RiskManager V6.2.6 – How to add tables and views to RiskManager report builder.

There are more than 270 tables and views in BPC RiskManager v6.x.  Not all of these tales and views are visible by default in the BPC RiskManager report builder.  Further you can expand the system by adding your own tables and views to the database. 

There are three main reporting systems in RM – the inbuilt reports (these can not be expanded), the end-user reports (BPC RM ReportBuilder), and mail-merge/office template  style reporting.  Of these, the primary reporting tool for end user reporting is the BPC RiskManager ReportBuilder reporting engine.   

So how do you make these tables and views available to the BPC Risk Manager  end user report development tool (report builder) so that you can report on them in your own reports?  Fortunately BPC RiskManager allows you to add these things directly in the BPC RiskManager client to the reporting engine so you can include them in your reports.

By way of an example, we will add the  actions progress table to the end user reporting layer and hook it in to the magic-query maker, so that when you use the table in your reports it automatically hooks it to the appropriate master table or view (in this case “search_risk_actions”).  We are adding a raw table, rather than a view, so we will add the word “raw” to the name so that we distinguish it from the views.  The difference between the tables and the views is that the views populate the table’s look-up fields with the description field of the look up table.

 

In the RM client, on the Administration tab:

  1. Go to Administration/Report Builder/Table Names
  2. Select “New”
  3. Enter in the fields:
  • Table_name: RISK_ACTION_PROGRESS
  • Table alias: Action Progress Raw

(Note the spaces in the above)

  1. Select save.
  2. Got to Administration/Report Builder/Field Names
  3. Select “Add Fields”
  4. In the pop-up box enter: RISK_ACTION_PROGRESS
  5. Select “Ok” – this will add the field names.
  6. Got to Administration/Report Builder/Table Joins
  7. Select “New”
  8. Enter in the fields:
  • Table_name1: SEARCH_RISK_ACTIONS
  • Table_name2: RISK_ACTION_PROGRESS
  • Join_Type: dajtLeftOuter
  • Field_names1: Action ID
  • Operators: =
  • Field_name2: ACTION_ID

 

NOTE the space in the Field_names1 “Action ID”

  1. Select “Save”
  2. Close the administration window.

The risk_action_progress table and its fields will now be available to Report Builder.


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