ERwin R8 Reporting Easier Than You Think Victor Rodrigues. Session Code ED05

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1 ERwin R8 Reporting Easier Than You Think Victor Rodrigues Session Code ED05

2 Speaker Bio Victor Rodrigues is an industryrecognized database modeling consultant with over 11 years experience working with customers across a broad spectrum of industries. Prior to joining TechXtend, Victor worked at CA Technologies in various customer-facing roles in CA s data modeling product development and support organization. Victor also runs the popular Maximum Data Modeling blog and Linkedin group September 21, 2011

3 Session Abstract An Introduction to the Crystal Reporting functionality in ERwin r8. An overview of the software metadata. Practical queries to build your reports. Practical methods for generating reports. September 21, 2011

4 Agenda An introduction to Crystal Reports Accessing Pinned Reports The CA ERwin metadata Building your first CA ERwin SQL ODBC query Building a Crystal Report Using the CA ERwin ODBC Other methods of extracting CA ERwin metadata for reporting. Q & A

5 Crystal Reports

6 Crystal Reports

7 Metadata Resources Maximum Data Modeling Documentation and Reference: C:\Program Files\CA\ERwin Data Modeler r8\doc\... ERwin Metamodel Reference.pdf ODBC Reporting Guide.pdf ERwinSPY C:\Program Files\CA\ERwin Data Modeler r8\backupfiles\samples\erwin API\ERwin Spy\ERwinSpy.8.0.exe Metadata Model C:\Program Files\CA\ERwin Data Modeler r8\backupfiles\samples\erwin Relational Metamodel.erwin

8 ERwin Relational Metamodel.erwin Hierarchical display of Validation Rule. Using Spanning Neighborhood tool. Key Display Level.

9 ERwin Relational Metamodel.erwin Attribute Spanning Neighborhood Entity Display

10 ODBC Data Source Architecture Six schemas M0: modeling data EM0: extends M0 M1: model meta-data EM1: extends M1 AL: DGM: Action Log Generate Diagram A translation function TRAN()

11 Navigating the Schemas Include Schema Owner. Filter on specific Criteria.

12 Bulk Editor for Metadata Reporting Bulk Editor Report of Attribute Columns

13 ODBC Metadata Access Basics ERwin ODBC Editor Utility: Access to: Current model ERwin_r8_Current Any other open ERwin model ERwin_r8 Used to: CREATE and SAVE queries (.QRY format) Save query results (.CSV format)

14 DSN For Metadata Access

15 ODBC-Based Metadata Access ODBC read-only driver included with base product User controlled activation and deactivation Tools/Options/Integrations dialog Compliant with ANSI 92 specifications Only query syntax (SELECT statement) supported at this time Use with any standard ODBC query/reporting capable tool e.g., Crystal Reports, Cognos (commercial) LogiXML, Pentaho (open-source) Excel, Access (MS Office apps) Others No database or repository required

16 ODBC - SQL Query Tool Create Query Execute Query Execute Query Against Database Execute Query Against ERwin ODBC Save Result Set to CSV File

17 Sample Query Tool Output Query entry area Query results

18 Reporting Resources C:\Program Files\CA\ERwin Data Modeler r8\odbc Reports\ Unsupported Sample Reports\

19 More Reporting Resources ODBC Reporting Guide.pdf Available in Doc folder of install directory Available on CA support site

20 Useful Queries

21 Useful Queries Existing Reports can give you what you are looking for. Good starting point for your requirements. Provides insight into Metadata relationships.

22 Step By Step Building Your First Crystal Report Without SQL

23 Building a New Report

24 Add Tables

25 Links Auto Recognized

26 Building Your Report from M0 Schema

27 Building Your Report from M0 Schema

28 Building Your Report from M0 Schema

29 Building Your Report from M0 Schema

30 Building Your Report from M0 Schema

31 Building Your Report from M0 Schema

32 Building Your Report from M0 Schema

33 Building Your Report from M0 Schema

34 Building Your Report from M0 Schema

35 Building Your Report from M0 Schema

36 Step By Step Building Your First Crystal Report Without SQL Method 2

37 Build a Bulk Editor Report

38 Exporting from Bulk Editor

39 Add CSV as Data Source

40 Add CSV as Data Source

41 Building Reports from CSV

42 Building Reports from CSV

43 Adding a Grouping to Report

44 Specify Group Designator

45 Adjusting Header position and Names

46 Finished Report

47 Additional Resources and Demos

48 Additional Resources Erwin.com Forums where users post custom reports LinkedIn group Future Knowledge wiki

49 Summary With a little effort Crystal Reports allows the creation of reusable and highly customizable reports against ERwin or any data source. Using Crystal Reports in conjunction with other ERwin reporting features allows access to more metadata than ever before. 49 [Insert PPT Name via Insert tab > Header & Footer September 21, 2011

50 Questions? 50 [Insert PPT Name via Insert tab > Header & Footer September 21, 2011

51 Thank You LinkedIn Maximum Data Modeling Twitter.com /MaxDataModeling MaximumDataModeling.blogspot.com/

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