Data Relationships

Reports - Data Relationships

Summary

Database relationships are associations between tables created to retrieve data.

• eVolve tab ⮞ Utilities panel ⮞ Report Manager ⮞ Data Relationship ellipsis button in the grid

Window Overview

• Data Profiles Alias Names panel - used to define an alias for data profiles
  • Grid Column Headers
    • Source Name - displays the report's Primary and any Additional Data Profiles
    • Alias - used to define an alias for each associated data profile
• Data Tables Alias Names panel - used to define an alias for data tables
  • Grid Column Headers
    • Source Name - displays the data table(s) associated with the report
    • Alias - used to define an alias for each data table
• Data Relationships panel - defines equality relationships between data sources. This establishes parent-child relationships, which can be used in reports. Each Child Field value must have a unique match in Parent Field. If equality depends on more than a single field match, multiple entries using the same Parent Source and Child Source can be used with different fields to create an 'AND' in the join condition.
  • Grid Column Headers
    • Parent Source menu - displays the report's data profiles and data tables
    • Parent Field menu - populated based on the selected Parent Source, the menu contains a list of all fields in the Parent Source
    • Child Source menu - displays the report's data profiles and data tables
    • Child Field menu - populated based on the selected Child Source, the menu contains a list of all fields in the Child Source
  • Refresh Sources button - forces a refresh of the selections available within the Data Relationships grid. This may be necessary for situations where selections are out of sync.
  • Constraint Options panel
    • Enforce radio button - When enabled, an error will result when all Child Field fields do not exist within Parent Field.
    • Do not enforce radio button panel - When enabled, a no error will result when all Child Field fields do not exist within Parent Field.
      
      • Create table for orphaned child records checkbox - When enabled, records within Child Source that are not in Parent Source are placed within a separate data source and passed to the report.
        

Relevant Articles

• Report Manager