Transcript Slide 1
Introduction to ReportSmith and Effective Dated Tables Introduction to ReportSmith and Effective Dated Tables • Overview – – – – – – Why Effective Dated Rows? How do I know if the table is Effective Dated? Report’s Effective Date Key Columns for Effective Date Selections Report Variables Why Effective Dated Rows? Why Effective Dated Rows? • When you update existing information, you do not want to lose or overwrite the data already stored in the database. Why Effective Dated Rows? • When you update existing information, you do not want to lose or overwrite the data already stored in the database. – Historical Data – Current data – Future Data Why Effective Dated Rows? • When you update existing information, you do not want to lose or overwrite the data already stored in the database. – Historical Data – Current data – Future Data • You can use the information to look at what has happened up to now and plan for the future. How do I know if the table is Effective Dated? How do I know if the table is Effective Dated? • Table will have a column named “EFFDT” that is a date data type How do I know if the table is Effective Dated? • Table will have a column named “EFFDT” that is a date data type • ReportSmith will automatically display the Report’s Effective Date form Report’s Effective Date Report’s Effective Date • Global in scope to the report – You only define this once in the report Report’s Effective Date • As of Current Date – The Maximum Date that is < or = Today's Date – Do not use this if the report looks at historical data Report’s Effective Date • As of Date Asked of User – The Maximum Date that is < or = a Date the User Selects each time the report is run – The most flexible setting Report’s Effective Date • As of – The Maximum Date that is < or = a Date Hard Coded in the Report – Only use this if the date will NEVER change Report’s Effective Date • Latest – The Maximum Date found in the Database – Watch out for future dated rows Report’s Effective Date • Earliest – The Minimum Date found in the Database – Only used in specialty reports Report’s Effective Date • None – Effective Dating is turned off in this report – Once you select this you can’t turn it back on for this report – Used to see all rows Report’s Effective Date • Modifying the Report’s Effective Date Report’s Effective Date • Modifying the Report’s Effective Date Report’s Effective Date • Modifying the Report’s Effective Date Key Columns for Effective Date Key Columns for Effective Date • Identifies the primary key of the table – The primary key uniquely identifies each record in the table. – Displayed above a bold horizontal line in the Data Dictionary • Some of the time Key Columns for Effective Date • What Key Columns to use? – Use all columns listed before EFFDT in the Data Dictionary Key Columns for Effective Date • What Key Columns to use? – ReportSmith can show you what columns to use • Turn off “List fields alphabetically” in Options Key Columns for Effective Date • What Key Columns to use? – ReportSmith can show you what columns to use • Turn off “List fields alphabetically” in Options Before Key Columns for Effective Date • What Key Columns to use? – ReportSmith can show you what columns to use • Turn off “List fields alphabetically” in Options Before After Use all columns listed before EFFDT in Table Columns Selections • Effective Dating is implemented via Selection Criteria Selections • Effective Dating is implemented via Selection Criteria – Deleting the Selection will Disable Effective Dating for that table Selections • Effective Dating is implemented via Selection Criteria – You can override the Report’s Effective Date on a table by table basis Selections • Effective Dating is implemented via Selection Criteria – You can add criteria to the generated SQL • This will give me the MAX Effective Dated JOB record with an Action of LOA Report Variables • “As of Date Asked of User” is implemented using a Report Variable Report Variables • “As of Date Asked of User” is implemented using a Report Variable – Changing the name of this Report Variable will disable Effective Dating Report Variables • “As of Date Asked of User” is implemented using a Report Variable – The Title, Prompt, Format and Entry can be changed