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JRS Report Builder: Streamlining multi-value enumerations in reports

There may be times when you might have a custom attribute for an artifact where users can choose more than one value. The Report Builder in Jazz Reporting Service (JRS) displays by default these custom attributes with multiple values in separate lines. But, what if you want to streamline your report display by showing the values in a single line? This blog post will show you how.

Before you begin

You’ll need Report Builder version 6.0.4 (available with Collaborative Lifecycle Management 6.0.4) in order to add a custom expression column to your report (these instructions apply to IBM DB2 only). Create your custom attribute in your Collaborative Lifecycle Management (CLM) application if it’s not already created. In this example, we’ll use a custom attribute for a requirement called “OriginList.” For this attribute, users can pick more than one option to specify where the requirement originated, for example Customer, Market Analyst, or Partner.  Run the data collection jobs for the application and check to see if the data is refreshed.

Here is what the original requirements look like with the OriginList custom attribute:

Blog_6_ReqOne

Blog_7_ReqTwo

Here is the default report that will be displayed if you simply add the custom attribute to a basic Requirements report. Each value for the custom attribute is displayed as a separate entry in the table, even though it’s for the same requirement:

 

Blog_8_OriginalReport

 

Part 1: Adding a custom expression column

In Report Builder, you’ll start by building a new report. Pick an artifact to report on, in this case Requirement. Add any conditions to include the requirements that you want in your report. When you reach the Format section of your report, click Custom Expression.

In the Add a Custom Expression window, choose the custom attribute and click the > arrow to add the expression. Now surround the default text with parentheses and add the function LISTAGG to the beginning of the attribute and a comma at the end, for example:

LISTAGG($Requirement:OriginList (Custom)$,’,’)

The comma will separate the attributes on a single line so that they don’t run into each other. Select the Contains an aggregate expression check box. Validate the expression and then click Add.

 

Blog_1_AddCustomExpression.pgn

 

Part 2: Reorganizing the report columns

Note that because you added an aggregate expression, the fields related to the details will be removed from the report. You can click OK to dismiss this message.

Blog_2_RemoveDetails

 

You can see that your custom expression now appears in the Calculation column. The fields referred to in the previous message no longer appear in your report so you’ll need to add them back.

 

Blog_3_FieldsNoDetails

 

Click Attribute to add the detail fields back to the report, for example ID, Name and URL. Let’s reorganize the fields so that our custom expression displays at the end of the report:

Blog_4_AllFieldsDetails

 

Part 3: Run the report
Now you can run the report. The OriginList custom attribute column now displays the selected values on a single line, making your report more compact and easier to read.

You’ll also see that both the name of the requirement and the custom attribute have hyperlinks.  The requirement link will show the original artifact.  The custom attribute link will display the requirement and each of the selected values on a separate line.

 

Blog_5_ReportOneLine

Conclusion

When you’ve finished working with the report, you can add it to a CLM dashboard or export it to another format.  Now that the report takes up less space, you might even have room on your dashboard to add another report!

 

Clara Forero

Advisory Software Developer, Persistent Systems