Query Studio / Report Studio

Reporting Presentation Data Model - Overview

The reporting data presentation model is designed to make it easy for you to create meaningful reports using your organization's PPM data. By creating a data model Changepoint has attempted to simplify the reporting process for anyone who creates reports. In addition to creating logical groupings for data, the model includes predefined filters and date groupings and translates stored data into user-friendly formats.

Data Folders

Data is grouped into 5 folders based on logical reporting needs. Where data is likely to be needed for more than one type of report, that data is duplicated in folders. This is done so that you do not need to include data from multiple top-level folders in a single report. Including data items from more than one top-level folder in a report will cause unreliable results and poor performance.

Important: The data model is designed so that you should rarely need to use data from more than one logical (top-level) folder in any given report. If you do need to combine data from more than one logical grouping, create a Join relationship in Report Studio. For more information, see the Report Studio training and User guide.

For example, to report on users in your Changepoint PPM enterprise, use the Enterprise User folder to get information like user name, supervisor and resource manager. To include this information in a report about projects, use the Project Member grouping within the Project Information folder.

Project Information—The Project Information folder includes query subjects, data elements and measures that allow you to create reports about your projects, including the users who are members, the history of the projects, project tasks and applications.
For more information, see Presentation Model: Project Information
Resource Management—The Resource Management folder includes query subjects, data elements and measures designed to give you the ability to report on resources requirements and allocations.
For more information, see Presentation Model: Resource Management.
Time Tracking—The Time Tracking folder includes query subjects, data elements and measures designed to give you the ability to report on time-related data in your enterprise.
For more information, see Presentation Model: Time Tracking.
Enterprise User—The Enterprise User folder includes query subjects, data elements and measures designed to give you the ability to report on users in your enterprise.
For more information, see Presentation Model: Enterprise User.
Approvals—The Approvals folder includes query subjects, data elements and measures designed to give you the ability to report on approvals in your enterprise.
For more information, see Presentation Model: Approvals.
Applications—The Applications folder includes query subjects, data elements and measures designed to give you the ability to report on enterprise applications, including dynamic applications.
For more information, see Presentation Model: Applications.

Note: There is an Applications group within the Project Information folder for reporting on project-related applications.

Special Data Items

The data model includes certain predefined data items to simplify your report creation:

Counters—Special counters in the model make it easy to include counts in a report.
For example, in the Project Information folder, in Projects, the Project Count field counts the number of projects included in a report. If you include any groupings of projects in the report, Project Count also provides subtotals for those groupings.
Note: Counters sum the unique GUIDs of included items, so items with duplicate names may appear to be double-counted. Two projects with the same name ("IT Upgrade") would be listed once but counted twice. See IDs below for more information.
Filters—Predefined filters allow you to quickly filter a report without having to create a filter yourself.
For example, in the Project Information folder, in Project Filters, the Project Prompt filter prompts for a project name and filters the report based on that input.
Date grouping options—Predefined date groupings make it easy to create reports based on Start date or End date.
For example, in the Project Information folder, in Projects, the Start Date Group folder includes options for different start date groupings, allowing you to create a report that groups projects by the week (or month or quarter or year) in which they start.
Note: Native date groupings limit the data returned to three years in the past and three years in the future. If you require data outside of this range, you will need to create custom date filters for your report instead of using the predefined date groupings.
UTC dates—The UTC Dates folders in the data model allow you to include dates in Coordinated Universal Time (also known as Greenwich Meridian Time (GMT).
IDs—The IDs folders in the data model allow you to display duplicate named items separately.
For example, two projects with the same name would be listed a single time unless you included their ID fields (WorkspaceID).
Note: IDs do not display in reports but can be used to separate items with duplicate names.

If you need to display IDs in your reports you can use the CAST function in Report Studio to convert the field from the existing data type of binary to a viewable datatype. For example:

CAST[(fieldname], char(36))

Custom Fields and Dynamic Applications

The data model includes any custom fields or dynamic applications your enterprise has defined. These are listed immediately after the native fields in related data areas. For example, any user custom fields are included in the Project Information folder at the bottom of the list of data items in the Project Member query subject. These same custom user fields are duplicated in the Enterprise User folder, at the end of the list of data items in the Users query subject.

For more information, see Data Model: Custom Fields and Data Model: Dynamic Applications.

the Data Model

The data model is refreshed within 30 minutes of any changes that impact the model. For example, if a custom field or dynamic application is added or removed.

For an example of a report created in Query Studio using data in the Project Information group, see Project Status Report.