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Multi Source Report

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Introduction

Your CXO application may contain one or more Source Systems and you may want to create a report that comprises of data from 2 of these data sources ( Note the report is limited to 2 data sources). The report may also be for a table only using either the Multi Column template or a tableTable Control element within a generic template.

You will need to specify some special lists Match and Consolidated and ensure that the relevant source data from each source system is identified both within the relevant lists ( both Row and Column) and within the report dimensions.


Schematic Overview of an Example Reconciliation Report from 2 Sources

This schematic shows data from 2 source systems both defined in one CXO application being combined into a Multi Source Report

Multi Source Overview.png

Report Definition

The Multi Column Report or Table component will need 2 lists. One list will need to be of the type Match as defined in the maintain list dialog and one of the type Consolidated. These lists will then be used as the Row and Column content for the report.

All of the other functionality for a Multi Column report or Table control will be available

Reconciliation DS.png





Row List Definition

Will be defined as list type "Consolidated" create the list and identify the 2 source systems and the dimensions that you wish to consolidate on in this case the Dimension "Account" is defined in both source systems and will be the only dimension to consolidate.


Reconciliation Rows Header.png


Select the appropriate dimension or dimensions from both Source systems


Consolidated Dimensions.png


Define the List detail and identify in each individual line which dimension member you would like to include for that row , you must only speficy one dimension member from one source system on any individual row,


Reconciliation Rows.png

Column List Definition

Will be defined as list type "Match" create the list and identify the 2 source systems and the dimensions that you wish to consolidate on in this case the Dimension "Category" is defined in both source systems and will be the only dimension to Match against in each source system.


Match.png


Select the Appropriate dimension or dimensions from both Source systems in this case Category exists in both source systems

Match Detail.png


Define the List detail and identify in each individual row which dimension member or members you would like to include for that row , you must specify for each source system which dimension member you would like to match against from each source system.

Category Detail.png



Report Dimensions

In addition to the normal report dimensions it will be necessary to specify the initialisation dimensions for the second source system these will either Follow Primary ie be the same as the first source system or be Fixed and set uniquely for the second source system


Reconciliation dimensions.png


Set the Initialisation to either Follow Primary or Fixed for each dimension as appropriate for the report


Reconciliation Ini.png


Match Tables

Additionally a mapping between two members of different source systems can be created that is used in the POV of reports.

For instance, in case your first source system uses the Period member "Jan" for the month January and your second source system member "January", a mapping between these members results in a POV where selecting "Jan" will result in retreiving "Jan" data from the first source system and "January" data from the second source system.


To add a Match Table, go to System settings, select the tab of the source system that you want to map and select Match Tables.

Match table 1.png


In the pop-up window select the dimension of the members that you want to map, select the target source and click on add.

Match table 2.png


In the pop-up window select the source member, in this example "Jan" and the target member, in this example "January" and click on OK.

Match table 3.png


You have now added a Match Table that is used in the POV of reports.