Query Based Reports in Maximo Overview of Maximo Ad-hoc reporting - - PowerPoint PPT Presentation

Overview of Maximo Ad-hoc reporting functionality

Query Based Reports in Maximo

Presenter: Tom Peterson

Questions on Maximo? Contact Tom directly at: email: tpeterson@ontracks.com Phone: 780.637.4130 ext. 233

Query Based Reporting

• AdHoc Reports
• Create own unique reports
• Selecting columns, specifying sorting and grouping
• Identify the query the report will run against
• Does not require technical or developmental skills such as SQL or Java
• Does not consume development hours to create or maintain reports

Query Based Reporting – cont’d

QBE App Export Result Sets KPIs QBR reports BIRT Cognos Watson Analytics Analytic Capability

Ad Hoc: Creation

Style Calculate Summarize Format Content

Query Based Reporting – cont’d

Query Based Reporting – Style Tab

Query Based Reporting – Style Tab – cont’d

• Apply the existing query and

filters to the report

• Saves query as the ‘Saved

Where Clause’

• Always execute with this

selected query

• If not checked, the report will

be executed against all records

Query Based Reporting – Style Tab – cont’d

• Ability to apply a title to your

report

• Share the report across the
• rganization

Query Based Reporting – List Report

Query Based Reporting – Detailed Report

QBR – List Report vs Detailed Report

• Number of relationships you can select; the Detail report has no limits

whereas the List report restricts you to one or less.

• Ability to select the Detail report and only select fields from the Main

table of the application. In this case, all fields will display in the header section.

• Detail Reports Auto Group (By Field Category). List Report grouping

must be configured manually.

Ad Hoc: Creation

Style Calculate Summarize Format Content

Create QBR – Content Tab

Create QBR – Available Fields

• Drilldown list of Report Object

Structures

• Available Fields to select from

the ROS

• Select required fields from the

checkbox and choose the Add Selected icon

Create QBR – Selected Fields

• Remove fields
• Check the required fields to

remove from the QBR

• Select the Remove Selected icon

Ad Hoc: Creation

Style Calculate Summarize Format Content

Create QBR - Calculate

• Enables the user to add calculations or expressions as column to their

ad hoc report

• Very powerful feature as the user can add simple to complex content to

the report that business decisions are based on.

• Only qualified users, with a very strong understanding of database

attributes and SQL functions, should have access to this feature

• NOTE – All attributes must be from the same Object

Create QBR - Calculate

User defines calculations on selected attributes

Create QBR - Calculate

Create QBR – Test Expression

Attribute:

• 1. In correct format
• 2. Available to the user in the Report Object Structure
• 3. Valid value exists (ex. typed in correctly)
• 4. All attributes within an expression are from the same object

Function

• 1. Functions used are available to user in Expression Library

Expression

• 1. No division by zero
• 2. Does not contain another expression

Checks EXPRESSION for key items including

Create QBR – Expression Library

List of sql functions user can add to expression * Configurable in Report Administration *Prevents sql updates….

Ad Hoc: Creation

Style Calculate Summarize Format Content

Create QBR – Summarize

• Ability to define summaries to selected attributes in their ad hoc report
• Predetermined attributes available:

– Total – Count – Average – Min / Max – Median – Mode

Create QBR – Summary Results

Report Summary

Grouping Summaries Grouping Summaries

Listing Report Summary

Ad Hoc: Creation

Style Calculate Summarize Format Content

Create QBR – Format

Create QBR – Filtering

QBR – Grouping

QBR – Sorting

Create QBR – Next Steps

• Once a user has completed defining and developing their report, they

select 'Run and Save Completed Report'.

• Displays the report output in the report browser, and also saves its

report design file to the database

• Able to access it in the future; this action will take longer than the

'Preview Report' because it is being saved to the database.

Execute QBR

Edit QBR

ROS (Report Object Structure)

• Allow Users to Select Multiple Parent Categories in Content Tab
• Created in the Object Structures Application

ROS (Report Object Structure)

ROS (Report Object Structure)

ROS (Report Object Structure)

ROS (Report Object Structure) - Security

Access to new ROS must be granted from the Report Administration Application

Demo Query Based Reporting

QUESTIONS?

Contact Tom Peterson at: +780.637.4130 ext. 233 or tpeterson@ontracks.com www.ontracksconsulting.com