Introduction to ReportSmith and Effective Dated Tables

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