Fundamentals of Custom Reporting€¦ · Fundamentals of Custom Reporting Wednesday, October 19,...

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Fundamentals of Custom

ReportingWednesday, October 19, 2017

Christina Adams

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Welcome!

Please check-in on the mobile app - see your class record, remember what tests to take, and

help us improve

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Logistics

• WiFi SSID: IR Prognosis Summit

• WiFi PW: Summit17

• Download the Slides from

online.prognosis.com

• Login to the Demo

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Agenda

• How Data flows into SQL Server from Prognosis?

• What tools to use when customizing a report

• How to change a logo?

• Permissions and Security

• How to remove Titles

• How to change fields

• How to create Graphs

• Review questions

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Learning Objectives

• After completing this course you should:

– Be able to identify what tools can be used to

customize reports

– Understand how a Report is constructed and how to modify basic entries.

– How to manipulate the data sets which populate

data in a report

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How Data flows into Reports

SSRS

SSIS

DBC

Prognosis Management/Reporting Node

Prognosis Monitoring Nodes

Entire Network/Nodegroup(s)

ODBC

BigDataInsightUCSource

BigDataInsightUC

Conta ins Mapping information i .e. Source Field to Data Mart field

ETL

SQL Job Agent runs this JobSQL Server

Normalized data

Un-normalized data

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How are Reports Created and

Published

SSRS

DataMart : BigDataInsightUCBigDataInsightOS

Normalized DataDesigned using

SSDT

Report Builder

Used to Publish Reports

Designed using

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Data Model

• Reports are merely the window dressing

• Data Models are the real work behind reporting

• Even if a customer doesn’t want our reports the

models provide a lot of value in a data warehousing environment

• Data models have two table types – Facts and

Dimensions

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UC Reports Available today…

• Avaya Report Pack

• Avaya Contact Center Report Pack

• Cisco Report Pack

• Cisco Contact Center Report Pack

• SBC Report Pack

• Skype for Business Report Pack

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P&I Reports Available today…

• POS Merchants

• Retail Payments

• Rule Effectiveness

• Reviewer by Performance

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Product Reports Walkthrough

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Permissions – Reports Specific

1. Hover on the report and click on the down arrow:

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Permissions – Reports Specific

2. Select Security from the menu:

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Permissions – Reports Specific

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Permissions – Reports Specific

4. Select ‘New Role Assignments:

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Permissions – Reports Specific

5. Add Group or Username and assign the appropriate level of role for the report and then click OK:

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Changing Logo

1. Access the Templates folder in the Reporting Services

URL:

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Changing Logo

2. Access the Resources > Images

3. Back up the HeaderLogo if needed later by downloading it.

4. Upload Company logo and save as HeaderLogo.png

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Customizing Reports -

Appearance1. Hover on the report you would like to edit and on

the down arrow select ‘Edit in Report Builder’

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Customizing Reports -

Appearance• This will automatically download Report Builder

and/or open the report on Report Builder

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Customizing Reports - Data

• The Reports have datasets that bring data in from

Stored Procedures

• The Stored Procedures are saved under BigDataInsightUC > Programmability> Stored

Procedures, you can access these through SQL Server Management Studio.

• Trace the Datasets back to the relevant stored procedure and view, add the data fields in the

select portion of the SQL Statement

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Lessons Learned

• Transaction logs Filling up

• ETL slowing down

• Some Reports not populating

• Database collections are down

• ODBC Connectivity (Network issues)

• Datasource correction

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Test Your Knowledge

1. Where is Reporting Advanced Deployed from?

a) Monitoring Node

b) SQL Server

c) Management Node

d) None of the Above

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Test Your Knowledge

2. How does one design/tweak reports?

a) SSDT

b) SSSIS

c) Prognosis Management node

d) Prognosis Monitoring node

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Test Your Knowledge

3. What are the two types of tables in Reporting Advanced?

a) Online and Offline

b) Transactional and none Transactional

c) Facts and Dimensions

d) Measurements and Facts

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Test Your Knowledge

4. Where are the stored procedures saved?

a) Prognosis

b) SSIS

c) SSRS

d) SQL Server Database Engine

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Recap

• We’ve covered:

– What were the most important points

– What can they do now

– What do they know

– Where can they get more help (Online.Prognosis.com)

– Your contact info (if you want)

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Next Steps

• Please Rate the Class

• Take the Knowledge Reinforcement Test

• Log On to Online.Prognosis.com to download slides & ask

questions

• Every class rating gets you a chance to win prizes!

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Questions?