Reports Wizard: application for the reporting in IBM Lotus Notes. Help: Data source

Description

The settings document of a data source defines initial and additional selection database documents which can be used as a data source for a report. The documents in databases should contain data of the same type.

When a user will create a report structure he can choose data sources and set up properties for them. Besides the settings documents of data sources, for creating a report structure settings documents for attributes and relations of data sources are required.

Adding

Creating the settings documents of data sources should be done after creating settings document Path for databases which data will be got from into a report.

To create a settings document of data source, do the next:

• Open the view Data Sources;

• Press in the view Data Source \ Initial Documents Selection.

The created settings documents are displayed in the view Data Sources inside of the category with name of data source and marked by blue color.

Settings

• Field Name;

Type a name that is understandable for a user and matches to the data type in a database. For example, Customers, Agreements, etc.

• Section Databases;

Sets the choosing the databases by a user while he is setting up a data source in a report.

• Field Name;

Type a name of the parameter for a user. The name will be displayed to the left of its value. Name by default is Projects.

• Field Setting Path;

Choose the name of a settings document Path. The chosen here parameter will define choices of databases available for a user while he is setting up a data source in a report. Choose a value from existing settings Path or create a new one.

• Section Initial Selection;

Sets the initial selection of documents from a database for the data source./td>

• Field Documents Form ( optional );

Type a form name of documents in a database ( field Form ). Is required for contextual reporting from a database.

• Field @ Selection Formula.

Type a condition in Formula Language: result of checking @True(1) for a document means selection of it.

• Section Selection Parameters.

Create selection parameters if it's required. Each parameter can be used as additional selection of documents for a report.

Topic links:

Settings Path

Selection parameters

•	Open the view Data Sources;
•	Press in the view Data Source \ Initial Documents Selection.

•	Field Name;
	Type a name that is understandable for a user and matches to the data type in a database. For example, Customers, Agreements, etc.
•	Section Databases;
	Sets the choosing the databases by a user while he is setting up a data source in a report.
	•	Field Name;
		Type a name of the parameter for a user. The name will be displayed to the left of its value. Name by default is Projects.
	•	Field Setting Path;
		Choose the name of a settings document Path. The chosen here parameter will define choices of databases available for a user while he is setting up a data source in a report. Choose a value from existing settings Path or create a new one.
•	Section Initial Selection;
	Sets the initial selection of documents from a database for the data source./td>
	•	Field Documents Form ( optional );
		Type a form name of documents in a database ( field Form ). Is required for contextual reporting from a database.
	•	Field @ Selection Formula.
		Type a condition in Formula Language: result of checking @True(1) for a document means selection of it.
•	Section Selection Parameters.
	Create selection parameters if it's required. Each parameter can be used as additional selection of documents for a report.