Company Administrators can create data views, which are SQL query statements, to use as data sources for:
| • | Company and project/shell-level user-defined reports (see About User-Defined Reports). |
Data views must contain project_id in the SQL query for the data view to show up in a project or shell-level UDR data type list
Note: Data views published prior to the Primavera Unifier 9.5 release must be republished (i.e., set to draft status and then reset to published status) before they show up in the UDR data type list
| • | Data cubes for company or shell dashboards (see Defining Data Cubes to Work with the Company Dashboard). |
| • | Custom reports (see Custom Reports). |
Before you begin: Define your reporting requirements first. Collaboration between business users and technical development teams helps identify the data you need to collect and how to present that data so report recipients will have an easy-to-read, useful report.
Step 1: Set permissions for data view creation. See "Set Permissions for Data View Creation".
Step 2: Create data views. See "Create and Publish Data Views and Metadata".
| • | Data views must be published (as indicated by the Publish Date) before you can use them as data sources in UDRs, data cubes, or custom reports. |
| • | Test your data view SQL queries in the Unifier staging environment before deploying them in the production environment because only by testing can you be sure the query is valid and returns the desired data |
Step 3: View data and metadata. See "View data (query results) and metadata (columns) in the view".
Step 4: Export data. See "Export data (query results)".
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