SmartViews - Using Report Parameters
In addition to the Filter Criteria window found in Reports and Views, Reports also have parameters that can be set up in the Report Layout Editor. One advantage to using parameters over Filter Criteria is that the parameter values can be displayed in your report.
Creating Parameters
- Go into the Report Layout Editor under the Home tab.
- In the Field List, right click on Parameters and select Add Parameter...
- Enter a name, description (optional), and data type for your parameter. Make sure that "Show in the parameters panel" is checked.
- In this example, we'll be creating a date range for CUST_ORDER_LINE.DESIRED_SHIP_DATE. Under Value Source, select Range Parameters (which is exclusive to certain data types, such as dates), and you can optionally set the beginning and end of the date range to whatever default value or expression you'd like.
- Click OK. Now under Parameters in the field list, you should see the parameters you created.
Linking Parameters to Data Fields
We've created our parameters, but if we run the report now and submit parameter values, you'll find that they don't actually filter anything. That's because we haven't hooked it up to the CUST_ORDER_LINE.DESIRED_SHIP_DATE yet. Let's fix that.
- Open the Report Tasks popup by clicking the little square with the arrow at the top right of the report design area.
- Open up the Filter String editor window by clicking the ellipsis.
- In this editor window, you can edit the filter using the logic tree editor at the top or the plaintext editor at the bottom. Let's start with the logic tree editor and add two conditions by clicking the plus sign.
- Click on the orange column name and select DESIRED_SHIP_DATE for both. Then click on the operator and select "Is greater than or equal to" for one and "Is less than or equal to" for the other.
- You should see the filter string being built in the bottom part of the window. All that's left to do is add our parameters, DesiredShipDate_Start and DesiredShipDate_End. Put your cursor in the plaintext editor directly after the first question mark and start typing the name of the DesiredShipDate_Start parameter. You should see a list of column names, parameters, and functions appear; you can click the parameter in that list to auto-complete it.
- Do the same thing on the second question mark, this time selecting DesiredShipDate_End as the parameter. Your FilterString editor window should look like this:
- Click OK and rerun the Report, submitting any two date values of your choice again. This time, you should only see values ranging from the start date to the end date.
Displaying Parameter Values in the Report
You may want to display the values of your parameter somewhere in your report. This is as simple as adding any other data elements to the report.
- Drag the DesiredShipDate_Start and DesiredShipDate_End parameters into your top margin.
- Technically you could be done at this point, but let's add some labels to clarify what these values mean to people who read the Report.
- Run the report one more time, and you should see the date range you submit appear in the top-right of the report.
Related Articles
Blank / no data showing when loading SmartViews Report
SmartViews Reports differ from SmartViews Views in that Reports do not display data unless a layout is created. If the above screen is encountered when launching a View, ensure that a layout is selected by clicking the "Layout" button next to the ...
SmartViews - Release Notes
v462.2001 (8/9/2024) Fixed memory limitations and leaks when loading large amounts of data in a View Turned off automatic syncing upon opening/closing SmartViews when the DisableSync flag is true v462.2000 (7/22/2024) Fixed tracking of versions used ...
Moving VISUAL Quality reports to new location
Description: Moved VISUAL Quality reports to a new location. Update the VISUAL Quality SQLBase or Oracle database after moving the VISUAL Quality reports to a new location. Symptom: Invalid file name Resolution: Here's a procedure for reinstalling ...
SmartViews Scheduler User Guide
PREREQUISITES Supported Visual version are 7.0 – 10.x Windows Server 2016-2022 Windows 10-11 SQL Server 2012R2-SQL 2019 SQL Server 2017 minimum Cumulative Update (CU) is 31 (14.0.3456.2) .NET 4.6.2 ADMINISTRATION INSTALLING Use the following link to ...
SmartViews - User Guide
Prerequisites: Windows Server 2016-2022 Windows 10-11 SQL Server 2012R2-SQL 2019 SQL Server 2017 minimum Cumulative Update (CU) is 31 (14.0.3456.2) Visual 7x-10 .NET 4.6.2 if outgoing ports are blocked at the organization’s firewall, the following ...