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Data Model and Report

The document discusses how to create a data model and report in a business intelligence tool. It provides steps to create a data model with SQL queries, add parameters and list of values to the model. It then explains how to generate a report from the data model and sample data either using a table wizard or by uploading a pre-built RTF template.

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mahesh patil
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
17 views

Data Model and Report

The document discusses how to create a data model and report in a business intelligence tool. It provides steps to create a data model with SQL queries, add parameters and list of values to the model. It then explains how to generate a report from the data model and sample data either using a table wizard or by uploading a pre-built RTF template.

Uploaded by

mahesh patil
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Data Model and Report

Login to instance by using your credentials.

Go to tools  Reports and Analytics

Click on browse catalog.


Create a Data Model.
 Click on new tab
 Click on Data Model.

You will get following page. Click on ‘+’ to write query. Select SQL query.
Give dataset name and data source name and write query in SQL query box and click on OK. Save
your data model.

Way to run the data model.

Click on Data then click on view, click on table view to see the output in table format.
a) You can add parameters to your data model.

Steps to add parameter to the data model.

 Click on Parameters (Under the data model properties)


 Click on ‘+’ sign to create parameter.
 Enter the name, Data type and parameter type.
 Use this parameter in main Data Model query.

You can refer following image.

To run the DM with parameter.

Click on table view to see the output in table format.

b) You can add the list of values (LOV) to your parameter.


 Click on List of values (Under the data model properties)
 Click on ‘+’ sign to create List of values.
 Enter the name, Data type and parameter type.
 Write the select query that fetches all values for that parameter.
 Click on that created parameter, then
a. Change the ‘Parameter Type’ for that parameter to ‘Menu’
b. Select the ‘List of Values’ for that parameter
c. Use this parameter in main Data Model query.

You can refer below images.

To run DM with parameter having LOV

Search the item number and view the data model.

While you are going to use list of values in data model, before using this you should create the
parameter for that particular LOV
Create a report
After running the output, next step is to create report. You can create the report by two ways.

1. Follow the below steps.


a. Run the output and click on ‘Save As Sample Data’ then click ‘OK’
b. Click on ‘create Report’.

c. Select the data model which you have created, click on next.

Page will show you page option, layout choose as you want, click on next

d. Drag and drop the fields to create the report and click on next

e. Then select ‘View Report’ and click on Finish.


f. It will ask to save the report. Save report.
2. Create the RTF template and upload this template.
a. Run the output and click on ‘Save As Sample Data’ then click ‘OK’
b. Click on ‘Export’, will download the XDM file. Open that XDM file with notepad++ and
save as with XML extension. The file should type should be XML.
c. BI publisher already have installed on your machine for word. Open the word.
d. Click on ‘BI Publisher’.
e. Click ‘Sample XML’ to load XML file of DM. will ask to select XML. Select XML file
and click on to message window

f. Click on ‘Table Wizard’ to insert the table format, click on next and select the fields for the
report.
g. Click on ‘Finish’.
h. Or instead of using ‘Table wizard’, You can add table then you can insert the ‘Field’ in
single cell.
Refer below image.

i. Click on ‘PDF’ to preview the output.


j. Now, Upload this on instance. Click on ‘New’ and ‘Report’.

k. It will open following page then click o cancel.


l. Click on Upload, it will ask to upload the RTF file which we have created. Fill required
information as below. Click on ‘Upload’.

m. Click on the search symbol to attach the data model to report. Select data model and save
the report.

n. Click on ‘View Report’ to see output.


o. Default setting for report is Auto Run. Therefore, when you run report. It will run for ‘All’
parameter. You can stop Auto Run of report, so that you can pass the parameter then only
report will execute.
Setting  Edit Layout  Properties  General  uncheck ‘Auto Run’
p. You can choose default Output Format like PDF, Excel etc.
Edit Layout  View a list  choose format you want for ‘Output Formats’ and ‘Default
Format’

q. Click on ‘View Report’.

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