Friday, February 1, 2008

Overview of Report Design

Report Design:

Guidelines & Best Practices:

Introduction:

Gives the basic guidelines/practices that could be followed in any Report Design.

General

--> Give meaningful names for the report tabs
--> For complex reports, keep an overview report tab explaining the report
--> Use the Report properties to give more information about the report

Dataproviders

--> Each Dataprovider should be given a name that reflects the usage of the data its going to fetch.
--> Select Objects in such a fashion that the resulting SQL gives a hierarchial order of Tables. This helps to achieve SQL Optimisation.
--> Avoid bringing lot of data into the report which will unnecessarily slow down the report performance.

Report Variables

--> Follow the naming convention of "var_" as prefix to each report level variable. This helps to identify Report Variables different from Universe Objects.
--> Each variable that carries a calculation involving division should have IF <> 0 THEN . This avoids display of #DIV/0 errors in the report.
--> Avoid having deep nested calculations which will slow down the performance of the report.

Report Structure

--> Make use of Report Templates when having most of the report with similar structures. This makes the work to move faster and consistant across.

Report Formats

--> All the reports should have page layout set in a printable manner. (Landscape/Portrait, Fit in 1 page wide or/and 1 page tall are different options).
--> All the reports should have page numbers in the footer.
--> All the reports should have Last Refreshed Timestamp in the header or footer.
--> All the above can be standardized by using templates

Report CELL Formats

--> All Numeric should be given Number format as per the language Eg. For German #.##00 for English #,##00.
--> Number cells should have a Right Alignment while Text cells should have Left Alignment.
--> Cell showing Percentage should carry the % text (either Column Header or in each cell).
--> Indenting should ALWAYS be done using the Indenting Tool and NOT by using " ".

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