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7.1 Introduction to creating reports that combine data from multiple classes
Terms in this set (21)
How does the Pega reporting tool find and retrieve data from the appropriate table?
The tool uses Pega classes to find the table.
What you need to know for designing reports?
When designing reports, you need to know which table has the data and how the data is mapped.
How does Pega identify the database table the class is mapped to?
Pega uses two records to identify the database table the class is mapped to: Database and Database Table.
What is Database record?
A Database record identifies how Pega connects to a specific database for the named database. The record contains connection information so Pega can access the database. The record establishes an alias that can be referenced elsewhere, such as a database table record. Database records can be configured to use either JNDI or JDBC url for the database connection.
What is standard databases in Pega?
By default, Pega uses the following standard databases in a database record:
PegaRULES maps to a database where all the rules, data instances, work objects, history, and other concrete objects from internal classes of your Pega system.
PegaDATA maps to a database where all custom data instances are saved.
What is Database Table?
A Database Table record identifies a specific table in a specific database, and specifies the corresponding Pega class. Pega uses this record to identify which table to write case data when a user creates or updates a case.
How does Pega map classes to database tables?
Pega uses two records — a Database record and a Database Table record — to map classes to database tables.
How to perform mapping multiple classes to a single table?
You can designate a class as a class group (also referred to as a work pool). Class groups cause the system to store instances of similar or related case types together in a single database table.
Three commonly used report types?
Work, assignment, and history
What is standart database table?
assignment is routed to an operator ->
assignment is routed to an workbasket ->
What is standart property?
operator who has the assignment ->
the flow rule for the assignment -> pxFlowName
A case identifier -> pyID
Work parties participating in a case ->pyWorkParty
The customer identifier such as an account number -> pyCustomer
The work status of the case -> pyStatusWork
What use of pxRefObjectKey in report?
When creating assignment reports, you often use pxRefObjectKey — this is mapped to pzInsKey. The pxRefObjectKey property allows you to relate the assignment to the case.
You create a report that shows how quickly cases were processed in a specific assignment. Which classes contain the standard properties you use in your report?
History-Work- and History- classes
What usage of classes using joins and associations?
You can relate properties in multiple database tables or classes to combine data in a single report.
Use case and subcase relationships to show subcase data along with the parent case data.
Use case and assignment relationships to show how the system processes assignments for a specific case or a subcase.
Use case and history relationships to monitor performance.
Steps to create a class join?
1. Determine the class to which you are joining.
2. Create a prefix that in combination with the class name serves as an alias for the joined class.
3. Decide whether you want to include or exclude instances that do not match.
4. Create a filter that describes how you relate the classes.
What is best practice of "specify the class as the primary join"?
In the report definition form, you specify the class as the primary join. If this work type is derived from Work-, determine whether the join is to an implementation class or to a framework class. This ensures that you are joining to the correct data set.
What is Association rules?
You use association rules to join multiple classes. Unlike a class join (unique to each report), associations can be reused in any report.
When configuring a class join, how do you specify a property that defines the relationship between the primary and joined classes?
Create a filter condition
What is Subreports?
Subreports enable you to reference results from any report definition in a main report. A report definition used as a subreport can be run like any other report.
Consider subreports as a way of combining data using IN, HAVING, and WITH clauses.
Two different methods to create subreport?
You use two different methods to create a subreport: join filters or aggregation.
How can you use a subreport to list the operators who have not updated cases of a specific case type within the past week?
Use the subreport as a filter, comparing with a list of all operators and removing all entries where there is a match between the two reports.