Supplemental Details for the Data Source Column Window

Adding columns to the Query Definition window relies on the Data Source Column window. The fields of the Data Source Column window vary, depending on the column type selected.

See the associated details for the following column types:

Text–Based Column Types Details

Figure 2-7. Text–based column types in Data Source Column window

Table 2-2. Text–based column types field descriptions

Field Name (*Required)

Description

*Column Name

Specify the name of the column.

Type any alphanumeric string.

*Column Type

Select one of the following:

  • Text

  • Date

  • Number

  • Summary Condition/Exception

Description

Specify a brief description of the column.

Type any alphanumeric string.

*Column

Specify the database column name used for the column.

Choices are limited to the column names available on your PPM instance.

Note: The type of the database column specified should match the Column Type selected. If the types do not match, sorting of this column in the portlet may not behave as expected (sorting is based on the type of the database column). For example, if you select a Column Type of Number, but the type of the database column is text, sorting of this column in the portlet is based on text rather than numbers.

Use a function, such as to_number, to change the database column type to match the selected Column Type.

Hyperlink Column Type Details

Figure 2-8. Hyperlink column type in the Data Source Column window

Table 2-3. Hyperlink column type field description

Field Name (*Required)

Description

*Column Name

Specify the name of the column.

Type any alphanumeric string.

*Column Type

Select Hyperlink.

Description

Specify a brief description of the column.

Type any alphanumeric string.

*Hyperlink Type

Select the type of hyperlink to create from this column.

Choices include:

  • Request Detail Page

  • Package Detail Page

  • Task Detail Page

  • Project Detail Page

  • Project Overview Page

  • Custom Hyperlink

When Custom Hyperlink is selected, the Hyperlink field becomes editable and required.

Otherwise, the Hyperlink field is read-only and displays a preview of the link that is created (for example, /itg/crt/RequestDetail.jsp?REQUEST_ID= [PRT.ENTITY_ID]).

*Entity ID Column

Specify the SQL expression used to make a column in the final query.

This column should contain values which are Request IDs (such as, Request Detail Page type Hyperlinks).

In the case of the Custom Hyperlink, the values from this column are used to resolve the token PRT.ENTITY_ID, which can be used in the text of the hyperlink.

*Hyperlink

Specify the actual hyperlink text, which should be of one of the following forms:

  • <PPM_Home>/some/page

  • http://machine.server.com/page.html

The valid tokens are DSH.PRT.ENTITY_ID, DSH.PRT.ENTITY_ID.TO_URL, and SYS.USERNAME.

Currency Column Type Details

Figure 2-9. Currency column type in the Data Source Column window

Table 2-4. Currency column type field descriptions

Field Name (*Required)

Description

*Column Name

Specify the name of the column.

Type any alphanumeric string.

*Column Type

Select Currency.

Description

Specify a brief description of the column.

Type any alphanumeric string.

*Base Value Column

Specify the column (that displays in the currency column) whose values are costs in the base currency.

These values are displayed if the user has configured their PPM Dashboard to show costs in the system's base currency.

For this column to sort correctly, it must be a number. If necessary, use the function to_number to change the value to a number.

Currency ID Column

Specify the column whose values are the ID of the local currency.

This value is never displayed; however, it is used to determine how the local currency value (see Local Value Column)is formatted.

Local Value Column

Specify the column (that displays in the currency column) whose values are costs in the local currency.

These values are displayed (and formatted appropriately for the specified currency) if the user has configured their PPM Dashboard to show costs in the local currency. That is, the user must select Local Currency from the Dashboard Cost Display section from the Edit My Profile page (Open > Administration > Edit My Profile).

For this column to sort correctly, it must be a number. If necessary, use the function to_number to change the value to a number.