How to create a single drill-down report

In this case I defined two simple reports, one as a target (contains the data to be shown in addition of the base report’s data) and the other as a base report (contains the data to be improved by the data from the target report) thereby following the best practice to design the target report first and the base report afterwards. The base report is defined as a table chart type and the target report is defined as a pie chart type.

Defining the reports

1. In Process Reporting Services define a simple report which is supposed to be the target report.

Creating a new simple report

 2. Select a data source

Data Sources are selected by pulling items from the palette area on the left side into the white area in the middle. After pulling the items there one can select how to query the items and how to treat them  in the report.The different items selected and processed here influence what is usable in the next step.

3. Select either Pie, Bar, or Table as the chart type.

Process Reporting Services offers Table by default. Attention: The selection made in step 2 influences what is displayed here. Depending on what you selected before you get different information messages (red text in this screenshot saying: “no data available”)

There are combinations of items that are not compatible with every chart type. In this case an error message is issued warning against the compatibility problem.

If you get error messages there – e.g. “y-axis must be numeric value” -, you will have to change that within Chart Data. There you can steer which data belongs to the different axes. If everything works fine, it should look as follows:

The drill-down itself

First create another simple report which will be the base report. For this follow steps 1 – 3. For a better visualization I chose table type as chart type.

4. Within the Chart Data tab locate the series or column for which you are defining a drill-down report.

Click in the Drilldown field. To find it you must open the columns first:

5. To define a drill-down to another report:

a. Select the Report radio button.

  1. b. Browse to and select a target report.

The report selected here is the one created in steps 1-3. It can be selected from a picklist after creation.

 

 

 

 

The column the drill-down has been designed for changes in color. So the link to the target report is shown. Clicking on the coloured items take the user to the target report.

 

 

 

 

 

c. Click the Filter button(to be found under the drill-down button) to define a filter expression.

 

 

 

 

 

 

d. Select a filter tab and filter tree item and move it to the Filter Expression field by double-clicking.

 

e. Place your cursor within the single quotes and press the Ctrl and spacebar keys on your keyboard simultaneously. This provides a list of dynamic filter values.

f. Double-click a dynamic filter value and click Ok to close the Filter window.

6. To define a drill-down to a URL, select the URL radio button and enter a URL in the field

provided.

Note: The URL must be absolute and specify the location of a web page in full. For example:

http://www.siteaddress.com.

The result of a functioning drill-down looks as follows: clicking on the changed columns directly takes the user to the drill-down target report. If the drill-down works, it shows in the header like this: base report > target report.

27. September 2012Permalink

What is Latency, Throughput and Capavity ?

What is... This is a short answer and question category.Latency

This is the time from when an event occurs until the event is available and useable in the system.

Example: data transfer latency

The BAM Server collects events from the audit trail database that occurred 30 seconds in the past. This delay ensures that late arriving audit trail events are collected.

Throughput

This describes the number of transactions the system can process per unit of time.

It is important to execute single-user test for debug and functional tests and multi-user tests for the same business transcations.

Example: concurrent search queries per time interval or the number of simultaneously-viewed documents

Capacity

Capacity is not a fixed value or measurable. Capacity depends on the number of users, the number of business processes, the number of documents  and the soft- and hardware configuration.

The capacity must be treated separately:

  • on the client (Browser)
  • Application Server
  • Content Server
  • Database
  • and the network bandwidth and latency between the components
17. September 2012Permalink

What is a drill-down report?

Drill-down is used for navigation in hierarchically organized data (OLAP). Drill-down describes an increasing granularity in the management of data. E. g., one can zoom into an address. The process of zooming out (decreasing granularity) is called roll-up or drill-up. The drill-down’s increasing granularity is shown with the help of an address example that develops from the country (low granularity) to the real address (high granularity).The drill-up or roll-up is the opposite of a drill-down. It makes use of a decreasing granularity showing things more globally.

Following the items in the picture from top to down you can see the increasing granularity of the drill-down whereas the down to top direction shows the decreasing granularity of a roll-up / drill-up.

Documentum differentiates between two kinds of drill-down reports:

Single Drill-down Multi Drill-down
relation between a base report and a target report: base report is updated based on target report Link a base report to other reports: relation results in an updateBut one of the surrounding dashlets not one of the contents of the base report (E20-120 exam)
Built in one phase:
use Process Reporting Services to implement relation between base and target
Built in two phases:
1. use PRS to build the hyperlinks
2. use Task Space dashboard manager to implement the connection between the dashboards to be updated and the source

Single- and multi drill-down reports are configured with a source (base) report and a target report. It is best practice to design the target report first, so that it is available on picklists when the source (base) report is designed.

Relevant products: Business Activity Monitor , Process Reporting Service

29. August 2012Permalink

What is the server step size?

 

What is... This is a short answer and question category.

Explanation: The server step size is a numeric value in seconds. It displays how often information from the audit trail table will be transferred into the BAM database.

Function: The numeric value is the period how often the event pipe job runs. You can increase the step size on high volume environments.
Please keep in mind: the server step size and the data transfer latency are asynchronous but dependent entities. On high volume environment increase the latency and the job runs less frequently. The job takes longer and the data size of each transaction is larger. Do not increase the step size to much, because the data size and data volume could have negative effects to the system performance.

Relevant products: Business Activity Monitor, Content Server, xCP, Process Engine

additional information: Data transfer latency

27. August 2012Permalink