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versago:display_tab_v24

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Display Tab Versions 2.4 and Higher

The “Display” page is used to define which columns are displayed in the report, the order the fields are displayed, and to set various display options.

  • The Visible checkbox indicates if the column is to be displayed in the report. When the checkbox is selected (the default) the column is displayed. Use of this setting is helpful when you have columns that are used for filtering and linking but do not need to be displayed.
  • Name shows the column name from the source query and data type provided from the data selection. It is provided for information only and cannot be changed.
  • Display Field Name is what the user sees when the report is displayed. The default value is the “Name” when the report is created. The display name is almost always changed to something that will make sense to the end user.
  • The Display Title option provides a way to suppress the display of the column name in the report. When the checkbox is selected (the default) the column header is displayed. If the checkbox is cleared the column header is not displayed.
  • The Total option provides a way to automatically display page and report totals for numeric columns.
    • When this option is selected, the page total of the column is displayed at the bottom of each page, as well as the report total.
  • The Display Order column indicates the sequence in which columns are displayed and can be used to change the display order. See the Changing Report Column Order section for more information.
  • Group causes the output to be automatically grouped for each unique value in the selected data.
  • Only one value can be marked as “groupable.” A message is displayed when moving to the next step if multiple grouping items are found. The message indicates which item will be used for grouping.
    • The grouping set in the report definitions can be removed when the report is executed but cannot be changed by the user.
  • Sorting allows columns to automatically be sorted when the report is executed.
    • Options are ascending and descending. Select the desired option from the drop-down list.
    • Sorting is applied based on the display sequence of the columns. You may need to change the display sequence to get the sorting you desire.
      • If no sorting option is selected, the data is presented in whatever order it is read from the database.
  • Type identifies how the data in a column should be interpreted for presentation.
    • Depending on your needs, the Type may need to be selected manually from the drop-down list.
      • Keep in mind that some types may not make sense for use with specific types of data.

There are nine Types available. Their use depends on the type of data being reported. Usage is outlined in the following table.

TypeUsed with Data TypeAdditional Information
NoneDefaultValues are displayed as the are found in the database
Decimal_2 NumericNumeric values are displayed with two decimal places.
CurrencyNumericNumeric values are displayed in a currency format based on the selected localization. See Note 1 below.
DateDate or DateTimeDisplays date values based on the selected localization. See Note 1 below.
DateTimeDateTimeDisplays date/time values base on the selected location. See Note 1 below.
EmailTextThe data is treated as an email address and presents a “link” with the value. Clicking on the link opens the default email client on the user’s device and passes the text as the “To” address.
FileText or BinaryThis option presents a link that causes the system to attempt to download the file to the user’s device. See Note 2 below.
ImageImage BinaryUsed to display images in the report
URLTextThe data is treated as a URL and presents a link with the value. Click on the link opens the default browser on the user’s device and passes the URL to the browser.
  • Thumbnail Size determines the size of thumbnail images presented in the report.
    • This option is only displayed when the type of Image is selected.
    • Options are 45 or 65 pixels. 45 is the default.
  • Localization is used to adjust the formatting of date, datetime, and currency types.
    • This column has a drop-down list of formatting options for the data type. This allows the presentation to be easily tailored to different locations. The current culture designation is for this value in this report. It cannot be set to change based on the user. So, a user in the United States and a user in Great Britain will see whatever format is selected even through their local cultures use different formats
  • File Name is only accessible when the data type of the column is binary, blob, or varbinary . See Note 2 below.
  • Numeric values can be used to present KPIs (Key Performance Indicators) markers. See the Defining KPIs section for more information.

Note 1

If you need to report date and time values in a specific format that cannot be set by the localization options it may be necessary to use the SQL Convert function in the SQL Select for the report and present the value as a text value. More information on the SQL CONVERT function, and available formats, can be found here: https://docs.microsoft.com/en-us/sql/t-sql/functions/cast-and-convert-transact-sql.

Note 2 Beginning with Versago v2.4 it is possible to download files on disk or files stored as binary data in a database. The second option is primarily intended for files uploaded via a Versago form.

  1. Files on disk are identified using a full path name.
    1. The source files must be in a folder location that can be accessed by Versago and Windows IIS. What this means is that files will typically need to be in a network share, e.g. “\\ShareName\FolderPath\FileName” and not in a typical file path like “C:\Data\FileName”.
  2. This information is contained in the report results and acts as a pointer to the desired file.
  1. Files in a database are identified by reference to specific records in a database. The information provided below refers to files uploaded via a Versago form.
    1. The data is found in a table named “TWBS_VGO_FormAttachments”. This table is found in the database where the data captured in the form is stored.
  2. Two values are required from the record: FileName and FileContent. FileContent is the binary data that will be converted for download. FileName is used as the reference to the binary data.
  3. When the data type of the column is binary, blob, or varbinary the File Name field for the FileContent row presents a drop-down list of fields from the report query. Select the column name that contains the associated file name.
  4. It is not necessary to display the FileName_ value in the report, but showing the user the name of the file is typically very helpful. The files in a database approach does require that the FileContent__ value is not NULL. As it is very possible that a report row will not have a corresponding report to download, use the following SQ. Setting FileContent to 0 when the database value is NULL allows the report to execute without errors.
isnull(t1.FileName, 'No File') as [FileName], isnull(t1.FileContent,0) as [FileContent]

In both cases, keep in mind that any user that has access to the report can download any file listed in the report. If certain files should be available to certain group(s) of users, different reports may be needed.

Calculated Fields

It is possible to calculate values at the time a report is executed and present them as a new column. This is done using the [Add Calculated] and [Update Calculated] buttons on the “Field Display Details” page.

See the Calculated Fields section for more information.

versago/display_tab_v24.1578495368.txt.gz · Last modified: 2020/01/08 09:56 by runger