1. Database Fundamentals – Part 2
Applying Table Relationships in Sage 300 Construction and Real Estate to Create Meaningful Reports

2. CPE Credit
In order to receive CPE credit for this session, you must be present for the entire session.
Session Code: C-0635
Recommended 1.5
Delivery Method = Group Live
Field of Study = Specialized Knowledge and Applications
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3. Introduction Presenters
James Coyle,
Co-Founder & President, Event 1 Software
Michael Newland,
Co-Founder & Vice Present Product Management, Event 1 Software
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4. Session Agenda Relating Tables Driving Table Relationship Types
Exercise #1 – Identify a Table Relationship
Driving Table
Relationship Types
Exercise #2 – Report Groundwork

5. Relating Tables Example – Report drives from AP Distribution table
Can the JC Commitment item table be accessed?

6. Relating Tables – Examine Candidate Table
Unique database-wide codes that mean the same thing in any table
JC Commitment Item

7. Relating Tables – Finding the Foreign Keys
AP Distribution

8. Relating Tables – Expressing the Relationship
An AP Distribution can “lookup” values from a JC Commitment Item record using its Commitment (#20) and Commitment Line Item (#22) fields.
This is because the Primary Key of JC Commitment Item is Commitment (#20) and Item Number (#22).
Note
The names and internal names of the fields don’t need to match
Every Primary Key field in the table being added (JC Commitment Item in this case) must have a value which would ordinarily be represented as a Foreign Key in the existing table (AP Distribution in this case).

9. Exercise #1 – Identify a Table Relationship
Print available fields for GL Transaction
Print available fields for AP Distribution
Find the relationship. If reporting a list of GL Transactions, how would the rows from the AP Distribution table be included (related)?
Example – For the purpose of including the JC Cost Code.

10. The Driving Table
Every row in this table meeting the criteria (if any) will be represented in the report.

11. Choosing the driving table: Utilize Experience
My report needs to include every “________”
What table best represents this?
Consider desired level of detail
Master file table vs. Transaction file table

12. Related Table (Need to pull in additional content)
Relationship Types
Driving Table
Contains much of the required content
Related Table (Need to pull in additional content)
To lookup information
Break out details

13. Relationship Types Driving Table Related Table Many to One (Lookup)
Many rows in driving table related to the same row in a related table
Each Driving Table row is included only once
Driving Table
Related Table

14. Relationship Types Driving Table Related Table One to Many (Detail)
Provides detail for each row in the driving table
Each Driving Table row may repeat any number of times
Driving Table
Related Table

15. Relationship Types One to Many (Detail)
Example Query with Driving Table rows combined with Related Table rows
Repeating information from Driving Table

16. Relationship Types One to Many (Detail)
What to do with repeating values?
Approach 1 : Suppress Repeating Values
Typical Reporting Features – Print Controls (RD), Groups (CR), Suppress Duplicates (CR), Formulas (OC), Conditional Formatting (OC)
Approach 2 : Aggregate the Detail
Typical Reporting Features – Aggregate Functions (ASUM (RD), TSSUM (OC)), SQL SUM & Group By (OC,CR)

17. Relationship Types One to Many (Detail)
Approach 1 : Suppress Repeating Values
Typical Reporting Features – Print Controls (RD), Groups (CR), Suppress Duplicates (CR), Formulas (OC), Conditional Formatting (OC)

18. We can only aggregate amounts
Relationship Types
One to Many (Detail)
Approach 2 : Aggregate the Detail
Typical Reporting Features– Aggregate Functions (ASUM, TSSUM), SQL SUM & Group By
We can only aggregate amounts
Desired Result

19. We can only aggregate amounts
Relationship Types
One to Many (Detail)
Approach 2 : Aggregate the Detail
Typical Reporting Features – Aggregate Functions (ASUM, TSSUM), SQL SUM & Group By
We can only aggregate amounts

20. Relationship Types One to Many (Detail)
Approach 2 : Aggregate the Detail
Typical Reporting Features – Aggregate Functions (ASUM, TSSUM), SQL SUM & Group By

21. Relationship Types One to Many (Detail)
Approach 2 : Aggregate the Detail
Typical Reporting Features – Aggregate Functions (ASUM, TSSUM), SQL SUM & Group By

22. Exercise #2 – Report Groundwork
Job Cash Flow Summary
Groundwork is what we need to do before starting to build the report design.
MOCK-UP

23. Exercise #2 – Report Groundwork
Find Job-Related Fields
Find the GL Company Name Field
Find the source for each cash flow amount
Identify the Driving Table and Table Relationships

24. Exercise #2 – Report Groundwork
Conclusion
Column
Answer
A – Company
Table JC Job
Column Cost Account Prefix
B – Company Name
Table GL Company (Prefix A)
Column Company Description
C – Job
Table JC Job –OR– JC Transaction
Column Job
D - Description
Column Description

25. Exercise #2 – Report Groundwork
Conclusion
Column
Answer
E – Cash Receipts
Table JC Transaction
Column Amount
Condition Transaction Type equals “Cash receipt”
F – Dollars Paid
Table JC Transaction
Column Amount
Condition Transaction Type equals “Dollars paid”
G – Other Costs
Column Amount
Condition Transaction Type is one of “AP cost”, “EQ cost”, “IV cost”, “JC cost”, “PR cost”, “SM cost”.
Also where Application of Origin <> “AP”

26. Exercise #2 – Report Groundwork
Conclusion
Fast-Forward To Completed Report Design
(Report Design Review)

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Session code for this session: C-0635
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28. Contact Information
Presenter Contact Information:
James Coyle:
Michael Newland:
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