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Introduction to ReportSmith and Effective Dated Tables.

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Presentation on theme: "Introduction to ReportSmith and Effective Dated Tables."— Presentation transcript:

1 Introduction to ReportSmith and Effective Dated Tables

2 Overview –Why Effective Dated Rows? –How do I know if the table is Effective Dated? –Reports Effective Date –Key Columns for Effective Date –Selections –Report Variables Introduction to ReportSmith and Effective Dated Tables

3 Why Effective Dated Rows?

4 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 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 Reports Effective Date form

10 Reports Effective Date

11 Global in scope to the report –You only define this once in the report

12 Reports 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 Reports 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 Reports 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 Reports Effective Date Latest –The Maximum Date found in the Database –Watch out for future dated rows

16 Reports Effective Date Earliest –The Minimum Date found in the Database –Only used in specialty reports

17 Reports Effective Date None –Effective Dating is turned off in this report –Once you select this you cant turn it back on for this report –Used to see all rows

18 Reports Effective Date Modifying the Reports Effective Date

19 Reports Effective Date Modifying the Reports Effective Date

20 Reports Effective Date Modifying the Reports Effective Date

21 Key Columns for Effective Date

22 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 Reports 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


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