Creating Data Views

You will create data views to operate as data sources for custom reports.

Note: Refer to the Unifier Modules Setup Administration Guide for more information.

To create a data view:

  1. Sign in to your Unifier environment, as company administrator or administrator.
  2. Go to the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, select Data Structure Setup, and then select Data Views.
  4. In the User-Defined Data Views window, click New.
  5. Enter the information needed for your data view. See Tips for more information.
  6. Click Apply and OK.
  7. Highlight the new view and select Status, Published.

Tips

The SQL definition will consist of the SQL query used to populate the report with specific data based on the desired output.

Note: If using the data view as a Main view in a Project level report, you must have a column named project_id. If using the data view in a Program level report, you must have a column named program_id.

For example, a Project level data view for a company registry "companyReg" can be like this below:

SELECT pu.PID as PROJECT_ID,

p.PROJECTNUMBER as PROJECTNUMBER,

c.COMPANYNAME as COMPANY_NAME,

c.SHORTNAME as COMPANY_SHORT_NAME,

c.DESCRIPTION as COMPANY_DESCRIPTION,

c.CONTACTNAME as COMPANY_CONTACT_NAME,

u.FULLNAME as USER_FULL_NAME,

u.USERID as USER_ID,

u.USERNAME as USER_NAME,

u.EMAIL as USER_EMAIL

FROM companyReg_SYS_USER_INFO_VIEW u,

companyReg_SYS_COMPANY_INFO c,

companyReg_SYS_PROJECT_INFO p,

companyReg_SYS_PROJECTUSER pu

WHERE c.COMPANYID = p.COMPANYID

AND p.PID = pu.PID

AND u.userid = pu.userid


Last Published Monday, December 9, 2024