1. www.regouniversity.com Clarity Educational Community Portlet Creation and Management Getting Started with NSQL Presented by: Juan Ortega, David Zywiec on 5/4/15

2. 2 Clarity Educational Community Agenda Create custom tab on Overview Portlet SQL Based vs Object Based NSQL Queries Parameters

3. 3 Clarity Educational Community Requirements SQL Developer SQL Developer: Here Clarity DB Connection Info and Access – Place holder for information

4. 4 Clarity Educational Community How to Create Custom Tabs on the General Page Creating a custom tab on the general page will allow you to navigate to any development work easily 1.Login to Clarity 2.Click on the Manage My Tabs Icon 3.Click the New button 4.Give the tab a name 5.Click Save and Continue 6.Add the portlet in the contents section

5. 5 Clarity Educational Community Portlets created using an Object instead of a query to define the data set gathered. Pros –Customizable –Security –In-Line Editing –Dynamic –Time Scaled Values Cons –Multiple Objects Difficulty –No Custom Logic Portlets created using queries in Clarity to define the data that can be used. Pros –Logic –Parameters –Security –Customizable –Matrices Cons –Not Dynamic –Development Time –No In-Line Editing Object BasedNSQL Portlet Types

6. 6 Clarity Educational Community Activity 1 – Create Object Based Portlet Create an object based portlet for projects with the following fields. (Juan demonstrate Custom fields added automatically) – Project ID – Project Name – Project Manager – Start Date – Finish Date

7. 7 Clarity Educational Community NSQL Queries NSQL queries are read-only operations; they do not change data, they only retrieve it Only SELECT statements that specify which rows and columns to fetch from one or more tables are permitted When you define an NSQL query, you identify the query segments which allow customizable views in a portlet (we will review these in the upcoming slides) – Dimensions & Dimension properties – Metric values – Parameters

8. 8 Clarity Educational Community NSQL Basics The SELECT statement retrieves column data from tables – NSQL Queries must start with SELECT however for each column a @SELECT@ tag must be used. The FROM clause is a standard SQL statement which defines which table to gather data from The WHERE statement filters data returned by a query to be used on portlets – The @FILTER@ statement is required and allows the system to filter the values defined with the @SELECT@ tag The GROUP BY clause is typically used to combine database records with identical values in a specified field into a single record, usually for the purposes of calculating some sort of aggregate function The syntax for the HAVING statement is @HAVING_FILTER@ which can be used when a query uses metrics – The Developer guide states this is required but it is NOT.

9. 9 Clarity Educational Community Dimensions and Dimension Properties A dimension is a grouping of similar data elements from one or more tables – A commonly used second dimension is date on actuals. Defining Dimensions – SELECT @SELECT:DIM:USER_DEF:IMPLIED: : : @ – DIM: Indicates the line is the primary key for the dimension – There can only be one DIM to each dimension. @SELECT:DIM_PROP:USER_DEF:IMPLIED: : : @ – DIM_PROP: Indicates columns for the dimension – There can be many DIM_PROPs defined to one dimension. is a user-defined name for the dimension is the table or alias name retrieved in the FROM statement is the name you want to appear in the column list in clarity

10. 10 Clarity Educational Community Activity 2 – Create NSQL Query Create an NSQL query that shows only projects created from converted ideas displaying the following fields. Project ID Project Name Project Start Project Finish Idea ID Idea Name

11. 11 Clarity Educational Community Parameters There are two types of parameters that can be used in NSQL Queries. – User Defined @SELECT:PARAM:USER_DEF:DATA_TYPE:PARAM_NAME[:ALIAS]@ This allows us to create a parameter in the filter that can be defined through a lookup in the filter – WHERE Start_Date BETWEEN @WHERE:PARAM:USER_DEF:DATE:startdate@ AND @WHERE:PARAM:USER_DEF:DATE:enddate@ Limitation: No multi-select allowed – Built-in Parameters Most commonly used for security and language lookups @SELECT:PARAM:PARAM_IDENTIFIER[:ALIAS]@ PARAM_IDENTIFIER is one of the following – USER_ID – USER_NAME – LANGUAGE – LOCALE

12. 12 Clarity Educational Community Activity 3 – Create Dashboard Based on Project Create an NSQL query that shows only tasks on a project for which the user is the Project Manager. Without adding the dates as columns, allow for the user to filter on start and end date. Project ID Project Name Project Start Project Finish Idea ID Idea Name Hint: Use the user defined parameters for the date filters

13. 13 Clarity Educational Community Metric Values A metric column is similar to a dimension property in that it belongs in the SELECT section of the query, but metric column values can be totaled on a grid or displayed as value(s) on the chart – @SELECT:METRIC:USER_DEF:IMPLIED: : @ – Do not use the dimension name because metrics cross dimensions. – The agg definition is an optional addition to aggregate the metric. @SELECT:METRIC:USER_DEF:IMPLIED: : :agg@ – Example of a query using multiple dimensions with the metrics is on the following slide

14. 14 Clarity Educational Community Timesheets by Resource NSQL Query Sample SELECT @SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:R.id:dimid@, @SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.full_name:res_name@, @SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:rm.full_name:rm_name@, -------Second Dimension @SELECT:DIM:USER_DEF:IMPLIED:RESOURCEDT:tp.prstart:dim2id@, @SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCEDT:to_char(tp.prstart, 'MM/DD/YY'):dim2str@, -------Metric Data @SELECT:METRIC:USER_DEF:IMPLIED:SUM(NVL(ts.hrs, 0)):hrs:AGG@, @SELECT:METRIC:USER_DEF:IMPLIED:CASE SUM(NVL(ts.hrs, 0)) WHEN 0 THEN 1 WHEN 40 THEN 2 ELSE 3 END:hrs_lt@ FROM srm_resources r JOIN (SELECT ts.prresourceid resource_id, ts.prtimeperiodid tpid, NVL(te.practsum, 0)/3600 hrs FROM prtimesheet ts LEFT JOIN prtimeentry te ON te.prtimesheetid = ts.prid WHERE ts.prstatus = NVL(@WHERE:PARAM:USER_DEF:INTEGER:tsstatus@, 1) --Default Submitted ) ts ON ts.RESOURCE_ID = r.id JOIN prtimeperiod tp ON tp.prid = ts.tpid AND tp.prstart BETWEEN @WHERE:PARAM:USER_DEF:DATE:startdate@ AND @WHERE:PARAM:USER_DEF:DATE:enddate@ JOIN prj_resources pr ON pr.prid = r.id AND pr.prisrole = 0 AND pr.prisopen = 1 LEFT JOIN srm_resources rm ON rm.user_id = r.manager_id JOIN odf_ca_resource ocr ON ocr.id = r.id WHERE @FILTER@ GROUP BY r.id, r.full_name, rm.full_name, tp.prstart HAVING @HAVING_FILTER@

15. 15 Clarity Educational Community Activity 4 – Create Dashboard Based on Project Create an NSQL Query and Portlet to retrieve the ETC, Actual, and EAC for each week on a project that the user is the PM. Hints: Two Dimensional Use PRJ_BLB_SLICES table

16. 16 Clarity Educational Community Questions Phone 888.813.0444 Email info@regouniversity.com Website www.regouniversity.com We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general. There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Thank you for attending regoUniversity 2015!