Create a report schema transformation

You can create a report schema transformation (.rst) from a data schema (.rdd or .xsd) or another report schema transformation.

1. Select File > New > Reports > Report Schema > Schema Transformation (.rst) and click OK.
2. On the Source selection and file location page, select the input and output files:
   • Schema Location - The file name of the schema to transform. This can be a data schema (.rdd or .xsd) or another report schema transformation (.rst). If the Genero report schema (.rdd) contains multiple reports, or the XML schema (.xsd) contains multiple root elements, you must also disambiguate the selection using the Schema Root field.
   • Schema transformation file path - The full path and file name for the report schema transformation. You can choose whether to insert the file into the current project.
3. On the Data building page, select the data by using the arrows or by dragging and dropping items.
   Tip: You can duplicate data by dragging and dropping it multiple times.
4. Optional: The Grouping data page displays the items to group by. To change the default grouping:
   1. In the Results section, select the item you want to change,
   2. In the Group By section, click the + button.
   3. Select the new Group By item and select the field from the drop-down list.
   4. Add more Group By items as required.
   The Repetitions section shows the original grouping order, and the Results section shows the transformed grouping order. You can rename items in the Results section using F2.
5. Optional: On the Aggregations page, add computed aggregations to the data using the + button. For each aggregation, select:
   • Variable - The variable to aggregate.
   • Aggregation - The rule that determines the aggregation type, for example, Sum or Average.
   • Running - If selected, the running total is calculated, depending on the aggregation type. For example, the running total or the running maximum.
   • Sort Key - Choose Ascending or Descending.
6. Click Finish.