A Diagram of the 'Connections'
logo (image) placed on the Template
The Chart uses the same dataource & is placed on the template
Table (pebs_1)
Table (pebs_2)
joined
The 2 Tables are JOINED. The desired datafields selected and Casts, Expressions & other functions applied as appropriate.
A datasource is made on the Query.The datasource is like a 'mirror' of the Query and is now a floating layer of data -- accessible by Charts, Templates, Applications, etc.
An Action is created automatically that links the Query to the Datasource.
The XML for your Template is stored safely in your account.The Template loads the XML when launched.
Click the pdf icon. The XML is Saved - and pulls the datasource, merging it into the static template XML. The PDF is then processed on the server.
The Template
PDF
Developing a Rudimentary Benefit Statement: a Personalized PDF for Print
We now need to build a 'floating' layer of data from the Query that will allow the Template to 'access' the Query result.
This floating layer of data is called a Datasource.
Fortunately, all we need do is click a button or 2. In fact, it's so easy that we will create a separate Datasource -- just for the Charts.
Part 4 (a way to Bind data)
STEP 1
You will be viewing a Datasource we have already created. Look at the YTree and click the Datasource Folder.The list of available Datasources will appear in your main frame. Click 'bs_1'.
STEP 2 - Create your own Datasource
To create your own only takes about 20 seconds.
1) Click Datasource from the YTree2) Click New Datasource (see above)3) Name your datasource (shown right -- 'bs_pie')4) Select the Type - (Data from Query displayed below)
Click & you will see the data in the Datasource, which is identical to the Query result
Note: will use later on this page
This Datasource is linked to the Query. The Query and the Datasource are linked by an Action, which is created automatically.
bs_pie
Selecting Data from Query (R/O) drops down another list where you select the Query.
Below, we have selected a Query called bs_pie. bs_pie is a simpler version of bs_1 that will be used for the creation of pie charts.
The Datasource for the Pie Chart is created from A Query that is a simplified version of the Query presented on the previous page. The Chart only requires a few values (Paid Time Off, Pay for Time Worked & Other benefits).
Once again, the Datasource data is identical to the Query output.
Making a Pie Chart for the Template
Summary
So now we have 2 Datasources - One for the 'big' query and 1 for the small, pie chart query.
The elapsed time to create these 2 Datasources was < 30 seconds. Now, time to make a Pie Chart to put in the Template.
Back