More Things You Can Use on Monday

More Things You Can Use on Monday

Presented by Walter BloodInformation Builders

Copyright 2010, Information Builders. Slide 1

More Things You Can Use on Monday

AgendaSET ParametersReportingDialogue ManagerFunctionsTroubleshootingMy Top 5 from Last Year

Copyright 2010, Information Builders. Slide 2

SET Parameters

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SET Parameters

A few more of my favourite SET parameters ACROSSLINE EMPTYCELLS EMPTYREPORT FILECOMPRESS FOCFIRSTPAGE CNOTATION OVERFLOWCHAR HIDENULLACRS

Working with SET Parameters

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SET Parameters – ACROSSLINE

Controls the display the default line across the reportOptions: ON, OFF, SKIPDefault: ON

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SET ACROSSLINE = ON SET ACROSSLINE = OFF

SET Parameters – ACROSSLINE

Controls the display the default line across the reportOptions: ON, OFF, SKIPDefault: ON

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SET ACROSSLINE = SKIP

TITLELINEis a synonym forACROSSLINE

SET Parameters – EMPTYCELLS

Controls the content of null cells in Excel outputOptions: ON, OFFDefault: ON

SET EMPTYCELLS = ON SET EMPTYCELLS = OFF

SET Parameters – EMPTYCELLS

Works in conjunction with NODATA

SET EMPTYCELLS = OFFSET NODATA = 'No Data'

SET Parameters – EMPTYREPORT

Controls what is displayed if no data returnedOptions: ON, OFF, ANSIDefault: OFF

SET EMPTYREPORT = OFF

SET EMPTYREPORT = ANSI

SET EMPTYREPORT = ON

SET Parameters – FILECOMPRESS

Enables the compression of PDF report outputOptions: ON, OFFDefault: OFF

SET FILECOMPRESS = OFF

1.1 MB

SET FILECOMPRESS = ON

244 KB

SET Parameters – FOCFIRSTPAGE

Controls the first page number of a reportOptions: nDefault: 1

SET FOCFIRSTPAGE = 1 SET FOCFIRSTPAGE = 5

SET Parameters – FOCFIRSTPAGE

&FOCNEXTPAGE will tell you what the next page number will be after a report runs

Use with FOCFIRSTPAGE

SET FOCFIRSTPAGE = &FOCNEXTPAGE

&FOCNEXTPAGE = 5

SET Parameters – CNOTATION

Controls how columns are numbered for internal referencing during report processing

Options: ALL, PRINTONLY, EXPLICITDefault: ALL

TABLE FILE GGSALES SUM DOLLARS NOPRINT COMPUTE VARIANCE/D12M = DOLLARS - BUDDOLLARS; BY REGIONEND

SET Parameters – CNOTATION

TABLE FILE GGSALES SUM DOLLARS NOPRINT COMPUTE VARIANCE/D12M = DOLLARS - BUDDOLLARS; BY REGIONEND

REGION DOLLARS BUDDOLLARS VARIANCE

C1 C2 C3

SET CNOTATION = ALL

SET CNOTATION = PRINTONLYREGION DOLLARS BUDDOLLARS VARIANCE

C1

SET CNOTATION = EXPLICITREGION DOLLARS BUDDOLLARS VARIANCE

C1 C2

SET Parameters – OVERFLOWCHAR

Controls the character displayed on an overflowOptions: *, any characterDefault: *

OVERFLOWCHAR = * OVERFLOWCHAR = !

SET Parameters – HIDENULLACRS

Suppresses printing of null across columns on a pageOptions: ON, OFFDefault: OFF

SET HIDENULLACRS = OFF

SET HIDENULLACRS = ON

SET Parameters – Working with parameters

SET parameter values can be displayed

? SET ACROSSLINE

? SET ? SET ALL

SET Parameters – Working with parameters

SET parameter categories can be displayed

? SET CATEGORY REPORT

? SET CATEGORY DATES

SET Parameters – Working with parameters

SET parameters can be displayed by category CategoriesMEMORYDATESSECURITYSINKSENDCOMPUTATIONMDIEXTERNALSORTFOCCALCENVIRONMENTWEBFOCUSREPORTGRAPHSTYLESHEETRETRIEVALHOLDPLATFORMMAINFRAME

? SET BY CATEGORY

SET Parameters – Working with parameters

SET parameter values can be explained

? SET FOR ACROSSLINE

SET Parameters – Working with parameters

SET parameter values can be captured

SET parameter values can be used

-? SET ACROSSLINE &SETTING

&SETTING = ON

-? SET ACROSSLINE &SETTING

-IF &SETTING EQ 'ON' THEN GOTO …

Reporting

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Reporting – DEFINE Functions

Subroutines based on WebFOCUS DEFINEsTake arguments and return resultsCan be used with any data file

As a compute, serves a very specific purposeHow do we make it more useable?

COMPUTE DOLPERUNIT/D12.2 = DOLLARS / UNITS;

Reporting – DEFINE Functions

Create a DEFINE function

Use the function in the COMPUTE

DEFINE FUNCTION PERUNIT (VALUE/D12, QTY/I9) PERUNIT/D12.2 = VALUE / QTY ;END

COMPUTE DOLPERUNIT/D12.2=PERUNIT(DOLLARS,UNITS);

Reporting – DEFINE Functions

Creates a reusable and consistent function

COMPUTE DOLPERUNIT/D12.2 = PERUNIT(DOLLARS,UNITS);

COMPUTE BUDPERUNIT/D12.2 = PERUNIT(BUDDOLLARS,BUDUNITS);

Reporting – DEFINE Functions

DEFINE FUNCTION name (arg1/fmt1,..., argn/fmtn)

[tempvariablea/formata = expressiona;]...[tempvariablex/formatx = expressionx;]

name/format = [result_expression];

END

Syntax

Reporting – DEFINE Functions

Usage Notes

The number of functions you can define and use in a session is virtually unlimited

Only cleared by DEFINE FUNCTION CLEAR command

Function names can be up to 64 characters.

Argument names are limited to 12 characters

No limit to the number of arguments

Can call other DEFINE functions, but cannot call themselves

If a DEFINE function isn’t available

(FOC03665) Error loading external function '%1'

Reporting – FILTER FILE

Automatic filtering in reports and graphsCan be activated and deactivated as required

FILTER FILE GGSALES NAME = MIDWEST WHERE REGION EQ 'Midwest';END

Define the Filter

SET FILTER = MIDWEST IN GGSALES ON

Activate the Filter

Reporting – FILTER FILE

FILTER FILE GGSALES NAME = MIDWEST WHERE REGION EQ 'Midwest';END

TABLE FILE GGSALES SUM DOLLARS UNITS BY REGIONEND

SET FILTER = MIDWEST IN GGSALES OFF

SET FILTER = MIDWEST IN GGSALES ON

Reporting – FILTER FILE

FILTER FILE GGSALES

NAME = MIDWEST WHERE REGION EQ 'Midwest';

NAME = NTHEAST WHERE REGION EQ 'Northeast';

NAME = STHEAST WHERE REGION EQ 'Southeast';

NAME = WEST WHERE REGION EQ 'West';

END

SET FILTER =

STHEAST IN GGSALES ON

WEST IN GGSALES ON

MIDWEST IN GGSALES ON

NTHEAST IN GGSALES ON

Reporting – FILTER FILE

FILTER FILE GGSALES

NAME = MIDWEST WHERE REGION EQ 'Midwest';

NAME = COFFEE WHERE PRODUCT CONTAINS 'Coffee';

END

SET FILTER = MIDWEST COFFEE IN GGSALES ON

Reporting – FILTER FILE

Once activated, will apply to all subsequent reportsApply variable selections passed in from formsEnforce row level securityAvoid Dialogue Manager code inside a TABLE FILE

-DEFAULT &SETFILTER=OFFSET FILTER = MIDWEST IN GGSALES &SETFILTERTABLE FILE GGSALES SUM DOLLARS UNITS BY REGION BY PRODUCTEND

TABLE FILE GGSALES SUM DOLLARS UNITS BY REGION BY PRODUCT

-IF &SETFILTER EQ 'OFF' THEN - GOTO NO_FILTER; WHERE REGION EQ 'Midwest';-NO_FILTER

END

VS

Reporting – Hold Files

ON TABLE HOLD directly to an app folderHOLD AS app/filename

Puts summit.ftm into the baseapp app folderTo capture summit.mas still needs APP HOLDMETA

TABLE FILE GGSALES SUM DOLLARS BY REGION ON TABLE HOLD AS baseapp/summit.ftmEND

Reporting – Hold File Delimiter

Select any character as your column delimiter

ON TABLE HOLD AS HDATA FORMAT DFIX DELIMITER '~'

Midwest~11400665Northeast~11392300Southeast~11710379West~11652946

SEGNAME=HDATA, DELIMITER=~, HEADER=YES, $

Region~Dollar Sales Midwest~11400665Northeast~11392300Southeast~11710379West~11652946

ON TABLE HOLD AS HDATA FORMAT DFIX DELIMITER '~' HEADER YES

SEGNAME=HDATA, DELIMITER=~, HEADER=NO, $

Dialogue Manager

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Dialogue Manager – Testing for Operating System

&FOCMODE Returns the operating system you are running in Enables you to take action based on where you are Values: WINNT, UNIX, etc.

-IF &FOCMODE EQ 'UNIX' THEN GOTO UNIX_STUFF - ELSE GOTO WIN_STUFF;

Dialogue Manager – .EXISTS

Indicates if an & variable exists (has value)Can be used to control navigation

0 = variable does not exist 1 = variable exists

-IF &REGION.EXIST EQ 0 THEN GOTO GET_REGION - ELSE GOTO RUN_REPORT;

Dialogue Manager – .EVAL

Resolves & variables in a pre-parse of Dialogue ManagerEnables resolved variables to be used in DM code

-SET &REGION = 'West';-SET &TITLE = 'Report for &REGION';

-SET &REGION = 'West';-SET &TITLE = 'Report for &REGION.EVAL';

Dialogue Manager – .QUOTEDSTRING

Automatically and intelligently puts quotes around & variables

TABLE FILE EMPDATE PRINT NAME IF NAME EQ &NAME.QUOTEDSTRINGEND

&NAME = John Smith

TABLE FILE EMPDATE PRINT NAME IF NAME EQ &NAMEEND

&NAME = John O’Brian

Dialogue Manager – .LENGTH

Returns the length of an & variable valueCan be used for edit checking and to control navigation

-IF &REGION.LENGTH LT 10 THEN GOTO SHORT_REGION - ELSE GOTO LONG_REGION;

-SET &REGION = 'West';

&REGION.LENGTH = 4

-SET &REGION = 'West ';

&REGION.LENGTH = 10

-SET &REGION = 'West ';-SET &REGION = TRUNCATE(&REGION);

&REGION.LENGTH = 4

Dialogue Manager – .TYPE

Returns the type of an & variable valueCan be used for edit checking and to control navigation

A = alphanumeric N = numeric

-SET &REGION = 'West';

&REGION.TYPE = A

-SET &REGION = '12345';

&REGION.TYPE = N

-IF &REGION.TYPE EQ A THEN GOTO ALPHA_REGION - ELSE GOTO NUM_REGION;

Dialogue Manager – DEFAULTH

Sets a default value for hidden & variablesHidden & variables are not prompted for

Autoprompt, MR Publish Utility, HTML Composer, ReportCaster Scheduling

-DEFAULT &ORDERDATE=19970101

-DEFAULTH &ORDERDATE=19970101

Functions

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Functions

A few more of my favourite functions UPCASE LOCASE LCWORD FPRINT

Functions – UPCASE

Convert a string to upper caseUPCASE(length, input, outfield)

UP_REGION/A11=UPCASE(11,REGION,UP_REGION);

Functions – LOCASE

Convert a string to lower case LOCASE(length, input, outfield)

LO_REGION/A11=LOCASE(11,REGION,UP_REGION);

Functions – LCWORD

Convert a string to lower case LCWORD(length, string, outfield)

MX_COUNTRY/A10=LCWORD(10, COUNTRY, MX_COUNTRY);

Functions – FPRINT

Convert any numeric data to the alpha display you wantFPRINT(infield, format, outfield)

ADOLLARS/A20= FPRINT(DOLLARS,'D12M',ADOLLARS);SALES/A30= 'Sales = ' | ADOLLARS;

Troubleshooting

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SQL Tracing - TRACESTAMP

Controls the display of the time stamp on SQL traceOptions: ON, OFFDefault: ON

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SET TRACESTAMP = ON SET TRACESTAMP = OFF

SET TRACESTAMP=OFFSET TRACEOFF=ALLSET TRACEON=SQLAGGR//CLIENTSET TRACEON=STMTRACE//CLIENTSET TRACEUSER=CLIENT

Developer Studio – Comments

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CTRL-M

CTRL-R

Developer Studio – I forgot to press Caps Lock

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Have you ever typed this …

And wanted to type this …

Developer Studio – I forgot to press Caps Lock

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+

=

Who, What, Where am I

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What’s my site code?

? SITECODE

What release am I running?

? RELEASE

My Top 5 from Last Year

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SET Parameters – DMPRECISION

Controls decimal precision of & variablesOptions: OFF, nDefault: OFF If OFF, everything is an integerOtherwise, you decide

-SET &TEST = 123.45 + 5.43;-TYPE TEST = &TEST

SET DMPRECISION = OFFTEST = 128.88&TEST = 128

SET DMPRECISION = 1&TEST = 128.9

SET DMPRECISION = 2&TEST = 128.88

Dialogue Manager – ASIS

In a Dialogue Manager variable blank = 0 = ' 0' = ' 0000'Dialogue Manager variables have no formatASIS allows us to test the true value of the variable

-SET &VAR1 = ' ';-SET &VAR2 = 0;

&VAR1 EQ &VAR 2 = TRUE

but

ASIS(&VAR1) EQ ASIS(&VAR 2) = FALSE

ASIS(&VAR1) EQ 0 = FALSE

ASIS(&VAR2) EQ ‘ ’ = FALSE

Lookup a value in one data source while reading anotherNo JOIN requiredNot a replacement for JOIN – use when appropriateDB_LOOKUP(look_mf, srcfld1, lookfld1, srcfld2, lookfld2, ...,

returnfld)

Functions – DB_LOOKUP

MANAGER/A10 = DB_LOOKUP (FINANCE, REGION, REGION, SALES_MANAGER);

Currency conversionConsistent conversion based on standard ratesNo JOIN to an exchange rate table required

DEFINE Functions and DB_LOOKUP

Month Country Sales Currency

2011/05 Germany $85,657.14 EUR

2011/04 Germany $30,286.37 EUR

2011/03 Germany $25,578.56 EUR

Month Currency Rate

2011/05 EUR 1.45359

2011/04 EUR 1.44484

2011/03 EUR 1.39992

Sales Data

Exchange Rates

Create a DEFINE Function to convert any value

DEFINE FUNCTION CONVERT (MONTH/A6, CURRENCY/A3, VALUE/D15.2)

RATE/D15.6 = DB_LOOKUP (XCHG_RATE, MONTH, RATE_MONTH, CURRENCY, CURRENCY, RATE);

CONVERT/D12.2 = VALUE * RATE;

END

DEFINE Functions and DB_LOOKUP

Use the function in a report

TABLE FILE SALESSUM SALESCOMPUTE USD_SALES/D12.2= CONVERT(SALES_MONTH, CURRENCY, SALES);BY COUNTRYBY SALES_MONTHIF COUNTRY EQ 'GERMANY'END

DEFINE Functions and DB_LOOKUP

Missing Data – In calculations

Example:

Sales in HR is missing but treated like 0 in the calculation Is this right?Results of calculations can be made “missing” based on

availability of components

PROFIT/D12 = SALES – COSTS;

Department Sales Costs Profit

East 100 90 10

HR . 90 -90

West 0 90 -90

Missing Data – In calculations (cont)

Calculation: Supports a result of MISSING (MISSING ON) Demands that all components be present (NEEDS ALL)

Now HR has profit of MISSING because SALES is MISSINGNEEDS ALL could also be NEEDS SOMESupported in Dev Studio

PROFIT/D12 MISSING ON NEEDS ALL = SALES – COSTS;

Department Sales Costs Profit

East 100 90 10

HR . 90 .

West 0 90 -90

Troubleshooting – WHENCE

Shows where a selected module is being pulled fromCan search for Focexecs, Master Files and Access Files

WHENCE focexec FOCEXEC WHENCE masterfile MASTER WHENCE accessfile ACCESS

Returns physical location of the moduleVerify you are accessing and using the one you think you are

WHENCE car MASTER

WHENCE portfolio ACCESS

WHENCE controlchart FOCEXEC

IB Tech Support as a Search Engine

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IB Tech Support as a Search Engine

Go to:http://www.microsoft.com/windows/ie/searchguide/en-en/default.mspx

Complete the form on the right to

IB Tech Support as a Search Engine

URL for search provider

Descriptive Name

To find the required URL:Open a new browser window or tabAccess the IB Enterprise Content Library

http://ecl.informationbuilders.com/ecl/searchSearch for TEST (upper case)Copy the URL in the address barPaste the URL into the form

IB Tech Support as a Search Engine

After filling out the form, press Install

IB Tech Support as a Search Engine

Press Add on the confirmation panel

Your all setClick on the Search Providers drop

down IB Tech Support is now listed

Select it and enter search criteria

IB Tech Support as a Search Engine

IB Tech Support as a Search Engine

Your search results are presented using MagnifyCategory tree on the left enable further filteringSelect Tabular View to see results as an Active Report

IB Tech Support as a Search Engine

Select Tabular View to see results as an Active Report

Thank You!

Come back next year for:

Still More Things You Can Use on Monday