Create a report schema transformation

You can create a report schema transformation (.rst) from a data schema (.rdd or .xsd) or another report schema transformation.

  1. Select File > New > Reports > Report Schema > Schema Transformation (.rst) and click OK.
  2. On the Source selection and file location page, select the input and output files:
    • Schema Location - The filename of the schema to transform. This can be a data schema (.rdd or .xsd) or another report schema transformation (.rst). If the Genero report schema (.rdd) contains multiple reports, or the XML schema (.xsd) contains multiple root elements, you must also disambiguate the selection using the Schema Root field.
    • Schema transformation file path - The full path and filename for the report schema transformation. You can choose whether to insert the file into the current project.
  3. On the Data building page, select the data by using the arrows or by dragging and dropping items.

    You can duplicate data by dragging and dropping it multiple times. See Duplicate data using a report schema transformation for further information.

  4. Optional: The Grouping data page displays the items to group by. To change the default grouping:
    1. In the Results section, select the item you want to change.
    2. In the Group By section, click the + button.
    3. Select the new Group By item and select the field from the drop-down list.
    4. Add more Group By items as required.
    The Repetitions section shows the original grouping order, and the Results section shows the transformed grouping order. You can rename items in the Results section using F2.
  5. Optional: On the Aggregations page, add computed aggregations to the data using the + button. For each aggregation, select:
    • Variable - The variable to aggregate.
    • Aggregation - The rule that determines the aggregation type, for example, Sum or Average.

      The PivotOrderList.4rp report in the Reports demo demonstrates a sum aggregation.

    • Running - Determines when the running total is streamed.

      When selected, the aggregate field value will be available with each row. When not selected, the aggregate field value will only be available after each group.

      The FancyPivotOrderList.4rp report in the Reports demo demonstrates running totals.

    • Sort Key - If Ascending or Descending is selected, the data is sorted by the aggregate value of the variable.

      This sorting does not affect the previous grouping of items. For example, on the Grouping Data page you group by region, and on the Aggregations page you sort the data by turnover in descending order. The list will start with the region that has the highest turnover, and the list of products in that region will be sorted by turnover.

      The FancyPivotOrderListSorted.4rp report in the Reports demo demonstrates the use of a sort key.

  6. Optional: You can rename triggers and fields in the Report Schema Transformation. You should rename those fields with identical names that occur in more than one trigger and that you may need to place outside of its trigger in a report design.
    To edit the names of triggers and fields:
    1. Go to the Data Building section or the Grouping section of the Report Schema Transformation wizard.
    2. Select the trigger or field name.
    3. Press F2.
    4. Rename the field.
    Repeat this for each field you wish to edit.
  7. Click Finish.

You can now attach the report schema transformation to the report design document.