2014-05-15 - 9760.300 - Process Procedure - EPM Reports New Design Proposal #CrystalReportDevelopment
PROCESS PROCEDURE
9760.300 - EPM Reports New Design Proposal
Summary Description
EPM Reports New Design Proposal
Admin Info
Title
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EPM Reports New Design Proposal
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Requested by
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Mark Harris
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Created Date
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05-15-2014
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Approved by
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Uday Kumar P
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Approved Date
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05-15-2014
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Status
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Complete
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Detailed Description
We need to look into the following considerations for a proposed design change in the EPM reports to use 11 external subreports(currently 9 subreports and two subreports for collection to be added shortly) instead of 33 embedded subreports:
1.
BEx Connections: No change in the number of BEx queries used as the external subreport will use the same BEx queries used earlier by embedded subreports. For Eg, in EPM230 currently the three License embedded subreports at all three levels use the same BEx query thrice. But as per new design, the single consolidated external license subreport will use the same BEx query three times.
2.
Main report Formulas: We need to add new formulas in the main report to handle the grouping level value and pass it to external subreport. For Eg, in EPM230 currently we are not using any formulas to handle the grouping level value as each of the embedded license subreport has its own predefined grouping level. But as per new design, the main EPM230 report will have new formulas to pass the grouping level value to the external license subreport and the subreport will execute based on the grouping value passed by main report.
3.
Subreport Parameter: We need to add a new parameter in the external subreport to capture the grouping level value passed by the main report. Based on this value, the external subreport will execute the grouping order. For Eg, in EPM230 currently we are not using any parameter in any of the three embedded license subreports as each of them have a its own predefined grouping order. But as per new design, the main EPM230 report will have a single consolidated external license subreport, that needs to be enhanced with a grouping level parameter. Based on the parameter value for grouping, the external license subreport will execute.
4.
Subreport Grouping Formulas: We need to modify the logic in existing grouping formulas to execute the grouping order in external subreport based on the prompt value. For Eg, in EPM230 currently we are using static logic in grouping formulas of all three embedded license subreports to execute the static grouping order. But as per new design, the single consolidated external license subreport will use the dynamic logic in grouping formulas to evaluate the grouping order dynamically based on the grouping level value.
5.
Subreport Group Totals: We need to add new group totals in all levels of the external subreport to execute the different calculations for each group. For Eg, in EPM230 currently the group totals are defined in the last group level of that license embedded subreport. But as per new design, the single consolidated external license subreport will have group totals defined at all grouping levels. But based on grouping order value, the required group totals will be displayed at their respective grouping level.
6.
Subreport Section Suppression Formulas: We need to add new suppression formulas for each section of the external subreport. This will dynamically show or hide the required sections in the external subreports. For Eg, in EPM230 currently we are not using any dynamic suppression formulas for any of the sections to show or hide them in embedded license subreports. But as per new design, the single consolidated external license subreport will use the dynamic suppression formulas to show or hide the group sections based on group level value.
7.
Subreport Running Total Formulas: We need to modify the logic in existing running total formulas to evaluate the 'Others' part in the external subreport. For Eg, in EPM230 currently we are using group based logic for running totals at each group level in embedded license subreports. But as per new design, the single consolidated external license subreport will always calculate the running total at last group level for any grouping order due to dynamic grouping.
8.
Subreports in Secured & Shared Location: We need to place the external subreports in a secured and shared location that is accessible by all the main reports using these subreports. Since a single change in a external subreport will impact all the main reports using that subreport. For Eg, in EPM230 currently we are using three embedded license subreports only and not the external license subreport. But as per new design, the single consolidated external license subreport will be placed in shared & secured location and called three times by main report for all three levels.
9.
Subreports Insertion: We need to place the external subreport in all required grouping levels of the main report since the same external subreport is used at all the levels of the main report with different grouping levels. For Eg, in EPM230 currently we are using three embedded license subreports in three levels. But as per new design, the same single consolidated external license subreport will be placed in all three levels.
10.
Subreport Linking: We need to add a new link in addition to the existing main report to subreport links to pass the grouping level value from main report to external subreport. For Eg, in EPM230 currently we are having the links from main report to the embedded license subreports based on the requirement. But as per new design, the single consolidated external license subreport that is placed in all three levels of main report will have an additional link for passing grouping level value from main report to the subreport apart from old existing links.
11.
Subreport Update Option: We need to check the option "Re-import When Opening" for all external subreports that are placed in main reports. For Eg, in EPM230 currently we don’t need to use this option as each embedded license subreport is independent of others. But as per new design, the single consolidated external license subreport is used multiple times, so we need to check this option to reflect any changes done at the external subreport in shared location, into the main report.
Common Issues
None
Resolutions
None
Release Information
None