Drupal CMS: generating reports with the Forena module.

Generating reports with
the Forena module

Session topics

Intro

The Forena module itself

RCN2: project to create reports for

Real life samples

Q&A

Introducton

Forena: one of hidden gems

Could be an alternative for Views

Version 7.x

Session outcome for visitors

The Forena Reports module

Allows to generate reports when you have SQL to get data
from DB;

Actually, this might be not only Drupal DB;

… and even not only database;

Report consists from 2 parts — SQL and kind of extended
HTML;

Included nice sample reports in the package;

Have a several video screencasts in English;

About ¾ of potentially custom reports can be done with
Forena

Sample report
Data
SQL
Format
--ACCESS=access demo reports
select * from states
ORDER BY name
Data
SQL
Data
SQL

Data
SQL
Format
<body>
<div frx:block="sampledb/states" id="forena-1">
<table>
<thead>
<tr>
<th>code</th>
<th>name</th>
</tr>
</thead>
<tbody>
<tr frx:foreach="*" id="forena-2" class="test {code}">
<td>{code}</td>
<td>{name}</td>
</tr>
</tbody>
</table>
</div>
</body>

Need more?
1) Field modifiers:
<frx:field id="date"
format="iso_date"
format-string="Y-m-d"/>
<frx:field id="total_cost"
format="php"
format-string="return
RcnFormats::currency_format($value);"/>
2) Parameters;
3) Formatters

Need more?
1) Field modifiers;
2) Parameters in SQL:
... WHERE j.job_id_pk = :job_id
3) Formatters

Need more?
1) Field modifiers;
2) Parameters in SQL;
3) Formatters:
natively provided export to popular formats like
CSV, XML, … :
<frx:docgen>
<frx:doc type="..."/>
</frx:docgen>

RCN2: a few words about the
applied project

Intranet ERP system;

Complex business logic;

Shared database with a few other systems;

Reporting is one of crucial parts;

RCN2: Postgres related info

Datasets aren't huge but diversed — there's
many specialized heavily linked tables;

Active usage of Postgres-specific features;

Solution

Views/Custom pages/Forena reports —
approximately 20% - 20% - 60%;

About 80 *.frx files on production website;

Real life report SQLs – 1/3
Your SQL can be complicated: i.e. some kinky WITH()
--ACCESS=can access reports
WITH base_model_info as (
SELECT m.model_desc base_model
,m.model_id_pk estimate_model_id
,mc.model_component_id_pk model_component_id_pk
FROM model_components mc JOIN models m
ON(mc.model_id_fk = m.model_id_pk)
WHERE model_component_type = 'Base'
)
SELECT
c.composite_id_pk Composite_ID
,c.composite_desc Composite_Description
,bmi.base_model Base_Model
...

Mighty WHEN-THEN-ELSE, JOINS and GROUP BY's
... FROM v_job_latest_status
INNER JOIN v_jobs_no_contract_value j ON v_job_latest_status.job_id_fk =
j.job_id_pk
LEFT JOIN v_jobmst jm ON j.rdms_job_number = jm.job_number
LEFT JOIN (
SELECT job_id,
SUM(
COALESCE(amount, 0) *
CASE
WHEN amount_key_name = 'debit_nett_amount' OR
amount_key_name = 'amount_excl_gst'
THEN 1
WHEN amount_key_name = 'credit_nett_amount' OR
amount_key_name = 'credit_net_amount' THEN -1
ELSE 0
END
) AS expenditure
FROM v_job_order_expenditure
GROUP BY job_id
) AS e ON e.job_id = j.job_id_pk
LEFT JOIN ( ...

Brutal UNION and all that jazz together
... from v_cost_report
where group_id = :gl_group
union
select cast(category_id as text) as ordering , 'header' as
rowtype, null as job_number, null as supplier_name,
null as invoice_number, null as invoice_date, category_name as
transaction_description, cast(null as numeric) as amount
from v_cost_report
where group_id = :gl_group
and effective_date > :from_date
and effective_date < :to_date
union
select category_id||'-z' as ordering , 'cat total' as
rowtype,null as job_number, null as supplier_name, ...

Hints and links

http://drupal.org/project/forena

7.x-3.4 is out, we've spoken about 7.x-2.x
(supporting SVGGraph, etc)

Could be a good step from 7.x to 8.x

About me

Area of interests and expertise:

Backend programming;

Drupal as a CMF;

Aegir, Mediamosa;

Troubleshooting.

Questions?
dennis.povshedny@gmail.com
+38 096 2323 346
http://drupal.org/user/117896
www.slideshare.net/workingday
www.linkedin.com/in/1dennis1

Drupal CMS: generating reports with the Forena module.

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