Creating TrueSight Smart Reporting views

A view in TrueSight Smart Reporting is required while creating reports and analyzing data. It hides the complexity of database structures from users who create reports. A view defines which database columns are available for report building. If fields come from multiple tables, joins are required. The join is the business logic that links rows in a table together.

If you define an access filter and include access filter fields in the view, data access is restricted based on the users who are running a report. Access filters restrict data based on the users who are running a report. For example, managers may be allowed to see employee details from their respective departments only.

Before you begin

Identify the target data source: Create a data mart that suits your requirements. Know what data is contained within each table for the view. 

To create a view from a single table

1. From the Create menu, select View.
2. On the Create New View window, select your data source. The data source for TrueSight Capacity Optimization is TSCO-DataSource. 
   The basic parameters required for your view are displayed.
3. Select view type as Single Table.
4. Select the data mart from the table list. This list displays identifiers (instead of data mart names) of data marts and public views created in TrueSight Capacity Optimization. 
5. Enter a view name and description.
6. Click Create Analysis.
   The view is saved, and the report builder is opened. For details on creating a report, see Creating-reports-in-TrueSight-Smart-Reporting.
   
   
   

To create a view from multiple tables

1. From the Create menu, select View.
2. On the Create New View window, select your data source. The data source for TrueSight Capacity Optimization is TSCO-DataSource.
   The basic parameters required for your view are displayed.
3. Select Multiple Tables.
4. Click Create View.
   
   The view editor page is displayed. A list of tables is displayed on the left side of the canvas. This list displays identifiers (instead of data mart names) of all data marts and public views created in TrueSight Capacity Optimization. The view editor options are displayed on the right side of the canvas
5. Drag the tables to the canvas, and define entity relationships.
   1. To join a table, click the join icon on the table on the canvas. The New Join dialog box is displayed.
   2. Select values for the Join Type, Cardinality, and Join To fields.
   3. Configure the Join Details.
   4. Click Save & Close.
      The join is displayed as a line between the tables. To display the join logic, click the join icon on the line.
6. Set the table options for each table.
   
   1. Click the table properties icon on the table on the canvas.
   2. Expand the panels under Table Options on the right side of the canvas, and make the required changes.
   3. To select the fields that you want to make available to your end users for reporting, Expand the Columns panel, and select the necessary columns.
7. Click the Prepare tab. The fields are listed in a table. Click Field Settings to make necessary changes to the fields. 
   
8. To test your view, click the Test tab.
9. To save and publish your view:
   1. Click the Publish tab.
   2. Enter a name and description.
   3. Select a category (folder) and subcategory (subfolder) to store the view.
   4. Click Save and Publish.
      When you save a view, you can make it active. Report writers can use only active views to create reports.

To restrict access to report data by assigning access filter to a view

1. Perform steps 1 to 4 as described in To create a view from multiple tables.
2. Drag the required tables onto your canvas. To apply the access filter, select the primary data mart and the appropriate ACL table based on the entity that is represented in that data mart. For example, if your primary data mart includes systems, use PV_SYS_ACL. If it includes business drivers, use PV_WKLD_ACL.
3. Create a join between the tables as described in step 5 in To create a view from multiple tables. In Join Details, ensure that you select the appropriate column that represents your access filter. For example, when using PV_SYS_ACL, select SYSID and using PV_WKLD_ACL, select WKLDID. 
   
   
4. Set the table options for each table.
   
   1. Click the table properties icon on the table on the canvas.
   2. Expand the panels under Table Options on the right side of the canvas, and make the required changes.
   3. To select the fields that you want to make available to your end users for reporting, Expand the Columns panel, and select the necessary columns.
5. Click the Prepare tab. The fields are listed in a table. Click Field Settings to make necessary changes to the fields. 
   1. Click the ACCOUNTID column.
   2. On the Access tab, select ACCOUNTID as the access filter for this view. 

1. (Optional) Click View Security. Select a default filter to be applied to reports created against this view.. If you select a default filter, any subsequent report created against this view will have the filter applied. Users creating reports that have the appropriate access level can change or remove the filter in each report.
2. Save your view.