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The document outlines the concept of report definition in the context of databases, using a pharmacy analogy to explain how users interact with data. It details the components of report definitions, including the query tab, chart tab, and various settings for filtering and displaying data. The document emphasizes that report definitions generate SQL queries to retrieve data without altering it and provides guidelines for configuring report parameters and visual representations.

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pvmounika poosala
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2 views

RD_part1

The document outlines the concept of report definition in the context of databases, using a pharmacy analogy to explain how users interact with data. It details the components of report definitions, including the query tab, chart tab, and various settings for filtering and displaying data. The document emphasizes that report definitions generate SQL queries to retrieve data without altering it and provides guidelines for configuring report parameters and visual representations.

Uploaded by

pvmounika poosala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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REPORT DEFINITION PART - 1

Due to the extensive scope of this topic, I have organized it into three distinct sections.
Before getting to know about report definition lets have a clear understanding about how application talk
with database ?
Pharmacy as a Database
Imagine you are at a pharmacy looking for a specific medicine.

• The pharmacy represents a database that stores different medicines (data).


• You (the customer) act as a user making a request.

• When you ask the pharmacist for a specific medicine, it's like executing an SQL query to retrieve
relevant data.
• The pharmacist looks through the available stock and provides the requested medicine, just as a
database searches and retrieves the required data in response to a query.
Report definition is quite similar to a SQL query in database. But it is only used to browse the record
from the database table and It cannot be used to alter/update/delete the records.

- Report definition in Pega generates an SQL query to retrieve data from database tables and can
generate html to display the result.
- It belongs to reports category.
Lets deep dive into report definition
There are eight tabs in report definition we majorly focus on query tab, chart tab, report viewer, data
access, parameters.

Query Tab: it is like SELECT query in sql.


In query tab we have two main category:
Edit columns: in this block you can specify an array of columns that you need to fetch from data base
and also decide the presentation for each column.

The other three columns are used to determine the data representation.
Summarize:
This list varies based on property type. Cuz we don’t need the sum and average for property type “text”
right.
Sort type: it is used to sort the data either in ascending or descending.
Sort order: with in the sort type we can determine the priority.

Linked in- bobby sanaboyina


You got settings icon on each row.
Column width- you can determine the column width in px or %.
Column format- you can determine presentation of each column value.
Filtering option-
Auto- display both list and search ranges.
List only- no search.
Search range- no list. Only search option.

Configure the filter conditions: it is like where clause in sql.

Condition – you can specify the condition logic label. If there are more than one condition in where
clause, then you can differentiate them using labels.
Caption – Description on the filter condition displayed in the report viewer.
Column source – You can specify the column name on which you are going to apply the filter condition.
Filter condition to apply- if have more than one filter row, then you can use logic operators to satisfy
the requirement.
Values- here you have to specify which values are display. you can got variety of options here

- You can either hardcode the value or get the parameterised value dynamically.
- Select Value – You can click on the link to select the available values
- Calculation builder – you can also make use of the function to render the calculated values.
Relationship- you can make use of these relationship to establish the relation.

Linked in- bobby sanaboyina


Filter caption settings:
Allow caption to entire condition- instead of displaying value as filter condition. We can use a caption
to give some meaningful description.
Allow caption to left side of condition – You can allow the caption to appear only on the left side. (I’m
a little bit confused; if anyone has a clear understanding, please comment)
Ranking – You can rank the results, filter them, and display only a few results.
You can either select the Top ranked or Bottom ranked.
You can also specify the number of rows to retrieve.
Over All – To use all the search results in the ranking.
For Each Group – Ranking is applied within each group.
Based on – You can specify any field to rank.

CHART TAB
You must save this report with at least one aggregated numeric column before defining a chart.
This section in the report definition allow us to configure the pictorial representation of a report result.

Linked in- bobby sanaboyina

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