Question
JP Morgan Chase & Co.
IN
Last activity: 7 Aug 2023 10:35 EDT
Converting Summary Views to Report Definiton
While converting Summary Views to report definition, facing below challenges.
1- How can we define the field "Group By" in report definition.
2- Again how we can specify the "Report Source" field in report definition.
Please help me to convert summary view to report definition.
Thanks,
Sushanta Patel
Pegasystems Inc.
US
In a summary type report definition, any column that is not defined as an aggregate (e.g., SUM, COUNT) is considered a "group by" column. You do not have to explicitly set it anywhere.
For "Report Source", are you referring to using an alternate database?
JP Morgan Chase & Co.
IN
Thank you for your reply.
- So for "group by" field, no need to define it?
- we are using primary database as report source.
Pegasystems Inc.
US
In summary type reports, each column is either an aggregated column or a "group by" column. Any column that has a summary function specified in the "Summarize" column on the Query tab is explicitly an aggregated column. All other columns are implicitly "group by" columns. There is no need (and no way) to explicitly designate "group by" columns.
The report source option only needs to be set if the report is using an alternate database, otherwise it defaults to the primary database. For instance, if you have a long running report that would interfere with performance of the primary database, you could set up a separate reporting database that mirrors the primary database, and run the report against the reporting database.