Exporting Data in ReportMiner 6.2

ReportMiner exports data to any destination you choose. You can export data to Excel, delimited files, and fixed length files, or a to a database such as Microsoft SQL Server, Access, PostgreSQL, and MySQL.

For example, if you wish to export data to Excel, click on the Excel button in the Model Layout toolbar. An export wizard will pop up and walk you through the steps to configure the export.

In the first screen, you will choose the output file location. Clicking on the next button will take you to the layout grid that shows all the fields to be exported, their sequence, header text, and the source field used to extract data from the source file. When you click on OK, the wizard screen will close and begin the extraction. You can see the progress in the progress window (Figure 18).

Figure 18

The Data Export Settings window is also highlighted and a reusable export setting is added to the list. You can manage your reusable export settings in this window. You can edit existing settings, remove them, or add a new one. You can trigger a fresh transfer from this window as well.

After the export has finished you can see the progress and a link to the destination file as well as the log file. If your transfer encountered any errors, you can click on the hyperlink for the log file and view the error log.  In this case, the transfer was successful and the output Excel file is shown in Figure 19.

Figure 19

You can create transfer settings and export data to delimited files or databases using the appropriate toolbar buttons.

Let’s now take a look at some additional functionality that ReportMiner offers to help you customize your extraction.

Selecting Fields and Regions

To select a field, left click on it in the Report Browser’s tree. The field is highlighted in yellow in the Report Definition Editor. Some of the more common field properties are displayed in the top pane of the editor (Figure 20).

Figure 20

To select a region, click on it in the Report Browser’s tree. The region is highlighted in light purple in the Report Definition Editor, and the fields in the selected region are also highlighted in darker purple. The top pane shows the properties that are applicable for the region.

Managing Field and Region Properties

To view and update all other properties of a field or a region, right click on a field (or region) inside the Report Browser, and select Edit Field (or Edit Region) from the context menu.

The same functionality is also available on the top toolbar, by pressing the Edit Field icon.

You can also access field properties by right clicking the field in the Report Definition Editor and selecting Field Properties from the context menu.

Renaming Fields and Regions

To rename a field, double click it on the tree in the Report Browser and enter a new name.
To rename a region, double click it on the tree in the Report Browser and enter a new name.
You can also rename a field or a region by entering the new name in the Name input on the top pane.

Deleting Fields and Regions

To delete a field, right click it in the Report Browser or Report Definition Editor and select Delete Field.

To delete a region, right click on a region (or a field inside the region) and select Delete Region from the context menu. Note that this action will also delete any fields in that region.

Customizing Fields

After your field has been created, you can change its start position by moving it a number of characters to the left or to the right. Right click on a field and select Move Field Marker Right One Character or Move Field Marker Left One Character from the context menu. Re- peat as needed to move the field the desired number of characters.

Note that the same functionality is also accessible from the top toolbar via the left and right arrow icons.

You can also change the field length by selecting Decrease Field Length By One Character and Increase Field Length By One Character from the context menu. Repeat as many times as needed to change the field length by the desired number of characters.

Note that the same functionality is also accessible from the top toolbar via the plus and minus ruler icons.

To auto determine field length based on the available sample data, right click a field and select Auto Determine Field Length from the context menu, or click the auto ruler icon on the top toolbar.

Alternatively, you can also move all fields within the same region left or right by a specified number of characters. To do this, right click on a region or field and select Move All Field Markers Left One Character or Move All Field Markers Right One Character. You can also use the left and right arrow icons on the top toolbar.

Note: To undo any action in the editor, use the Undo dropdown menu on the toolbar or press CTRL + Z.

Identifying Text Patterns for Regions

The following options are available to help you create a text pattern that will identify the starting point of a field or region.

Match any alphabet

Match any digit

Match any alphabeet or digit

Match any non-blank

Match any blank character

For example, to match the date 12/15/2011, you can use the pattern

where  is “match any digit.”

Next we will talk about creating and using dataflows.