[IFS/BA Designer Help Guide]
Apply Structure Repeaters
Explanation
This activity can be used to create structure reports based on structures in IFS Applications.
A structure created in IFS Business Analytics always consists of nodes and leaves.
A leaf is a code part
connected for accounting structures and an activity defined in engineering projects.
Levels can also be defined for a structure and used in the report design. However the
use of levels are optional. IFS Business Analytics Structure report can be used
to combine data from multiple structures.
When a structure repeater item is used as a repeater, the Structure Details will be enabled.
You must define a structure ID and entry point details in the
Structure Details dialog
box. By using Criteria you can filter the information shown in the report.
For example, specific nodes can be included
or excluded using this option. There are also possibilities to define which leaves to include in the report;
all leaves, leaves attached to the current level or leaves attached to the levels below. Report parameters for
nodes or levels can be used to define the entry point.
Prerequisites
To create a structure report select an information source with structure
repeater items. There should be a structure defined in IFS Applications which
will be used as the base when creating a structure report in IFS Business
Analytics.
System Effects
As a result of this activity, the executed report will display information using a IFS
Applications defined structure
in the format of the report designed.
Related Process Model
Apply Design Elements
Related Activity
Select Display Items
Apply Repeater
Apply Filter Criteria
Apply Microsoft Excel Functionality
Procedure
To prepare a IFS Business Analytics Report using accounting structures:
- To design the layout of the report select Structure Repeater
Items from the display items pane and drag
them into the design area.
- Drag Account (the code part which is used as leaves in the accounting
structure) and a Measure item into the design area below structure repeater items.
- Select the rows that you need to repeat. This will include rows that
include both structure repeater items and Account.
- Click
New Design Row.
- Drag a Structure Repeater item from the Display Items pane into the Display Items field
within the Repeater tab for the first two repeater rows.
- Drag the code part in to the third repeater row.
- Select the relevant structure repeater item from the Display Items pane and drag it to the Display Items field in the Repeater tab. Structure Details link will be visible just after dragging the relevant structure repeater item
to the display item field. You can use, Structure Details window which will be loaded by clicking the Structure Details link to enter the particular Structure Id.
- Open the Node/Level dialog box in the first repeater to select an
Entry Point.
- Select a level and select the nodes you want to include in the report by
clicking Criteria.
The second repeater will automatically take the immediate level below the first repeater.
Select the Node/Level dialog box for the second repeater if this should be changed..
- Click
Execute.
- Compare the executed report with design.
- To modify the design select Go to Design.
- For the first
structure repeater change the Leaves included drop down box to Only
Attached to the Current Level. This will only show code parts which is
directly attached to the Level of the first repeater.
- In the first structure repeater, select the Include Selected Node Only
check box. This will
filter the other information and only show the information related to the selected node.
- Click
Execute.
- Compare the executed report with design.
- To modify the design select Go to Design.
- Change the Leaves included drop down box to Only Attached to Levels Below
and clear the
Include Selected Node Only check box, to obtain information to the level below for all nodes
selected for the level.
- Click
Execute.
Note: Parameters can be used to define the entry point for the report. This is done in the
Parameter pane of
Select Node/Level dialog box. To make this possible a parameter for level
or node need to be defined in the report under the
Parameter pane.