Defining SQL Widget Parameters

Prior to adding the SQL Widget to your desktop, you must define how your reports are accessible through Solar Eclipse using setup parameters. This includes assigning authorization keys and levels to different reports so that information is only delineated to the appropriate personnel.

Note: As of Release 9.0.1, the SQL Widget is used for SQL Server Report Service (SSRS).

Use the SQL Widget Setup window to define your widget rules. You must be assigned the SQL.SERVER authorization key to access the SQL Widget window. Additionally, you must set up the SSRS Setup control maintenance record before creating SQL Widgets.

To define the SQL Widget parameters:

  1. From the System > Custom > AddOnProducts > SQL Server > SQL SSRS menu, select SQL Widget Maintenance.

Note: An error displays if you have insufficient authorization or if your site does not have the SSRS Interface activated and displays the window in view-only mode.

  1. In the SSRS Widget Name field, select the report or option you want to define.

  2. In the SSRS Path field, enter the server or directory path to the location of the document.

  3. Use the Authorization Key Required and Authorization Level fields to lock down the display of the report to users with the selected authorization assigned. Leave blank for all users to access the report.

  4. For reports that require specific display options, such as product ID versus the product description, select the report and click Edit Source to display the SQL Report Parameters.

Note:The parameters must be defined in the SSRS report in order for Eclipse to display them.

  1. Use the following columns to define your parameters:

Column

Description

SSRS Report Parameter

Select the report option for which you want to define parameters, such as a date or branch. If you do not define any parameters, the SQL widget will be blank.

Editable

Select if you want users to be able to edit the parameter information. This option allows users to change the report display when they create widgets.

Conversion

Select how you want the data format to which you want to convert the information. For example, you are selecting a numeric value such as cost and you want to ensure that the value displays with two decimals. You enter MR2 in this field.

For conversion codes, see RW/ML Format Conversion Codes in the Mass Load online help documentation. The codes are universal in Eclipse.

Validation

Define how you want numbered or specific values to be validated prior to display, such as dates. Depending on the parameter you select, select the corresponding validation tool you want to use.

For example, you select FromOrderDate in the SSRS Report Parameter, then you select Date in the Validation column.

Default Value

Displays the system default for the parameter.

  1. For conversion fields that require additional parameters, such as date ranges, click Edit Defaults to display the Report Parameter Defaults for that report. For example, this tool supports variable dating. You set the report to run for last month to date. You set the date fields as follows:

Start Date: -1/DY/YR

End Date: MO/DY/YR

  1. Save your changes and exit the window.

  2. Add widgets, as needed.

Note: To remove all validations, from the File menu, select Reset Parameters. The system removes all user-defined options for the user logged in and applies the default parameters.