UIM BI: Scheduled Report Creation via Custom SQL Query

Products

• DX Unified Infrastructure Management (Nimsoft / UIM)

Issue/Introduction

In DX UIM Business Intelligence (CU6+) or Dashboard Designer (CU5 and prior), it is possible to create a scheduled report based on any given SQL Query.  

This provides a simple way to email the results of any given query on a scheduled basis.

This article describes the process.

Environment

DX UIM - 23.4.x - all database platforms
Business Intelligence Portlet (DX UIM 23.4.6 and higher)
Dashboard Designer Portlet (DX UIM 23.4.5 and lower)

Resolution

The "Table" widget, coupled with the "SQL" Data Source, can display the result of any query.

Steps:

• Open the Operator Console and navigate to the Business Intelligence portlet.
• Create a New Dashboard.
• Drag a SQL Table widget (or similar data widget) onto the canvas.
• Select the widget and click the Widget Properties (wrench icon).
• Under the Data Source section:
• Set Type to SQL.
• Select the nis database.
• Click the Plus (+) icon to add a new query.
• Name the query, and paste in the desired SQL query.

 

When you click 'Create', the table columns will automatically populate based on the query.

 

The resulting dasboard may be scheduled to send via email by going to Dashboard->Schedule... after publishing the dashboard.

 

 

Additional Information

Prior to DX UIM 23.4.7, the dashboard will be sent as a screenshot of the results, so any results which don't fit on a single screen will not be included.

Starting in DX UIM 23.4.7, it is possible to include a .csv or .xlsx file with the full result as part of the scheduled output.