AX2235

Configuring advanced multipass settings

When using multipass processing, you can use the basic settings and allow Axiom Software to automatically apply all supplementary settings, or you can use the advanced settings to configure advanced properties such as:

Specify a data table as the source table
Specify additional source columns to return pass-specific information during the multipass process
Specify grouping and sorting settings other than the default settings
Specify a subset of items to be processed instead of processing all items
Apply different multipass filter settings than the default filter settings, to explicitly control which tables are filtered by the multipass filter in the report

To access the advanced multipass settings on the File Processing pane, click the Show Advanced View link in the Multipass Settings section. (You can also use the File Processing Control Sheet.)

If you show the advanced mode settings after already completing the Source Column in basic mode, you will see that some settings have been automatically determined by Axiom Software based on your source column selection. You can edit any of these settings as desired in advanced mode, as well as define additional settings.

NOTE: If you return to basic mode after making advanced mode changes, and then you change the Source Column in basic mode, the advanced mode settings are cleared. Once you have used the advanced mode settings, any future changes should also be made in advanced mode (or on the File Processing Control Sheet).

Multipass settings are validated as you complete them. If an entry is invalid, a red outline appears around the box of the invalid entry. To get more information about the error, hover your cursor over the box, and the error message will display in a tooltip.

Multipass Data Settings

The multipass data settings determine the list of items to be processed. For more information, see How the multipass list of items is determined. After making any changes to the multipass data settings, click Preview Multipass List to make sure that the list of items to process is as you expect.

IMPORTANT: If a report uses advanced multipass data settings, and you want to process that report using batch processing, then you cannot set a multipass source column for the report in the batch settings. When a multipass source column is specified in the batch settings, it overwrites the current multipass settings in the target report (as if you had gone back to "basic mode" and selected a new multipass source column). However, the report can be run using batch processing if you use the native multipass settings defined in the report (meaning, leave Multipass Source Column blank in the batch settings).

Item	Description
Source Table	The source table for the multipass processing. The source table is similar to the primary table for Axiom queries. All other data settings for the multipass process must be valid in the context of the source table. If the source table is a reference table, then the data settings can only be columns in the reference table. If the source table is a data table, then the data settings can be columns in the source table, or columns in a lookup reference table, or columns from other data tables that share the same key columns. You can type a table name, or click the table icon to the right of the box to select a table. If you use basic mode, the source table is automatically set to the table of your specified source column.
Source Columns	The source column or columns for the multipass processing. Source columns provide information about the current pass. You can type a column name, or you can click on the column icon to the right of the box to select a column. Separate multiple columns with semicolons. In basic mode, you specify a source column, which also determines the Group By and Source Table settings, and therefore determines the multipass list of items. In advanced mode, it is not required to specify a source column. You only have to specify source columns in advanced mode if you want to: Return the current pass value for a related column, using the GetCurrentValue function. For example, you may be processing the report by department, but you also want to dynamically display the name of the department's VP in the report titles. If you include DEPT.VP as a source column, then you can use GetCurrentValue("DEPT.VP") to return the relevant VP name for each pass. Define a current value default for a column, to be returned by the GetCurrentValue function during non-multipass processing. These current value defaults can be defined on the File Processing Control Sheet.
Group By	The column or columns to group by, to determine the multipass list of items. For example, if you want to process by department, the group by column should be `DEPT.DEPT`. You can type a column name, or you can click on the column icon to the right of the box to select a column. Separate multiple columns with semicolons. Although this setting is not technically required, it should be specified in most cases. If left blank, the multipass list is grouped by the key columns of the source table. If you use basic mode, the grouping level is automatically set to your specified source column.
Sort By	The column or columns by which to sort the multipass list of items, to determine the order in which the list of items is processed. Separate multiple columns with a semicolon. The sort is always ascending order. You can type a column name, or you can click on the column icon to the right of the box to select a column. Separate multiple columns with semicolons. If left blank, the multipass list is sorted by the Group By column(s).
Source Filter	If desired, you can specify a filter criteria statement to limit the multipass list of items to be processed. For example, if you are processing by department, you could specify `DEPT>2000` to process the departments greater than 2000, or `DEPT.Region='North'` to process only the departments that belong to the North region. You can type a filter criteria statement, or you can use the Filter Wizard . The only purpose of this filter is to limit the multipass list of items to be processed. It does not impact any data queries in the report.

NOTE: Alias names and column-only syntax can be used in the multipass data settings.

Multipass Filter Settings

Using this section, you can override the default filter behavior for multipass processing. For more information on how the filter is applied by default, see How data is filtered during multipass processing.

Item	Description
Override Default Filter Behavior	Select this check box if you want to override the default filter behavior for the multipass process. Once this check box is selected, the other settings in this section become available. If you do not select a table type or a table to be affected by the multipass filter, then the default filter behavior continues to apply. The default filter behavior is only overridden once you specify a different filter behavior.
Affected Table Types	Click the table icon to select table types to be affected by the multipass filter. The Select Table Types dialog lists all table types defined in the system. To select a table type, click the folder for the table type and then click Add. You can expand the table type folders to see that tables that belong to the table type. NOTE: Tables that do not have a table type are listed under a (No Type) folder; that folder cannot be added as an affected table type. If you want to filter tables that do not belong to a table type, use the Affected Tables setting. The multipass filter will be applied to any table that belongs to a table type listed in this field.
Affected Tables	Click the table icon to select individual tables to be affected by the multipass filter. The Select Tables dialog lists all data tables defined in the system. To select a table, click the table name and then click Add (or double-click the table name). The multipass filter will be applied to any table listed in this field.

Item

Description

Override Default Filter Behavior

Select this check box if you want to override the default filter behavior for the multipass process.

Once this check box is selected, the other settings in this section become available. If you do not select a table type or a table to be affected by the multipass filter, then the default filter behavior continues to apply. The default filter behavior is only overridden once you specify a different filter behavior.

Affected Table Types

Click the table icon to select table types to be affected by the multipass filter. The Select Table Types dialog lists all table types defined in the system. To select a table type, click the folder for the table type and then click Add. You can expand the table type folders to see that tables that belong to the table type.

NOTE: Tables that do not have a table type are listed under a (No Type) folder; that folder cannot be added as an affected table type. If you want to filter tables that do not belong to a table type, use the Affected Tables setting.

The multipass filter will be applied to any table that belongs to a table type listed in this field.

Affected Tables

Click the table icon to select individual tables to be affected by the multipass filter. The Select Tables dialog lists all data tables defined in the system. To select a table, click the table name and then click Add (or double-click the table name).

The multipass filter will be applied to any table listed in this field.