Personalization with DRSs

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Crys­tal Reports Online Help
Per­son­al­iz­a­tion with DRSs
For per­son­al­ized pub­lic­a­tions, you can cre­ate columns that con­tain the val­ues used for per­son­al­iz­a­tion. On a per doc­u­ment basis, for each doc­u­ment field that will be filtered on to achieve per­son­al­iz­a­tion, the pub­lish­er can spe­cify which column from the dynam­ic recip­i­ent provides the data value for that field.
Each report can have zero to mul­tiple fields to per­son­al­ize on, and it is pos­sible that mul­tiple report fields are per­son­al­ized by the same column from the DRS.
Note: The columns that con­tain user ID, email address, and full name may also be used for per­son­al­iz­a­tion.
Per­son­al­iz­ing with mul­tiple columns
When a report is per­son­al­ized with mul­tiple columns, the com­bin­a­tion of the val­ues across the columns is used, as illus­trated in the example below.
Row­set:
Recip­i­ent ID Region Role
RCPT123 Cali­for­nia Man­ager
RCPT123 Flor­ida Team Lead
RCPT123 Flor­ida Man­ager

Column map­ping:
Report field : Region < – > Region column
Report field : Role < – > Role column
The fol­low­ing is the res­ult­ing fil­ter to per­son­al­ize the doc­u­ment for recip­i­ent RCPT123:
(State = Cali­for­nia’ and Role = Man­ager’) or (State = Flor­ida’ and Role = Team Lead’) or (State = Flor­ida’ and Role =‘Man­ager’)
Per­son­al­iz­ing mul­tiple reports
When a pub­lic­a­tion con­tains mul­tiple reports, column map­ping for per­son­al­iz­a­tion is spe­cified indi­vidu­ally for each report. Across the reports, they may link to the same or dif­fer­ent columns, as illus­trated in the example below.
Row­set:
Recip­i­ent ID Region Role Cost­Center
RCPT123 Cali­for­nia Man­ager 9876
RCPT123 Flor­ida Team Lead 9876
RCPT123 Flor­ida Man­ager 9876

Column map­ping:
Report A: Report field : Dept < – > Cost­Center column
Report B: Report field : Title < – > Role column
Report C: Report field : Region < – > Region column and Role < – > Role column
The fol­low­ing are the res­ult­ing fil­ters for each report:
Report A: Dept = 9876
Report B: Title = Man­ager’ or Title = Team Lead’
Report C: (Region = Cali­for­nia’ and Role = Man­ager’) or (Region = Flor­ida’ and Role =‘Man­ager’) or (Region = Flor­ida’ and Role = Team Lead’)
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http://help.sap.com/

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Rap­porti Crys­tal Online Għa­jnuna
Per­son­alizza­zz­joni ma DRSs
Għall-pubb­likazz­jon­iji­et per­son­alizzata, inti tista toħ­loq kolon­ni li fihom l-valuri użati għall-per­son­alizza­zz­joni. Fuq bażi ta kull dok­u­ment, għal kull qasam dok­u­ment li ser tkun iffil­trata fuq biex jinkiseb per­son­alizza­zz­joni, il-pubb­likatur jista’ jis­peċi­fika liema kolon­na mingħand il-bene­fiċ­jar­ju din­amiku jip­provdi l-valur tad-data għal dak il-qasam.
Kull rap­port jista jkoll­hom żero għal oqs­ma mul­ti­pli biex per­son­al­ize fuq, u huwa pos­sib­bli li l-oqs­ma rap­port mul­ti­pli huma per­son­alizzata bl-istess kolon­na mill-DRS.
Nota: Il-kolon­ni li fihom user ID, ind­i­rizz elettroniku, u l-isem sħiħ jista jin­tuża wkoll għall-per­son­alizza­zz­joni.
Per­son­al­iz­ing bil-kolon­ni mul­ti­pli
Meta rap­port hija per­son­alizzata bil-kolon­ni mul­ti­pli, il-kom­binazz­joni tal-valuri mad­war il-kolon­ni hija użata, kif muri fl-eżem­pju ta hawn taħt.
Row­set:
Riċevi­t­ur ID Reġjun Rwol
RCPT123 Cali­for­nia Man­iġer
Ċomb RCPT123 Flor­ida Tim
RCPT123 Flor­ida Man­iġer

Kolon­na map­ping:
qasam Rap­port: Reġjun <-> kolon­na Reġjun
qasam Rap­port: Rwol <-> kolon­na Rwol
Dan li ġej huwa l-fil­tru li tir­riżulta biex per­son­al­ize d-dok­u­ment għal RCPT123 riċevi­t­ur:
(-Istat = ““Kali­fornja”” u Rwol = ““Man­iġer””) jew (Stat = ““Flor­ida”” u Rwol = ““Ċomb Team””) jew (Stat = ““Flor­ida”” u Rwol = ““Man­iġer””)
Per­son­al­iz­ing rap­porti mul­ti­pli
Meta l-pubb­likazz­joni tinkludi rap­porti mul­ti­pli, immap­pjar kolon­na għall-per­son­alizza­zz­joni huwa speċi­fikat indi­vid­wal­ment għal kull rap­port. Mad­war il rap­porti, huma jist­għu jorb­tu lill-istess jew dif­fer­enti kolon­ni, kif muri fl-eżem­pju ta hawn taħt.
Row­set:
Riċevi­t­ur ID Reġjun Cost­Center Rwol
RCPT123 Cali­for­nia Man­iġer 9876
RCPT123 Flor­ida Tim Ċomb 9876
RCPT123 Flor­ida Man­iġer 9876

Kolon­na map­ping:
Rap­port A: grawnd Rap­port Dip <-> kolon­na Cost­Center
Rap­port B: grawnd Rap­port Tit­olu <-> kolon­na Rwol
Rap­port Ċ: grawnd Rap­port Reġjun <-> kolon­na Reġjun u Rwol <-> kolon­na Rwol
Dawn li ġejjin huma l-fil­tri li jir­riżultaw għal kull rap­port ta ‘:
Rap­port A: Dip = 9876
Rap­port B: Titlu = ““Man­iġer”” jew Tit­olu = ““Ċomb Team””
Rap­port Ċ: (Reġjun = ““Kali­fornja”” u Rwol = ““Man­iġer””) jew (Reġjun = ““Flor­ida”” u Rwol = ““Man­iġer””) jew (Reġjun = ““Flor­ida”” u Rwol = ““Ċomb Team””)
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paġna ta qabel paġna li jmiss
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http://help.sap.com/
 

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Crys­tal Reports Online Hulp
Per­sona met DRSs
Vir per­soon­like pub­likasies, kan jy kolomme wat die waardes wat vir per­sona bev­at skep. Op n per dok­u­ment basis, vir elke dok­u­ment veld wat sal gefilt­reer word op per­sona te bereik, kan die uit­gew­er spesi­fiseer wat­ter kolom van die din­am­iese ontvanger die dat­awaarde vir daardie gebied bied.
Elke verslag kan nul tot ver­skeie velde moet op ver­per­soon­lik, en dit is moont­lik dat ver­skeie verslag velde per­soon­like deur die­s­elf­de kolom van die drs.
Let wel: Die kolomme wat gebruikers-ID, e-posad­res, en volle naam bev­at, kan ook gebruik word vir per­sona.
Ver­per­soon­lik­ing met ver­skeie kolomme
Wan­neer n verslag per­soon­like met ver­skeie kolomme, is die kom­binas­ie van die waardes oor die kolomme gebruik, soos geïl­lust­reer in die voor­beeld hieron­der.
Row­set:
Ontvanger ID Streek Rol
RCPT123 Kali­fornië Bestuurder
RCPT123 Flor­ida Team Lead
RCPT123 Flor­ida Bestuurder

Kolom kar­ter­ing:
Verslag veld: Streek <-> Streek kolom
Verslag veld: Rol <-> Rol kolom
Die vol­gende is die gevolg­like fil­ter om die dok­u­ment vir ontvanger RCPT123 ver­per­soon­lik:
(Staat = Kali­fornië en Rol =’ Bestuur ’) of (Staat =’ Flor­ida en Rol = Team Lead’) of (Staat = Flor­ida en Rol =’ Bestuur ’)
Ver­per­soon­lik­ing ver­skeie verslae
Wan­neer n pub­likasie bev­at ver­skeie verslae, is kolom kar­ter­ing vir per­sona indi­vidueel gespesi­fiseer­de vir elke verslag. Oork­ant die verslae, kan hulle n skakel na die die­s­elf­de of ver­skil­lende kolomme, soos geïl­lust­reer in die voor­beeld hieron­der.
Row­set:
Ontvanger ID Streek Rol Cost­Center
RCPT123 Kali­fornië Bestuurder 9876
RCPT123 Flor­ida span te lei 9876
RCPT123 Flor­ida Bestuurder 9876

Kolom kar­ter­ing:
Verslag A: Verslag veld: Dept <-> Cost­Center kolom
Verslag B: Verslag veld Titel <-> Rol kolom
Verslag C: Verslag veld: Streek <-> Streek kolom en Rol <-> Rol kolom
Die vol­gende is die gevolg fil­ters vir elke verslag:
Verslag A: Dept = 9876
Verslag B: title = Bestuur’ of title = Team Lead’
Verslag C: (Streek = Kali­fornië en Rol =’ Bestuur ’) of (Streek =’ Flor­ida en Rol = Bestuur’) of (Streek = Flor­ida en Rol =’ Team Lead ’)
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