2015 User Conference
Basic Report Building in OP14April 2015
Presented by:
Carl PeahotaReports Developer
General Session
● Gain an understanding and appreciation of what goes into the design and implementation of a report.
Purpose
● Learn basic report construction using Digital Metaphor’s Report Builder (v.15).
● Learn how to create meaningful and robust reports by analyzing the requirements and purpose of the report.
● Have FUN!!!
Report Design - Considerations
1. What is the purpose of the report?a. Appt Schedulesb. School/Campc. Vaccinesd. etc….
2. Get an idea of what the report will look likea. How are things grouped?b. What detail will be displayed?c. Will there be totals evaluated?
i. at what levels will these occur (detail? groups? subgroups?)
d. Will certain types of filtering need to be used?e. Will you need a Detail version and/or a Summary version?
3. Will the report need to be exported (Excel, CSV)?a. OP 14 and greater use Report Builder v15 and can handle it
better.
1. Inner Join (IJ)a. Returns all rows from both tables as long as there is a
match between the columns in both tables.
Database Design - TablesLinking Tables
LOCATION
LocId Loc Name
100101102103104
Location ALocation BLocation CLocation DLocation E
REGISTER
1234567
PatNo FName
CarlDaveAnn MarieJoeBillAmyAngus
LocId
100101100101101103111
Result:
2. Left Outer Join (LOJ)a. Returns all rows from Table A (the left table), with
matching rows in Table B (the right table). The result is NULL in the right side when there is no match.
Database Design - TablesLinking Tables
LOCATION
LocId Loc Name
100101102103104
Location ALocation BLocation CLocation DLocation E
REGISTER
1234567
PatNo FName
CarlDaveAnn MarieJoeBillAmyAngus
LocId
100101100101101103111
This may also appear blank in some databases
Result:
Report Example 1
DS Name = “Main”
Tables:Perform an INNER JOIN between REGISTER and LOCATION on (LOCATION_1.ID = REGISTER_1.LOC_ID)
Fields:REGISTER_1.STATEREGISTER_1.PATNOREGISTER_1.LNAME REGISTER_1.FNAMEREGISTER_1.MI“FullName”*REGISTER_1.SEXREGISTER_1.BIRTHDATLOCATION_1.LOC_NAME as PrimLoc
Parameters/Filters:1) STATUS_PAT = 'ACTIVE'
Sorting:ORDER BY REGISTER_1.STATE, REGISTER_1.PATNO
Report Design Mode:*Create a variable called “FullName” as MAIN['LNAME'] + ', ' + MAIN['FNAME'] + ' ' + MAIN['MI'];
Let’s create a report that contains the following: B.1 - REGISTER_LOCATION_MAIN
Fields:1) INS_CARRIER_CODE2) STATUS_PAT
Add Calculation:Concatenate all patient address info (Address, City, State, Zip)
Parameters/Filters:1) STATE = “All” (leave value blank)2) INS_CARRIER_CODE = “All” (leave value blank)
Using the report we just created, add the following:
Group Involvement - Exercise 1
Let’s create a report that contains the following:
DS Name = “Main”
Tables:Perform a LEFT OUTER JOIN between REGISTER and SCHEDULE on (SCHEDULE_1.PATNO = REGISTER_1.PATNO)Perform an INNER OUTER JOIN between LOCATION and SCHEDULE on (LOCATION_1.ID = SCHEDULE_1.LOC_ID)
Fields:REGISTER_1.PATNOREGISTER_1.LNAMEREGISTER_1.FNAMEREGISTER_1.MI“FullName”* REGISTER_1.BIRTHDATREGISTER_1.SEX, SCHEDULE_1.APPT_DATELOCATION_1.LOC_NAME as LocForAppt
Parameters/Filters:1) REGISTER.STATUS_PAT = 'ACTIVE'2) SCHEDULE.APPT_DATE between (leave “Value” blank and check the “AutoSearch” checkbox)
Sorting:ORDER BY REGISTER_1.PATNO
Report Design Mode:*Create a variable called “FullName” as MAIN['LNAME'] + ', ' + MAIN['FNAME'] + ' ' + MAIN['MI'];
Report Example 2
B.2 - REGISTER_LOCATION_SCHEDULE
Using the report we just created, add the following:
Group Involvement - Exercise 2
Fields:1) INS_CARRIER_CODE2) STATE3) STATUS_PAT4) LocForAppt
Add Calculation:Concatenate LName, FName, and MI
Parameters/Filters:1) STATUS_PAT = 'ACTIVE' (1 value)2) STATE = “All” (leave value blank)3) INS_CARRIER_CODE = “All” (leave value blank)4) LocForAppt = “All” (leave value blank)
References
Digital Metaphor’s website http://www.digital-metaphors.com/download/learning_reportbuilder.html
Digital Metaphors rbWiki http://www.digital-metaphors.com:8080/
Report Builder Developer’s Guide (4th ed)http://www.digital-metaphors.com/pdf/
rbuilder.pdf