Gestión de parámetros

Parameter Management

The use of parameters and filters is the system employed by DataCycle Reporting to reuse Queries and separate the work of Query designers from Process designers.

By designing generic SQL Queries, the number of queries is drastically reduced, providing more freedom to the Process designer to filter the returned information using filters.

A process can include parameters associated with Parameter Types defined at the project level, or without a parameter type, making them exclusive to the process in which they are defined.

Limitations

• If you need to export the process, you must use parameters without an associated parameter type, as parameter types are not exported.

• The latest published version of MyVision (3.0) still does not support the new parameter formats without an associated parameter type described in point 7 of this article. Therefore, if you need to publish reports in MyVision, use parameters with an associated parameter type.

Creating a Parameter

1. Open a process.

2. Click on the parameters icon.
    

3. Click the "+" icon to add a new parameter.

4. Fill in the Parameter Name. It is advisable to keep it short, as it will be used in parameter calls.

5. Fill in the Description: this text will appear in the parameter request window when the report is executed.

6. Fill in the Technical Description: this is not visible during runtime. It is for the report designer's use, where it should explain enough for another report designer to easily understand the main characteristics of the parameter.

7. Select the Parameter Type, considering the guidelines at the beginning of this document:

   • Parameter associated with a Parameter Type:

     • Parameter types are defined at the process level, allowing reuse in multiple processes.

     • Typically used to define common lists (e.g., list of vendors, products).

     • Not exportable: a process exported with this type of parameter will require the user importing it to manually define these parameter types.

     • Choose a parameter type from the list, or click the attached button to define new parameter types.

   • Parameter without an associated parameter type:

     • Local to the process, so they cannot be reused by other processes.

     • Fully exportable: a user importing the process will not need to take any manual action.

     • Since version DCR 9.2.0, parameters without parameter types can have different formats.

     • If you want a parameter without a parameter type, select the option <without parameter type>.

     • In the "Visualize" field, select the desired parameter format:

       • Text and numbers: visually, a free text field will appear.

         • Size: determines the number of characters that can be entered.

         • Only numbers: if checked, only numbers will be allowed.

         • Format: specify the desired format. For example, if you check the "Only numbers" option and set the format to "##,#", during runtime, the parameter data must be entered in the format _ ,.

       • Lists and queries: visually, a list of values will appear, either from a predefined list or an SQL query.

         • Data source: you can choose two options:

           • List of values

           • Database query

         • Text delimiter: if it's not a number, specify the text delimiter character used by the database you're accessing. It's usually the character '.

         • Multiple selection: if checked, multiple fields can be selected for this parameter. Note that in this case, you must also determine the field separator.

If you need further assistance with this content or have specific questions about implementing these parameters in your processes, feel free to ask!