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

Introduction to ReportSmith and Effective Dated Tables

Why Effective Dated Rows?

Why Effective Dated Rows?

• When you update existing information, you do not want to lose or overwrite the data already stored in the database.

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

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.

How do I know if the table is Effective Dated?

How do I know if the table is Effective Dated?

• Table will have a column named “EFFDT” that is a date data type

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

Report’s Effective Date

Report’s Effective Date

• Global in scope to the report– You only define this once in the report

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

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

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

Report’s Effective Date

• Latest– The Maximum Date found in the Database– Watch out for future dated rows

Report’s Effective Date

• Earliest– The Minimum Date found in the Database– Only used in specialty reports

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

Report’s Effective Date

• Modifying the Report’s Effective Date

Report’s Effective Date

• Modifying the Report’s Effective Date

Report’s Effective Date

• Modifying the Report’s Effective Date

Key Columns for Effective Date

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

Key Columns for Effective Date

• What Key Columns to use?– Use all columns listed before EFFDT in the Data Dictionary

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

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

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

Selections

• Effective Dating is implemented via Selection Criteria

Selections

• Effective Dating is implemented via Selection Criteria– Deleting the Selection will Disable Effective Dating for that table

Selections

• Effective Dating is implemented via Selection Criteria– You can override the Report’s Effective Date on a table by

table basis

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

Report Variables

• “As of Date Asked of User” is implemented using a Report Variable

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

Report Variables

• “As of Date Asked of User” is implemented using a Report Variable– The Title, Prompt, Format and Entry can be changed