • Execution of EOD reports through Online

  • Entitlements setting & permissions

    • Configure entitlements to set up which data needs to be accessed by which user

 What actions can the report-end consumers perform on Sigma Application (portal)?

Report consumers can perform the following actions:

  • Generate and download reports.

    • Choose report formats from among those configured.

    • Change column positions.

    • Add or remove configured columns.

    • Change column-level configurations.

    • Change report orientation and page size.

    • Use sort and group by columns.

    • Choose contacts and notification channels

  • Save base reports with customizations as derived reports.

  • Regenerate executed reports.

  • Schedule reports.

    • Configure multiple schedules for a report.

    • Configure retry frequency in case of failures.

    • Pause, resume, and delete report schedules.

  • Create report groups.

 I am interested in SIGMA. Whom to contact and how to take this forward?

Please write to canvas.technology@intellectdesign.com for any assistance / requests regarding eMACH-Sigma, and the team will get back to you accordingly.

Data Source Configuration

 What are the data root connections supported by SIGMA, for fetching the required functional data for reports/ dashboards?

eMACH-Sigma Studio supports the following connections for fetching functional data – Different Databases (i.e.Oracle, MySQL, POSTGRES, SQL), JNDI, REST Web Services (APIs), MS Excel, Amazon S3, Amazon SNS, Google Sheets etc.

 What is a data source? How is this different from a Data root or database?

A data source is a unique source created from any data root source that is already connected. The data sources should have a unique name and can be configured from any data root source, be it a database or an excel file.  Please refer to Data Sources creation in eMACH-Sigma for more details.

 Can I create a data source with SQL statements in SigmaStudio?

Yes, you can create data sources from DB with SQL statements. Alternatively, you can also create data sources from DB tables, views, and stored procedures. Refer Applying constructed queries for SQL Data Sources for more details.

 I want some SQL statements to be executed before a report is generated to prepare the data for the report. Is this possible in Sigma?

Yes, you can execute stored procedures as pre-hooks before a report is generated. Refer Using Stored Procedure as pre-hook for Creating Reports for more details.

Data Composer (Multiple/ Aggregated Data Sources)

 Can I create/ use an aggregated data source joining data from multiple data bases or sources, for my report?

Yes, you can use the data builder feature to create an aggregated data source, connecting data from multiple sources (irrespective of their data root sources). Refer to Join Types in DataBuilder for more information.However, the data will be processed in application memory. Hence, sufficient care to be taken while creating the data aggregator.

 In a data builder, what is the difference between record and object?

Record is a combined selection of rows in the table. Object is an individual selection of an item in the table.

 How to view the Data builder performance metrics?

Refer the CT_DATA_SOURCE_METRICS table, to view the Data builder and SQL query data source performance metrics collection in detail:

Column Name

Description

APPLICATION_ID

eMACH-Sigma

DATA_SRC_ID

It displays all the data source ID used in the Data builder.

REFERENCE_KEY

A unique key is generated, when a report which has data builder configured is generated and hence this can be used to analyze the metrics of that particular report instance.

DATA_SRC_INSTANCE_ID

A random data source instance ID is generated.

REFERENCE_TYPE

REPORT

DATA_REQUEST_INFO

It displays the query of the SQL data source, if not {} is displayed.

ROW_COUNT

It displays the number of records fetched. 

CREATED_DATE

It displays the report generated timestamp.

FETCH_TIME

It displays the time taken to fetch the functional data.

Information Workspace Designer (Dashboards)

 Can Charts be included in the report?

Yes. The App Designer feature in the eMACH-Sigma Studio can be used to create the chart as an individual app (widget). The Template Designer in Report configuration can be used to map the chart to the report. The generated report displays the chart and the report data. Refer Improve Business Reports with Charts.

 What type of charts are supported by SIGMA?

eMACH-Sigma Studio supports the following Chart Types:

  • Bar

  • Column

  • Doughnut

  • Pie

  • Funnel

  • Pyramid

  • Multi-series combination

  • Bubble, Scatter and more.

Also, support the 3D version of the following chart types: Bar, Column, Doughnut, Pie, Multi-series Bar, Multi-series column, Stacked Column, Stacked Bar, Multi-series combination and Pareto.

Report Designer (Configuration & Creation)

 What report formats can be generated using Sigma?

eMACH-Sigma enables generation of reports in the following 7 formats - CSV, DOCX, HTML, PDF, TXT, XLS, and XML.

 Are all the formats automatically enabled for all reports?

No. The report designers (eMACH-Sigma Studio users) can configure or enable specific formats for each report based on their business requirements.

Report consumers or generators (eMACH-Sigma Application users) can generate the reports choosing the respective formats from the formats enabled for that report in eMACH-Sigma Studio.

 Where are the generated reports stored in SIGMA?

eMACH-Sigma does not have any internal storage to store any functional or business data. The generated reports are stored in the server where the eMACH-Sigma application is deployed. However, the user can also specify custom locations to store the reports, such as a specific target folder, FTP directory or cloud storage on need basis.

 How does user entitlement for reports work in Sigma?

eMACH-Sigma provides role-based access to reports in eMACH-Sigma Application based on the entitlements configured for those respective reports. When users log-on to eMACH-Sigma Application (portal), they can view those reports that they are entitled to view based on the entitlements configured.

The users and roles must be defined in the authentication and authorization system. The roles must be re-defined and mapped to the entitlements in eMACH-Sigma Studio.  Refer Enabling Role-based access to reports for more details.

 What level of control Sigma provides for the report columns?

Using eMACH-Sigma Studio, you can configure the following for report columns:

  • Column positions

  • Column alignment (by default number/amount columns of float data type are automatically right aligned)

  • Column width

  • Column data aggregation (average, count, maximum, minimum, and sum)

  • Display names for columns

  • Column visibility

  • Column datatype

  • Date and time, currency formats

 Is it possible to aggregate column data in Sigma?

Yes. eMACH-Sigma Studio provides following options for aggregating report columns' data:

  • Average

  • Count

  • Maximum

  • Minimum

  • Sum

 Do reports have Right to Left (RTL) support?

Yes, eMACH-Sigma supports RTL capability. Refer Right-to-Left Text Capability for more details.

 Can the template used to render the report be modified?

In eMACH-Sigma Studio, the HTML editor in Template Designer can be used to design the reports. Refer Template Designer Configuration for more details.

 What is a derived column?

A derived column is a custom column which is created to perform computations using multiple fields in the aggregated DS, and store computation values to use them in the report. The computation formulas used between fields is restricted to use only JEXL operators. Refer Adding Formulas in Data Aggregator and JEXL Operators  for more information.

 Can derived columns be created based on conditions?

Yes, and it achieved in two ways:

  • Using the CASE WHEN expression in the SQL select statement itself.
    OR

  • Using the Java Expression Language (JEXL) conditional statements in the Derived Column field in eMACH-Sigma Studio. Refer JEXL Operators for more information.

 What is a derived report?

A derived report is a customized report version where the user can customize all the values (like filters, format etc.) in the report and saves them as a local copy in eMACH-Sigma Portal for themself. These derived reports  help in saving time for the user as the users can use these reports (with all selections in place) every time instead of customizing all the options again and again.  Refer Saving reports with custom configurations for more details.

 Can a derived report created by one user shared with other users?

No, currently a derived report created by one user can only be consumed by that user.

 What is the maximum number of columns that can be configured in the report?

A user can add any number of columns without any limit using eMACH-Sigma. However, the column length (width) must be specified appropriately to avoid error scenarios.

For example, if you specify 10 characters for an address column, the values for that column should not exceed that limit. Also, depending upon the number of columns, the report page size and orientation needs to be configured accordingly.

 When are the report / data source configuration changed; running the generated report again suffices or a child report should be created after the changes?

Any changes in report / data source configuration (without any changes in the structure of the database), will be automatically reflected in the report whenever it is regenerated. However, any changes in the structure of the database, will require a new report configuration for the changes to be reflected.

 Can a report be pivoted based on a specific field?

Yes, the report pivot option is available in eMACH-Sigma. Refer Pivot reports for more details.

 Can we avoid adding empty pages with no data message in the report, when an aggregated source with no child record is used?

Yes, this is feasible and supported in eMACH-Sigma. Open the report in eMACH-Sigma Studio and navigate to the Report Parameters tab. Select the Generate output for no data drop-down to control the report generation in these cases.

 Are end of report messages a configurable option when data aggregation is used?

Though the end of report option is enabled for all, it can be modified using the report configuration option under Add Labels Screen in eMACH-Sigma Studio.

 Can we have drop-down values or list box (multiple selection) as report parameters while generating reports in Sigma?

Yes, drop downs or list boxes can be configured for reports in eMACH-Sigma. Refer Enabling Drop-downs for Report Filters for more details.

 Can we embed a report or dashboard within another report in SIgma?

Yes, any report can have another report embedded into them so that the main and the sub reports are connected by a common measure (primary key). Refer Sub-Reports for more information.

 How to view the generated reports in Sigma?

Once a report is generated successfully, it can be downloaded from the 'Generated Reports' tab in eMACH-Sigma Application post which the report can be accessed accordingly Also, the status of the generation will also be shown here with various status messages for easy tracking.

 How can I view a report generated in the past in SIGMA Application (Portal)?

In eMACH-Sigma portal, on the Generated Reports tab, select the 24 Hours, 3 Days, and 7 days filters to view reports that are generated in the past accordingly.

 What are all the currency formats supported in Sigma?
  1. eMACH-Sigma Studio provides support for the following currency formats:

  • Indian

  • EURO

  • US

  • South Africa

  • Egyptian

 What are all the languages supported in Sigma?

eMACH-Sigma Studio provides support for the following languages:

  • English

  • Arabic

  • Chinese

If you need to add a new language to the eMACH-Sigma application, Refer /wiki/spaces/sigma2021/pages/2577957192 for more information.

 Can I create an incremental report in Sigma?

Yes, eMACH-Sigma enables you to create incremental reports with simple and efficient configurations. Refer Incremental Reports for more information.

 What will I have to do if scheduling fails?

You can retrigger the failed schedule based on the number of retries provided in the configuration of the report scheduling. Refer Scheduling Report for more information.

 Can I mask PII data and protect reports with passwords in SigmaStudio?

Yes, eMACH-Sigma Studio enables you to protect your PII data by masking the relevant data and configuring passwords for the reports. Refer Data Masking and Password Protection for more information.

 Can totals and subtotals be created at a column level in a report?

Yes, eMACH-Sigma enables you to perform specific actions like  displaying the grand total, average,    count, etc, for a column in a report. The “Select Group Header” attribute in eMACH-Sigma Application helps in the same. Refer Totals and Subtotals in eMACH-Sigma for more details.

 Can I set passwords to restrict access to generated reports in SIGMA? Is there a way I can templatize the password?

Yes, passwords can be set up for report files in eMACH-Sigma Studio to protect your data. Refer Configuring Password Protection for Reports for more details.

 What formats support password protection?

The password feature is applicable for PDF, XLS, and DOCX formats only. XLS reports when password protection  must be opened in Microsoft Excel only.

 Does Sigma enable reconciliation of data at intra day (near real time) instead of end of day?

Yes, the report can be scheduled to run to get the report data in incremental mode from the last report generation. Incremental reports can be scheduled on an hourly, daily, weekly or monthly basis as per needed. Refer Incremental Reports for more details.

 Can I add static contents / templatize a report header or footer?

Yes, the report header and footer can have some free text and can be templated using the Template Designer feature. Refer Static Content using Template Designer for more details.

 What are the allowed formats in Sigma for generating reports?

eMACH-Sigma Studio provides support for the following report formats:

  • PDF

  • CSV

  • HTML

  • XML

  • XLS

  • DOCX

  • TXT

Delivery Designer (Delivery & Notifications)

 How to combine multiple reports into a single file?

You can combine multiple report outputs into a single file using the Group Reports feature. Refer Grouping Reports in eMACH-Sigma for more information.

 In what all possible ways grouped file outputs can be generated?

Grouped Report output can be generated in 3 different formats based on the requirements shared.

  • If you choose the Individual File option, PDF and XLS formats are supported.

  • If you choose the Single File option, PDF and XLS formats are supported.

  • If you choose the Multi Sheet option, only XLS format is supported.

 What are the report scheduling options in Sigma?

Report consumers can schedule reports in the eMACH-Sigma Application (portal) in the following frequencies:

  • Minute

  • Hourly

  • Daily

  • Weekly once

  • Monthly

Refer Scheduling Reports for more information.

 Is it possible to set multiple schedules for a report?

Yes. In eMACH-Sigma Application (portal), multiple schedules can be set for a report.

 Where can we find the logs for the Report Schedule?

The logs for the Report Schedule are displayed in ctschedulerLog.log file in eMACH-Sigma.

 Can I create a template for each notification channel?

Yes, eMACH-Sigma allows you to do two-layer templating.

  1. Delivery medium level (SMS, SMTP or INBOX)

  2. Delivery status level (Success or Failure) 

Refer Notification Template for Reports for more information.

 What are the notification options available for reports in Sigma?

eMACH-Sigma Application (portal) users can choose either SMS or email notification and select contacts or contact groups that must receive the notification when the report is generated. The contacts and contact groups must be defined in eMACH-Sigma Studio.

 Can I schedule and distribute report(s) to a single or a group contact / contact group?

Yes, the report bursting feature on eMACH-Sigma helps in this. This feature enables you to schedule and distribute single or group reports to multiple contacts and contact groups. Each recipient gets a subset of the report data related only to them. Refer Report Bursting for more information.

 When the report bursting is resumed, does it kick-start all instances or start from the next upcoming instances?

Report bursting schedules are executed like normal report scheduling. Pausing the report-bursting process essentially puts it on hold. The process stops at the point where it was paused. If report bursting is resumed, it fires the missed schedules once and continues with the next upcoming instances based on the given frequency. For example, when a report bursting is paused on August 1 and resumed on August 15, it kick-starts the report bursting on August 15 and continues with the next upcoming instances based on the given frequency.

 How does Sigma handle report generation failures?

When report generation fails in eMACH-Sigma Application (portal), users can view the failure reason upon which they can take further action. eMACH-Sigma also offers options when scheduling reports to specify the  number of times for retrying report generation in case of failures.

  • No labels