1. Introduction to ReportSmith and Effective Dated Tables

2. 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

3. Why Effective Dated Rows?

4. Why Effective Dated Rows?
When you update existing information, you do not want to lose or overwrite the data already stored in the database.

5. 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

6. 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.

7. How do I know if the table is Effective Dated?

8. How do I know if the table is Effective Dated?
Table will have a column named “EFFDT” that is a date data type

9. 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

10. Report’s Effective Date

11. Report’s Effective Date
Global in scope to the report
You only define this once in the report

12. 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

13. 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

14. 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

15. Report’s Effective Date
Latest
The Maximum Date found in the Database
Watch out for future dated rows

16. Report’s Effective Date
Earliest
The Minimum Date found in the Database
Only used in specialty reports

17. 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

18. Report’s Effective Date
Modifying the Report’s Effective Date

19. Report’s Effective Date
Modifying the Report’s Effective Date

20. Report’s Effective Date
Modifying the Report’s Effective Date

21. Key Columns for Effective Date

22. 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

23. Key Columns for Effective Date
What Key Columns to use?
Use all columns listed before EFFDT in the Data Dictionary

24. 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

25. 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

26. 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

27. Selections
Effective Dating is implemented via Selection Criteria

28. Selections Effective Dating is implemented via Selection Criteria
Deleting the Selection will Disable Effective Dating for that table

29. Selections Effective Dating is implemented via Selection Criteria
You can override the Report’s Effective Date on a table by table basis

30. 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

31. Report Variables
“As of Date Asked of User” is implemented using a Report Variable

32. 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

33. Report Variables
“As of Date Asked of User” is implemented using a Report Variable
The Title, Prompt, Format and Entry can be changed