IBM-BPM-Analyst-Report-on-IBM-vs-Pega

What Is Your Data Trying To Tell You?PRPC 6.3 Reporting & Data Visualization

Martin GuyoteProduct Manager, PRPC Business Intelligence


Agenda: PRPC 6.3 Reporting & Data Visualization Reporting mission statement Overview and demo of 6.3 features and

benefits─ Report Browser─ Report Editor─ Charts─ Dashboards─ Advanced report design options

4 2012 Confidential, Pegasystems Inc.

BI & Reporting: Mission Statement

End-users can satisfy their own reporting needs with an hour of self-study

How?─ Easy-to-use Report Browser for finding, accessing,

organizing, running, and scheduling reports─ Single report definition designer for all reports─ Intuitive, WYSIWYG Report Editor─ Intelligent defaulting and pre-defined reusable report

elements─ Improved charting and data visualization


Report Browser

Report shortcut

Report category

Standard reports are available to all.Each user can have their own personal categories and reports, and can share

them with other users.PRPC provides many pre-defined reports.

Report Browser can be included in any composite portal.

It shows reports defined in earlier releases as well as new reports.


Report Scheduling

Schedule on a one-time or a recurring basis

Email notifications to specific list, and/or let users subscribe

PDF or Excel output can be attached directly to emails, or stored on server and linked to


Report Editor LayoutToolbar Hints section is a lightweight, integrated wizard that suggests

steps to create or modify the report to inexperienced users

Editor shows real or simulated data

Data Explorer panel for adding columns and calculations to report Context-sensitive Help and online

tutorial videos available

New reports are copied from user-customizable report templates that also control user options and resource governors


Using the Data ExplorerSearch based on name

and description

Best Bets: Most Frequently

Used

All Matches: All available

columns

Calculations: Calculated columns

More link at end of list shows columns

in other classes

Use drag-and-drop to add a new column or calculation


Formatting and Deleting Columns

Right-clicking column heading displays command menu for modifying column


Sorting and Grouping Columns

Display values in one or more sort columns as category or group

headings

Limit results to the top or bottom n rows overall or in each sort group –E.g., top 3 based on pxCreateDateTime displays most recent 3


Filtering Rows

Advanced options include caption to make condition concise and readable

Conditions can be combined with ANDs, ORs, and parentheses by

clicking Change Logic button

Drag-and-drop column heading or column from Data Explorer to add a filter

Click a filter link to easily edit or delete it


Charts, Charts, Charts

Over 90 chart types Run on PC, smartphone, tablet

Great-looking, with 3D, animation, scrolling, multi-axis, drill-down, and more …


Chart Editor

Drag-and-drop to specify x-axis, y-axis, multiple data series

Select chart type and sub-type

Formatting and other options


Reporting Landing Page

New Reporting Landing Page provides access to:─ List View, Summary View, Report

Definition reports─ Report Browser─ Other components like

associations, Report Browser categories and shortcuts, functions

─ Other tools and utilities like the v5 Report Wizard


Advanced Rule Form Options: Custom Display Sections

Details rows and group bands can be custom-formatted.


Advanced Rule Form Options: Data Access Tab Outer joins, self-joins,

multi-step joins supported Associations (pre-defined

joins) automatically added when columns from other classes are selected─ Custom associations can be

easily defined Resource governors

─ Rows retrieved ─ Elapsed time


Advanced Rule Form Options: Sub-Reports“Which users have not entered any bugs?”

Report UsersEnteringBugs shows a unique list of the users who have entered bugs

Report UsersNotEnteringBugs in Data-Admin-Operator_ID will reference the results from UsersEnteringBugs as a sub-report.

The sub-report is configured to indicate how it will be used.


Advanced Rule Form Options: Sub-Reports (continued)

The main report references the list of users in the sub-report in its filter condition, to exclude

those users listed in the sub-report.


Advanced Rule Form Options: User Interactions

Control every way users can interact with a report, including:─ Hide toolbar, or enable/disable any

specific commands─ Hide right-click column command

menu ─ Hide report header, or

enable/disable Filters link to change rows to include

─ Prompt for filter changes before report is displayed

─ Use custom report for drill downs─ Control paging for list-type reports


Getting More Information

Questions Answers&


IBM-BPM-Analyst-Report-on-IBM-vs-Pega

Documents

Transcript of IBM-BPM-Analyst-Report-on-IBM-vs-Pega