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Showing posts with label business view. Show all posts
Showing posts with label business view. Show all posts

2011-08-26

BusinessObject: Sync up Data Foundation with Database


Product: BusinessObject
Sub-product: Business View Manager

I alter table and view in database level. Use following procedure to sync up in Business View Manager

1. Open "Data Foundation" which contains the table or view
2. From pull down menu Tools - Verify Database
3. It will download column definition from database, and automatically add or remove columns

2011-08-24

Genesys with BusinessObject (Crystal Report) Business View Filter

Product #1: Genesys CCA
Product #2: SAP BusinessObject

When using Crystal Report (BusinessObject designer) to design report for Genesys CCA (DataMart), Business View Manager is a common software that will be used for advance customization.

This screen shows how to enable filtering in Business Element called "O_Queue_No_Agg be"

My advice is not to create filter in Data Foundation layer, but in Business Element layer. Keep all the filter and parameter definition in this layer, which will be inherited by Business View, List of Values, and Prompt Groups


Please note that by default, filter's right is "Not Applied." Designer needs to modify the right to apply to Everyone, or fine grain user/group control.


There is no way to use Business View Manager nor Crystal Reports designer to see the generated SQL, nor value with the filter applied. The trick I used is to open Business Element, and choose "Right Test View" from Tools pull down menu. It will display Crystal syntax for it.

In my example, I only want to show virtual queue that has naming convention VQ in front of the queue name.

For anyone who is using my design, please create index on O_Queue_No_Agg table on column Object_Name for performance tuning.

2011-08-18

Crystal Report - Delete unused dynamic parameter group

Product: Crystal Report 2008 - XI

Whenever dynamic parameter is used with new parameter defined, Crystal Report automatically creates following
1. Data Foundation - Visible in Business View Manager
2. Business Element - Visible in Business View Manager
3. Business View - Visible in Business View Manager
4. List of Values - Visible in Crystal Report
5. Prompt Group - Visible in Crystal Report

Note: "Visible" above means without using "Repository Explorer," above objects are usable from File - Open (Business View Manager), or parameter selection (Crystal Report)

Therefore, after report design finalize, a lot of unused objects will left behind. This post shows the tool and step used to remove any object above, but I use prompt group as an example

For this example, I use new dynamic view for table called Budget with parameter filter on department. Following are automatically created (this is the 2nd report using Budget table, so it automatically added "_1" to all the name)
1. Data Connection - Budget DC_1
2. Data Foundation - Budget DF_1
3. Business Element - Budget BE_1
4. Business View - Budget BV_1
5. List of Values - Budget > Department_1
6. Prompt Group - Budget > Department_1 - Prompt Group_1

As you can see above, if I have daily, weekly, monthly, quarterly, and yearly tables, the naming convention above will be very confusing to be reuse.

Following these steps to delete unwanted (or rename) them:

1. In Crystal Report designer, open the prompt group to find out the List-of-Value (LOV) name

Launch Business View Manager, and login to Crystal Report server as Administrator (any user who has privilege)
Open Repository Explorer from pull down menu View - Repository Explorer
Repository Explorer will show up on right panel, unless you have moved it to somewhere else
Inside Repository Explorer, open the folder where above objects store. In my case, I use folder name "Custom Daily"
Select prompt name "Budget Prompt Prompt Group 2"
On toolbar, click on X to delete
Close any open window which accessing the object. Business View Manager will show an error if the object is currently open. Inform everyone to close

Although Crystal Report (designer interface) can see Repository Explorer, it can't delete these objects .

Automated creation of these object has automated naming convention which is confusing and not easily reusable for other report design.

Therefore, for cleaner and proper report design, it is best to delete unused objects, as well as rename them.

This procedure can be used to rename the objects as well by right click on them, and click Rename

If the prompt has been remove and created again, this will be the prompt group name. You can see it is very messy

Budget > Department_1 - Department_1 - Prompt Group_1

Moreover, this name needs to update in the select formula which is affecting the readability, especially during troubleshooting

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