Using dynamic resources

When you drag view elements from the Resource View panel to analyze data of a report, sometimes you may find that the view elements that have been predefined in the business view cannot meet your requirements, in which case, you can create some dynamic resources and use them in the report to get the desired data. Then when you save the report, the dynamic resources will be saved along with the report as its resources.

Dynamic resources are report tab level resources, which means they are only available to the report tab for which they are created.

Dynamic resources in Page Report Studio include formulas and Aggregations.

Creating and using dynamic formulas

You should have some knowledge of the formula syntax before you can successfully compose a formula with no errors. To learn the formula syntax, refer to Formula syntax.

To create a dynamic formula:

1. In the Resource View panel, expand the Dynamic Resources > Formulas node, then click <Add Formula…>. The Formula Editor appears. See the editor.

   

2. Enter a name for the formula in Formula Name text field.
3. Compose the formula by selecting the required fields, functions and operators from the Fields, Functions and Operators boxes. You can also write the formula by yourself in the editing box.

   For details about the functions and operators, refer to Built-in functions and Operators.

4. Click the Check button to check whether or not the syntax of your formula is correct.
5. When done, click the OK button to create the formula.

Once a dynamic formula is created, you can then drag it from the Resource View panel to the desired position in the report as a detail object for data analyzing. The formulas can also be used to control object properties if you are an advanced user and provided that the Use Dynamic Formula in Property is checked on the Report menu.

If you want to further edit an existing formula or remove any formula that is not required, right-click the formula and then click the corresponding command on the shortcut menu. However, if the formula has been used in the report or referenced by another formula, it cannot be deleted.

Creating and using dynamic aggregation objects

In Page Report Studio, you can also create dynamic aggregation objects by mapping them to the available resources which include group objects, detail objects in the current business view and the dynamic formulas that have been created in the report.

To create a dynamic aggregation object:

1. In the Resource View panel, expand the Dynamic Resources > Aggregations node, then click <Add Aggregation…>. The Add Aggregation dialog appears. See the dialog.

   

2. In the Aggregation Name text field, specify the display name of the aggregation object.
3. Click the button next to the Mapping Name text field. In the Select Source dialog, specify a field or a formula on which the aggregation object is based.
4. From the Aggregate Function drop-down list, specify the aggregate function for the aggregation object.
5. When done, click OK to create the aggregation object.

You can also create a dynamic aggregation object on a dynamic formula. To do this:

1. In the Resource View panel, right-click the formula in the Dynamic Resources > Formulas node, then select Add Aggregation from the shortcut menu.
2. In the Add Aggregation dialog, specify the display name of the aggregation object and the aggregate function as required.
3. When done, click OK.

Once a dynamic aggregation object is created, you can then drag it from the Resource View panel to the desired position in the report so as the get the desired data.

For any dynamic aggregation object, you can further modify if needed. To do this, right-click the aggregation object and select Edit from the shortcut menu. Then in the Edit Aggregation dialog, edit the aggregation object as required.

For dynamic aggregation objects that are on longer required, you can remove them. To delete an aggregation object, right-click it and click Delete on the shortcut menu. Aggregation objects that have been used in report cannot be deleted.