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



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Transcription:

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

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

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

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

Crystal Reports

Crystal Reports

Metadata Resources Maximum Data Modeling http://maximumdatamodeling.blogspot.com/ http://bit.ly/maxdatamodelingwebinars 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

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

ERwin Relational Metamodel.erwin Attribute Spanning Neighborhood Entity Display

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()

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

Bulk Editor for Metadata Reporting Bulk Editor Report of Attribute Columns

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)

DSN For Metadata Access

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

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

Sample Query Tool Output Query entry area Query results

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

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

Useful Queries

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

Step By Step Building Your First Crystal Report Without SQL

Building a New Report

Add Tables

Links Auto Recognized

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

Building Your Report from M0 Schema

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

Build a Bulk Editor Report

Exporting from Bulk Editor

Add CSV as Data Source

Add CSV as Data Source

Building Reports from CSV

Building Reports from CSV

Adding a Grouping to Report

Specify Group Designator

Adjusting Header position and Names

Finished Report

Additional Resources and Demos http://maximumdatamodeling.blogspot.com/ http://bit.ly/maxdatamodelingwebinars

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

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

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

Thank You Victor.Rodrigues@TechXtend.com LinkedIn Maximum Data Modeling Twitter.com /MaxDataModeling MaximumDataModeling.blogspot.com/

Legal notice Copyright CA 2011. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. No unauthorized use, copying or distribution permitted. THIS PRESENTATION IS FOR YOUR INFORMATIONAL PURPOSES ONLY. CA assumes no responsibility for the accuracy or completeness of the information. TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OF ANY KIND, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. In no event will CA be liable for any loss or damage, direct or indirect, in connection with this presentation, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised of the possibility of such damages. Certain information in this presentation may outline CA s general product direction. This presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future written license agreement or services agreement relating to any CA software product; or (ii) amend any product documentation or specifications for any CA software product. The development, release and timing of any features or functionality described in this presentation remain at CA s sole discretion. Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in this presentation, CA may make such release available (i) for sale to new licensees of such product; and (ii) in the form of a regularly scheduled major product release. Such releases may be made available to current licensees of such product who are current subscribers to CA maintenance and support on a when and if-available basis.