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Query Based Reports in Maximo: Overview of Maximo Ad-Hoc Reporting Functionality

This document provides an overview of query based reporting functionality in Maximo. It describes how users can create ad-hoc reports by selecting columns, sorting, grouping, and filters without technical skills. Reports can be list-based or detailed. The creation process involves defining the style, content including fields and calculations, summaries, and formatting. Queries identify the underlying data and can be saved. Report object structures determine available fields and are configured separately with security controls.

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230 views40 pages

Query Based Reports in Maximo: Overview of Maximo Ad-Hoc Reporting Functionality

This document provides an overview of query based reporting functionality in Maximo. It describes how users can create ad-hoc reports by selecting columns, sorting, grouping, and filters without technical skills. Reports can be list-based or detailed. The creation process involves defining the style, content including fields and calculations, summaries, and formatting. Queries identify the underlying data and can be saved. Report object structures determine available fields and are configured separately with security controls.

Uploaded by

MtxSolution XolidGestion
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Query Based Reports in Maximo

Overview of Maximo Ad-hoc reporting functionality


Presenter: Tom Peterson

Questions on Maximo? Contact Tom directly at:


email: [email protected]
Phone: 780.637.4130 ext. 233
Query Based Reporting
• AdHoc Reports
• Create own unique reports
• Selecting columns, specifying sorting and grouping
• Identify the query the report will run against
• Does not require technical or developmental skills such as SQL or Java
• Does not consume development hours to create or maintain reports
Query Based Reporting – cont’d
Watson Analytics
Cognos
BIRT
QBR reports
KPIs
Result Sets
App Export Analytic Capability
QBE
Ad Hoc: Creation
Style

Content

Calculate

Summarize

Format
Query Based Reporting – cont’d
Query Based Reporting – Style Tab
Query Based Reporting – Style Tab – cont’d
• Apply the existing query and
filters to the report
• Saves query as the ‘Saved
Where Clause’
• Always execute with this
selected query
• If not checked, the report will
be executed against all records
Query Based Reporting – Style Tab – cont’d
• Ability to apply a title to your
report
• Share the report across the
organization
Query Based Reporting – List Report
Query Based Reporting – Detailed Report
QBR – List Report vs Detailed Report
• Number of relationships you can select; the Detail report has no limits
whereas the List report restricts you to one or less.
• Ability to select the Detail report and only select fields from the Main
table of the application. In this case, all fields will display in the header
section.
• Detail Reports Auto Group (By Field Category). List Report grouping
must be configured manually.
Ad Hoc: Creation

Style

Content

Calculate

Summarize

Format
Create QBR – Content Tab
Create QBR – Available Fields
• Drilldown list of Report Object
Structures
• Available Fields to select from
the ROS
• Select required fields from the
checkbox and choose the Add
Selected icon
Create QBR – Selected Fields
• Remove fields
• Check the required fields to
remove from the QBR
• Select the Remove Selected icon
Ad Hoc: Creation

Style

Content

Calculate

Summarize

Format
Create QBR - Calculate
• Enables the user to add calculations or expressions as column to their
ad hoc report
• Very powerful feature as the user can add simple to complex content to
the report that business decisions are based on.
• Only qualified users, with a very strong understanding of database
attributes and SQL functions, should have access to this feature
• NOTE – All attributes must be from the same Object
Create QBR - Calculate
User defines calculations on
selected attributes
Create QBR - Calculate
Create QBR – Test Expression
Attribute: Checks EXPRESSION for key items including
1. In correct format
2. Available to the user in the Report Object Structure
3. Valid value exists (ex. typed in correctly)
4. All attributes within an expression are from the same object

Function
1. Functions used are available to user in Expression Library

Expression
1. No division by zero
2. Does not contain another expression
Create QBR – Expression Library
List of sql functions user can add to expression
* Configurable in Report Administration
*Prevents sql updates….
Ad Hoc: Creation

Style

Content

Calculate

Summarize

Format
Create QBR – Summarize
• Ability to define summaries to selected attributes in their ad hoc report
• Predetermined attributes available:
– Total
– Count
– Average
– Min / Max
– Median
– Mode
Create QBR – Summary Results
Listing Report
Summary

Report Summary
Grouping Summaries

Grouping Summaries
Ad Hoc: Creation

Style

Content

Calculate

Summarize

Format
Create QBR – Format
Create QBR – Filtering
QBR – Grouping
QBR – Sorting
Create QBR – Next Steps
• Once a user has completed defining and developing their report, they
select 'Run and Save Completed Report'.
• Displays the report output in the report browser, and also saves its
report design file to the database
• Able to access it in the future; this action will take longer than the
'Preview Report' because it is being saved to the database.
Execute QBR
Edit QBR
ROS (Report Object Structure)
• Allow Users to Select Multiple Parent Categories in Content Tab
• Created in the Object Structures Application
ROS (Report Object Structure)
ROS (Report Object Structure)
ROS (Report Object Structure)
ROS (Report Object Structure) - Security
Access to new ROS
must be granted
from the Report
Administration
Application
Query Based Reporting
Demo
QUESTIONS?
Contact Tom Peterson at:
+780.637.4130 ext. 233 or
[email protected]
www.ontracksconsulting.com

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