Configuring a Complex Report – Sample 1

Prerequisites for Managing Resource Bundle:
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, Sigma. A sample entry in the LANGUAGEMASTER table for the Arabic language is shown for reference:

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

1. Click Manage > Report.
   
   
   The Information Report screen appears with the Report Maintenance tab open by default.
   
   
   
2. In the Report Maintenance tab,
   1. Enter a unique ID for the report in the Report Id field.
   2. Enter a unique 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.
      
      

      Here, Transaction (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.
      
      

   4. Click the Data Grid field and select a data source. Here, we have chosen D_TRANSACTION_DS as the data grid in order to display their data in the report.
      

      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 screen appears.

      

      Click outside the pop-up window to save the entitlement configurations.

      
      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.

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

      The Template Designer feature is only applicable for PDF format.

      
      The Template Designer screen appears with the list of header and footer options on the left-hand side and the list of columns from the selected data source on the right-hand side.
      
      
      

      1. Select the type of the field to be designed.
      2. 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.
      3. Select the data source required from the given drop-down list.
      4. Drag and drop those columns into the section.
      5. If you want to add additional sections, click Add Sub-Section, drag and drop the required columns into that section.

      6. Click the 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.
      

      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.

   7. 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.
      
      The Resource Bundle Entries screen 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.
      
      
      
   8. In the Column Labels tab and enter the labels (captions) for each of the column headers in their respective fields.
      
      

   9. In the Report Labels tab, you can provide the appropriate display names or labels for the report title, watermark text, no data message and end of report message in the respective fields with accordance to your needs and requirements.
      
      

      Press the @ key and select an attribute from the provided Report FileName Attribute List to add an attribute of your choice for the report title, as shown in the following screen shot:
      
      

   10. In the Total Labels tab, you can provide the appropriate display names or labels for the configured Grand Total and Sub-Total values in your report.

       To showcase grand and sub-totals for the configured reports in Sigma Application, refer Displaying Grand and Sub-totals in Reports.

       

   11. Proceed to click Save to save the resource bundle entries.
       
       
       

   12. Click the Select Allowed Formats field and select the formats in which the report should be generated. The following formats are supported: CSV, DOCX, HTML, TXT, PDF, XLS and XML.
       

       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 on the Sigma application in CSV and HTML formats only.

   13. Click the Select Filterable Columns field and select the column(s) for which the report results are to be filtered.
   14. Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
   15. Click the Select Sortable Columns field and select the column(s) by which the report results are to be sorted.
       
       

3. Click Save.
   

   When you try to exit the Information Report screen before saving your configured report, a warning pop-up message appears as shown in the following screen shot:
   

   • Click Cancel, if you do not want to exit the Information Report screen.
   • Click Ok, if you want to exit the Information Report screen.

   
   A confirmation message appears.
   
   
   
   

4. Click Ok for the message.
   

   The new report is made available for the end users in the Information Reports workspace in the end application.

   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.