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xtraction dashboard customization

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  • 1.  xtraction dashboard customization

    Posted 03-15-2018 02:01 PM

    Hello Team

     

    we have Xtraction integrated with sdm for dashboard reporting. can this tool report customizable? we have default reports for CR. and we need custom reports according to our requirement as we have custom field on change form and we need those field record also in xtraction dashboard. How can i acheive this/??

     



  • 2.  Re: xtraction dashboard customization
    Best Answer

    Posted 03-16-2018 12:22 AM

    Hi,

     

    You can add attributes to the xtraction data model using the data model editor found on the xtraction server. Here’s a doc written by Tiago that describes how to open  the editor. 

     

    CA Xtraction::. Edit Data Model 

     

    Before you make any modifications backup the datamodel.dat file, that way you can undo any mistakes!

     

    Adding string, integer, and date attributes to existing tables is really simple. Just reference an existing attribute of the same type. Srel fields require additional tables and joins to be created, which is a bit more complicated. Again you can just reference an existing attribute/table.

     

    Here’s a more complex example I shared a while back, adding the other assigned contacts table to Xtraction.

    https://communities.ca.com/message/241891877?commentID=241891877#comment-241891877 

     

    Hope this helps point you in the right direction.



  • 3.  Re: xtraction dashboard customization

    Posted 03-16-2018 12:31 AM

    thanks grant

     

    where can i find datamldel.bat file?

     

    On 16-Mar-2018 9:22 am, "gbruneau" <communityadmin@communities-mail.ca.com>



  • 4.  Re: xtraction dashboard customization

    Posted 03-16-2018 12:44 AM

    Check the first url in my previous post, TMACUL describes how to open the editor and navigate to datamodel.dat.



  • 5.  Re: xtraction dashboard customization

    Posted 03-16-2018 05:27 AM

    Hi Grant

     

    i have added one custom table in change category  but stil not showing on dashboard. how can i publish this.??

     

     

    i need custom table record in below dashboard.



  • 6.  Re: xtraction dashboard customization

    Posted 03-16-2018 08:01 AM

    Aamir, when you finished editing the data model, you need to save it and exit the data model editor.  Then log into Xtraction as an admin, and go to the admin menu on the bottom and select "Reload Data Model".  That should reload the updated data model where you added the custom table.  

    Hope this helps,

    Jon I.



  • 7.  Re: xtraction dashboard customization

    Posted 03-22-2018 03:22 AM

    Hi Jon , Pier & Grant

     

    THanks for your contribution

     

    see the snapshots below.

     

     

    I have added 3 custom columns and save the datamodel and reload it.

     

    Now when i go on dashboard designer under change dashboard.and click on view records

     

     

    im adding those columns here  in list components as shown below

     

     

     

    now it is visible on dashboard.. but i m not able to save these columns in dashboard here....once i close this and come back again....i need to add this againn again.....how can i add this permanently..???



  • 8.  Re: xtraction dashboard customization

    Posted 03-22-2018 07:45 AM

    If you want to edit the list you see after clicking on "view records" on a group dashboard, you need to modify the default value settings.

     

    Hit Administration

    Settings

    Go on default columns tab and right click change orders 

    Hit edit and add them there.

     

    You're all set.



  • 9.  Re: xtraction dashboard customization

    Posted 03-16-2018 08:05 AM

    After saving your datamodel, you need to go in Xtraction GUI -> Administration -> Reload -> Datamodel and then hit F5 or refresh the web page.

     

     

    You need to check "Group" and/or "List" depending if you want your field to be accessible via a list or via the group component.

     

    Please see this post, there is extensive information on how to map related table.

     

     

    AS per what I can see in your screenshot, you mapped the zcrmodule field from the chg table, wich is a foreign key. It will contains only the ID of the zcrmodule object related. You will need to create a new table in xtraction and create a join in the CHG table. EXACTLY as James showed you in your other post.

     

    SQL Queries and Xtraction are identical. Exception is that in Xtraction, the query is splitted in several parts



  • 10.  Re: xtraction dashboard customization

    Posted 03-19-2018 11:17 AM


    Hi Aamir,

    Do Grant, Jon and Pier-Olivier suggestion achieve your goal?
    If yes, please mark the answer as correct so that this thread can be closed.