(Example) How Do I Configure Data from Data Population to Show in Reports?

To configure data from data population to show in a report, do the procedure in this topic.

Note: The Report Center component (sometimes referred to as AgileReports) can only be used by customers who purchased this component before April 1, 2020. This version is no longer available for purchase, including by current and previous purchasers of AgilePoint NX or the Report Center component. In AgilePoint NX v8.0 and higher, Report Center has been replaced with the Analytics Center component.

Prerequisites

Good to Know

Step 1: Configure Data Population with Microsoft SQL Server

To configure data population to store data in Microsoft SQL Server, do the procedure in this topic.

Figure: Data Population screen (Microsoft SQL Server)

Data Population screen Microsoft SQL Server

Examples

Good to Know

How to Start

  1. Do one of these:
  2. On the App Explorer screen, do one of these:
  3. Click Misc Misc icon > Data Population Data Population icon.

Procedure

  1. On the Data Population screen, in the Repository field, select Microsoft SQL Server.
  2. In the Database list, select your databae access token.

    To create a new access token, click Create Add Token icon. For more information, refer to Access Token for Database.

  3. Drag the table name from the Table Names box to the Selected Table Names box.
  4. Click Map Data.
  5. On the Schema Mapper, map the table names to the schema.

Step 2: Configure Report Database Connection

To configure the report database connection, do the procedure in this topic.

How to Start

  1. On your AgilePoint Server machine, open the file [Report Center installation folder]\bin\ahDbAdmin.exe

Procedure

  1. On the Report Center Management Console screen, click Report database Management > Report Database Connections.
  2. On the Report Databases screen, click Add.
  3. On the Report Database Configuration screen, in the Database Label field, enter the name of the report database.
  4. In the Database Connection String field, enter the connection string for the report database.

    Do one of these:

    • To let Report Center configure the connection, click Connection Wizard links.
    • To enter the connection string manually, click Edit Connection String.
  5. To verify that the specified connection string is correct, click Test.
  6. Click OK.

    If there is no schema information in the metadata database related to the report database, configure the Database Connection screen to run the Import Schema wizard.

  7. On the Database Connection screen, click Yes.
  8. On the Object and Column Schema Import screen, in the Object Type column, select the SQL table.
  9. Click Add Selected.
  10. On the Object Names and Descriptions screen, click Next.
  11. On the Column Names and Descriptions screen, click Next.
  12. Click Finish.

Step 3: Add a Role to the Database

To add a role to the database, do the procedure in this topic.

Good to Know

  • If more than one reporting database is available for the end-user, a Database list shows The Database ist acts as a filter for the list of reports. Only reports based on the selected database will be shown in the list. The database list does not filter the folders.

How to Start

  1. On the AgilePoint NX Portal, click Report Report icon.

Procedure

  1. Click the Configuration tab.
  2. On the Configuration tab, click User Configuration > Roles.
  3. On the Roles screen, click Add.
  4. On the New Role screen, in the Role field, enter the name of the role.
  5. Specify Role Permissions, Role Databases, and Role Users from their Available lists to Assigned list.
  6. Click Save.