Reporting On Joined TablesLast Updated: 07/29/2016 Introduced in Verision: 2.0
This tutorial demonstrates how to display columns from related Tables in the Report Designer. In Decisions 3.2 it is possible to create a Relationship between Tables to join them. Then, this Relationship can be used in the Report Designer to add related Data Source.
First, we need to create a Relationship between Tables. We navigate to the System > Integrations > Databases folder in the Portal. Next, we navigate to the Database Folder where we need to create Relationship. From the Folder Actions Panel we click Add Relationship.
In the Add Relationship resulting window we Name our Relationship. Then, we pick Tables and Fields that should be Related. Click Ok when finished.
Our Relationship is being created in our Database Folder.
Next, we navigate to the Designer Folder and click Create Page/Report > Create Report from the Folder Actions Panel.
In the resulting window we Name our Report and click Create to proceed to the Report Designer.
In the Report Designer we expand Data Sources > Common > [Folder For Our Database] and add one of the Tables from our Relationship as Data Source.
After we added a Table that has a Relationship as our Data Source, Add related table Folder under Data Sources becomes available for us. If we expand this Folder, we can add our Related Table.
When both tables from the Relationship added, we can add any columns to our Report from both Tables.
When columns added and Report populated with Data, we can Group or Filter data as needed.