2012 Confidential, Pegasystems Inc.

What Is Your Data Trying To Tell You?

PRPC 6.3 Reporting & Data Visualization
Martin Guyote
Product Manager, PRPC Business Intelligence
2012 Confidential, Pegasystems Inc.
Agenda: PRPC 6.3 Reporting &
Data Visualization
Reporting mission statement
Overview and demo of 6.3 features and
benefits
Report Browser
Report Editor
Charts
Dashboards
Advanced report design options
4 2012 Confidential, Pegasystems Inc.
BI & Reporting: Mission Statement
End-users can satisfy their own reporting
needs with an hour of self-study
How?
Easy-to-use Report Browser for finding, accessing,
organizing, running, and scheduling reports
Single report definition designer for all reports
Intuitive, WYSIWYG Report Editor
Intelligent defaulting and pre-defined reusable report
elements
Improved charting and data visualization
5 2012 Confidential, Pegasystems Inc.
Report Browser
Report shortcut
Report category
Standard reports are available to all.
Each user can have their own personal
categories and reports, and can share
them with other users.
PRPC provides many pre-defined reports.
Report Browser can be included
in any composite portal.
It shows reports defined in earlier
releases as well as new reports.
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Report Scheduling
Schedule on a one-time or a
recurring basis
Email notifications to specific list,
and/or let users subscribe
PDF or Excel output can be
attached directly to emails, or
stored on server and linked to
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Report Editor Layout
Toolbar Hints section is a lightweight, integrated wizard that suggests
steps to create or modify the report to inexperienced users
Editor shows real or simulated data
Data Explorer panel for adding
columns and calculations to report
Context-sensitive Help and online
tutorial videos available
New reports are copied from user-customizable report templates
that also control user options and resource governors
8 2012 Confidential, Pegasystems Inc.
Using the Data Explorer
Search based on name
and description
Best Bets:
Most Frequently
Used
All Matches:
All available
columns
Calculations:
Calculated columns
More link at end of
list shows columns
in other classes
Use drag-and-drop to add a new
column or calculation
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Formatting and Deleting Columns
Right-clicking column heading displays
command menu for modifying column
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Sorting and Grouping Columns
Display values in one
or more sort columns
as category or group
headings
Limit results to the top or bottom n rows overall or in each sort group
E.g., top 3 based on pxCreateDateTime displays most recent 3
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Filtering Rows
Advanced options include caption to
make condition concise and readable
Conditions can be combined with
ANDs, ORs, and parentheses by
clicking Change Logic button
Drag-and-drop column heading or column
from Data Explorer to add a filter
Click a filter link to easily edit or delete it
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Charts, Charts, Charts
Over 90 chart types
Run on PC, smartphone, tablet
Great-looking, with 3D, animation, scrolling,
multi-axis, drill-down, and more
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Chart Editor
Drag-and-drop to specify x-axis, y-axis, multiple data series
Select chart type and sub-type
Formatting and other options
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Reporting Landing Page
New Reporting Landing Page
provides access to:
List View, Summary View, Report
Definition reports
Report Browser
Other components like
associations, Report Browser
categories and shortcuts,
functions
Other tools and utilities like the
v5 Report Wizard
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Advanced Rule Form Options:
Custom Display Sections
Details rows and group bands
can be custom-formatted.
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Advanced Rule Form Options:
Data Access Tab
Outer joins, self-joins,
multi-step joins supported
Associations (pre-defined
joins) automatically added
when columns from other
classes are selected
Custom associations can be
easily defined
Resource governors
Rows retrieved
Elapsed time
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Advanced Rule Form Options:
Sub-Reports
Which users have not entered any bugs?
Report UsersEnteringBugs shows a unique
list of the users who have entered bugs
Report UsersNotEnteringBugs in Data-Admin-Operator_ID will
reference the results from UsersEnteringBugs as a sub-report.
The sub-report is configured to indicate how it will be used.
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Advanced Rule Form Options:
Sub-Reports (continued)
The main report references the list of users in
the sub-report in its filter condition, to exclude
those users listed in the sub-report.
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Advanced Rule Form Options:
User Interactions
Control every way users can
interact with a report, including:
Hide toolbar, or enable/disable any
specific commands
Hide right-click column command
menu
Hide report header, or
enable/disable Filters link to change
rows to include
Prompt for filter changes before
report is displayed
Use custom report for drill downs
Control paging for list-type reports
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Getting More Information
Questions
Answers
&
2012 Confidential, Pegasystems Inc.