Other Useful Features in Report & Chart

PostedJune 14, 2023

Exchange Model Information via Excel

Prolaborate allows you to download the dynamic reports generated from your EA model as an Excel file for offline analysis. In this guide, we will look at how to achieve them.

Excel download feature is available from Prolaborate V4.5.0 onwards. It replaces the existing CSV download feature previously introduced in version V4.4.1

Things to note:

Limitations with Reports/Charts created using Designer Configuration: User can download the records based on the number of rows in the page and one can set a maximum of 100 rows to download for charts and reports that are created using designer configuration (An alternate approach to fetch data instead of writing queries)

Limitations of Reports/Charts Created Using Query Configuration (‘MDG Based Report’ set to ‘On’): Reports and charts generated with query configuration with setting ‘MDG Based Report’ set to ‘On.’ In this configuration, users can download records based on the number of rows per page, with a maximum of 100 rows available for download for both charts and reports.

How to download complete report? There are no limitations for reports/charts created using Query Configuration (‘MDG Based Report’ set to ‘Off’): Users can download the entire record irrespective of the number of record counts on the page for charts and reports created using query configuration with the setting ‘MDG Based Report’ set to ‘Off’.

Download data from charts

Prolaborate has improved its capacity to allow users to download/exchange model data or reports from the charts by clicking the download icon. Click here to know more about creating charts.

To download a report from charts, you will need to follow these steps:

Open the dashboard in which a chart is configured. Click on a dissection of the chart. A detailed report appears at the bottom.

Click on the Download icon to download the report as a excel file. The user can access the file from the downloaded path once the download is complete.

Once the file is downloaded, users can then share it with their team for offline analysis.

Note:

In charts, users can download data for a specific filter only (dissection of chart).

Download data from Reports

Dynamic reports created using report widget can be downloaded by clicking the download icon. Click here to know more about creating reports.

To download a report from report widget, you will need to follow these steps:

Open the dashboard in which a report is configured.

Click the Download button in the EA report now.

The user can access the appropriate file from the downloaded path once the download is complete.

Once the file is downloaded, users can then share it with their team for offline analysis.

Filter the content before download

Reports generated from charts and reports can be further customized before downloading. It can be achieved by filtering,

Using stereotype dropdown
Using show/hide columns
Using individual column search

Filter Rows by Artifact Stereotype

If the generated reports have different artifact types, they can be filtered by selecting the required stereotype using the dropdown as shown below

From the following image the filter applied for “All”.

The user can filter rows by selecting a different stereotype from the dropdown menu.

Note:

This option will be available only if MDG Based Report is enabled for charts and reports during configuration.

In report widget, this option will be available in Maximize and detailed report view

Filter Columns using Edit Columns Filter

Before downloading a report, user can filter the columns that are to be printed on a report by using the Edit Columns Dropdown Filter

Clicking the dropdown shows the list of columns currently displayed. Users can remove a column by unchecking the checkbox and it automatically hides the column from the view.

Once the changes are reflected, user can download a report with filtered columns by clicking the Download Icon.

Note:

In report widget, this option will be available in Maximize and detailed report view (View/ View All button)

Filter Result using Individual Column Search

Users can further filter the columns that are to be printed on a report by using the Search filter available for each column. This feature is available from V4.5.0 onwards.

Click the Filter icon next to the column name in the header and enter the required information to filter the output result.

For Enum and Boolean column types, the list of values is shown as a dropdown option. Upon selecting the value(s), the result is filtered and displayed accordingly.

Once the changes are reflected, user can download a report with filtered columns by clicking the Download Icon.

Improve Performance of Report

The ‘Cache Data’ option is introduced for Reports and Charts to improve the overall performance of Prolaborate. The ‘Cache Data’ option is applicable for EA Reports which are created using Query method with MDG OFF.

EA Report (Created using)	Support
Query with MDG OFF	Yes
Query with MDG ON	No
Designer with MDG OFF	No

Note:

Yes – Data Cache Available

No – Caching cannot be done because of technical limitations or Invalid Scenario

Enable/Disable Data Cache in Reports

Cache can be enabled when creating a new report or modifying an existing report. In the configuration page, toggle Cache Data to enable the data cache.

Complete the configuration and save the report. Hover over the refresh icon to see when the report is last cached.

Click the Refresh icon to display live data which also replaces the existing cached data.

To disable the data cache, edit the report and toggle the Cache Data option to disable it.

Improve Performance of Chart

The ‘Cache Data’ option is introduced for Charts to improve the overall performance of Prolaborate. The ‘Cache Data’ option is applicable for Charts which are created using Designer and Query method. However, the sub-report will always display live data irrespective of cache setting.

Chart (Created using)	Support
Query with MDG OFF	Yes
Query with MDG ON	Yes∗
Designer with MDG OFF	Yes
Designer with MDG ON	Yes∗

Note:

Yes – Data Cache Available

Yes∗ – Chart rendered based on cached data, but sub report of chart always shows live data

Enable/Disable Data Cache in Charts