Is there any function like data model in OTBI Analysis and Interactive Reporting?

User_60BGL · November 2024

Hello,

I am working on training users in our organization to utilize the analysis and dashboard features in OTBI. However, I have encountered a challenge: filters and measurements need to be applied each time I build a report.

May I ask if there is a function similar to a data model that allows me to define specific criteria for data retrieval and structure the data for reporting?

For example, I would like to define employees = active employees only and allow other to reuse this.

I have tried to use column formulas and save them for reuse, but I've found that this only applies to the specific column. When I add other columns, like "Department Code," they still display inactive departments. Here’s an example of the formula I used:

CASE WHEN "Department"."Status" = 'Active' THEN "Department"."Name" END

Is there a way to filter multiple columns based on the same condition or a better approach to achieve this?

Thanks a lot.

gclampitt · November 2024

Each time you create a new OTBI report you are starting with a blank canvas - that is the funcitonality of the product.
If you always have say 5 fields in most reports - obviously you can always save this report as and use this has a "template" ie the starting position for new reports.

For filters - If you are always applying several ilters to each report eg say you always apply these 3:

Status = Active, Type= Employee , Term Date is null

Then you can save all of these filters as a single filter in the catalog - then for each report, you just drag the single filter from where it is saved in the catalog.

This is also best practice as if you need to change the filter in the future, you just edit, amend and save and this is then reflected in every report that uses it - which obviously saves the need to having to edit every report and manually amend filters