Metadata Localization and Business Translations for Reports
A common situation for OEM or enterprise reporting solutions is that different subsets of users require different views of the same report. The data is the same for all users, but the metadata may need to be different. One difference can be the language, such as when the titles of columns need to be changed for different language readers. Other differences may reflect a business context, such as when different groups use different terminology to describe the same column.
Birst provides both language and terminology customization for a Visualizer report's attribute, expression, or measure names, without duplicating the report. For the default or a custom subject area, you map an original name to another name. You create a set of these mappings in a specific file format and upload it to Birst and mark it as a Discovery source. You create query-based session variables that return the mapped names from the mapping file, and then assign the variables to subject areas. Users can see the mapped names in subject areas and in report listings, labels, and filters.
- Not every name must be mapped. Both mapped and unmapped names can appear in the same report.
- If there is no mapping, users will see the original name.
- The dashboard filters show the mapped names, unless another name is assigned for the filter in the dashboard filter.
- You can change the mappings at any time in the Discovery source.
- Designer reports are not supported.
- To translate the Birst user interface, see Managing your language, locale, and region in the Infor Birst Introduction to Birst User Guide
There are three main steps to setting it up:
- Set up a mapping file containing the mapping information. Set it as a Discovery source.
- Create one or more query-based session variables that call the file.
- Assign the variable to a subject area in Visualizer.