Configuring a Sub-Report

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

In order to create a sub-report as shown above, 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, PROFILE_SUMMARY_DS 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.
      
      
      
      

   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.

      
      
      

   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 Report header option from the left-hand side.
         
         
         
         
      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.
         
         The Parent Child Mapping pop-up window 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.

         The selected columns will be identified as the unique key columns among the sub-reports. For detailed information on the usage of the Filter Mapping option for the Parent Child Mapping configurations, refer Applying Additional Parameters for Reports.

         
         
         
         

      6. Repeat the steps ii, iii, iv, v by selecting Report Footer option on left-hand side of the Template Design screen.
         
         For example, the report included in the report footer is Rewards with ACCOUNT_NO as the parent and the child column.
         
         
         
         
      7. 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.
      

      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.
   
   

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

   
   
   
   

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.
   
   

   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.
   
   
   
   
10. Click Ok for the message.