Uploaded byMaintenance Connection
R05 | Intermediate Reporting - Report Configuration (MCI)
The document discusses data relationships and report criteria in MC University reporting courses. It defines one-to-one and one-to-many relationships and provides examples like work orders to assets and work order labor. It also discusses avoiding duplicate records by sorting on primary fields and modifying report criteria by adding, removing, and editing criteria fields and field labels. Interactive examples are provided to practice these skills.
More Related Content
Similar to R05 | Intermediate Reporting - Report Configuration (MCI)
R05 | Intermediate Reporting - Report Configuration (MCI)
- 1. MC University R05|Intermediate Reporting:Report Configuration
- 2. MC University Data RelationshipsDefined Report Criteria Tips Agenda
- 3. MC University Data RelationshipsOverview Duplication of Records Data Relationships Defined
- 4. MC University Data relationshipsaffect Report presentation and options available Two different types of data relationships for Reports: • One-to-one • One-to-many Data Relationships Overview
- 5. MC University Simple one-to-oneexample for Work Order List Report: • Primary table (Work Order) and secondary table (Asset) • One Asset record with each Work Order Data Relationships Overview (cont’d)
- 6. MC University Complex one-to-manyexample for Work Order Labor Report: • There may be many Labor records tied to one Work Order • Work Order info is “duplicated” for each actual Labor record Data Relationships Overview (cont’d)
- 7. MC University Other one-to-manyReport examples: • Multiple Assets linked to Work Order via the Tasks tab • Training or certification records for Labor resources • Asset downtime records for an individual Asset Data Relationships Overview (cont’d)
- 8. MC University Interactive Example1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R05 – Viewing One-to-One and One-to- Many Reports
- 9. MC University Records may“appear” to be duplicated Avoid by displaying unique information: • Date • Hours • Notes Duplication of Records
- 10. MC University Define sorting/ grouping at primary level to avoid duplication Example of avoiding duplication: • Work Order Labor Report (group by Work Order Number) Duplication of Records (cont’d)
- 11. MC University Interactive Example2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R05 – Understanding Duplication on Reports
- 12. MC University Modifying ReportCriteria Date Field Filters Understanding Field Names Bypass Criteria Dialog Report Criteria Tips
- 13. MC University Field promptsfor Report Criteria window will vary based on Report Tailor which prompts to include or exclude Modifying Report Criteria
- 14. MC University Manage ReportCriteria Fields Dialog used to modify Criteria options Double-click on Report Criteria grey logo to open Dialog Modifying Report Criteria (cont’d)
- 15. MC University Fields toadd to Report Criteria are listed in the far-left window • Format is: table.fieldname Fields listed correspond with Table selected in dropdown Modifying Report Criteria (cont’d)
- 16. MC University Criteria fieldsare added using arrows between the far-left window and Display fields ID fields will require SQL Where Field addition of PK value Modifying Report Criteria (cont’d)
- 17. MC University Example ofthe SQL Where Fields: Modifying Report Criteria (cont’d)
- 18. MC University Additional fieldlevel details / editing available from blue “info” icon Edit Report Criteria options: • Edit Criteria Field Label Modifying Report Criteria (cont’d)
- 19. MC University • Setdefault Criteria Values Modifying Report Criteria (cont’d)
- 20. MC University • AddFK Lookup Values Modifying Report Criteria (cont’d)
- 21. MC University • SelectOperator for Lookup Values Modifying Report Criteria (cont’d)
- 22. MC University • Manuallyselect Display Order Modifying Report Criteria (cont’d)
- 23. MC University Adding datefield prompts require additional steps Operator dropdown must be changed to “is” and back to “is within” Date Field Filters
- 24. MC University Example ofadding a Date field: Date Field Filters (cont’d)
- 25. MC University Knowledge offield names is required when adding criteria Find column name by clicking on Field Label from the WorkCenter Understanding Field Names
- 26. MC University Bypass Criteriascreen when running Reports Remove all fields from Manage Report Criteria Fields screen Caution: Copy Report first! Bypass Criteria Dialog
- 27. MC University Interactive Example3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R05 – Adding New Criteria Fields
- 28.