Creating Data Views
Data views use SQL queries that are defined against system tables and business process (BP)tables. Data views are used in custom reports, user-defined reports (UDRs), and shell dashboards.
Notes:
- You can create UDRs at company and project/shell levels.
- Avoid using double quotation marks for column aliases in SQL queries. Using double quotation marks can cause errors in running UDRs and dashboards if they use a data view that has column aliases.
Data views must contain project_id in the SQL query for the data view to be displayed in a project/shell-level UDR data type list.
The system includes an Explain Plan option that you can use to evaluate your data views. Running the Explain Plan provides important feedback that can help you modify the SQL query to reduce or eliminate performance issues.
Before you begin: Define your reporting requirements first. Collaboration between business users and technical development teams helps identify the data you must 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 Grant 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.
- Use the Explain Plan feature to evaluate the SQL performance and potential issues of data views that you design.
Note: For translation information, see the Unifier Essentials General Administration Guide.
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).
In This Section
Grant Permissions for Data View Creation
Create and Publish Data Views and Metadata
View Data (Query Results) and Metadata (Columns) in the View
View Data View Usage in Reports and Data Cubes
Review Database Table Structure
Last Published Monday, April 14, 2025