Using multiple datasets in Core UI reports

You can create reports that use datasets from up to five tables in a single report.

The following report types support multiple datasets: bar, horizontal bar, column, line, step line, area, spline.

Multiple Group bys are not supported on multiple datasets. When using multiple datasets, the report legend is always displayed.

Figure 1. Incident and Problem data in one report

Restrictions

Bear the following restrictions in mind when creating a report with multiple data sets:

• Up to a maximum of 5 additional datasets can be added to any particular report. Keep in mind that each additional dataset will require additional processing and querying of the database, so if a particular report is experiencing performance issues, it could be due to the fact the report has multiple associated data sets.
• All datasets associated with a parent report must be of the same type (such as bar, donut, or pie) as the parent report.
• For multiple datasets associated with a time series chart, all additional data sets must have the same setting in the Per field as the parent report.
• For multiple datasets on a Bar or Horizontal Bar chart, all associated datasets must have the same Group By value.
• The Show Legends option is always, by default, displayed on a report with multiple datasets, even if the parent report has this option unselected.

Add an additional dataset to a report

Add up to five extra datasets to visualize data from multiple sources in a single report.

Avant de commencer

Role required: report_admin

The property glide.ui.doctype must be enabled.

Procédure

1. Navigate to sys_reports.list and select New.
2. Create a report of a type that supports multiple datasets, or select an existing report of one of these types.

   You can add additional sets to bar, horizontal bar, line, column, area, and spline reports.

3. Click the Show report structure icon ().
   
   
4. Select Add dataset.
5. On the Data tab, provide a custom name for the additional data set to appear in the legend of the report, select a data source, and click the Configure tab.
   
   
6. On the Configure tab, specify applicable fields the same way that you would configure a standalone report.
   The dataset must have the same Group by and Stack by values as the parent report. The dataset should also have the same aggregation on the same field. Note attention to the following fields on applicable report types.
   
   

   Remarque :

   The Display data table option is not available from the Add dataset module, but is only available from the Configure tab of the main Report Designer. If the Display data table option is selected, only the first dataset will display on the data table.
7. On the Style tab, specify the following fields the same way that you would configure a standalone report.
8. Click Save dataset.

Résultats

The report is generated with the information from the additional dataset.