This feature aims to improve operational efficiency and reduce input errors by enabling integration between Report Templates and Master data integration.
It provides a mechanism that automatically reflects the corresponding master data values simply by entering the primary key into a cell within the report.
・Preparation for Master data integration
・Automatic data entry by entering a primary key during Custom Report creation
・About updating (reloading) Master data
Preparation for Master data integration
To use the Master data integration feature, the following preparations are required.
By completing the two settings above, users can automatically populate corresponding master data values in a Custom Report by entering the primary key during data entry.
1.Register the Master data
Select Report Settings from the settings menu.
From the tab menu, select Master data, then click [Register Master Data].
Drag and drop the Excel file (or select the file) to complete the registration.
Once the registration is successful, the registered Master data will be displayed on the list screen.
[ Master Data Creation Rules ]
・The file format must be .xlsx (Excel file).
・Enter the field names in the first row (see blue frame in the figure).
・Always enter a unique “primary key” in column A (see red frame in the figure).
・Enter Data Items corresponding to each primary key in columns B and onward.
・Use only one sheet in the Excel file.
(Files containing multiple sheets cannot be registered.)
・Data with more than 750 columns cannot be registered.
Data exceeding 7,500 rows cannot be registered.
・Field names must be unique values.
・Blank cells cannot be used in the field name row (first row).
Red Frame: Primary Key (When creating a Custom Report, users can select any primary key, and the corresponding values will be automatically entered.)
Example: When the user selects “EQ001”, the values “High-Pressure Washer A” and “Factory 1” in the same row will be automatically filled in.
Blue Frame: Field names corresponding to the values in each column
2.Register Master data integration in the Report Template settings (assign primary keys and data item)
On the Report Template settings screen, select a cell and choose Master data integration from the Input Type options.
Note: When multiple cells are selected, Master data integration cannot be configured, so it will not appear in the options.
Next, please select the master data to assign from the master data list.
About Automatic Assignment of Primary Keys
When you select Master Data, a cell (primary key) used to uniquely identify the data will be automatically assigned.
If you wish to assign a different primary key, simply select another cell.
Operational Notes:
Normally, when registering an input item, clicking another cell switches to the registration (or edit) screen for that cell’s input item.
However, when linking to master data, clicking another cell while the link is active does not switch to input mode. Instead, it changes the cell assigned as the primary key.
To cancel the master data link registration, please select a different input type or click [Cancel].
What Is a Primary Key?
A primary key is a cell used as a reference to identify specific data when creating a Custom Report.
For example, if you set a unique value such as a Work ID or Employee Number as the primary key, you can create reports or select input options based on that value.
When creating a report, you select values using the cells registered as primary keys. This ensures that the correct data is retrieved and reflected in the report.
About Assigning Data Items
Next, register the data items in the Data Item Assignment Settings section.
[How to Use Data Item Assignment Settings]
Select the cell where you want to display the data item.
When you select a cell, a dialog will appear — choose the desired item name from the master data list.
Cells with assigned data items can also be viewed in a list from the right-side panel.
Data items can also be assigned to input fields on other sheets.
When you finish assigning the data items, click the [Finish Setup] button.
Finally, click [Save] to complete the setup.
3.Automatic Data Entry by Primary Key Input During Report Creation
When creating a Custom Report, users can select a primary key to automatically fill in the data items linked to that key.
Cells where the primary key and data items are registered can be viewed directly from the report.
When you select a primary key, the data items are automatically filled in.
This concludes the setup for master data integration and the operations within the report.
Updating (Reloading) Master Data
When the values in the master data are updated, you can refresh the registered master data to apply the latest changes.
Notes on Updating (Reloading) Master Data
Updating master data is effective only when there are changes in the values.
Please pay attention to the following points when reloading master data:
※Notes on Reloading Master Data
・Only value updates are allowed during reloading (see blue frame in the figure).
・Do not change the item names (see red frame in the figure).
・Do not add or delete columns.
・Use only one sheet in the Excel file.
(Files containing multiple sheets cannot be registered.)
[Behavior When Previous Master Data Is Already Used in Reports]
If a report already contains data reflected from the previous master data, the updated master data will not be applied automatically.
To apply the updated master data, open the report in Edit mode and reselect the primary key.