Student Guide
Varicent: Building Reports (v10)
Course Code BR10 ERC 1.0
Varicent Education
Preface
January 2020
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P-ii
Preface
Contents
Preface.................................................................................................................. P-i
Contents ............................................................................................................ P-iii
Course overview............................................................................................... P-vii
Document conventions ..................................................................................... P-viii
Exercises........................................................................................................... P-ix
Overview of Varicent................................................................................ 1
Unit objectives ....................................................................................................... 3
What does Varicent do? ........................................................................................ 4
Overview of Varicent models ................................................................................. 5
Accessing Varicent: Payee Web vs Admin client ................................................... 6
Admin client – Home page .................................................................................... 7
Admin client modules ............................................................................................ 8
Composer............................................................................................................ 10
Demonstration 1: Using the Admin client to explore the model ............................ 11
Troubleshooting access and login in the training environment ............................. 16
Overview of the Payee Web ................................................................................ 17
Unit summary ...................................................................................................... 18
Sample Outdoors Company Model Overview ...................................... 19
Unit objectives ..................................................................................................... 21
What is Sample Outdoors Company.................................................................... 22
SOC business model ........................................................................................... 23
Sales division org chart ....................................................................................... 24
SOC sales reps ................................................................................................... 25
SR1 Compensation Plan ..................................................................................... 26
Example: SR1 Monthly Commission Payout........................................................ 27
SR1 Monthly Units Sold Bonus............................................................................ 28
Example: SR1 Monthly Units Sold Bonus ............................................................ 29
SR1 Monthly Sales Bonus ................................................................................... 30
Example: SR1 Monthly Sales Bonus ................................................................... 31
Overview of reporting requirements ..................................................................... 32
Sample Outdoors report template ........................................................................ 33
SR1 Compensation Summary ............................................................................. 34
SR1 Compensation Details ................................................................................. 35
Product Sales by Month ...................................................................................... 36
Sales by Product ................................................................................................. 37
SR1 Monthly Sales .............................................................................................. 38
SR1 & SR2 Monthly Sales ................................................................................... 39
Unit summary ...................................................................................................... 41
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Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
P-iii
Preface
Overview of Varicent Reports ............................................................... 43
Unit objectives ..................................................................................................... 45
Varicent report types ........................................................................................... 46
Features by report type ....................................................................................... 47
Accessing Varicent report types .......................................................................... 48
Adding documents to a model ............................................................................. 49
Demonstration 1: Add documents to a model ...................................................... 50
Overview of Presenter ......................................................................................... 55
Data components ................................................................................................ 56
Display components ............................................................................................ 57
Review ................................................................................................................ 60
Unit summary ...................................................................................................... 61
Creating Presenter Report Templates .................................................. 63
Unit objectives ..................................................................................................... 65
Creating Presenter reports .................................................................................. 66
Using report templates ........................................................................................ 67
Setting report preferences ................................................................................... 68
Setting PDF preferences ..................................................................................... 69
Manipulating layout tables ................................................................................... 70
Presentation components in SOC's template ...................................................... 71
Presenter Layout and Preview tabs ..................................................................... 72
Demonstration 1: Create the SOC template report .............................................. 73
Review ................................................................................................................ 88
Unit summary ...................................................................................................... 89
Displaying Data in Columns and Rows ................................................ 91
Unit objectives ..................................................................................................... 93
What are Presenter sources? .............................................................................. 94
Overview of data sources .................................................................................... 95
Using data stores as Presenter sources .............................................................. 96
Creating a Presenter source ................................................................................ 97
Adding an anchor to a Presenter source ............................................................. 98
Demonstration 1: Create a source based on a data store .................................... 99
Overview of data grids ....................................................................................... 103
Using the data grid wizard ................................................................................. 104
Data grid display options ................................................................................... 106
Using data grid templates .................................................................................. 107
Using sections in data grids ............................................................................... 108
Demonstration 2: Create a data grid template ................................................... 109
Demonstration 3: Format a data grid in the SR1 Compensation Summary report
.......................................................................................................................... 113
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P-iv
Preface
Exercise 1: Create Presenter sources and data grids ........................................ 120
Transposing Presenter data sources ................................................................. 126
Demonstration 4: Transpose a Presenter source .............................................. 127
Review .............................................................................................................. 131
Unit summary .................................................................................................... 132
Filtering Presenter Report Data .......................................................... 133
Unit objectives ................................................................................................... 135
Overview of parameters .................................................................................... 136
Populating parameters ...................................................................................... 137
Web User system parameter ............................................................................. 138
Using Web User to restrict data ......................................................................... 139
Overview of parameter properties ..................................................................... 140
Using a Current Web User parameter ............................................................... 141
Setting parameter values in the Admin client ..................................................... 142
Demonstration 1: Use the Web User system parameter and add a Months
parameter .......................................................................................................... 143
Exercise 1: Add parameters for Current Web User and Months ........................ 149
User-defined parameter values ......................................................................... 153
Providing a list of pick list values ....................................................................... 154
Best practices for pick list controls ..................................................................... 155
Demonstration 2: Add a Month pick list to the SR1 Compensation Summary report
.......................................................................................................................... 156
Exercise 2: Add a Month pick list to the SR1 Compensation Details report ....... 160
Demonstration 3: Display All Time in the Months pick list .................................. 164
Exercise 3: Display All Time in the SR1 Compensation Details report ............... 169
Demonstration 4: Display All Payees in the SR1 Compensation Summary report
.......................................................................................................................... 173
Review .............................................................................................................. 179
Unit summary .................................................................................................... 180
Using Process Lists to Test Presenter Reports................................. 181
Unit objectives ................................................................................................... 183
Overview of process lists ................................................................................... 184
Types of process lists ........................................................................................ 185
Overview of tasks .............................................................................................. 186
Using process lists to test reports ...................................................................... 187
Demonstration 1: Create a process list to test a report ...................................... 188
Exercise 1: Add tasks to test Presenter reports ................................................. 193
Review .............................................................................................................. 197
Unit summary .................................................................................................... 198
Linking Presenter Reports .................................................................. 199
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P-v
Preface
Unit objectives ................................................................................................... 201
Linking Presenter reports .................................................................................. 202
Passing values to linked reports ........................................................................ 203
Demonstration 1: Link a summary report to a detail report ................................ 204
Review .............................................................................................................. 209
Unit summary .................................................................................................... 210
Adding Computed Columns and Rows .............................................. 211
Unit objectives ................................................................................................... 213
Adding computed columns and rows ................................................................. 214
Adding a computed column or row to a data grid ............................................... 215
Demonstration 1: Add a computed column and row to a data grid ..................... 216
Using aggregate transformations ....................................................................... 221
Demonstration 2: Aggregate sales by product ................................................... 222
Steps to add subtotals to a data grid ................................................................. 226
Demonstration 3: Add subtotals to the Product Sales by Month report .............. 227
Review .............................................................................................................. 232
Unit summary .................................................................................................... 233
Displaying Charts .............................................................................. 235
Unit objectives ................................................................................................... 237
Using charts in Presenter reports ...................................................................... 238
Data requirements for charts ............................................................................. 239
Demonstration 1: Add a single-series 2D column chart ..................................... 240
Exercise 1: Create a multi-series line chart ....................................................... 243
Review .............................................................................................................. 247
Unit summary .................................................................................................... 248
Enabling Reports for Payee Web ............................................... 249
Unit objectives ................................................................................................... 251
Overview of Portal Access module .................................................................... 252
Using Web Tabs ................................................................................................ 253
Using Portal Access Groups .............................................................................. 254
How is data access determined? ....................................................................... 255
Assigning access to Trees ................................................................................. 256
Demonstration 1: Create a Web Tab and Web Tab Group ................................ 257
Exercise 1: Assign access to the remaining reports........................................... 260
Review .............................................................................................................. 263
Unit summary .................................................................................................... 264
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P-vi
Preface
Course overview
Preface overview
Building Reports (v10) is designed for professional report authors to learn report
building techniques for using Varicent to enhance, customize, and manage
professional reports. Attendees will participate in interactive Demonstrations and
Exercises that illustrate key concepts while learning how to use the product.
Intended audience
This course is recommended for Report Authors, and others that will be involved in
Varicent implementations and advanced report administration activities.
Topics covered
Topics covered in this course include:
• Overview of Varicent
• Sample Outdoors Company model overview
• Overview of Varicent reports
• Creating Presenter report templates
• Displaying data in columns and rows
• Filtering Presenter report data
• Using process lists to test Presenter reports
• Linking Presenter reports
• Adding computed columns and rows
• Displaying charts
• Enabling Reports for Web viewing
Course prerequisites
Participants should have:
• Experience using basic Microsoft Windows 10 functionality
• Experience using Microsoft Excel
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P-vii
Preface
Document conventions
Conventions used in this guide follow Microsoft Windows application standards, where
applicable. As well, the following conventions are observed:
• Bold: Bold style is used in demonstration and exercise step-by-step solutions to
indicate a user interface element that is actively selected or text that must be
typed by the participant.
• Italic: Used to reference book titles.
• CAPITALIZATION: All file names, table names, column names, and folder names
appear in this guide exactly as they appear in the application.
To keep capitalization consistent with this guide, type text exactly as shown.
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P-viii
Preface
Exercises
Exercise format
Exercises are designed to allow you to work according to your own pace. Content
contained in an exercise is not fully scripted out to provide an additional challenge.
Refer back to demonstrations if you need assistance with a particular task. The
exercises are structured as follows:
The business question section
This section presents a business-type question followed by a series of tasks. These
tasks provide additional information to help guide you through the exercise. Within
each task, there may be numbered questions relating to the task. Complete the
tasks by using the skills you learned in the unit. If you need more assistance, you
can refer to the Task and Results section for more detailed instruction.
The task and results section
This section provides a task based set of instructions that presents the question as
a series of numbered tasks to be accomplished. The information in the tasks
expands on the business case, providing more details on how to accomplish a task.
Screen captures are also provided at the end of some tasks and at the end of the
exercise to show the expected results.
Varicent Education
If you encounter difficulties in using these course materials, please contact
EducationSupport@varicent.com.
For further Education information, please contact Education@varicent.com.
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P-ix
Preface
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Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
P-x
Overview of Varicent
Overview of Varicent
Varicent 10
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Unit 1 Overview of Varicent
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2
Unit 1 Overview of Varicent
VARICENT Education
Unit objectives
▪ Identify the main differences between the Admin and Payee Web
clients
▪ Use the Admin client to navigate through a model
▪ Explain the purpose of the modules available in the Admin client
Overview of Varicent
2
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Unit objectives
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3
Unit 1 Overview of Varicent
VARICENT Education
What does Varicent do?
▪ Calculates the amount of pay each variable compensation based
employee will receive
▪ Allows you to:
▪ Input/import data into tables
▪ Use calculations to process the data
▪ Export the results, and generate reports
Note: These actions can be performed manually or automated via the
Varicent Scheduler module
Overview of Varicent
3
© Copyright Varicent Software 2020
What does Varicent do?
Varicent helps you effectively manage and improve the performance of your sales
organization.
Varicent automates the processes involved in determining the amount of pay each
variable compensation based employee will receive for a given period, letting you make
adjustments as business requirements change.
The following activities are required:
• Input data: Input table data manually, or import data from files generated by
other enterprise systems.
• Process data: Use calculations to provide required numbers for determining
each employee's variable compensation earned.
• Output data: Export results of variable compensation earned to various file
formats for use in other enterprise systems. In addition, you can generate reports
and make them available to your organization’s employees, whether they are
front line sales people, back office payroll administrators, or anyone in between.
These reports can be viewed from any web browser and also on Smart phone
devices.
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4
Unit 1 Overview of Varicent
VARICENT Education
Overview of Varicent models
▪ Contains the objects required to calculate compensation
(tables, transactional data, reports, and components)
▪ Objects are related to one or more compensation plans
▪ A company can have:
▪ One model with many different compensation plans
▪ Multiple models with compensation plans in each model
Overview of Varicent
4
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Overview of Varicent models
A model can also be called a database.
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5
Unit 1 Overview of Varicent
VARICENT Education
Accessing Varicent: Payee Web vs Admin client
Client
User roles
Tasks
Admin
Varicent Modeler
Sales Operations
Compensation Analyst
Report Author
•
•
•
•
•
Create/maintain model
Manage data & Payees
Create calculations
Create reports
Administer security
Payee
Web
Executives
Managers
Sales Reps
Admin Client Users
•
•
•
•
•
View reports
Approve plans
View results
Create inquiries
Submit approvals
Overview of Varicent
5
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Accessing Varicent: Payee Web vs Admin client
You can access Varicent through either the Payee Web or Admin client. The table
above outlines the typical tasks and associated user roles for each of the client
interfaces.
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6
Unit 1 Overview of Varicent
VARICENT Education
Admin client – Home page
Overview of Varicent
6
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Admin client – Home page
The Home page is the entry point for navigating and interacting with the model. The
center of the page provides an overview of your model, including recent activity, recent
process lists, and your watchlist.
At the top right of the page you'll see your user name, from which you can change your
user options, including you password.
The Admin/Home toggle link is also at the top right. For the majority of this course you
with work in Home, where client functionality is accessed by opening modules. Admin,
as the name implies, is where you perform administrative tasks, such as viewing logs,
locking calendars, managing imports, and so on.
At the top left of the page is the name of the model you are currently working in. Click
the arrow to the right of it to change the working model.
On the left of the page are the modules within Varicent. Moving the mouse will expand
and collapse the names of the modules.
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7
Unit 1 Overview of Varicent
VARICENT Education
Admin client modules (1 of 2)
Process
Lists
A checklist of tasks a user must complete for a
particular process
Composer
View and build the model, search for objects, and
import/export data
Workflow
Manager
Create advanced routing processes for sign-offs
and inquiries
Overview of Varicent
7
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Admin client modules
Process Lists: Useful to remind Varicent administrators what tasks must be completed
and in which order.
Composer: Provides a visual representation of the entire model, to help you design,
troubleshoot, and refine the model. It can show both a high-level representation of the
model and a granular picture of the objects within.
Workflow Manager: Workflows can be initiated by an administrator or end user, and
are triggered by specific business events. Every Workflow is associated with a
Presenter report.
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8
Unit 1 Overview of Varicent
VARICENT Education
Admin client modules (2 of 2)
Portal
Access
Define Payee Web client security (access, and
basic sign-off/inquiry processes) and publish
reports
Scheduler
Automate model maintenance processes
Task
Manager
Generate lists of model maintenance and Portal
Access tasks that match defined criteria
Activity
Track the progress of a running process
Scenarios
Build what-if scenarios, view comparison of
targets to results, and analyze variances
Overview of Varicent
8
© Copyright Varicent Software 2020
Portal Access: Enable end users to access the web, make reports available on the
web, and for basic sign-off and inquiry processes.
Scheduler: Create processes that can be run either on-demand or scheduled.
Processes can include the following items: calculations, external tools, saved imports,
data transformations, task generation, star schemas, publications, table clearing, period
locking, and fact table population.
Task Manager: Generates lists of model maintenance and Portal Access tasks to be
completed, based on defined criteria. It can also alert administrators when certain
situations arise. Generated tasks appear in the Task Manager and in the Home Page –
Alerts section.
Activity: Tracks the progress of the running process and will record up to 100 activity
logs per user. It will open automatically when a user runs an activity such as an import,
model optimization, migration, calendar lock/unlock, calculation, library import, task
generation, and task running. If an activity results in an error, users will be able to view
the error message in the Activity module.
Scenarios: Used to build what-if scenarios, view a side-by-side comparison of targets
to actual results, and analyze significant variances within the plan.
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9
Unit 1 Overview of Varicent
VARICENT Education
Composer
Overview of Varicent
9
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Composer
Composer is where you will spend most of your time during this course. In Composer,
you create and view tables, calculations, reports, data stores, and components.
Across the top of Composer is the icon bar that, for the most part, allows you to change
your view of Composer. Depending upon your screen resolution, you may need to
scroll to the right to see all the icons.
On the left are two tabs: Navigation and Palette. The Navigation tab contains a
categorized list of all objects within the model. The list can be filtered by the Search bar
at the top of the pane. The palette contains icons for all objects that can be created
within Composer.
The large pane contains a graphical representation of the model objects and their
relationships to each other, and is called the Composer Map. At the top of the
Composer Map are 'breadcrumbs', which allow you to navigate among Components.
Components are used to organize a model, and can be likened to folders. In the image
above, the Composer Map is displaying the component called SR1 Payouts, which
resides in a component called (PAYT) Payout.
The Overview pane in the top right of the Composer Map is used to quickly zoom in and
out on the Composer Map. You can also use the zoom icons in the icon bar, or the
wheel on your mouse.
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10
Unit 1 Overview of Varicent
VARICENT Education
Demonstration 1
Use the Admin client to explore the model
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Overview of Varicent
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Demonstration 1: Using the Admin client to explore the model
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11
Unit 1 Overview of Varicent
Demonstration 1:
Using the Admin client to explore the model
Purpose:
You will explore the Admin Client and navigate through the Sample Outdoors
Company model. This will help familiarize you with the user interface of the
Admin client.
Task 1. Log into the Admin Client.
1.
2.
3.
4.
In your preferred web browser (we recommend Chrome), navigate to your
Varicent instance using the link provided to you via email.
Log in using the login information provided in your email.
You will use this ID throughout this course, as it has full access to everything in
the model.
The Admin client opens. In the top left corner is the name of the current model,
BuildingReports.
Click the arrow to the right of BuildingReports and select BRFinished, to
change the working model.
Click Yes to confirm that you want to switch models.
Task 2. Navigate Composer.
1.
Move your mouse to the left of the screen to expand the module names, and
then select Composer
2.
.
If the names do not expand, click the icon
.
On the left side of the Composer module, in the Navigation pane, type payee
into the search bar.
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12
Unit 1 Overview of Varicent
3.
4.
The object list below the search bar filters so only objects containing the word
payee in their names are displayed.
In the Navigation pane, click the arrow to the right of Calculations to collapse
the section.
Under Tables, click PayeeIDQuotas.
The table's menu opens at the right of the Composer Map.
5.
In the Navigation tab, click the arrow next to PayeeIDQuotas.
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13
Unit 1 Overview of Varicent
The Component in which the table resides opens, and the PayeeIDQuotas table
is selected. At the bottom of the Composer Map, the Viewer displays read-only
data within the selected table.
6. In the Composer Map, click the SalesGrowthMatrixRates table.
The View and the table menu refresh to reflect the new selection.
7. At the top of the Composer Map, click the Tables Repository breadcrumb, to
open that Component.
Composer displays breadcrumbs at the top of the page that promote easy
navigation. Breadcrumbs appear horizontally across the top of the screen and
provide links back to each parent component that the user drilled into in order to
arrive at the current component. The Top breadcrumb represents the top level,
or main screen, in Composer.
8. Click the Top breadcrumb.
9. In the Composer Map, click the arrow in the top right of the (PAYT) Payout
Component to open it.
10. Hover your mouse over the left side of the Composer Map, and use your
mouse's scroll wheel to zoom in and out.
Notice that the Composer Map zooms on where your mouse cursor is. You can
also use the Zoom-Out and Zoom-In buttons on the Icon Bar, or drag the
square in the Overview pane.
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14
Unit 1 Overview of Varicent
11. On the left, click the Palette tab.
A list of object icons and their names is displayed. To create a new object, drag
it from the Palette onto the Composer Map.
12. At the top right of the Admin client, click your username, Varicent Admin, and
then select Logout.
You are returned to the login screen.
Results:
You used the Admin Client to navigate through the Sample Outdoors
Company model. You are now familiar with the UI of the Admin Client.
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15
Unit 1 Overview of Varicent
VARICENT Education
Troubleshooting access and login in the training
environment
• Usernames and passwords are case sensitive
• The system will log you off due to inactivity
• If you accidentally lock the studentX@varicent.com account, there is
another account with the same access rights to all models and the
same password:
▪ username: adminX@varicent.com
Overview of Varicent
11
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Troubleshooting access and login in the training environment
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16
Unit 1 Overview of Varicent
VARICENT Education
Overview of the Payee Web client
▪ The interface that payees use to:
▪ View reports, web forms, and review compensation plan payouts
▪ Sign-off on items, or launch an inquiry
▪ View documents and messages from the administrators
▪ When Single Sign On (SSO) is implemented, users can access the
Payee Web client with their network ID and password
Overview of Varicent
12
© Copyright Varicent Software 2020
Overview of the Payee Web
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
17
Unit 1 Overview of Varicent
VARICENT Education
Unit summary
▪ Identify the main differences between the Admin and Payee Web
clients
▪ Use the Admin client to navigate through a model
▪ Explain the purpose of the modules available in the Admin client
Overview of Varicent
13
© Copyright Varicent Software 2020
Unit summary
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
18
Sample Outdoors Company Model Overview
Sample Outdoors
Company Model Overview
Varicent 10
© Copyright Varicent Software 2020
Course materials may not be reproduced in whole or in part without the written permission of Varicent Software.
Unit 2 Sample Outdoors Company Model Overview
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
20
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Unit objectives
▪ Analyze the data and calculations in the Sample Outdoors Company
model
▪ Identify the report requirements of the Sample Outdoors Company
Sample Outdoors Company model overview
2
© Copyright Varicent Software 2020
Unit objectives
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
21
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
What is Sample Outdoors Company?
▪ A fictional company
▪ Used throughout Varicent courses for demos and workshops
▪ Often referred to as SOC
Sample Outdoors Company model overview
3
© Copyright Varicent Software 2020
What is Sample Outdoors Company
Sample Outdoors Company (SOC) is a fictional company that is used to demonstrate
the functionality of Varicent. The starting model for this course contains all of the tables
and calculations required to build the reports in this course.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
22
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SOC business model
▪ Multi-national company
▪ Wholesaler of outdoor sporting goods
▪ Individual products roll up into Product Types which roll up into
Product Lines
Product
Product Type
Product Line
Insect Bite Relief
First Aid
Outdoor Protection
Course Pro Putter
Putters
Golf Equipment
Hailstorm Steel Irons
Irons
Golf Equipment
Granite Climbing Helmet
Safety
Mountaineering Equipment
Sample Outdoors Company model overview
4
© Copyright Varicent Software 2020
SOC business model
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
23
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Sales division org chart
Title
Short
Form
TitleID
Chief Executive Officer
CEO
1000
Executive Vice
President
EVP
1200
General Manager of
Operations
GMO
1800
Regional Sales
Manager
RSM
5200
District Sales Manager
DSM
5300
Branch Sales Manager
BSM
5400
Level 1 Sales
Representative
SR1
5500
Level 2 Sales
Representative
SR2
5600
Level 3 Sales
Representative
SR3
5700
Sample Outdoors Company model overview
CEO
EVP
EVP
EVP
GMO
GMO
GMO
RSM
RSM
RSM
DSM
DSM
DSM
BSM
BSM
BSM
SR1
SR2
SR3
5
© Copyright Varicent Software 2020
Sales division org chart
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
24
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SOC sales reps
▪ Three levels of sales reps sell products to customers (retailers)
▪ Each level is paid monthly, on a different compensation plan
▪ You will build the reports that the SR1s and Branch Managers require
Sample Outdoors Company model overview
6
© Copyright Varicent Software 2020
SOC sales reps
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
25
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 Compensation Plan
Monthly Commission Payout
+ Monthly Sales Bonus Payout
+ Monthly Units Sold Bonus Payout
= Total Monthly Payout
Sample Outdoors Company model overview
7
© Copyright Varicent Software 2020
SR1 Compensation Plan
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
26
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Example: SR1 Monthly Commission Payout
• A sales rep makes 4 sales in a month:
Transaction
Sale
Amount
Rate
Commission
Earned
001
$15,250
*
2%
=
$305
002
$8,300
*
2%
=
$166
003
$14,500
*
3%
=
$435
004
$37,850
*
3%
=
+ $1136
Total
Sales
$2,042
Numbers have been rounded to the nearest dollar.
Sample Outdoors Company model overview
8
© Copyright Varicent Software 2020
Example: SR1 Monthly Commission Payout
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
27
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 Monthly Units Sold Bonus
▪ Based on total units sold in a month compared to a monthly quota
▪ Bonus amount is determined by the tier the quota attainment falls into
▪ Each payee has a different quota
▪ Bonus amounts change over time
▪ Values that meet 2 tiers will receive the higher rate
Sample Outdoors Company model overview
9
© Copyright Varicent Software 2020
SR1 Monthly Units Sold Bonus
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
28
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Example: SR1 Monthly Units Sold Bonus
▪ Units sold this month / this month’s quota = attainment
4275
Quota Attainment
95%
/
4500
= 95%
Tier
Range
Bonus
Tier 1
0 – 70%
$0
Tier 2
70 – 90%
$200
Tier 3
90 – 105%
$500
Tier 4
+105%
$1,000
▪ The sales rep receives a bonus of $500
Sample Outdoors Company model overview
10
© Copyright Varicent Software 2020
Example: SR1 Monthly Units Sold Bonus
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
29
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 Monthly Sales Bonus
▪ Rates apply to total sales for the month
▪ Sales can meet multiple tiers
▪ The amount of sales falling into a tier receives the rate for that tier
Sample Outdoors Company model overview
11
© Copyright Varicent Software 2020
SR1 Monthly Sales Bonus
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
30
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Example: SR1 Monthly Sales Bonus
▪ A sales rep sells $363,218 in a month:
Tier
Range
Rate
Amount of
Sales in Tier
Bonus
Earned
Tier 1
$0 - $100,000
0.5%
*
$100,000
=
$500
Tier 2
$100,000 - $200,000
0.55%
*
$100,000
=
$550
Tier 3
$200,000 - $300,000
0.75%
*
$100,000
=
$750
Tier 4
$300,000-$400,000
1%
*
$63,218
=
$632
Tier 5
$400,000 - $500,000
1.05%
*
0
Tier 6
500,000 - $600,000
1.25%
*
0
Tier 7
$600,000+
1.3%
*
0
Total Bonus
________
$2,432
Numbers have been rounded to the nearest dollar.
Sample Outdoors Company model overview
12
© Copyright Varicent Software 2020
Example: SR1 Monthly Sales Bonus
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
31
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Overview of reporting requirements
Consumer
Reports
Branch Managers
•
•
•
•
Sales Reps
• SR1 Compensation Detail
• SR1 Charts Dashboard
SR1 Compensation Summary
SR1 Compensation Detail
SR1 Sales by Product
Product Sales
Sample Outdoors Company model overview
13
© Copyright Varicent Software 2020
Overview of reporting requirements
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
32
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Sample Outdoors report template
▪ The starting point for creating other reports
▪ Uses layout tables and formatting to display an image, text, link, and
date value
Sample Outdoors Company model overview
14
© Copyright Varicent Software 2020
Sample Outdoors report template
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
33
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 Compensation Summary
▪ Managers use to view the compensation summary for all SR1s who
report to them
▪ Click a payee name to open the SR1 Compensation Details report for
that payee
▪ Features: parameters, constant values, data grids, subtotals, links and
pick-list controls
Sample Outdoors Company model overview
15
© Copyright Varicent Software 2020
SR1 Compensation Summary
You will create this report from the Sample Outdoors report template, using the
following features:
•
•
•
•
•
•
•
parameters
constant values
data sources
data grids
sub-totals in data grids
links (from one report to another)
pick list controls
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
34
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 Compensation Details
▪ SR1s and
managers use to
display
compensation
details during a
selected month
▪ Features:
parameters, data
grids, and pick-list
controls
Sample Outdoors Company model overview
16
© Copyright Varicent Software 2020
SR1 Compensation Details
You will create this report from the Sample Outdoors report template, using the
following features:
•
•
•
•
•
•
parameters
constant values
data sources
data grids
links (from one report to another)
pick list controls
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
35
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Product Sales by Month
▪ Managers use to display monthly sales by product type
▪ Based on transposed data sources
Sample Outdoors Company model overview
17
© Copyright Varicent Software 2020
Product Sales by Month
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
36
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Sales by Product
▪ Managers use to display sales by product
▪ Based on aggregate data sources
Sample Outdoors Company model overview
18
© Copyright Varicent Software 2020
Sales by Product
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
37
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 Monthly Sales
▪ SR1s use to display their sales results in chart form
Sample Outdoors Company model overview
19
© Copyright Varicent Software 2020
SR1 Monthly Sales
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
38
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
SR1 & SR2 Monthly Sales
▪ Managers use to review monthly sales for the sales reps who report to
them
Sample Outdoors Company model overview
20
© Copyright Varicent Software 2020
SR1 & SR2 Monthly Sales
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
39
Unit 2 Sample Outdoors Company Model Overview
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
40
Unit 2 Sample Outdoors Company Model Overview
VARICENT Education
Unit summary
▪ Analyze the data and calculations in the Sample Outdoors Company
model
▪ Identify the report requirements of the Sample Outdoors Company
Sample Outdoors Company model overview
21
© Copyright Varicent Software 2020
Unit summary
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
41
Unit 2 Sample Outdoors Company Model Overview
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
42
Overview of Varicent Reports
Overview of Varicent Reports
Varicent 10
© Copyright Varicent Software 2020
Course materials may not be reproduced in whole or in part without the written permission of Varicent Software.
Unit 3 Overview of Varicent Reports
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
44
Unit 3 Overview of Varicent Reports
VARICENT Education
Unit objectives
▪ Describe the two types of reports available in Varicent
▪ Add documents to a Varicent model
▪ Describe the data components and display components available in
Presenter reports
Overview of Varicent Reports
© Copyright Varicent Software 2020
Unit objectives
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
45
Unit 3 Overview of Varicent Reports
VARICENT Education
Varicent report types
▪ You can create two different types of reports:
Type
Description
▪ Web Forms
Highly customizable reports if configured
using Java Script
▪ Presenter Reports
Provide more out of the box features, such
as adding maps/charts/gauges, enabling
user input, and using in Workflows
Overview of Varicent Reports
© Copyright Varicent Software 2020
Varicent report types
Most of the reports you create will be Presenter reports. Web forms are typically used in
combination with JavaScript, to enhance Varicent functionality. We do not teach
JavaScript in our Varicent courses.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
46
Unit 3 Overview of Varicent Reports
VARICENT Education
Features by report type
Web
Forms
Presenter
Use calculations, show tabular data,
display data by user
✓
✓
Use tables, display images, let users
edit data, link to URLs
✓
✓
*
✓
Features
Format numeric data
✓
Display charts/maps/gauges,
manipulate/sort data, link to reports
Customize Java Script
Track progress through Workflows
Overview of Varicent Reports
✓
✓
© Copyright Varicent Software 2020
Features by report type
* Java script can be written to cells in Web Forms. One use of this is to apply currency
symbols ($, €, £, ¥, etc.) adjacent to cells containing currency values.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
47
Unit 3 Overview of Varicent Reports
VARICENT Education
Accessing Varicent report types
Report type
Access reports through
Presenter Reports
• Web Tab
• Links from other reports
• Web Message Center (via Workflow)
Web Forms
• Web Tab
• Links from other reports
Overview of Varicent Reports
© Copyright Varicent Software 2020
Accessing Varicent report types
Web Tabs are created in the Portal Access module, and assigned to existing reports.
The process is discussed later in this course.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
48
Unit 3 Overview of Varicent Reports
VARICENT Education
Adding documents to a model
▪ You can make documents available to Varicent users
(Admin link > Manage > Manage Documents)
▪ You can associate documents with Composer Components and the
Payee Web Client
▪ Restrict access to documents by assigning:
▪ Admin Roles for access via the Varicent Admin client
▪ Portal Access for access via the Varicent Payee Web client
Overview of Varicent Reports
© Copyright Varicent Software 2020
Adding documents to a model
In some cases, you may already have documents containing the data you want to
share which exist outside of Varicent, say on your local computer or a network server.
Instead of creating a new report in Varicent, you can import these documents into your
model. Existing security applied to the documents will not be ported into Varicent, you
will set the security within the Varicent Admin client.
In order to open a document, the Admin or Payee Web user must have an
associated application on their local computer.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
49
Unit 3 Overview of Varicent Reports
VARICENT Education
Demonstration 1
Add documents to a model
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Overview of Varicent Reports
© Copyright Varicent Software 2020
Demonstration 1: Add documents to a model
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
50
Unit 3 Overview of Varicent Reports
Demonstration 1:
Add documents to a model
Purpose:
In this demonstration you will add several documents to the Sample Outdoors
Company model.
Model Name:
BuildingReports
Task 1. Log in to Varicent Admin.
1.
2.
3.
Using the information provided in your Education email, login to Varicent.
In the top left corner of the Admin client, click the model name to activate the
drop down, and select BuildingReports.
Click Yes.
Task 2. Add documents to the model.
1.
2.
3.
4.
5.
6.
At the top-right corner, click Admin.
The Admin module opens.
On the left, click Manage > Manage Documents.
Note: This list should be empty. If any documents are listed, you have not
completed Task 1, step 4.
At the top right, click Add a Document, and navigate to
Desktop\Sample Outdoors Company Data\Docs for Varicent.
Select Canada_statutory-holidays-2017.pdf, and hold <Ctrl> while selecting:
• US_federal-holidays-2017.pdf
• ExpenseReportTemplate.xlsx
Click Open. Wait until the documents appear in the list. You may need to
Refresh the page.
In the top right, click Home.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
51
Unit 3 Overview of Varicent Reports
Task 3. Make documents available in the Varicent Payee Web
client.
1.
2.
3.
4.
5.
On the left of the Home page, click
Portal Access to open the module.
Select the Assignment tab.
In the Document section, hover on the row containing Canada_statutoryholidays-2017.pdf to open it for editing.
In the Access column, click the down arrow, and select All Payees.
This is a previously created access tree that contains all the payees in Sample
Outdoors Company. Selecting this tree ensures that all Payee Web users will be
able to access this document in the Payee Web client.
Repeat steps 3 and 4 for the remaining documents:
• ExpenseReportTemplate.xlsx
• US_federal-holidays-2017.pdf
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
52
Unit 3 Overview of Varicent Reports
Task 4. View documents in the Varicent Payee Web client.
1.
Use the URL provided in your education email to log into the Payee Web client
as:
• UserName: EClermont@grtd123.com
• Password: WebAcce$$
2.
Note: In this training, your Web users have access to the BRFinished Model
only.
In the top right, click the envelope to open the Message Center.
3.
Click Documents.
4.
Click Canada_statutory-holidays-2017.pdf, and then, in the bottom left, click it
to open it in a new tab.
Different web browsers have a slightly different way of opening documents.
Close the document tab.
At the top right of the Varicent Payee Web Client page, click the arrow to the
right of EClermont@grtd123.com, and then click Logout.
5.
6.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
53
Unit 3 Overview of Varicent Reports
7.
Close the Varicent Payee Web Client tab.
Results:
The Sample Outdoors Company model now contains documents that can be
accessed by Payee Web client users.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
54
Unit 3 Overview of Varicent Reports
VARICENT Education
Overview of Presenter
▪ Presenter lets you create reports that:
▪ Include tabular data, charts, maps, gauges, images, and text
▪ Allow end users to interact with the data
▪ Have built-in security
▪ Link to other Presenter Reports, Web Forms, URLs, and documents
▪ Presenter reports contain data components and display components
Overview of Varicent Reports
© Copyright Varicent Software 2020
Overview of Presenter
Data components provide the data that will be displayed on the report.
Display components display the data.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
55
Unit 3 Overview of Varicent Reports
VARICENT Education
Data components
▪ Control the data that is displayed in a report
Component
Description
Parameters
• used to filter report data
• contain a single value
Values
• includes text, date, and numeric values
• contain a single value
Sources
• use tables, calculations, data stores,
parameters, and values to create a
data set
Row Form Source
• a source whose values can be edited
by the report user
Overview of Varicent Reports
© Copyright Varicent Software 2020
Data components
Data components must be created before the display components that will display their
data.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
56
Unit 3 Overview of Varicent Reports
VARICENT Education
Display components (1 of 3)
▪ Each report cell can contain one component:
Component
Description
Layout Table
Divides the report into cells that can contain other
display components
Text
Used for titles, labels, and descriptions
Image
Adds a graphic to the report, such as a logo
Document Link
Links to a document added in Admin > Manage
Documents
Date Value
Displays a single date (i.e. current date)
Numeric Value
Displays a single number (either a stored,
calculated, or constant numeric value)
Text Value
Displays text from a stored or constant value
Overview of Varicent Reports
© Copyright Varicent Software 2020
Display components
Images are fed by existing image files.
Date, Numeric, and Text Values display data as text, and so are formatted in the same
way as text. The data component Values that feed them must be created first, unless
using a system value such as Current Date.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
57
Unit 3 Overview of Varicent Reports
VARICENT Education
Display components (2 of 3)
Component
Description
Data Grid
Changes dynamically, depending on the number
of rows in the data set
Fixed Grid
Divides the report into cells that can contain other
display components
Workflow
Dashboard
Provides links to workflows created in the
Workflow Manager module
Chart
Displays data source results in a pie, line, bar, or
column format
Overview of Varicent Reports
© Copyright Varicent Software 2020
Fixed Grids are similar to Layout Tables in that they have a set (but editable) number of
rows and columns, and each cell can contain one item. Fixed Grids can contain Text,
Values, Workflow Form IDs, Text Controls, Pick Lists, and Submit Buttons. The
advantage to using a Fixed Grid over a Layout Table is that you can format the entire
grid at once, whereas each cell of a Layout Table must be formatted individually.
Apart from displaying data in a grid, there are no similarities between Fixed Grids and
Data Grids.
Data Grids, Charts, and Maps are fed by Presenter Sources.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
58
Unit 3 Overview of Varicent Reports
VARICENT Education
Display components (3 of 3)
Component
Description
Gauge
Indicates where a single value falls within a
specified range of values
Map
Displays data organized by geographical regions,
such as sales per country
Text Control
Lets the user type a parameter value
Pick List
Control
Lets the user select a parameter value from a
drop-down list
Submit
Button
Passes the selected value to the relevant
parameter and submits Payee Web-user entered
data to the database
Overview of Varicent Reports
© Copyright Varicent Software 2020
A report that contains a Text Control, Pick List Control, or editable Data Grid must also
contain a Submit Button. Only one Submit Button is required on a report, no matter the
number of Text and Pick List Controls, or editable Data Grids. Multiple Submit Buttons
can be created to make a report more visually appealing, and they will all do the same
thing.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
59
Unit 3 Overview of Varicent Reports
VARICENT Education
Review
1. What are the report types available in Varicent?
2. List three display components available in Presenter reports.
3. Which report types can link to other reports?
4. Which report types can compute data dynamically?
Overview of Varicent Reports
© Copyright Varicent Software 2020
Review
1. Available report types include: Presenter and Web Forms.
2. The display components include: Layout Table, Text, Image, Document Link,
Date Value, Numeric Value, Text Value, Data Grid, Fixed Grid, Workflow
Dashboard, Chart, Gauge, Map, Text Control, Pick List Control, and Submit
Button.
3. Presenter reports can link to other reports.
4. Presenter reports can compute data dynamically.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
60
Unit 3 Overview of Varicent Reports
VARICENT Education
Unit summary
▪ Describe the two types of reports available in Varicent
▪ Add documents to a Varicent model
▪ Describe the data components and display components available in
Presenter reports
Overview of Varicent Reports
© Copyright Varicent Software 2020
Unit summary
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
61
Unit 3 Overview of Varicent Reports
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
62
Creating Presenter Report Templates
Creating Presenter Report Templates
Varicent 10
© Copyright Varicent Software 2020
Course materials may not be reproduced in whole or in part without the written permission of Varicent Software.
Unit 4 Creating Presenter Report Templates
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
64
Unit 4 Creating Presenter Report Templates
VARICENT Education
Setting report preferences
▪ Preferences are applied to every report that is based on the template
▪ The font setting is the default for all text in the report, including value
displays, chart titles, pick list controls, and data grids
▪ You can change the font style, size, alignment, and background color
on individual components at any time
▪ The text format applies to an entire cell, so if different fonts and
formatting are required, the text must be in multiple cells
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Unit objectives
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
65
Unit 4 Creating Presenter Report Templates
VARICENT Education
Creating Presenter reports
▪ Create in Composer, and design in Presenter
▪ Use layout tables to divide a report into cells for organizing display and
data components
▪ Use nested layout tables to subdivide report sections
Top level
layout table
Nested layout table within the
Header cell
Creating Presenter Report Templates
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Creating Presenter reports
The top level layout table you will create has three rows and three columns, which
serves to divide the report into cells that can contain a header, footer, report body, and
margin areas. Adding nested layout tables within the header cell lets you add additional
components, such as a company logo, report titles, and a line.
Each cell in a report can contain one display component.
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Unit 4 Creating Presenter Report Templates
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Using report templates
▪ You can create a report that serves as a template from which other
reports can be built
▪ Report templates allow you to:
▪ Reduce the amount of time it takes to create new reports
▪ Apply standards consistently across reports, such as a company header
and footer, and company colors
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Using report templates
A report template is simply a Presenter report. The Save As functionality is used to
create a new report based on the existing one. The new report will be saved to the
same Component the template report resides in.
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Unit 4 Creating Presenter Report Templates
VARICENT Education
Setting report preferences
▪ Preferences are applied to every report that is based on the template
▪ The font setting is the default for all text in the report, including value
displays, chart titles, pick list controls, and data grids
▪ You can change the font style, size, alignment, and background color
on individual components at any time
▪ The text format applies to an entire cell, so if different fonts and
formatting are required, the text must be in multiple cells
Creating Presenter Report Templates
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Setting report preferences
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Unit 4 Creating Presenter Report Templates
VARICENT Education
Setting PDF preferences
▪ The ability to publish to PDF can be turned off for web users by
unchecking it under preferences button
▪ Additional PDF options can be found by selecting publish on the top
right of the presenter page. The following options are available:
▪ Switch from portrait to landscape
▪ Control the scaling from presenter to PDF
▪ Add a PDF header
▪ Add a PDF footer
Creating Presenter Report Templates
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Setting PDF preferences
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Unit 4 Creating Presenter Report Templates
VARICENT Education
Manipulating layout tables
▪ Select a layout table by clicking its border, in order to:
▪ Drag cell lines for easier viewing while designing
▪ Edit the number of columns and rows
▪ Swap its position with another Presentation Component, including another
layout table
•
two layout tables can swap positions when neither is the parent of the other
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Manipulating layout tables
When you select a Layout Table, the borders of selected cells are highlighted in red.
When you increase the number of rows or columns in a Layout Table, rows are added
to the bottom of the Layout Table and columns are added to the right. Only empty rows
or columns of the Layout Table can be deleted.
Swapping cells and Layout Tables lets you move components to different areas of the
report as you design. For example, if there are no free cells left in the report body, swap
a Presentation Component with an empty cell in the margin, add a nested Layout Table
to the report body, and then swap the Presentation Component into the new Layout
Table.
You can name Layout Tables. The names are used in the Workflow Manager module
to hide sections of the report from groups of Payee Web-users specified when creating
the Workflow. If the report will not be used in Workflow Manager, Layout Table names
are unnecessary.
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70
Unit 4 Creating Presenter Report Templates
VARICENT Education
Presentation components in SOC's template
Component
Description
Layout
Tables
Divide report into cells that can each contain one
Presentation Component
Images
Provide visual impact, such as company logos
Static Text
Such as a report title or pick list control label
Value
Displays
Appear as text, and can be formatted in the same
way
Links
From images, text, values, charts, maps, gauges,
and columns; to Web pages, Presenter Reports,
Web Forms, and documents
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Presentation components in SOC's template
You can provide context to data by adding images, text, lines, and links to Web pages,
Presenter reports, Web Forms, and documents.
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Unit 4 Creating Presenter Report Templates
VARICENT Education
Presenter Layout and Preview tabs
▪ Layout tab:
▪ The view in which you design reports
▪ Allows you add/edit layout tables and components
▪ Does not reflect the actual formatting and spacing
▪ Preview tab:
▪ Displays the report as it will appear to the end user
▪ Unable to reproduce Payee Web functionality, such as selecting a pick list
value
▪ Use the Set Parameters icon to simulate Payee Web functionality
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Presenter Layout and Preview tabs
The width of text and value displays is determined by the cell width in the layout table;
however all other presentation components are dynamically sized when the report is
run.
To preview a report that uses web functionality, such as a pick list, you must click the
Set Parameter Values icon to provide the user-defined values, before clicking the
Preview tab. Links and other advanced web functions are not available via Preview.
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Unit 4 Creating Presenter Report Templates
VARICENT Education
Demonstration 1
Create the SOC template report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Creating Presenter Report Templates
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Demonstration 1: Create the SOC template report
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73
Unit 4 Creating Presenter Report Templates
Demonstration 1:
Create the SOC template report
Purpose:
You need to create a report template for the Sample Outdoors Company. The
template will include the Sample Outdoors Company logo, formatted place
holders for the report titles, copyright information, and the date on which the
report was run. Preview the results of the report as you build. This will allow
you to keep track of which components may cause issues.
Varicent Model
Varicent Model
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR04.
Task 1. Create a new Presenter report.
1.
2.
3.
On the left, click
Composer.
In the Composer Map on the right, click the arrow in the (OUTP) Output
component to open it.
Composer Components are used to organize model objects. You will be
creating all reports within the (OUTP) Output component. Any reports you
create from the template will automatically be saved to the same component
that the template resides in.
You can zoom into the workspace by using the scroll wheel on your mouse, or
the icons on the right-side of the toolbar.
In the left pane, click the Palette tab, and drag Presenter Report onto the
Composer Map.
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Unit 4 Creating Presenter Report Templates
4.
A text box opens in the Composer Map.
Type SOC Template, and then type the <Enter> key.
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75
Unit 4 Creating Presenter Report Templates
5.
In the left pane, select the Navigation tab, and then expand Presenter
Reports.
6.
Scroll down until you see SOC Template, and then click the arrow to the right
of it.
In the menu that opened at the right of the Composer Map, click Edit.
7.
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Unit 4 Creating Presenter Report Templates
A new tab containing the report opens.
Across the top of the Presenter module is the toolbar. The left pane is where
you will create any data components required for a report. These data
components supply data to the display components, which are created by
dragging them from the Displays tab to the report layout. To see what the report
will look like in the Varicent Payee Web client, use Preview at the top right.
The SOC template you are creating will not use any data components.
8.
9.
On the toolbar, click Preferences
.
In Preferences, define the Font as follows:
• Font: Arial
• Size: 12
• Color: dark blue
Any text on this report and any report created from it (Save As) will use these
settings as the defaults for text.
10. In the bottom right of the window, click Save.
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77
Unit 4 Creating Presenter Report Templates
Task 2. Add layout tables to the report.
1.
Click the cell in the Layout, and notice the left pane changes to display the
properties of the cell you clicked in.
2.
Expand Layout Dimensions and set:
• Rows: 3
• Columns: 3
Expand Name, and name the layout table Sample Outdoors.
Tip: You cannot name a single empty cell, so the Name cannot be set until after
the rows and columns are set. Layout Table names are used by the Workflow
Manager module to hide or show certain sections of a report.
Use your mouse's scroll wheel to zoom in/out of the layout until you see the
entire report.
You can also use the Zoom In / Zoom Out buttons on the toolbar.
3.
4.
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Unit 4 Creating Presenter Report Templates
5.
Drag the vertical and horizontal grid lines to create 5% left/right margins, and
20% header/footer areas.
Header Layout Table
goes in this cell
Body Layout Table
goes in this cell
Footer Layout Table
goes in this cell
6.
Note the grey box on the top left. It is a breadcrumb called Sample Outdoors,
the name you gave to the layout table. You can use breadcrumbs to navigate
among nested layout tables
Click the middle cell of the top row, click it again, and define a new layout table
as follows:
• Rows: 2
• Column: 1
• Layout Name: Header
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Unit 4 Creating Presenter Report Templates
7.
8.
In the top row of Header, add the following Layout Table:
• Rows: 1
• Columns: 2
• Layout Name: Header Info
In the right cell of the Header Info layout table, add the following Layout Table:
• Rows: 2
• Column: 1
• Layout Name: Report Titles
Notice the breadcrumbs above the report.
9. In the middle cell of the bottom row of the Sample Outdoors Layout Table, add
the following Layout Table:
• Rows: 2
• Column: 1
• Layout Name: Footer
10. In the bottom row of Footer, add the following Layout Table:
• Rows: 1
• Columns: 3
• Layout Name: Footer Info
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Unit 4 Creating Presenter Report Templates
11. In the center of the Sample Outdoors layout table, add the following
Layout Table:
• Rows: 3
• Column: 1
• Layout Name: Report Body
The results appear as follows:
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Unit 4 Creating Presenter Report Templates
Task 3. Add images, text, and date values.
1.
2.
3.
In the pane on the left, click Back to Displays.
Ensure the Displays tab is selected, and expand Basics.
Drag Image to the top left cell of the Header Info Layout Table.
4.
Select the cell with the image in it, and set its Name property to Sample
Outdoors Logo.
Expand Image Display, and click Upload Image.
Browse to C:\Desktop\Sample Outdoors Company
Data\Logos\logo_black.png, and then click Open.
Images cannot be resized within Presenter. When you require a different sized
image, you must resize it in your preferred graphics application before using it in
your Presenter report.
5.
6.
7.
8.
9.
Click Link
, and then select the Web Address tab.
In Address, leave it at http://, type www.sampleoutdoors.com.
Select Open in a new window, and then click Apply.
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Unit 4 Creating Presenter Report Templates
10.
11.
12.
13.
Click Back to Displays, and on the Displays tab, expand Basics.
Drag Text to the top right row of the Header.
Click in the cell and type Report Title.
Set the properties to the following:
• Name: Report Title
• Text Font:
• Size: 24
• Alignment: Center
• Weight: Bold
• Color: Medium dark blue
Does your layout look different than the screenshot? You can resize cells by
dragging their lines up, down, left, and right. Changing the size of the cell in the
layout tab only affects text type objects, everything else sizes itself dynamically.
Zoom in/out will also change the cell size.
14. Click in the Report Title cell, and from the toolbar, select Copy
.
15. Click the cell below Report Title, and from the toolbar, select Paste
.
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Unit 4 Creating Presenter Report Templates
16. In the bottom Report Title, change the text to read Report Sub Title, set the
Name property to Report Sub Title and change the font to size 20.
17. In the left cell of the Footer Info Layout Table, add the text
Sample Outdoors Company - Copyright 2017 - All Rights Reserved.
18. Set the Name property to Copyright, and the font size to 9.
19. In the middle cell of the Footer Info Layout Table, add the text
Report Run Date: .
20. Set the Name property to Run Date, the font size to 9, and the alignment to
Right
.
21. On the Displays tab, expand Data, and drag Date Value to the right cell of the
report footer.
22. Select the cell, and set the following properties:
• Name: dv Report Run Date
• Date Value: Value Source: Current Date
• Format: Long Date
• Font size: 9
23. In the toolbar, click Save
.
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84
Unit 4 Creating Presenter Report Templates
24. In the top right, click Preview.
If you get an error message, it is because 2 or more cells have the same name
property. Review your cell names and ensure each is unique.
25.
26.
27.
28.
29.
30.
31.
Notice that empty rows in the layout are not displayed. Empty columns are
displayed, the margins on the left and right, in this example.
Notice also the placing of the footer. You would like the company logo moved
left, and the report run date info moved right.
At the top left, click the arrow to the left of Back to editing to return to the
Layout.
In the layout, click the logo image to select it.
In the image properties, expand Layout and set the Alignment to left center.
Click Preview to see the effect, and then click Back to editing.
In the footer, hover the mouse cursor on the vertical line between the text cell
and date value cell, until it turns to a double-headed arrow, and then drag the
line to the right.
Preview to see the change.
Repeat steps 29 & 30 until you are satisfied with the placement, and then Save
the report.
Task 4. Format layout table components.
1.
2.
In the bottom row of the Header Layout Table, add Text.
You are creating a border line under the header of your report. You could put
borders on both the Sample Outdoors Logo and the Report Sub Title cells, but
they will likely not create a straight across the entire report, as the objects within
the cells are of different sizes. Better practice is to put a border on a cell that
spans the entire width of the report.
In the properties, set Name to Line, and then expand Layout.
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Unit 4 Creating Presenter Report Templates
3.
Under Border, select Custom, set the Top border to 4, and the color to Dark
Blue.
4.
5.
6.
7.
8.
In the layout, click the Line cell, and select Copy.
Click the top row of the Footer Layout Table, and then select Paste.
Select the Line row of the Footer, and then expand the Layout property.
Set the Top border to 0, and then set the Bottom to 4, and Dark Blue.
Click Preview.
The results appear as follows:
Notice that empty rows do not appear in the Preview tab. The spaces in the
Preview are where the two blank text rows are.
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Unit 4 Creating Presenter Report Templates
9. Click Back to Editing.
10. In the toolbar, click Save.
11. Close the SOC Template browser tab.
Results:
You have created a report template for the Sample Outdoors Company. The
template includes the Sample Outdoors Company logo, a place holder for the
report title, copyright information, and the date on which the report was run.
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87
Unit 4 Creating Presenter Report Templates
VARICENT Education
Review
1. What are the benefits of creating a report template?
2. How many components can a layout table cell contain?
3. How do you select multiple cells in the Layout?
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Review
1.
2.
3.
Report templates reduce the amount of time to build new reports, and help
apply consistent standards.
A Layout Table cell can only contain one component.
To select multiple Layout cells, hold <Ctrl> while selecting cells.
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Unit 4 Creating Presenter Report Templates
VARICENT Education
Unit summary
▪ Create a new Presenter report
▪ Discuss the benefits of report templates
▪ Design a report template
▪ Create Layout Tables to organize report components
▪ Use Text components to display static information
▪ Add Images to a report
▪ Apply formatting to display components
Creating Presenter Report Templates
© Copyright Varicent Software 2020
Unit summary
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89
Unit 4 Creating Presenter Report Templates
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90
Displaying Data in Columns and Rows
Displaying Data in Columns and Rows
Varicent 10
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Unit 5 Displaying Data in Columns and Rows
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92
Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Unit objectives
▪ Use data stores, tables, and calculations to create a Presenter source
▪ Use a data grid component to display data from a Presenter source
▪ Apply formatting options to a data grid
▪ Transpose columns and display the results in a report
Displaying Data in Columns and Rows
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Unit objectives
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93
Unit 5 Displaying Data in Columns and Rows
VARICENT Education
What are Presenter sources?
▪ Data components created in Presenter reports
▪ Join together the data objects you require for your report
▪ Sources can be fed by model objects such as data stores, calculations,
and tables
▪ Sources provide data to display objects such as data grids, charts, pick
list controls, and maps
Displaying Data in Columns and Rows
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What are Presenter sources?
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Overview of data sources
Displaying Data in Columns and Rows
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Overview of data sources
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Using data stores as Presenter sources
▪ Data stores join model objects, such as tables and calculations, into
one Composer object
▪ Used as a source in Presenter to easily build reports, since all required
sources are available in one place
▪ Data stores are globally visible, so you can use them as a data source
in any component
Displaying Data in Columns and Rows
© Copyright Varicent Software 2020
Using data stores as Presenter sources
The same wizard is used to create data stores and Presenter sources. The difference
between the two is that data stores are available for use in all Presenter reports,
whereas Presenter sources are only available for use in the report in which they exist.
By creating data stores, all required restrictions are already in place when the data is
used in a Presenter report, thereby reducing the chance of errors.
It is a best practice to avoid using heavy sources as the first/base source in a data store
or presenter source. The first source will be preloaded on loading of the report from the
Payee Web. If the first source is heavy it will slow the initial loading of the report on the
web.
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Creating a Presenter source
▪ Name the Presenter source
▪ Select the data source(s)
▪ Select display columns
▪ Edit column names
Displaying Data in Columns and Rows
© Copyright Varicent Software 2020
Creating a Presenter source
Name the Presenter source
Create a descriptive name so that you know the purpose of the Presenter
source. A naming convention helps the user to identify the different components
used in the report. In this course, source names have the prefix 'so'.
Select the data source(s)
Specify the source(s) that contains the required data, and create any restrictions
that are required to join multiple sources. Sources can include any combination
of Composer data stores, Composer calculations, Composer tables, Presenter
sources, Presenter parameters, and Presenter values.
Select display columns
Specify the columns that will be available for display in the report. You can hide
unwanted columns later when you bring the source into a Display Component.
Edit column names
Edit column names as necessary. Column names must be unique and contain
no spaces. These names can later be edited within the display component.
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Adding an anchor to a Presenter source
▪ When creating a Presenter source with multiple source objects, you
can anchor the base source
▪ This ensures that no data is deleted from the base source, regardless
of whether there is a matching record in other sources
▪ Anchoring a source is equivalent to performing a left outer join on the
source
Displaying Data in Columns and Rows
© Copyright Varicent Software 2020
Adding an anchor to a Presenter source
The base source is the first source brought into a Presenter source. Anchor is the
same as the anchor functionality available in the calculation wizard.
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Demonstration 1
Create a source based on a data store
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Displaying Data in Columns and Rows
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Demonstration 1: Create a source based on a data store
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99
Unit 5 Displaying Data in Columns and Rows
Demonstration 1:
Create a source based on a data store
Purpose:
You need to create a source that you can use to provide the data required in
the SR1 Compensation Summary report. The Sample Outdoors Company
model already contains a data store that has the data you require. Therefore,
you will create a source that is based on that data store.
Varicent Model
Varicent Model
Report:
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR05.
SOC Template
Task 1. Create the SR1 Compensation Summary report.
1.
2.
From the Navigation tab in Composer, search for SOC Template.
Click the arrow to the right of SOC Template, and from the menu at the right,
click Edit.
The template report opens.
3.
4.
Click Save As
.
In Name, type SR1 Compensation Summary, and then click Save.
The screen refreshes and displays the SR1 Compensation Summary report.
In the top-right of the header layout, click the text box containing Report Title,
and change the text to Sales Reps Level 1.
Change the Report Sub Title to Compensation Summary.
5.
6.
Task 2. Create the so SR1 Compensation Summary source.
1.
2.
In the left pane, click Back to Displays, and then select the Data tab.
Hover your mouse cursor over Sources, click the ellipsis …, and then select
Add Source.
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Unit 5 Displaying Data in Columns and Rows
3.
4.
5.
6.
7.
8.
At the top of the window, next to New Data Source 1, click Edit
.
In Name, enter so SR1 Compensation Summary.
Click Save.
Under Data Sources, expand Data Stores, and then drag Ds SR1
Compensation Payouts to the Drag a main data source here area.
This is a data store, so all of the required joins already exist.
Click View Current Values.
Close the preview, and then click the Select columns tab.
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Unit 5 Displaying Data in Columns and Rows
9.
Expand Ds SR1 Compensation Payouts and drag the following columns to
the Drag additional sources area:
• PayeeID.Name (expand PayeeID)
• Months
• TotalMonthlyPayout
• MonthlyCommissionPayout
• MonthlySalesBonus
• MonthlyUnitsSoldBonusPayout
10. On the right side, click Name in the top row to enable editing.
11. Change the value from Name to SalesRep.
Note: The column names cannot contain spaces and must be unique.
12. Click Create, and then Save the report.
Results:
You have created a source based on an existing data store. This source
contains the data that is required by the SR1 Compensation Summary report.
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Overview of data grids
▪ The main display component, used to display the results of a single
data source
▪ Display data source results in a row and column format
▪ Resize dynamically, based on the number of rows that are returned by
the associated data source
Displaying Data in Columns and Rows
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Overview of data grids
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Unit 5 Displaying Data in Columns and Rows
VARICENT Education
Creating a data grid
▪ Required steps:
▪ Name the data grid.
▪ Select the data source.
▪ Optional steps:
▪ Sort the data by one or more columns.
▪ Define display options that control the appearance and function of the
report.
▪ Create section breaks, based on any column specified as a sort order.
▪ Apply advanced formatting.
Displaying Data in Columns and Rows
© Copyright Varicent Software 2020
Using the data grid wizard
Name the Data Grid
The name should describe the type of information being shown. A naming
convention is very helpful in Presenter to easily identify the different
components used in the report. For example, in this course, all data grids have
the prefix dg.
Select the data source
Sort the data
Select one or more columns by which results will be sorted. Each of the
columns can be sorted in ascending or descending order. You must specify a
column as a sort order before you can create a section that is based on that
column.
If you do not define a sort order for a data grid, the data can be sorted when
viewing the report in the Web client by clicking a column heading.
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Display options
Display options control how the report appears and functions to the end user.
Here you can specify data grid formatting, set conditional formatting, allow
alternating row fonts, or set links by right-clicking on the appropriate column.
You can also make a column editable and add data validation rules to that
column, or add computed rows and columns. This is discussed in detail in a
later unit.
Create Sections
If the data grid returns a large amount of data, you can use section breaks to
make the data easier to view. You can create a section from any column
specified as a Sort Order. You can also add additional information with section
breaks. The most common additional information is Totals and Subtotals.
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VARICENT Education
Data grid display options
▪ Control the format and behavior of the data that is displayed to the end
user
▪ The report layout displays dummy data using the formatting specified
▪ Data is randomly generated, and is not the actual source data
Displaying Data in Columns and Rows
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Data grid display options
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Using data grid templates
▪ Templates contain common formatting options, such as column header
font, alternating row styles, and grid line visibility
▪ Set a template as default to apply to all new data grids
▪ Can create multiple templates
▪ When a template is modified, it must be reapplied to data grids for
changes to appear
Displaying Data in Columns and Rows
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Using data grid templates
Data grid templates are an easy way to apply consistent formatting. Multiple templates
can be created, and one can be set as the default, which will be applied to all new data
grids. When a template is modified, it must be reapplied to all data grids for the changes
to appear.
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Using sections in data grids
▪ Break large data sets into smaller sections, and add information
(i.e. subtotal) to each section
▪ Formatting options include:
▪ Suppress Repeated Partitions: removes duplicate values for sorted columns
▪ Show Section Headers: displays the column headers for each group of
sorted values
▪ Enable Export to Microsoft Excel: displays an Excel icon that lets users
export data to an Excel spreadsheet
▪ Freeze Header Row: ensures the header is displayed at the top while
scrolling down in the Payee Web client
▪ Enable Inquiry Copy: copies a row of data into a Payee Web client inquiry
▪ Paginated: sets the number of rows visible on each page in the Payee Web
client
Displaying Data in Columns and Rows
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Using sections in data grids
Suppress Repeated Partitions: Remove duplicate values for sorted columns.
Suppression stops when a column that does not repeat is encountered. The order of
sorting will change the columns that get suppressed.
Show Section Headers: Show the column headers for every new section in the
report. When this option is enabled, the report displays a header for each group of
sorted values, based on the columns specified as Sort Order columns.
Enable Export to Microsoft Excel: Places an Excel icon in the top-right corner of
the Data Grid in the Web Client, that lets the end user export the contents of the
Data Grid to an Excel spreadsheet.
Enable Inquiry Copy: Web users have the ability to create Inquiries. This option
copies a row of data from the data grid into the comment section of the inquiry.
Paginated: Cannot be used in conjunction with Suppress Repeated Partitions.
It is a best practice to turn paginated on for large data grids. This will set the number
of rows loaded/displayed in the report when it opens resulting in faster web page
load times.
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Demonstration 2
Create a data grid template
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Displaying Data in Columns and Rows
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Demonstration 2: Create a data grid template
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Demonstration 2:
Create a data grid template
Purpose:
You will create a default data grid template which can be applied to all future
data grids.
Report:
SR1 Compensation Summary
Task 1. Create the data grid template.
1.
2.
3.
In the SR1 Compensation Summary report, select the Displays tab, expand
Data, and then drag Data Grid to the bottom row of the report body.
In the layout, select the data grid cell to display its properties, and expand the
Data Grid properties.
Under Add, select Manage Templates.
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4.
5.
6.
At the bottom, click Create a New Template.
Name the template SOC Dg Blue.
Under Style Properties, ensure Header is selected, and set the following
options:
• Font: Arial (inherited from the report's Properties, set when the report
template was created)
• Size: 12 (inherited from the report's Properties, set when the report template
was created)
• Weight: Bold
• Font Color: White
• Background Color: Dark Blue
7.
8.
Under Formatting Options, select Alternating Rows and deselect Set
computed row style.
Under Style Properties, click the arrow next to Header, select Odd Row, and
verify the defaults are inherited from the report properties:
• Font: Arial
• Size: 12
• Weight: not bold
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9.
Select Even Row, verify the defaults:
• Font: Arial
• Size: 12
• Weight: not bold
And set:
• Background Color: Light Grey
Results should appear similar to below:
10. Click Create.
11. Click the radio button next to SOC Data Grid Blue to set it as the template for
this data grid.
12. Click Choose.
13. Save the report.
Results:
You have created a default data grid template which you can apply to all
future data grids.
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VARICENT Education
Demonstration 3
Format a data grid in the SR1
Compensation Summary report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Displaying Data in Columns and Rows
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Demonstration 3: Format a data grid in the SR1 Compensation Summary report
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Demonstration 3:
Format a data grid in the SR1 Compensation Summary report
Purpose:
You will use the source you recently created in order to add a data grid to the
SR1 Compensation Summary report. You will then format the data grid to
control how the data is displayed in the report.
Task 1. Apply formatting to the SR1 Compensation Summary
data grid.
1.
2.
3.
Select the Data Grid you created in the previous exercise.
In the Properties, name it dg SR1 Compensation Summary.
Expand the Data Grid properties, ensure that the Source is so SR1
Compensation Summary.
Varicent selected the first (and only) source in the report to feed the data grid. If
a report has multiple sources, you can select the correct one from the drop
down.
4.
5.
Under the Add section, select Sort Selection
.
From Available Sources, drag SalesRep to the Sort Order.
6.
7.
Drag Months to the Sort Order, and, to the right of Months, click Edit
Change the Sort Order to Decending, and then click Done.
.
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8.
9.
Using the grey scroll bar on the right of the window, scroll to the bottom of the
window and click Save.
Save the report.
Task 2. Apply Additional Formatting
1.
Select the data grid, and in the Data Grid properties, expand Column Order.
2.
Click the up arrow
next to the SalesRep column to move it to the top of
the list. This will make it the left most column in the data grid.
Move the TotalMonthlyPayout column to the bottom of the list. This will make it
the right most column in the data grid.
3.
4.
Click the column name SalesRep to open it for editing, and change the name to
Sales Rep (add a space).
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5.
Rename all numeric columns by removing the word Monthly and adding logical
spaces between remaining words.
6.
7.
Save the report.
In the report layout, select the data grid, and above the report titles, click Fit
Grid To Screen.
This makes it easier to select columns.
8. In the grid, hover at the top of the Total Payout column of the data grid and
then click the arrow to select the column.
9. Hold down <Ctrl> and select the other 3 numeric columns (Units Sold Bonus
Payout, Sales Bonus, and Commission Payout).
10. In the Properties, expand the Column section.
Tip: If you do not have a Column section, it is because no columns are selected.
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11. Under Type, set the numeric type to Dollars, and leave the number of decimals
at 2.
12. Expand Data Grid, scroll to the bottom, and expand Advanced Options.
13. Select the check boxes for the following options:
• Suppress Repeated Partitions
• Enable Export to Microsoft Excel
• Freeze Header Row
• Enable Inquiry Copy
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14. In the report layout, above the report titles, click View Rest of Report.
15. Save the report, and then click Preview.
The results appear as follows:
See that each name only appears in the Sales Rep column once. This is
Advanced Options > Suppress Repeated Partitions in action.
Task 3. Apply conditional formatting.
1.
4.
In the report layout, select the data grid, and above the report titles, click Fit
Grid To Screen.
In the grid, hover at the top of the TotalMonthlyPayout column of the data grid
and then click the arrow to select the column.
In the Properties, expand the Column section.
Tip: If you do not have a Column section, it is because no columns are selected.
In the Add section of the Column properties, click Conditional Formatting.
5.
Click Add a Condition.
2.
3.
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Unit 5 Displaying Data in Columns and Rows
6.
In Available Sources, drag Source.TotalMonthlyPayout to the Condition
pane, type < 500, and set:
• Font Style to Bold,
• Font Color to Red,
• Format to Dollars
7.
8.
9.
In the report, any total payout amounts that are below 500 will be displayed in
red and bold.
Click Add.
Click Save.
Click View Rest of Report, and then click Preview.
10. Click Back to editing, and then Save the report.
11. Close the SR1 Compensation Summary web browser tab.
Results:
You created a data grid in the SR1 Compensation Summary report that
displays compensation data for each Sales Rep. You then formatted the data
grid to make it esthetically pleasing and to draw the viewers' attention to
certain data.
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VARICENT Education
Exercise 1
Create Presenter sources and data grids
Displaying Data in Columns and Rows
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Exercise 1: Create Presenter sources and data grids
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Exercise 1:
Create Presenter sources and data grids
You need to provide detailed information about the compensation for each sales
representative. To do so, you will create the SR1 Compensation Details report, which
will use two data grids to display the Transactional Commission Details and Units Sold
Bonus for the relevant sales representative.
• Use the SOC Template report template to create the SR1 Compensation
Details report.
• Edit the Body layout table so that it contains 10 rows.
• Use the SR1 Monthly Commission Transactional Details calculation to create
the so SR1 Transactional Commission Details source.
• Use so SR1 Transactional Commission Details to create a data grid in row 6
of the Body layout table, and then add a heading for it to row 5.
• Sort by TransactionID and Months
• Use Ds SR1 Units Sold Quotas and Units to create the
so SR1 Units Sold Bonus source.
• Use the so SR1 Units Sold Bonus source to create a data grid in row 8, and
add a heading in row 7.
• Apply formatting to the data grids, including header, and numeric formatting.
• Add padding to the headings to make them visually appealing.
• Preview the report.
Hint: When working with large data grids, the Fit Grid To Screen button at the top right
may make it easier.
The report will return a large amount of data. In the next module, you will learn how to
apply a filter so that the report only displays data for one payee at a time.
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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Exercise 1:
Tasks and results
Task 1. Create the SR1 Compensation Details report.
• In Composer, open the SOC Template report.
• In Presenter, click Save As, and type SR1 Compensation Details.
• Change:
• Report Title to Sales Reps Level 1
• Report Subtitle to Compensation Details
• Edit the Report Body layout table, so that it has 10 rows, 1 column. (Use the
breadcrumbs for easy selection.)
Task 2. Create the source for the Transactional Commission
Details data grid.
• Create the so SR1 Transactional Commission Details source, based on the
SR1 Monthly Commission Transactional Details calculation.
• In the Select columns tab, drag the following columns to the right pane:
• TransactionID
• Months
• TransactionID.OrderDate
• TransactionID.ProductID.Name
• TransactionID.Customer.Name
• TransactionID.SaleAmount
• Value
• Change the first Name to Product, and the second Name to Customer.
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Unit 5 Displaying Data in Columns and Rows
Task 3. Create the data grid for the Transactional
Commission Details.
Hint: When working with large data grids, the Fit Grid To Screen button at the top right
may make it easier.
• In row 6 of the Body layout table, create the dg SR1 Transactional
Commission Details data grid, using the so SR1 Transactional Commission
Details source, and apply an appropriate template.
• Select the SaleAmount and Value columns, and set:
• Formatting:
• Type: Dollars
• Decimal Places: 2
• Change the SaleAmount column name to Sale Amount
• Change the Value column name to Commission Earned
• Enable Export to Microsoft Excel, Freeze Header Row, Enable inquiry copy
• In row 5 of the Body layout table, add the text: Transactional Commission
Details, and make it Bold and Align Left, and add padding to make it visually
appealing.
• Save the report, click the Preview tab to display the data for Transactional
Commission Details.
The results appear as follows:
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Task 4. Create the source for the Units Sold Bonus.
• Create a source named so SR1 Units Sold Bonus from the Ds SR1 Units Sold
Quotas and Units data store, selecting all top-level columns:
• PayeeID
• Months
• UnitsSold
• Quota
• QuotaAttainment
• Tier
• MinRange
• MaxRange
Task 5. Create the data grid for the Quota Bonus Details
report.
• In row 8 of the Body layout table, create the dg SR1 Units Sold Bonus data
grid, using the so SR1 Units Sold Bonus source, and apply an appropriate
template.
• Change the order and rename the columns to:
• Payee
• Months
• Units Sold
• Quota
• Quota Attainment
• Tier Achieved
• Tier Minimum
• Tier Maximum
• Format Units Sold and Quota as Number, with 0 decimal places
• Format Quota Attainment, Tier Minimum, and Tier Maximum as Percent, with
0 decimal places
• In row 7 of the Body layout table, add the text: Units Sold Bonus, and make it
Bold and Align Left, and add padding to make it visually appealing.
• Click Save, and then click Preview.
• Scroll down to the Units Sold Bonus section near the bottom.
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The results appear as follows:
The SR1 Compensation Details report now contains two data grids that display
the Transactional Compensation Details and Unit Sold Bonus details for each
level one sales representative.
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VARICENT Education
Transposing Presenter data sources
▪ Transforms rows of data into columns to summarize a measure (i.e.
sales by product and month)
Original Data Source
Transposed Data Source (Months)
Displaying Data in Columns and Rows
© Copyright Varicent Software 2020
Transposing Presenter data sources
A source can only be transposed when it has three detail columns; any other number
generates an error message.
Only primary key columns can be transposed. In some cases, a primary key value
doesn’t contain useful information for reporting purposes. For example, the PayeeID
can be transposed, but displaying the names of the payees is probably more desirable.
You can use an aggregate transformation to convert columns into primary keys; when
you use a column as a partition, that column forms part of the primary key of the result.
Aggregate transformations are discussed in detail in a later module.
When performance times are a concern it is a best practice to avoid transformations. As
an alternative the logic should be moved into a calculation outside the report (pivots are
very resources intensive).
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VARICENT Education
Demonstration 4
Transpose a Presenter source
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Displaying Data in Columns and Rows
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Demonstration 4: Transpose a Presenter source
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Demonstration 4:
Transpose a Presenter source
Purpose:
The so Product Sales source returns a list of the sales amount for each
product type per month. To reduce the length of the report, you want to
display each product type as one row, and each month as a column. The total
sales amount will display in the cells where these rows and columns
intersect. To do this, you will transpose the Months column, and use the
transposed source in a data grid.
Report:
Product Sales by Month
Task 1. View the data returned by so Product Sales.
1.
2.
In Composer, use the Navigation tab to find and open the
Product Sales by Month report.
Click Preview.
The results appear as follows:
This report is very lengthy, and there is a lot of duplication of product type
values and month.
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Task 2. Create a transposed source.
1.
2.
3.
4.
5.
6.
7.
8.
On the Data tab, expand Sources, hover over so Product Sales, click the
ellipsis, and click Add Transpose.
At the top, click Edit next to the source name, type so Tran Product Sales,
and then click Save.
In Column to Transpose, select Months.
In New Column Name, type Month.
The column name must be different in the transposed source than the name in
the original source.
In Available Rows, drag 2017-07-JUL to the New Columns area.
Clicking
will move all Available Rows to New Columns.
Drag 2017-08-AUG and drop it on the bottom of 2017-07-JUL.
Note: Drop it on the blue line that appears when you hover over the bottom of
2017-07-JUL.
Add 2017-09-SEP through to 2017-12-DEC to the New Columns area.
Scroll down, click Create, and then Save your work.
Task 3. Use the transposed source in a data grid.
1.
2.
3.
4.
5.
6.
Select the existing dg Product Sales data grid, and, from the toolbar, click
Delete
, and then click Delete.
In the top row of the Body layout, add the following data grid:
• Name: dg Tran Product Sales
• Source: so Tran Product Sales
Rename the columns to:
• Product Type
• Jul 2017
• Aug 2017
• Sep 2017
• Oct 2017
• Nov 2017
• Dec 2017
Select each numeric column, and format as Dollars, with 0 decimal places.
Apply the SOC Dg Blue template.
Save your work.
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7.
Click Preview.
The results appear as follows:
Results:
The report displays the product type in rows, and the months in columns. Sale
amounts are displayed in the cells that intersect the relevant product and
month. The report is much shorter, due to the elimination of repetitive data
(product types).
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VARICENT Education
Review
1. List three objects that you can use as a source.
2. How many sources can be associated with a data grid?
3. What does anchoring a source do?
4. How many detail columns must a source have in order to be
transposed?
Displaying Data in Columns and Rows
© Copyright Varicent Software 2020
Review
1.
2.
3.
4.
You can use the following objects as a source: tables, calculations, data stores,
Presenter sources, parameters, values, node history, form ID, Audit Log.
Only one source can be associated with a data grid.
Anchoring a source allows you to include all rows from the base source, even
when restrictions would have otherwise eliminated them. This is the equivalent
of a left outer join.
A source must have three details columns in order to be transposed.
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VARICENT Education
Unit summary
▪ Use data stores, tables, and calculations to create a Presenter source
▪ Use a data grid component to display data from a Presenter source
▪ Apply formatting options to a data grid
▪ Transpose columns and display the results in a report
Displaying Data in Columns and Rows
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Unit summary
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132
Filtering Presenter Report Data
Filtering Presenter Report Data
Varicent 10
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Unit 6 Filtering Presenter Report Data
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Unit objectives
▪ Use parameters to restrict the data displayed in reports
▪ Use a pick list control to display parameter options
▪ Add a Submit button to a report
▪ Add filtering for All Months and All Payees
Filtering Presenter Report Data
2
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Unit objectives
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Overview of parameters
▪ Parameters are used with values or data sources to restrict the data
that is displayed in a report
▪ There are three types of parameters:
▪ Text (i.e. John Smith)
▪ Date (i.e. Month, Start Date, End Date)
▪ Numeric: can provide input for calculated values and computed columns
Filtering Presenter Report Data
3
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Overview of parameters
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Populating parameters
▪ There are four ways to populate a parameter:
▪ Default value: specify a default value when you create the parameter
▪ Text control: users enter a value
▪ Pick List control: users select a value from a list
▪ Report link: one report passes a value to another report
Filtering Presenter Report Data
4
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Populating parameters
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VARICENT Education
Web User system parameter
▪ Contains the Payee ID of the user that is currently logged on
▪ Example, if Elizabeth Michel is logged on, the Web User parameter contains
the value 10005
Filtering Presenter Report Data
5
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Web User system parameter
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Using Web User to restrict data
▪ To display data for the current user, specify:
▪ Web User = Payee ID
▪ To display data for the current user's direct reports, specify the column
that defines the relationship
▪ Web User = PayeeID.Reports_To
Filtering Presenter Report Data
6
© Copyright Varicent Software 2020
Using Web User to restrict data
When you want the report user to view only their own data, specify:
Web User = PayeeID.
When you want the report user to view data for all the people that report directly to
them, specify: Web User = PayeeID. Reports_To.
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VARICENT Education
Overview of parameter properties
Property
Description
Parameter Type
Text, date, or numeric
Default Value
Type
User-entered, or value (stored, calculated, or
constant)
Default Value
Default value when the report is run (can be left
blank)
Required
Parameter
When selected, the user must select a value to
display the report
Use Current Web
User
Populates the parameter with the Payee ID for
the selected web user
Filtering Presenter Report Data
7
© Copyright Varicent Software 2020
Overview of parameter properties
When you select Required Parameter, you must enter a Default Value in order for the
report to display. The web user can then change the value using a text control or a pick
list control, if they are provided on the report.
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VARICENT Education
Using a Current Web User parameter
▪ You can create a parameter whose value defaults to the
Current Web User
▪ The default value can be overwritten with a value from a pick list, text
control, or report link (unlike the Web User system parameter)
Filtering Presenter Report Data
8
© Copyright Varicent Software 2020
Using a Current Web User parameter
The Use Current Web User option populates the parameter with the PayeeID of the
person logged into the Web client. This is similar to how the Web User system
parameter works, however the Web User system parameter cannot be overwritten; it
will always contain the PayeeID of the person logged into the Web Client. Creating a
Parameter whose value defaults to Current Web User allows you to override the default
by passing values via links in another Presenter report, or by providing a Pick list or
Text Control on the report.
You would only 'Use Current Web User' for a parameter that is meant to be populated
with a PayeeID. For example, a parameter that will filter on months would not
'Use Current Web User'.
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Setting parameter values in the Admin client
▪ Report users use web-based functionality to select values, which is
only available in the Payee Web client
▪ To test parameters in the Admin client, use the Set Parameters button
to select values
▪ Each time you save or refresh a report, the Web User parameter
resets to the first payeeID in the list
Filtering Presenter Report Data
9
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Setting parameter values in the Admin client
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VARICENT Education
Demonstration 1
Use the Web User system parameter
and add a Months parameter
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Filtering Presenter Report Data
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Demonstration 1: Use the Web User system parameter and add a Months parameter
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Unit 6 Filtering Presenter Report Data
Demonstration 1:
Use the Web User system parameter and add a Months
parameter
Purpose:
Managers want to view compensation summary data for their sales
representatives during a selected month. You will use the Web User system
parameter to filter the results so that the report only displays data for the
sales representatives that report to the current user. You will also add a text
parameter that restricts data based on one month of data. Later in this course,
you will make it possible for the user to select All Months at once.
Varicent Model
Varicent Model
Report:
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR06.
SR1 Compensation Summary
Task 1. Define the Web User in the source.
1.
1.
2.
3.
4.
From Composer, open the SR1 Compensation Summary report, and then
click Preview.
Notice that data is displayed for all level one sales representatives.
Click Back to Editing.
On the Data tab, expand Sources, click the ellipsis next to so SR1
Compensation Summary, and then click Edit.
On the Data Sources tab, expand Additional Sources, and drag Web User to
the Drag a data source to append its columns area.
Click the Restrictions tab.
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Unit 6 Filtering Presenter Report Data
5.
On the right side, hover in the AND row, and click Restriction.
6.
Expand Web User, and then drag the Web User.Web User parameter to the
left side of the restriction.
Expand Ds SR1 Compensation Payouts > PayeeID, and then drag
Reports_To to the right side of the equation.
Click away from the restriction.
7.
8.
9. Click Next, click Finish, and then Save your work.
10. Click Preview.
The report has no data in it, since the Web User parameter is populated by the
Web Client. In order to test this functionality in the Admin Client, you will
manually set the parameter.
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Unit 6 Filtering Presenter Report Data
Task 2. Use Set Parameters to define the Web User.
1.
2.
3.
On the Preview toolbar, click Set Parameters
.
From Current Web User, search for 1015, select (10152) Werner Reiter, and
then click Save.
Werner Reiter is a manager who has three SR1s that report directly to him. (He
also has SR2s and SR3s directly reporting to him.) The Preview refreshes and
displays data for his sales representatives that have data in this Presenter
report.
Click Set Parameters, change the user to (10020) Maria Iacobucci, and then
click Save.
The view refreshes and displays data for Maria Iacobucci's two SR1 reports.
Task 3. Create a parameter for the month value.
1.
2.
3.
4.
Click Back to Editing.
On the Data tab, click the ellipsis to the right of Parameters, and then click
Add a Parameter.
In Name, enter pa Months Comp Summary.
This parameter will not hold a PayeeID, so you will not enable the Use Current
Web User option.
Click Create, and then Save your work.
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Unit 6 Filtering Presenter Report Data
Task 4. Define source restrictions based on the pa Months
Comp Summary parameter.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
In Sources, Edit the so SR1 Compensation Summary.
On the Data sources tab, expand Additional Sources, and drag pa Months
Comp Summary immediately under Web User in the Added Data Sources
area.
When you drag, a thin grey bar will appear under Web User. Drop the
parameter in the thin grey bar.
Click the Restrictions tab.
On the right, hover over AND, and click Restriction.
In the left pane, expand pa Months Comp Summary, and drag pa Months
Comp Summary.pa Months Comp Summary to the left side of the restriction.
Expand Ds SR1 Monthly Compensation Payouts, and drag Months to the
right side of the restriction.
Click Next, click Finish, and then Save your work.
Click Preview, and then click Set Parameters.
Set the Current Web User to (10152) Werner Reiter.
Click the check box beside pa Months Comp Summary, type 2017-07-JUL
(case sensitive), and then click Save.
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Unit 6 Filtering Presenter Report Data
The Preview refreshes and displays data for Werner's three SR1s for the month
of July 2017.
11. Set Parameters to:
• Current Web User: (10020) Maria Iacobucci
• Pa Months Comp Summary: 2018-01-JAN
Results:
The report displays only data for the sales reps that report to the Current Web
User, and for the month selected.
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Exercise 1
Add parameters for Current Web User and Months
Transactional Commission Details section has been truncated so that Units Sold Bonus section could also be displayed.
Filtering Presenter Report Data
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Exercise 1: Add parameters for Current Web User and Months
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149
Unit 6 Filtering Presenter Report Data
Exercise 1:
Add parameters for Current Web User and Months
Managers and sales representatives require the SR1 Compensation Details report to
display transactional-level data for a selected month. Sales representatives should only
be able to view data for their own transactions, while managers need to be able to view
data for any sales representative that reports to them.
The SR1 Compensation Summary report will eventually be linked to the SR1
Compensation Details report, so that managers can select a sales representative in the
SR1 Compensation Summary report in order to open the SR1 Compensation Details
report for that employee. Since the Web User system parameter cannot be overwritten,
the SR1 Compensation Details report will use a parameter whose value defaults to the
Current Web User. This will allow the SR1 Compensation Summary report to pass the
PayeeID of the selected sales rep to the Current Web User parameter.
Note: In this exercise, you are only concerned with sales representatives being able to
see their own results for a selected month. Later, you will allow Regional Sales
Managers to view SR1 Compensation Details data for the sales representatives that
report to them.
To complete this exercise, within the SR1 Compensation Details report, perform the
following tasks:
• Create two parameters named: pa Payee Comp Details (whose value defaults
to Current Web User) and pa Months Comp Details.
You will use these parameters to filter the data so that the report only displays
results for the current user, during the selected month.
• Edit both data sources to add both the pa Payee Comp Details and
pa Months Comp Details parameters, and define source restrictions based on
those parameters.
• Set Parameters to:
• pa Months Comp Details: 2017-07-JUL
• Pa Payee Comp Details: 10466
• Preview the report.
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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Unit 6 Filtering Presenter Report Data
Exercise 1:
Tasks and results
Task 1. Create parameters for Current Web User and Month.
• In the SR1 Compensation Details report, add the following parameters:
• pa Payee Comp Details (enable Use Current Web User)
• pa Months Comp Details
Task 2. Define source restrictions based on the parameters.
• Edit the so SR1 Transactional Commission Details data source:
• In Data Sources, add both pa Payee Comp Details, and
pa Months Comp Details.
• In Restrictions, create the following restrictions:
pa Payee Comp Details.pa Payee Comp Details = SR1 Monthly Commission
Transactional Details.PayeeID
pa Months Comp Details.pa Months Comp Details = SR1 Monthly Commission
Transactional Details.Months
• Edit the so SR1 Units Sold Bonus data source:
• In Data Sources, add both pa Payee Comp Details, and
pa Months Comp Details.
• In Restrictions, create the following restrictions:
pa Payee Comp Details.pa Payee Comp Details = Ds SR1 Units Sold Quotas
and Units.PayeeID
pa Months Comp Details.pa Months Comp Details = Ds SR1 Units Sold Quotas
and Units.Months
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Unit 6 Filtering Presenter Report Data
• Preview and Set Parameters to:
• pa Months Comp Details: 2017-07-JUL
• Pa Payee Comp Details: 10466
Note: The Transactional Commission Details section has been truncated so that
Units Sold Bonus section could also be displayed.
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VARICENT Education
User-defined parameter values
▪ Report users can populate parameters by using:
▪ Text controls: users type a value that matches the values the parameter is
filtering (i.e. date)
▪ Pick list controls: users select from a list of predetermined values
▪ Both controls require you to:
▪ Create the parameter before the control
▪ Have a submit button on the report
Filtering Presenter Report Data
12
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User-defined parameter values
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Providing a list of pick list values
▪ Pick list values can come from:
▪ Tables with a single column primary key
▪ Calculations with one partition (single column source)
▪ Presenter sources based on tables or calculations that meet the above
criteria
▪ Presenter sources:
▪ Allow tables and calculations to exist in different components than the report
▪ Must include the primary key of the table or calculation
Filtering Presenter Report Data
13
© Copyright Varicent Software 2020
Providing a list of pick list values
When a pick list control is fed by a table or calculation, the report and the table or
calculation must exist in the same Composer component. When a table or calculation
feeds a Presenter source, which then feeds the pick list control, the table or calculation
can exist in any Composer component. To maintain model organizational flexibility, the
best practice is for pick list controls to get their values from Presenter sources.
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VARICENT Education
Best practices for pick list controls
▪ Base the pick list on a Presenter source
▪ Use a naming convention (such as the prefix plc)
▪ Sort the values by either the ID column or the description column
▪ You can hide the ID column if the values add nothing to users'
understanding of what they are selecting
▪ You can also Hide the Value for Export when end users export the report
▪ If a picklist contains a large number of records resulting in slow loading
times, you should consider using a text control instead.
Filtering Presenter Report Data
14
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Best practices for pick list controls
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Unit 6 Filtering Presenter Report Data
VARICENT Education
Demonstration 2
Add a Month pick list to the SR1
Compensation Summary report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Filtering Presenter Report Data
© Copyright Varicent Software 2020
Demonstration 2: Add a Month pick list to the SR1 Compensation Summary report
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156
Unit 6 Filtering Presenter Report Data
Demonstration 2:
Add a Month pick list to the SR1 Compensation Summary
report
Purpose:
To allow the user to select a month to view the results by, you need to add a
data source and a pick list control to the SR1 Compensation Summary report.
In the Web Client, the pick list will display a list of months from which the user
can choose.
Report:
SR1 Compensation Summary
Task 1. Create a report source to retrieve a listing of months.
1.
2.
In the SR1 Compensation Summary report, add the following data source:
• Name: so Months Picklist
• Data source: Months Picklist calculation
• Restrictions: Months Picklist.Name <> "All Time"
• Select columns: Months Picklist.Name
Note: In the restriction dialog, start typing "All Time", and after a couple of
letters it will appear for selection.
This restriction ensures that the value All Time is not displayed in the pick list.
You will set up the model to support All Time later in this unit.
Click Create, and then Save your work.
Task 2. Add a pick list control to the report.
1.
2.
3.
4.
In the Report Body layout table, click the top row, and set the Layout
Dimensions to 1 row and 3 columns.
This layout table will contain the pick list control, a submit button, and an
explanation of how to use the control.
Name the layout table Picklist.
In the left column, add the following text:
Please select a
month for viewing:
Right align the text.
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Unit 6 Filtering Presenter Report Data
5.
6.
7.
8.
In the middle column, from Displays > Controls, add the following Pick List
control:
• Name: plc Months
• Source: so Months Picklist
• Ensure you have selected the presenter source, and not the
calculation called Months Picklist
• Description: Name
• Fills Parameter: pa Months Comp Summary
Check Hide ID Column.
You are hiding the ID columns because the ID and Description columns are the
same.
Note: When a control is added to the report, the system will not let you save the
report until a Submit Button has been added.
From Displays > Controls, add a Submit Button to the right column, and
leave the text as Submit.
Select the Submit Button, and set the Properties to
• Font Style: Bold
• Alignment: Centered
• Color : White
• Background Color: Dark Blue
9.
The Pick List layout table appears as follows:
10. Save your work.
Task 3. Set parameters and preview the report.
1.
2.
3.
4.
Click Preview.
Click Set Parameters, and then set Current Web User to (10152) Werner
Reiter.
Ensure pa Months Comp Summary is enabled, and then select 2017-07-JUL
from the list.
Note: You still need to Set Parameters to see results in Preview, the Pick List
Control does not function in Preview.
Click Save.
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Unit 6 Filtering Presenter Report Data
5.
Click the down arrow for the pick list control.
The results appear as follows:
Results:
The SR1 Compensation Summary report contains a pick list that lets Web
users select the month by which they want to filter results, as well as the
Submit button that is used to enter values. The pick list makes the report
easier to use, and ensures that the date is entered in the correct format.
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159
Unit 6 Filtering Presenter Report Data
VARICENT Education
Exercise 2
Add a Month pick list to the SR1 Compensation Details report
Filtering Presenter Report Data
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Exercise 2: Add a Month pick list to the SR1 Compensation Details report
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160
Unit 6 Filtering Presenter Report Data
Exercise 2:
Add a Month pick list to the SR1 Compensation Details report
You will modify the SR1 Compensation Details report so that the report user can select
a month by which to view the results.
• Add the following components to the report:
• Presenter Source for a Month Pick List
• Pick List layout table (1 row and 3 cells) in the top row, that contains:
• text to instruct the end user
• month Pick List Control
• Submit Button
• Format the Submit button as follows:
• Button Text: Submit
• Font Style: Bold
• Alignment: Centered
• Color: White
• Background Color: Dark Blue
• Test the report, using: 10466 and 2017-07-JUL
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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161
Unit 6 Filtering Presenter Report Data
Exercise 2:
Tasks and results
Task 1. Create a source in the report to retrieve a listing of
months.
• In the SR1 Compensation Details report, add the following source:
• Name: so Months Picklist
• Data source: Months Picklist (calculation)
• Restrictions: Months Picklist.Name <> All Time
• Select column: Months Picklist.Name
Task 2. Add a pick list control to the report.
• In the top row of the Body layout table, add a layout table named Pick List,
containing 1 row, and 3 columns.
• In the left column, Add Text as follows:
Please select a
month for viewing:
and right align it
• In the middle column, Displays > Controls > Pick List:
• Name: plc Months
• Source: so Months Picklist
• Description: Name
• Fills Parameter: pa Months Comp Details
• Hide ID Column: Enabled
• In the right column, Displays > Controls > Submit Button:
• Button Text: Submit
• Font Style: Bold
• Alignment: Centered
• Color: White
• Background Color: Dark Blue
• Save
• Set Parameters to:
• pa Months Comp Details: 2017-07-JUL
• Pa Payee Comp Details: 10466
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Unit 6 Filtering Presenter Report Data
• Click the arrow next to the pick list control.
The results appear as follows:
The SR1 Compensation Details report now contains a pick list that allows reports
users to select the month for which they want the report to display results.
Tip: If you get an error message when attempting to save or preview, it is most likely
because 2 or more display components have the same name.
Another cause of an error message on saving would be a picklist control with no
submit button.
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163
Unit 6 Filtering Presenter Report Data
VARICENT Education
Demonstration 3
Display All Time in the Months pick list
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Filtering Presenter Report Data
© Copyright Varicent Software 2020
Demonstration 3: Display All Time in the Months pick list
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164
Unit 6 Filtering Presenter Report Data
Demonstration 3:
Display All Time in the Months pick list
Purpose:
Managers want to be able to view data for All Months for employees that
report to the manager, when using the SR1 Compensation Summary report.
Report:
SR1 Compensation Summary
Task 1. Remove the restriction on All Time from the Months
pick list control.
1.
2.
3.
4.
5.
6.
In the SR1 Compensation Summary report, Edit the so Months Picklist
source.
On the Restrictions tab, select
Months Picklist.Name <> “All Time”, and then click Delete.
You need to remove this restriction because it is restricting the month value of
All Time from appearing in the pick list.
Click Next, Finish, and then Save your work.
Click Preview.
Set Parameters to (10152) Werner Reiter, and All Time.
Click the pick list down arrow.
The results appear as follows:
All Time now appears in the Months pick list. No results show in the report
because All Time has not been accounted for in so SR1 Compensation
Summary, which feeds the data grid.
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Unit 6 Filtering Presenter Report Data
Task 2. Define source restrictions to display either All
Months, or a selected month.
1.
2.
3.
4.
5.
On the Data tab, hover over Values, click the ellipsis, and then click Add
Value.
Defining with the following:
• Name: va All Time
• Constant
• Type: Text
• Value: All Time
Click Create.
In Sources, Edit the so SR1 Compensation Summary.
On the Data Sources tab, expand Additional Sources, and add va All Time.
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Unit 6 Filtering Presenter Report Data
6.
On the Restrictions tab, hover on the AND row, and then click OR group.
7.
From the AND group, drag the restriction pa Months Comp Summary.pa
Months Comp Summary = Ds SR1 Monthly Commission Payouts.Months,
and drop it on OR.
Hint: drop the restriction when the tip of the mouse pointer is on OR.
8. Hover on the OR row, and then click Restriction to create a new restriction.
9. From the left pane, drag pa Months Comp Summary.pa Months Comp
Summary to the left side of the restriction.
10. Drag va All Time.va All Time to the right side of the restriction.
If the two months restrictions are not under OR, you can move them by
dragging and dropping. When dragging, the mouse pointer will carry a small
box. Be sure to drop when the tip of the mouse pointer, not the box, is on OR.
11. Click Next, Finish, and then Save your work.
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Unit 6 Filtering Presenter Report Data
12. Click Preview, and then Set Parameters to:
• Current Web User: (10152) Werner Reiter
• pa Months Comp Summary: All Time
The results appear as follows:
13. Set Parameters to:
• Current Web User: (10152) Werner Reiter
• pa Months Comp Summary: 2017-02-FEB
Results:
Managers can now view data for a single month or All Months, when using the
SR1 Compensation Summary report.
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168
Unit 6 Filtering Presenter Report Data
VARICENT Education
Exercise 3
Display All Time in the SR1 Compensation Details report
Filtering Presenter Report Data
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Exercise 3: Display All Time in the SR1 Compensation Details report
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169
Unit 6 Filtering Presenter Report Data
Exercise 3:
Display All Time in the SR1 Compensation Details report
Managers and sales representatives want to be able to view results by either one
specific month, or all available months
To meet these requirements, you will:
• Remove the All Time restriction from the data source of the Months pick list.
• Create an All Time value, and add it to the data source of each data grid.
• Define restrictions for the source of each data grid, based on the value of the
Month parameter
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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170
Unit 6 Filtering Presenter Report Data
Exercise 3:
Tasks and results
Task 1. Remove the restriction on All Time from the Months
pick list control.
• In the SR1 Compensation Details report, edit so Months Picklist to remove the
restriction: Months Picklist.Name <> “All Time”.
• Save the report, refresh the Preview pane, and open the Months pick list to
ensure that All Time is displayed.
Task 2. Define source restrictions to display either All Time,
or a selected month.
• Add a Value:
• Name: va All Time
• Constant
• Type: Text
• Value: All Time
• Edit so SR1 Transactional Commission Details:
• Data sources: add va All Time
• Restrictions:
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Unit 6 Filtering Presenter Report Data
• Edit so SR1 Units Sold Bonus:
• Data sources: add va All Time
• Restrictions:
• Save the report, and then click Preview.
• Set Parameters to:
• pa Months Comp Details: All Time
• pa Payee Comp Details: 10466
The results appear as follows:
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172
Unit 6 Filtering Presenter Report Data
VARICENT Education
Demonstration 4
Display All Payees in the SR1
Compensation Summary report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Filtering Presenter Report Data
© Copyright Varicent Software 2020
Demonstration 4: Display All Payees in the SR1 Compensation Summary report
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Unit 6 Filtering Presenter Report Data
Demonstration 4:
Display All Payees in the SR1 Compensation Summary Report
Purpose:
In the SR1 Compensation Summary report, managers want to be able to
choose whether to display data for a specific Payee, or for all the Payees that
report to them.
Note: The Payee table has an entry for All Payees (99999)
Report:
SR1 Compensation Summary
Task 1. Creating a source that returns a list of Payees
1.
In the SR1 Compensation Summary report, add the following data source:
• Name: so Payee Picklist
• Data sources: Payee (Tables), Web User (Additional Sources)
• Select columns: Payee.PayeeID, Payee.Name
2.
6.
7.
8.
On the Restrictions tab, hover on the AND row, and click
OR group.
Hover on the OR row, and click Restriction.
From the left pane, drag WebUser.WebUser to the left side of the restriction.
Drag Payee.Reports_To to the right side of the restriction, and then click away
from the restriction.
Hover on the OR row, and click Restriction.
Drag Payee.PayeeID to the left side of the restriction.
On the right side of the restriction, type "99999".
9.
Click Next, Create, and then Save your work.
3.
4.
5.
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Unit 6 Filtering Presenter Report Data
Task 2. Create a parameter to hold a payee ID value.
1.
On the Data tab, Add a Parameter, and define as follows:
• Name: pa Payee
• Parameter Type: Text
• Default Value Type: User Entered
2.
Click Create.
Task 3. Create a value to hold the ID for All Payees.
You will use this value to apply the appropriate restrictions to the source that feeds the
Computed Columns.
1.
2.
On the Data tab, Add Value.
Set the following:
• Name: va All Payees
• Constant
• Type: Text
• Value: 99999
3.
Click Create, and then Save your work.
Task 4. Modify the source to display one or all payees that
report to the user.
1.
Edit the so SR1 Compensation Summary source, and add the following data
sources:
• pa Payee
• va All Payees
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Unit 6 Filtering Presenter Report Data
2.
On the Select Restrictions tab, add a second OR group containing the
following restrictions:
• pa Payee.pa Payee = Ds SR1 Compensation Payouts.PayeeID
• pa Payee.pa Payee = va All Payees.va All Payees
3.
Click Next, Finish, and then Save your work.
Task 5. Add a Payee pick list control to the report.
1.
2.
You need to give end users a way to select the Payee. You will create a pick list
control directly under the existing Months pick list control.
In the report, select one of the cells in the pick list row.
In the breadcrumbs above the report, click the Picklist layout table breadcrumb.
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Unit 6 Filtering Presenter Report Data
3.
Expand Layout Dimensions, and increase the Rows to 2.
4.
In the cell below Please select a month for viewing, add the text
Please select a Payee: and Right Align it.
In the cell below plc Months, add a Pick List control, and then define as
follows:
• Name: plc Payee
• Source: so Payee Picklist
• Description: Name
• Parameter: pa Payee
• Hide ID Column: Enabled
Save your work.
Click Preview, and expand the Payee Pick List.
5.
6.
7.
8.
The only option is All Payees. All other users are restricted based upon the
Current Web User
In Set Parameters, set Current Web User to (10020) Maria Iacobucci, ensure
the checkboxes for pa Month Comp Summary and pa Payee Comp
Summary are unchecked, and then click Save.
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177
Unit 6 Filtering Presenter Report Data
9.
Expand the Payee Pick List.
The list now displays everyone who reports to Maria Iacobucci, and All Payees.
Results:
In the SR1 Compensation Summary report, managers are now able to choose
whether to display data for a specific Payee, or for all the Payees that report
to them.
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178
Unit 6 Filtering Presenter Report Data
VARICENT Education
Review
1. Name three types of parameters.
2. Which objects can be used as sources for pick list controls?
3. What is the purpose of a parameter?
4. Why do you need to create constant values in order to display results
for All (Payees or Months)?
5. How many submit buttons are required on a report that has two pick
list controls?
Filtering Presenter Report Data
20
© Copyright Varicent Software 2020
Review
1.
2.
3.
4.
5.
The three types of parameters are: text, date, numeric.
You can use the following as sources for pick list controls: Presenter sources,
tables with 1 primary key, and calculations with 1 partition.
Use parameters to filter results.
Constant values allow you to properly restrict the Presenter source.
Only one submit button is required on a report that has multiple pick list controls.
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179
Unit 6 Filtering Presenter Report Data
VARICENT Education
Unit summary
▪ Use parameters to restrict the data displayed in reports
▪ Use a pick list control to display parameter options
▪ Add a Submit button to a report
▪ Add filtering for All Months and All Payees
Filtering Presenter Report Data
21
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Unit summary
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180
Using Process Lists to Test Presenter Reports
Using Process Lists to Test
Presenter Reports
Varicent 10
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Unit 7 Using process lists to test Presenter reports
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182
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Unit objectives
▪ Understand how to use process lists to test Payee Web functionality in
Presenter reports
▪ Create a process list, and add tasks that link to Presenter reports
Using Process Lists to Test Presenter Reports
2
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Unit objectives
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183
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Overview of process lists
▪ Use to manage tasks required for model maintenance, such as month
end processing, or modifying a plan or a payee
▪ You can link tasks to the item or location where the task is performed
(i.e. a task for updating payee information can have a link that opens
the payee table)
Using Process Lists to Test Presenter Reports
3
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Overview of process lists
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184
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Types of process lists
▪ There are two types of process lists:
Type
Description
Ordered
A task cannot be selected unless the one
above it is marked complete
Perpetual
Tasks can be completed in any order, such as a
process list for viewing and testing Presenter
reports
Using Process Lists to Test Presenter Reports
4
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Types of process lists
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185
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Overview of tasks
▪ Each process list can contain any number of tasks, and tasks can have
sub-tasks
▪ To mark a task as complete, click the check box next to it
Using Process Lists to Test Presenter Reports
5
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Overview of tasks
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186
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Using process lists to test reports
▪ You can use process lists to test Presenter report Payee Web
functionality from the Varicent Admin Client
▪ Tasks link to a report from the View Presenter Reports section
▪ When using the Process Lists there is no need to check individual
tasks as complete
Using Process Lists to Test Presenter Reports
6
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Using process lists to test reports
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187
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Demonstration 1
Create a process list to test a report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Using Process Lists to Test Presenter Reports
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Demonstration 1: Create a process list to test a report
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188
Unit 7 Using process lists to test Presenter reports
Demonstration 1:
Create a process list to test a report
Purpose:
In this demonstration you will create a process list to view and test the SR1
Compensation Details report.
Varicent Model
Varicent Model
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR07.
Task 1. Create the required Process List and tasks.
1.
2.
3.
4.
5.
6.
On the left side of Varicent Admin, select
Process Lists.
At the bottom of the left pane, click Add New Process List.
In Process Name, type View and Test Presenter Reports, and then click
Save.
It doesn't matter which Process Type is selected, as you will not be marking any
tasks complete.
In the Tasks pane, click Add New Task.
Set Task Name to SR1 Compensation Details.
Next to Add a shortcut, click Add.
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189
Unit 7 Using process lists to test Presenter reports
7.
Expand Presenter Reports, select SR1 Compensation Details, use the outer
scroll bar to scroll to the bottom of the window, and then click Select.
8.
In the dropdown to the right of the shortcut, click View.
9.
Click Save.
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190
Unit 7 Using process lists to test Presenter reports
Task 2. Use the task to view and test a Presenter report.
1.
2.
3.
In the View and Test Presenter Reports process list, click the SR1
Compensation Details task.
The SR1 Compensation Details report opens.
The dropdown in the right corner, next to Publish, is where you can set your
Current Web User value.
Expand the Current Web User list, type 10466 in the Search field, and then
select 10466 to set the Web User.
In the months pick list, select 2017-07-JUL.
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191
Unit 7 Using process lists to test Presenter reports
4.
Click the Submit button.
The results appear as follows:
Results:
You created a process list that lets you test the SR1 Compensation Details
report.
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192
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Exercise 1
Add tasks to test Presenter reports
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Using Process Lists to Test Presenter Reports
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Exercise 1: Add tasks to test Presenter reports
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193
Unit 7 Using process lists to test Presenter reports
Exercise 1:
Add tasks to test Presenter reports
• Add tasks to the View and Test Presenter Reports process list, and link them to
the related reports with View functionality:
• SR1 Compensation Summary
• Product Sales
• Sales by Product
• SR1 & SR2 Monthly Sales Chart
• SR1 Monthly Sales Dashboard
• Save the Process List.
• Use the SR1 Compensation Summary task to test the report to which it is linked,
using the parameters:
• Web User: 10152
• Month: 2017-07-JUL
• Payee: All Payees
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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194
Unit 7 Using process lists to test Presenter reports
Exercise 1:
Tasks and results
Task 1. Add tasks to view Presenter reports.
• In the View and Test Presenter Reports process list add additional tasks that
have links to view the following Presenter reports:
• SR1 Compensation Summary
• Product Sales
• Sales by Product
• SR1 & SR2 Monthly Sales Chart
• SR1 Monthly Sales Dashboard
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195
Unit 7 Using process lists to test Presenter reports
Task 2. Use the SR1 Compensation Summary task to view
and test the linked report.
• Click the SR1 Compensation Summary task.
• Select the following values:
• Web User: 10152
• Month: 2017-07-JUL
• Payee: All Payees
• Click Submit.
The results appear as follows:
You have added a new task that lets you view existing Presenter reports and tested the
SR1 Compensation Details report.
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196
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Review
1. What is the difference between ordered and perpetual process lists?
2. Why would you create a process list to view Presenter reports?
3. What option do you select to test Presenter report web functionality
from a Process List?
Using Process Lists to Test Presenter Reports
9
© Copyright Varicent Software 2020
Review
1.
2.
3.
In an ordered list, tasks must be completed in the order in which they are listed,
from top to bottom; while in perpetual lists, tasks can be completed in any order.
Viewing Presenter reports from a process list allows you to test web
functionality.
After selecting the shortcut for a task, select View from the dropdown list to the
right of it.
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197
Unit 7 Using process lists to test Presenter reports
VARICENT Education
Unit summary
▪ Create a process list that lets you test the Payee Web functionality in
Presenter reports
▪ Create tasks with links that let you view Presenter reports
Using Process Lists to Test Presenter Reports
10
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Unit summary
© Copyright Varicent Software, 2020
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198
Linking Presenter Reports
Linking Presenter Reports
Varicent 10
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Unit 8 Linking Presenter Reports
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200
Unit 8 Linking Presenter Reports
VARICENT Education
Unit objectives
▪ Create a link from one report to another
▪ Understand the benefit of passing parameters to linked reports
Linking Presenter Reports
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Unit objectives
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201
Unit 8 Linking Presenter Reports
VARICENT Education
Linking Presenter reports
▪ Presentation components
and data grid columns can
link to Presenter reports,
Web Forms, or Web
pages
▪ The user selects a linked
component in the source
report, to open the target
report
Linking Presenter Reports
© Copyright Varicent Software 2020
Linking Presenter reports
Presenter reports can link to other Presenter reports, Web Forms, and web pages.
Images and text can contain a link, as can each column in a data grid.
A common use of links is to enable drill-through reporting. The first report is typically a
summary of information. To see more details, the user clicks a link on the report and
another report with more detail opens. Drill-through reporting can contain multiple
levels; all that is required is for the individual reports to be created.
For example, the SR1 Compensation Summary report shows an overview of each
component of the sales representatives’ compensation. The report viewer can click a
particular sales representative and be shown details of that person’s compensation. In
this instance, the link is to the SR1 Compensation Details report.
There is also a Presentation component called Document Link, which enables you to
link a cell on the report to a document. In order to use this, the document must first be
added to the model from Admin > Manage Documents.
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202
Unit 8 Linking Presenter Reports
VARICENT Education
Passing values to linked reports
▪ You can pass values by linking an image, text, or a data grid column in
one report to another report
▪ This is useful when drilling through to a report that has more detail
about the same type of information
▪ When you link a data grid column, you can pass the value of the row
selected by the user
▪ The row value can be the primary key of the source (i.e. PayeeID), if it was
set as a Detail Column in the Data Source wizard
Linking Presenter Reports
© Copyright Varicent Software 2020
Passing values to linked reports
When linking reports, you can pass parameter values from the source report into the
destination report. This is useful when the link is drilling through to more detail on the
same type of information. Any values that you pass will overwrite the default parameter
values set in the destination report.
For example: you have a summary report that displays total monthly sales, and a
detailed report with transactional information for the selected payee’s sales. By passing
the month parameter value and PayeeID to the detailed report, the user won't have to
reselect those values.
When placing a link on a column in a data grid, you can also pass the value of the row
the user selects. The row value is not necessarily from the column with the link; it is
usually the primary key of the source, which could be hidden in the data grid. In order to
select the primary key as a parameter to pass, it must set as a Detail Column in the
Presenter source.
The values contained in a stored, calculated, or constant value can also be passed to a
parameter in another report or web form.
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203
Unit 8 Linking Presenter Reports
VARICENT Education
Demonstration 1
Link a summary report to a detail report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Linking Presenter Reports
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Demonstration 1: Link a summary report to a detail report
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204
Unit 8 Linking Presenter Reports
Demonstration 1:
Link a summary report to a detail report
Purpose:
Managers want to be able to select a sales representative in the SR1
Compensation Summary report, in order to open the SR1 Compensation
Details report for that employee. To enable this, you will create a link on the
Sales Rep column of the data grid. However, since the PayeeID is used to
filter the detail report, you will also need to add PayeeID as a detail column to
the source of the data grid that contains the link. It is not necessary for the
PayeeID column to be displayed in the report.
Varicent Model
Varicent Model
Report:
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR08.
SR1 Compensation Summary
Task 1. Add PayeeID to the data grid that contains the link.
1.
2.
3.
4.
In the SR1 Compensation Summary report, select the Data tab and expand
Sources.
Hover over the so SR1 Compensation Summary source, click the Ellipses,
and then click Edit.
On the Select Columns tab, expand
Ds SR1 Monthly Compensation Payouts, and then drag PayeeID to the Drag
additional sources area in the right pane.
Note: When you add detail columns to a data source that is already being used
in a data grid, the new columns will be hidden in the data grid. If needed, you
can make them visible in the Data Grid.
Click Finish.
Task 2. Create a link from the Sales Rep column to the detail
report.
1.
2.
Select the dg SR1 Compensation Summary data grid, and expand the Data
Grid properties.
Expand Column Order.
Notice that the PayeeID column now appears in the Column Order, but not in
the Preview pane, because it is hidden. You can verify this by clicking the
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205
Unit 8 Linking Presenter Reports
3.
4.
5.
6.
7.
ellipses next to the PayeeID column. The Hidden icon
is currently toggled
on. Leave the PayeeID column hidden.
In the report layout, click Fit Grid To Screen, and select the Sales Rep column.
In the properties, scroll up and expand Column, and, under the Add secion,
click Manage Links
.
Select Report, and then, in the Report drop-down list, select SR1
Compensation Details.
Leave Web Tab blank to ensure the link opens in the current web tab instead of
opening a new one.
Click in the box to select pa Payee Comp Detail and open its dropdown lists.
From the dropdown lists, define the parameter as follows:
• Parameter Type: RowValue
• Parameter Value: PayeeID
You have specified that the pa Payee Comp Details parameter on the SR1
Compensation Details report will be populated with the PayeeID associated with
the row the end user clicked in the SR1 Compensation Summary report.
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206
Unit 8 Linking Presenter Reports
8.
Select pa Months Comp Detail, and define the parameter as follows:
• Parameter Type: Value
• Parameter Value: pa Months Comp Summary.
You have specified that the pa Payee Comp Details parameter on the SR1
Compensation Details report will be populated with the current pa Months Comp
Summary parameter value, in the SR1 Compensation Summary report.
9.
Click Apply, click View Rest Of Report, and Save your work.
Links are web-based functionality, which will not work in the Preview tab. You
can either test them by accessing the report through a process list, or by logging
in through the Web client.
Task 3. Use a process list to test the report.
1.
2.
3.
4.
In the left pane, click
Process Lists.
From the View and Test Presenter Reports process list, click
SR1 Compensation Summary.
On the toolbar, set the Current Web User to 10152.
In the pick lists, select the following values:
• Month: 2017-07-JUL
• Payee: All Payees
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207
Unit 8 Linking Presenter Reports
5.
6.
Click Submit.
The results appear as follows:
Notice that the Sale Rep names are underlined, indicating that they are links.
In the Sales Rep column, click Ines Wouters. The Compensation Details report
appears, using Ines Wouters' payee id and the month selected in the
Compensation Summary report as parameters.
The results appear as follows:
Results:
You created a link on the Sales Rep column of the SR1 Compensation
Summary report, which opens the SR1 Compensation Details report for the
selected sales rep and passes values to fill the payee and months parameters.
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208
Unit 8 Linking Presenter Reports
VARICENT Education
Review
1. What are drill-through reports?
2. When would you want to pass parameter to a linked report?
Linking Presenter Reports
© Copyright Varicent Software 2020
Review
1.
2.
Drill-through reports contain links from one report to another, typically from a
higher level report to one with more detail.
Passing parameters ensures that the settings of the source report are used
when user opens the target report, overriding the default parameter settings of
the target report.
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209
Unit 8 Linking Presenter Reports
VARICENT Education
Unit summary
▪ Create a link from one report to another
▪ Understand the benefit of passing parameters to linked reports
Linking Presenter Reports
© Copyright Varicent Software 2020
Unit summary
© Copyright Varicent Software, 2020
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210
Adding Computed Columns and Rows
Adding Computed Columns and
Rows
Varicent 10
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Unit 9 Adding Computed Columns and Rows
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212
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Unit objectives
▪ Add computed columns and rows to a data grid
▪ Transform a source into an aggregate
▪ Use aggregates to add subtotals to data grids
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Unit objectives
© Copyright Varicent Software, 2020
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213
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Adding computed columns and rows
▪ To add computed columns or rows to a report, either:
▪ Add a computed column/row to a data grid
▪ Transform a Presenter source into a new data source:
Data Source
Description
Aggregate
Creates a new source that performs a calculation
on a set of data from the original source
Computed
Column
Creates a new source that includes the original
source's columns, and adds one column,
calculated by using numeric columns or
parameters in the original source
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Adding computed columns and rows
Transforming a Presenter source always creates a new source, and the original
remains as it was.
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214
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Adding a computed column or row to a data grid
▪ In each data grid you can define one computed row, and one or more
computed columns:
Computed
rows
• Result displays at the bottom of the report
• Cell format is independent of other rows
Computed
columns
• Results display in a column within the data
grid
• Format the same way as other data grid
columns
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Adding a computed column or row to a data grid
You can add a column or row that displays the result of a simple math functions such
as average and total. This allows you to display dynamically updated values for numeric
columns, rows, or even specific cells.
Notes:
• Since computed rows display only at the bottom of the report, you cannot use
them to create subtotals for data grid sections.
• Use a Presenter source > Aggregate Transformation for subtotals.
• Computed columns created in the Data Grid cannot use Calculated Values in
their formula.
• Use one or more Presenter source > Computed Column when calculations are
based upon other calculated values.
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215
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Demonstration 1
Add a computed column and row to a data grid
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Demonstration 1: Add a computed column and row to a data grid
© Copyright Varicent Software, 2020
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216
Unit 9 Adding Computed Columns and Rows
Demonstration 1:
Add a computed column and computed row to a data grid
Purpose:
You want to add a column to the SR1 Compensation Summary report that
shows the total bonus amount for each payee. You also want to add a row to
the data grid that displays the total amount for each of the numeric columns.
Varicent Model
Varicent Model
Report:
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR09.
SR1 Compensation Summary
Task 1. Edit the data grid to add a calculated column for Total
Bonus.
1.
In the SR1 Compensation Summary report, select
dg SR1 Compensation Summary, and then expand the Data Grid properties.
2.
Under Add, select Add Computed Column
.
A new column is added at the right of the data grid.
In the layout, select the Computed Column, and then expand the Computed
Column properties.
3.
4.
5.
Under Add, select Edit Formula
.
From the Add a function dropdown select CELL()
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217
Unit 9 Adding Computed Columns and Rows
6.
Drag Source.MonthlySalesBonus, and then type ).
You can use a combination of typing, selecting, and dragging and dropping to
create the formula.
7. Hit the <space bar>, click the + in the toolbar, and then hit the <space bar>
again.
8. Select CELL(), drag Source.MonthlyUnitsSoldBonusPayout, and type ).
The completed formula is:
CELL(Source.MonthlySalesBonus) +
CELL(Source.MonthlyUnitsSoldBonusPayout)
9. Click Save.
10. Set the Computed Column > Type to Dollars.
11. In the Data Grid > Column Order property, change the Name of the computed
column to Total Bonus.
12. Move the Total Bonus column to the immediate left of
Total Payout column.
13. Save the report, and Preview using the following parameters:
• Current Web User: (10152) Werner Reiter
• Pa Months Comp Summary: 2017-07-JUL
• Pa Payee: 99999
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218
Unit 9 Adding Computed Columns and Rows
Task 2. Edit the data grid to add a calculated row for totals.
1.
2.
3.
4.
5.
6.
7.
8.
In the layout, select the data grid, and then, under Data Grid > Add, click Add
Computed Row
.
A new row appears at the bottom of the existing rows.
In the new row, select the cell in the Months column, and then expand the
Computed Row properties.
Under Add, click Edit Formula
.
On the Text tab in the Type Here area, type Total, and then click Save. (You
may need to scroll down to see the Save button.)
Select the cell in the Commission Payout column, and click Computed Row >
Add > Edit Formula.
Select the Formula tab, and then define the formula as:
SUM(Source.MonthlyCommissionPayout).
You can use a combination of typing and drag and drop to create the formula.
Click Save.
Repeat steps 5 to 7 to add the following formulas:
Column Name
Formula
Sales Bonus
SUM(Source.MonthlySalesBonus)
Units Sold Bonus Payout
SUM(Source.MonthlyUnitsSoldBonusPayout)
Total Bonus
SUM(Source.TotalBonus)
Total Payout
SUM(Source.TotalMonthlyPayout)
9.
Select the cell containing Total, and format as follows:
• Font Style: Bold
• Font Color: Dark Blue
• Alignment: Right
Notice that all cells in the row inherit this formatting.
10. Select the Commission Payout cell of the computed row and set it to Dollars,
2 decimal places.
11. Repeat Steps 10 for all numeric columns:
• Sales Bonus Payout
• Units Sold Bonus Payout
• Total Bonus
• Total Payout
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12. Save the report.
13. Preview with the following parameters:
• Current Web User: (10152) Werner Reiter
• Pa Months Comp Summary: 2017-07-JUL
• Pa Payee: 99999
The Total Bonus displays the sum of the Sales Bonus and the Units Sold Bonus
for each payee during the month. The computed row displays the text Total, as
well as the sum of the values in the numeric columns.
Results:
You added a column to the SR1 Compensation Summary report that shows
the total bonus amount for each payee. You also added a row to the data grid
that displays the total amount for each of the numeric columns.
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220
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Using aggregate transformations
▪ Group transactional data by one measure, such as total sales by
product, customer, or quarter
▪ Similar to calculations, except that the source of the aggregate is an
existing Presenter source
▪ Create the formula using any numeric or date column within the
Presenter source
▪ Partition the results using text or date columns in the original source
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Using aggregate transformations
As with calculations, an aggregate source only has one value, which is the result of the
formula you create. The aggregate source can contain multiple text columns, and one
date column, which are created by defining partitions.
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221
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Demonstration 2
Aggregate sales by product
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Demonstration 2: Aggregate sales by product
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222
Unit 9 Adding Computed Columns and Rows
Demonstration 2:
Aggregate sales by product
Purpose:
Managers require a report that displays sales amounts for each product. To
do this, you will transform a source that contains transactional sales records,
and display the results in a data grid. Later, you will add a data grid to this
report that displays amounts for sales by customer.
Report:
Sales by Product and Customer
Task 1. Preview the data.
1.
2.
3.
In Composer, edit the Sales by Product and Customer presenter report.
Preview, and Set Parameters to (10152) Werner Reiter, and 2017-07-JUL.
The results appear as follows:
As you scroll through the report, notice that there are multiple rows for each
ProductID.
In the Layout, select the data grid, click Delete in the toolbar, and then click
Delete again.
In order to display one row for each product, you will create a source that
aggregates the sales amounts for each Product, and create a data grid that is
based on the aggregated source.
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223
Unit 9 Adding Computed Columns and Rows
Task 2. Create the aggregate source.
1.
2.
3.
4.
5.
Under Sources, hover over so SR1 Sales Details, click the ellipses, and
select Add Aggregate.
Enter the following formula:
SUM(so SR1 Sales Details.SaleAmount)
Click Next.
In Define Partitions, drag the ProductID and Name columns to the right pane.
Click Create.
Task 3. Add a data grid to display the aggregate source.
1.
Add a Data Grid to the left cell above the footer.
2.
Define the data grid as follows:
• Name: dg Sales by Product
• Source: New Aggregate 1.
3.
4.
5.
Under Add, Sort Selection
by ProductID.
Click Save.
Under Column Order, change the name of the Value column to Sales
Amount.
Expand Layout, and under Alignment select top center, and then Save the
report.
Preview as (10152) Werner Reiter and 2017-07-JUL.
6.
7.
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224
Unit 9 Adding Computed Columns and Rows
8.
9.
In Layout, in the row above dg Sales by Product, add a title of
Sales by Product, formatting as follows:
• Size: 14
• Weight: Bold
• Alignment: Center
• Color: Dark Blue
• Padding: Top: 20 pixels
• Padding: Bottom: 10 pixels.
Save the report.
Results:
The transformed data source displays the total sales amount for each product
sold during the month selected by the report user. Therefore, there is only one
row of data for each ProductID.
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225
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Steps to add subtotals to a data grid
1.
Create a constant value, and add it to the data grid’s source.
2.
Create an Aggregate source using SUM(value) as the formula, and the
constant value as the only partition.
3.
Edit the data grid to add:
▪
the constant value as a hidden sort column
▪
a section that contains the Constant Value as a label, and the Aggregate
source value column
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Steps to add subtotals to a data grid
Aggregate sources can be used to add subtotals that are displayed at the bottom of
each section in the data grid. The original data source provides the data for the data
grid, not the aggregate source.
Note: The Aggregate Source will not be available in the Data Grid if it contains more
than one partition.
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226
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Demonstration 3
Add subtotals to the Product Sales by
Month report
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Demonstration 3: Add subtotals to the Product Sales by Month report
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227
Unit 9 Adding Computed Columns and Rows
Demonstration 3:
Add subtotals to the Product Sales by Month report
Purpose:
You have been asked to add a subtotal of the sales amount for each product
line in the Product Sales by Month report. To do so, you will add a constant
value to the data grid's data source, and transform that source into an
Aggregate data source that calculates the subtotal. Next, you will edit the data
grid so that it displays the constant value as a label, followed by the
aggregated data.
Report:
Product Sales by Month
(this is a different report than used in the last exercise)
Task 1. Create a constant value.
1.
2.
3.
4.
Open the Product Sales by Month report.
(Note: this is a different report than used in the last exercise)
On the Data tab, Add Value.
Enter the following:
• Name: va Subtotal
• Constant
• Type: Text
• Value: Subtotal
Click Create.
Task 2. Copy and edit the so Product Sales data source.
1.
2.
3.
4.
5.
6.
7.
8.
In Sources, click the ellipsis next to so Product Sales, and then click Copy.
Click the ellipsis next to Sources, and click Paste.
Click the ellipsis next to Copy of so Product Sales, and then click Edit.
Rename it to so Product Sales Subtotals.
On the Data sources tab, expand Additional Sources and add va Subtotal.
On the Select Columns tab, drag va Subtotal.va Subtotal to the right pane.
You do not create a restriction when you add va Subtotal to the data source,
because you want the value associated with every row of data.
Change the column name vaSubtotal to Subtotal.
Click Finish, and then Save your work.
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Unit 9 Adding Computed Columns and Rows
Task 3. Create the aggregate source.
1.
2.
3.
4.
5.
In Sources, Add Aggregate based on the so Product Sales Subtotals
source.
Define the following formula:
SUM(so Product Sales Subtotals.SalesAmount)
Click Next.
In Define Partitions, drag ProductType and Subtotal to the right pane,
ensuring that Subtotal is at the bottom of the right pane list.
Click Create, and then Save the report.
Task 4. Add Subtotals to the data grid.
1.
In Layout, Ctrl+click dg tran Product Sales and the empty row below it.
2.
3.
4.
Select Swap
from the toolbar.
Add a data grid to the empty row immediately below the header.
Name the data grid dg Product Sales Subtotals, and then select the source
so Product Sales Subtotals.
In Add > Sort Selection, drag ProductType and Subtotal to the right pane,
ensuring that Subtotal is at the bottom of the right pane list.
5.
6.
7.
8.
Edit
the Subtotal and enable Add Section Break
Any columns selected as sort columns are available to use as section breaks.
Select the empty cell under Months, and then, in the source dropdown above,
select va Subtotal. This contains the text 'Subtotal' and will act as a title for the
row.
Format the text to be Bold.
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Unit 9 Adding Computed Columns and Rows
9.
10.
11.
12.
Select the cell under SalesAmount.
Set the source to be New Aggregate 1.
In Select Column, select Value.
Set it to be Bold and Dollars.
13. Click Done. (You may have to scroll down in the window to see it.)
14. Click Save.
15. In Data Grid > Column Order, click the ellipsis next to the Subtotal column,
and then click Hide Column
.
You want subtotals appearing in a row on the report, not in a column, so the
column has been set to hidden.
16. Save the report.
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230
Unit 9 Adding Computed Columns and Rows
17. Click Preview.
At the end of each Product Type, the subtotal appears:
Tip: If you want to see the Product Type name on the first row only, check
Advanced Options > Suppress Repeated Partitions.
Results:
The bottom row of each Product Type section displays a Subtotal label,
followed by the total sales amount for that type of product.
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231
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Review
1. How many computed rows can you add to a data grid?
2. What can be used in the formula of an aggregate source?
3. How many partitions can there be in an aggregate source being used
for subtotals?
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Review
1.
2.
3.
You can only add one computed row to a data grid.
Aggregate source formulas can use date and numeric columns from the original
source, from parameters, and from values.
There can only be one partition in an aggregate source that is used to calculate
subtotals.
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232
Unit 9 Adding Computed Columns and Rows
VARICENT Education
Unit summary
▪ Add computed columns and rows to a data grid
▪ Transform a source into an aggregate
▪ Use aggregates to add subtotals to data grids
Adding Computed Columns and Rows
© Copyright Varicent Software 2020
Unit summary
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233
Unit 9 Adding Computed Columns and Rows
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234
Displaying Charts
Displaying Charts
Varicent 10
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Unit 13 Displaying Charts
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236
Unit 13 Displaying Charts
VARICENT Education
Unit objectives
▪ Identify how charts and gauges enhance reports
▪ Add single and multi-series charts to a report
Displaying Charts
2
© Copyright Varicent Software 2020
Unit objectives
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237
Unit 13 Displaying Charts
VARICENT Education
Using charts in Presenter reports
▪ Visually display data in pie, line, and bar/column charts
▪ There are two types of charts:
Chart type
Description
Single Series
Displays values for one data series
Multi Series
Displays data for multiple data series, usually
from multiple data sources, and can display a
legend to identify the different data series
Displaying Charts
3
© Copyright Varicent Software 2020
Using charts in Presenter reports
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238
Unit 13 Displaying Charts
VARICENT Education
Data requirements for charts
▪ Based on Presenter data sources
▪ Specify a Display Column (X-axis) and a Value Column (Y-axis) for
each data source
Displaying Charts
4
© Copyright Varicent Software 2020
Data requirements for charts
The name you give a chart appears as the chart’s title. In multi-series charts, the names
of the data sources are used in the legend, which is why each value series typically
comes from a separate data source. You should not apply any prefixes or suffixes to
the name of the chart or the data sources, as the prefixes and suffixes will appear in the
finished report.
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239
Unit 13 Displaying Charts
VARICENT Education
Demonstration 1
Add a single-series 2D column chart
Displaying Charts
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Demonstration 1: Add a single-series 2D column chart
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240
Unit 13 Displaying Charts
Demonstration 1:
Add a single-series 2D column chart
Purpose:
You will create a single-series 2D column chart that displays the SR1 Monthly
Sales for the account executive who is logged on to the Payee Web.
Varicent Model
Varicent Model
Report:
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BR10.
SR1 Monthly Sales Dashboard
Task 1. Add a chart to the report.
1.
2.
3.
Open the SR1 Monthly Sales Dashboard presenter report.
Drag Displays > Charts > Chart to the first empty row below the header.
From the Single Series charts, select Column 2D.
4.
5.
Click Next.
Define the Chart Source as follows:
• Source: so SR1 Monthly Sales
• Display Column (X axis): Months
• Value Column (Y axis): Sales
Click Add, and then click Next.
6.
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241
Unit 13 Displaying Charts
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
In Chart Title, type Monthly Sales, and set the font size to 16.
On the left, click Axis Title, ensure X-Axis is selected and replace the X-axis
value with Month.
Click Y-Axis, and title the Y-axis Sales
On the left, click Axis Labels, and ensure that X-Axis is selected.
Click the field under Orientation and select Slanted.
This ensures that the month labels are legible.
Under Order, check Sort X-axis, and then select Ascending.
This ensures that the months will appear in the correct order.
Click Y-Axis and check Hide Value Labels.
Click Advanced, and set the Value Formatting > Prefix to $.
Set Decimal Places to 0.
Click Next, and then click Create.
In the layout, select the chart, and in the Name property type Monthly Sales.
Expand the Chart property, and define the Size as follows:
• Width: 600
• Height: 400
Save the report, and then Preview as (10006) Emile Clermont.
The results appear as follows:
Results:
You created a single-series 2D column chart that displays the Monthly Sales
for the sales representative that is using the report.
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242
Unit 13 Displaying Charts
VARICENT Education
Exercise 1
Create a multi-series line chart
Displaying Charts
© Copyright Varicent Software 2020
Exercise 1: Create a multi-series line chart
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243
Unit 13 Displaying Charts
Exercise 1:
Create a multi-series line chart
You will create a multi-series line chart that displays the monthly Sales figures for both
SR1's and SR2's.
In the SR1 & SR2 Monthly Sales chart:
• Add a Multi Series > MS Line chart, using the SR1 Sales and SR2 Sales data
sources.
• Set the chart title's Font Size to 16.
• Use Sales and Month for the X- and Y-axis Titles, with a Font Size of 12.
• Display a legend that identifies the two data series as SR1 Sales and SR2 Sales.
• Make the chart 600 wide by 400 tall.
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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244
Unit 13 Displaying Charts
Exercise 1:
Tasks and results
Task 1. Create multi-series line chart that displays monthly
Sales figures.
• Open SR1 & SR2 Monthly Sales Chart presenter report.
• Add a Multi Series > MS Line chart.
• Add SR1 Sales as a source:
• Display Column: Months
• Value Column: Value
• Color: Orange
• Add SR2 Sales as a source:
• Display Column: Months
• Value Column: Value
• Color: Teal (the default)
• Format the titles as follows:
• Chart Title: Font Size 16
• X-axis Title: Month, font size 12
• Y-axis Title: Sales, font size 12
• X-axis Labels: Slanted
• Axis Options: Sort X-axis Order > Ascending
• Legend: Show Legend
• Name the chart SR1 & SR2 Monthly Sales.
• Set the Width to 600, and the Height to 400.
• Save the report.
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245
Unit 13 Displaying Charts
• Preview the report.
At the end of the exercise, the results appear as follows:
You created a multi-series chart that displays the monthly Sales totals for the level one
and two sales reps.
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246
Unit 13 Displaying Charts
VARICENT Education
Review
1. What is the difference between single-series and multi-series charts?
2. What can be used as data sources for charts?
3. What is displayed in a chart legend?
Displaying Charts
7
© Copyright Varicent Software 2020
Review
1.
2.
3.
Single-series charts display one result set, multi-series display multiple result
sets.
Presenter sources can be used as data sources for charts.
A chart legend displays the name of the source.
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247
Unit 13 Displaying Charts
VARICENT Education
Unit summary
▪ Identify how charts and gauges enhance reports
▪ Add single and multi-series charts to a report
Displaying Charts
8
© Copyright Varicent Software 2020
Unit summary
© Copyright Varicent Software, 2020
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248
Enabling Reports for Payee Web
Enabling Reports for Payee Web
Varicent 10
© Copyright Varicent Software 2020
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Appendix A Enabling Reports for Payee Web
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250
Appendix A Enabling Reports for Payee Web
VARICENT Education
Unit objectives
▪ Enable reports for Payee Web access
▪ Use Portal Access Groups and Portal Access Trees to assign access
▪ Create Web Tabs and Web Tab Groups to help users navigate
through reports
Enabling Reports for Payee Web
2
© Copyright Varicent Software 2020
Unit objectives
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251
Appendix A Enabling Reports for Payee Web
VARICENT Education
Overview of Portal Access module
▪ Controls who can access reports through the Payee Web client
▪ Use tabs to define security objects:
Object
Description
Web Tab
Allow Payee Web users to open reports
Groups
Contain Payees, used to enable Payee Web
access
Trees
Provide groups with access to reports assigned
to the tree
Assignments Define the level of access assigned to a tree
(i.e. access, sign-off, inquiries)
Enabling Reports for Payee Web
3
© Copyright Varicent Software 2020
Overview of Portal Access module
The Sample Outdoors model already contains the Groups and Trees required in this
course. For information on using the Portal Access module to create Groups and Portal
Access Trees, refer to the Varicent System Admin course.
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252
Appendix A Enabling Reports for Payee Web
VARICENT Education
Using Web Tabs
▪ Provide a way for Payee Web users to navigate reports:
▪ Presenter reports and Web Forms can be opened through either Web Tabs
or links in other reports
▪ Tailored Reports and Compensation Plans can only be opened through a
Web Tab
▪ Create Web Tab Groups to organize reports
▪ Web Tabs inherit the tree that was assigned Access to the report
▪ Web Tab Groups do not inherit access, so a tree must be explicitly
assigned to them
Enabling Reports for Payee Web
4
© Copyright Varicent Software 2020
Using Web Tabs
When Presenter reports are used in conjunction with Workflow Manager, they are
accessed via the Payee Web Message Center. Portal Access does not need to be
configured for reports used in Workflow Manager.
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253
Appendix A Enabling Reports for Payee Web
VARICENT Education
Using Portal Access Groups
▪ Access to the Payee Web client is defined by Groups
▪ To be added to a Group, you must have a record in the Payee table
▪ The Sample Outdoors model has pre-defined Groups whose
membership is based on TitleID
Enabling Reports for Payee Web
5
© Copyright Varicent Software 2020
Using Portal Access Groups
By default, user ID is the user’s email address in the Payee table (can be configured for
LDAP, or Single-Sign-On). All payees in the Sample Outdoors Company model have
Payee Web access with a generic password of WebAcce$$.
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254
Appendix A Enabling Reports for Payee Web
VARICENT Education
How is data access determined?
▪ Data access is dependent upon the type of report:
Report Type
How is Access Determined?
• Presenter Report
• Web Form
Source restrictions in the report
(unaffected by group/hierarchy)
• Document
• Web Tab Group
Accessible by any member in a group in
a tree that is assigned access
Enabling Reports for Payee Web
6
© Copyright Varicent Software 2020
How is data access determined?
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255
Appendix A Enabling Reports for Payee Web
VARICENT Education
Assigning access to Trees
▪ Assign each tree one of the following types of access:
Type
Description
Access
Grants the ability to view an object
Sign off
Provides a basic sign-off process
Inquiries
Provides a basic inquiry process
Enabling Reports for Payee Web
7
© Copyright Varicent Software 2020
Assigning access to Trees
This course focuses on assigning Access to a tree, since Workflow Manager provides
more advanced processes for sign off and inquiries.
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256
Appendix A Enabling Reports for Payee Web
VARICENT Education
Demonstration 1
Create a Web Tab and Web Tab Group
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Enabling Reports for Payee Web
© Copyright Varicent Software 2020
Demonstration 1: Create a Web Tab and Web Tab Group
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257
Appendix A Enabling Reports for Payee Web
Demonstration 1:
Create a Web Tab and Web Tab Group
Purpose:
You want to create a Web Tab to provide Payee Web users with access to the
SR2 Potential Growth Rate report. You will also create a Web Tab Group to
organize this Web Tab with others that you will create in the next Workshop.
Varicent Model
Varicent Model
Report:
If you have completed the exercises in the previous unit, continue
working in the model used for the previous unit.
If you have NOT completed the exercises in the previous unit, work in
the model called BRAA.
SR2 Potential Growth Rate report
Task 1. Create a Web Tab for the SR2 Potential Growth Rate
report.
1.
On the left, click Portal Access
2.
3.
4.
5.
6.
In the toolbar, click Add Web Tab
.
In Name, type SR2 Potential Growth Rate.
In the Type list, select Presenter Report.
In the Object list, select SR2 Potential Growth.
Click Add Web Tab.
This adds the web tab to whichever web tab group was selected when it was
added. By default it will be the first group in the list.
In the list, locate the SR2 Potential Growth Rate web tab, and drag it on top of
the SR2 Reports web tab group.
7.
.
Task 2. Create a Web Tab Group for SR1 Results.
1.
In the toolbar, click Add Web Tab Group
.
This adds a Web Tab Group to the bottom of the list.
2.
3.
Hover over New Web Tab Group, and click Edit
Type SR1 Results, and then press Enter.
.
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Appendix A Enabling Reports for Payee Web
Task 3. Assign Sales Representatives access to the objects in
the SR1 Results Web Tab Group.
1.
2.
3.
Click the Assignment tab.
Click Web Tabs > SR1 Results to enable its dropdowns.
If SR1 Results is not visible, refresh the browser window.
In the Access column, select SR1s from the list.
Results:
You have created a Web Tab that allows Payee Web users to navigate to the
SR2 Potential Growth Rate report, as well as a Web Tab Group.
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Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
259
Appendix A Enabling Reports for Payee Web
VARICENT Education
Exercise 1
Assign access to the remaining reports
Please follow along with the instructions
in your Student Guide to complete this
in your training image.
Enabling Reports for Payee Web
© Copyright Varicent Software 2020
Exercise 1: Assign access to the remaining reports
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
260
Appendix A Enabling Reports for Payee Web
Exercise 1:
Assign access to the remaining reports
You want to create Web Tabs for several reports, and use Web Tab Groups to organize
them into two groups, named SR1 Results, and Management Reports.
• Create and organize the Web Tabs shown below:
Web Tab Group
SR1 Results
Management
Reports
Web Tab
• SR1 Compensation Details
• SR1 Compensation Summary
• Assign the access displayed below:
Presenter Report
Accessed by
SR1 Compensation Details
SR1 and
Managers
SR1 Compensation Summary
Managers
• Log into the Payee Web, first as WReiter@grtd123.com, and then as
EClermont@grtd123.com (passwords: WebAcce$$), to view and interact with
the various reports through Web Tabs and the Message Center (for Documents).
Remember: In this training, your Web users have access to the BRFinished
Model only, so reports may look slightly different than the model you’ve been
working in.
For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.
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Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
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Appendix A Enabling Reports for Payee Web
Exercise 1:
Tasks and results
Task 1. Create Web Tabs and Web Tab Groups.
• In the Portal Access module, add the following Web Tabs to the SR1 Results
Web Tab Group.
• SR1 Compensation Details (Presenter Report)
• Add the following Web Tabs to the Management Reports Web Tab Group:
• SR1 Compensation Summary (Presenter Report)
Task 2. Assign access to the reports in the model.
• In the Assignment tab, under Presenter Reports, define access as follows:
Report
Accessed by
SR1 Compensation Details
SR1 and
Managers
SR1 Compensation Summary
Managers
Task 3. Use the Payee Web to view reports and documents.
• In your web browser, use the URL from your Education email to log into the
Varicent Payee Web as:
• UserID: WReiter@grtd123.com
• Password:WebAcce$$
Remember: In this training, your Web users have access to the BRFinished
Model only, so reports may look slightly different than the model you’ve been
working in.
• View and interact with the various reports, using Web Tabs and the Message
Center (for Documents).
• Logout, and then log in again as:
• UserID: EClermont@grtd123.com
• Password:WebAcce$$
• View and interact with the various reports, using Web Tabs and the
Message Center (for Documents).
You have created Web Tabs for reports, and used Web Tab Groups to organize them
into two Web Tab Groups, named SR1 Results, and Management Reports.
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Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
262
Appendix A Enabling Reports for Payee Web
VARICENT Education
Review
1. How can Payee Web users navigate to Presenter reports and Web
Forms?
2. How is hierarchal access accomplished for Presenter reports and
Web Forms?
Enabling Reports for Payee Web
10
© Copyright Varicent Software 2020
Review
1.
2.
You can navigate to Presenter reports and Web Forms through Web Tabs and
links from other reports. Presenter reports used in Workflow Manager can also
be accessed from the Message Center.
Hierarchical access is built into the reports using Web User and restrictions.
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
263
Appendix A Enabling Reports for Payee Web
VARICENT Education
Unit summary
▪ Enable reports for Payee Web access
▪ Use Portal Access Groups, and Portal Access Trees to assign access
▪ Create Web Tabs and Web Tab Groups to help the Payee Web user
navigate through reports
Enabling Reports for Payee Web
11
© Copyright Varicent Software 2020
Unit summary
© Copyright Varicent Software, 2020
Course materials may not be reproduced in whole or in part without the prior written permission of Varicent Software.
264