Creating a Report Manually Using Reports Builder

transcript

5/6/2015 CreatingaReportManuallyUsingReportsBuilder

http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/rpt/r904/creatingrptmanually/manual_rpt.html 1/25

CreatingaReportManuallyUsingReportsBuilder

Purpose

Inthistutorial,youlearnhowtocreateareportmanually,firstbuildingthedatamodelandthendefiningthelayoutforthedatamodel.

TimetoComplete

Approximately1hour

Topics

Thistutorialcoversthefollowingtopics:

OverviewScenarioPrerequisitesCreatingaDataModelusingtheDataWizardCreatingaPaperLayoutfortheDataModelGeneratingReportOutputtoaPDFFileSummaryRelatedinformation

ViewingScreenshots

Placethecursoroverthisicontoloadandviewallthescreenshotsforthistutorial.(Caution:Becausethisactionloadsallscreenshotssimultaneously,responsetimemaybeslowdependingonyourInternetconnection.)

Note:Alternatively,youcanplacethecursorovereachindividualiconinthefollowingstepstoloadandviewonlythescreenshotassociatedwiththatstep.

Overview

Areportdefinition,ormodule,consistsofobjectsthatcollectivelydefineareport.Twokeycomponentsinareportdefinitionarethedatamodelandthelayout.Thedatamodelisarelationalmodelthatdefinesthedatatobefetchedfromthedatasource(s),thevaluestobecomputed,andtheorderinwhichthedatashouldappearinareport.ReportsBuilderobjectsthatdefinethedatamodelarequeries,groups,columns,parameters,andlinks.Thelayoutcontainstheformattinginformationabouthowthedatashouldappearintheoutput.Layoutobjectsincluderepeatingframes,frames,fields,boilerplate,andanchors.

WithReportsBuilder,youcancreateanewreportusingtheReportWizard,orcreateanewreportmanually.UsingtheReportWizard,youareguidedthroughthestepstobuildareportforbothWebandpaperlayouts:creatinganewreportdefinition,definingthedatamodel,andspecifyingalayout.TolearnmoreaboutcreatingareportusingtheReportWizard,seethetutorialCreatingaReportUsingtheReportWizard.

Whenyouchoosetocreateanewreportmanually,ReportsBuildercreatesanewdefaultreportdefinitionforyou.Youthencreatethedatamodelandlayoutseparately.

Inthistutorial,youwillcreateanewreportmanually.YouwilllearnhowtousetheDataWizardtocreateaqueryforthedatamodel.ThenyouwilllearnhowtodefineapaperlayoutforthedatamodelusingtheReportBlockWizard.

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Scenario

Inthistutorial,youwillcreateareportforaninternationalcompany.Thereportwilldisplaydepartmentandemployeeinformationforthecompany'sregionalfacilitieslocatedineachcountry.

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Prerequisites

Beforestartingthistutorial,youshould:

1. HaveaccesstoorhaveinstalledOracleReportsDeveloper.2. Haveaccesstoorinstalledthesampleschema.ThistutorialusestheHRschemaincludedintheOracle10g

database.3. DownloadreportsOBE.zipandunzipintoyourworkingdirectory.

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CreatingaDataModelUsingtheDataWizard

Tobeginthistutorial,youwillcreateanewreportmoduleandusetheDataModelWizardtodefineyourquery.Specifically,youwillaccessQueryBuilderfromthewizardtogenerateaquerywithmultipletables,restrictthedatareturnedbyaddingaconditiontothequery,sortthedata.

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1. Ifitisnotalreadyopen,startOracleReportsbyclickingtheReportsBuildericononyourdesktop.Thewelcomescreendisplays.SelecttheoptionBuildanewreportmanually.ClickOK.

IfReportsBuilderisalreadyopen,createanewreportbyselectingFile>New>Reportfromthemenu.
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SelecttheoptionBuildanewreportmanually.ClickOK.

Inbothcases,theDataModelviewoftheReportEditordisplays.

2. TheDataModelviewisaworkareainwhichyoucreate,define,andmodifydatamodelobjectstobeusedinyourreport.Datamodelobjectsincludequeries,groups,columns,parameters,andlinks.ReportsBuilderusesthedatamodeltodeterminewhatdatatoretrieveforthereport.

AddaquerytothedatamodelbyselectingInsert>Queryfromthemenu.ThisactioninvokestheDataWizard.
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ClickNext.

3. ReportsBuilderassignsadefaultnametoeachqueryyoubuildwiththeDataWizard.GiveyourqueryameaningfulnamebyenteringDepartments_QueryintheQuerynamefield.
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BesurethattheMatrixquerycheckboxiscleared.ClickNext.

4. Forthedatasource,acceptSQLQueryasthedatasourcetypebyclickingNext.



5. Onthedatasourcedefinitionpage,clickConnecttoconnecttothedatabase.

IntheConnectdialogbox,enterHRfortheUserName,HRforthePassword,andthenameofyourdatabasefortheDatabasefield.

Note:IfyouwerepreviouslyworkinginthisReportsBuildersessionusingadifferentschema,youwillhavetoconnecttotheHRschemainordertocompletethistutorial.

6. TheDataSourcedefinitiondialogboxdisplays.YoucannowtypeinaSQLstatement,defineaqueryvisuallyusingQueryBuilder,orimportanexistingfile.

Forthistutorial,youwilluseQueryBuildertodefineyourquery.QueryBuilderisaneasytousedataaccesstoolthatprovidesalogicalandintuitivemeanstoaccessinformationfromyourorganization'sdatabasesforanalysisandreporting.YoucanuseQueryBuildertodefinealmostanyquerythatyouwouldbuildusingaSQLSELECTstatement.QueryBuilderautomaticallygeneratestheappropriateSELECTFROM[table.column]clausebasedoncolumnsdisplayedintheQueryBuilderworkspace.

ClicktheQueryBuilderbuttontodefineyourquery.TheQuerydialogboxdisplays,asdoesawindowdisplayingthedatatables,views,snapshots,andsynonymstowhichyouhaveaccess.
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SelecttheEMPLOYEEStablefromthelistoftables.ClickInclude.ClickClose.AgraphicalrepresentationoftheEmployeestabledisplaysintherightpaneloftheQuerydialogbox.ThispanelistheDataSourcepanel.



7.TheDepartments_Querywillcontainseveraltables.ClicktheSelectRelatedTablesicon ontheQueryBuildericonbartodisplaytablesrelatedtotheEmployeestable.

SelecttheHR.DEPARTMENTStable.

ClickIncludeandthenclickClose.AgraphicalrepresentationoftheDepartmentstableisaddedtotheDataSourcepanel,andtheprimarykey/foreignkeyrelationshipsbetweenthetwotablesareshown.
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8. NowdisplaythetablesinthedatabasethatarerelatedtotheDEPARTMENTStable.Withthefocusonthe

DEPARTMENTStable,clicktheSelectRelatedTablesicon .

SelecttheHR.LOCATIONStable.

ClickIncludeandthenclickClose.AgraphicalrepresentationoftheLOCATIONStableisaddedtotheDataSourcepanelandtheprimarykey/foreignkeyrelationshipbetweentheDEPARTMENTSandLOCATIONStablesisshown.



9. Includeonemoretableinthisquery.WiththefocusontheLOCATIONStable,clicktheSelectRelatedTablesicon

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SelecttheHR.COUNTRIEStable.

ClickIncludeandthenclickClose.AgraphicalrepresentationoftheCOUNTRIEStableisaddedtotheDataSourcepanelandtheprimarykey/foreignkeyrelationshipbetweentheLOCATIONSandCOUNTRIEStablesisshown.



10. Nowthatyouhaveselectedthetablesforthequery,chooseandorderthecolumnsthatwillappearinthereport.

SelecttheColumnSequenceicon fromtheiconbarinQueryBuilder.

TheColumnSequencedialogboxdisplaysalltheavailablecolumnsintheleftpanel,andthedisplayedcolumnsintherightpanel.Noticethatthecolumnsareprefixedwiththeirrespectivetablenames.

SelectDEPARTMENTS.DEPARTMENT_NAMEfromtheAvailableColumnslistandclickthe>>Copy>>buttontomovethecolumntotheDisplayedColumnslist.Asanalternative,youcandoubleclickthecolumnnametomovethecolumntotheDisplayedColumnslist.

RepeatthisprocessforEMPLOYEES.FIRST_NAME,EMPLOYEES>LAST_NAME,EMPLOYEES.SALARY,LOCATIONS.CITY,COUNTRIES.COUNTRY_NAME,andEMPLOYEES.HIRE_DATE.



ClickOK.

11. Next,youwanttoensurethatthedatareturnedfromthequeryissortedbythecolumnDEPARTMENT_NAME.

SelecttheSorticon intheiconbarinQueryBuilder.TheSortdialogboxdisplays.

SelectDEPARTMENTS.DEPARTMENT_NAMEfromtheAvailableColumnslistandclickthe>>Copy>>buttontomovethecolumntotheSortedColumnslist.Asanalternative,youcandoubleclickonthecolumnnametomovethecolumntotheSortedColumnslist.

NowhighlightDEPARTMENT_NAMEintheSortedColumnslistandensurethattheAscendingoption,thedefaultvalueforSortingOrder,isselected.NoticethearrowtotheleftofDEPARTMENT_NAME.AnupwardsarrowindicatesAscendingsortorder,whileadownwardsarrowindicatesDescendingsortorder.



ClickOK.

12. Forthisreport,youwanttodisplaydataforthoseemployeeshiredafterJanuary1,1990.Torestrictthedata

retrievedfromthedatabase,youcanuseQueryBuildertoaddaconditiontothequery.

Thusfarinthetutorial,youhaveworkedintheDataSourcepanelontherightsideoftheQuerydialogbox.NowyouwillworkintheConditionspanelontheleft.

IntheQuerywindow,clicktheblankconditionsfieldintheConditionspanel.

Next,clickHIRE_DATEintheEMPLOYEEStable.ThisactioncausesthecolumnEMPLOYEES.HIRE_DATEtobeenteredintotheconditionfield.



Completetheexpressionbyenteringthecriteria:EMPLOYEES.HIRE_DATE>'01JAN90'.Besuretoincludethesinglequotationmarks.

Finally,clicktheAccepticon whenyouaresatisfiedwiththeconditionexpression.

13. You'vecompletedthedefinitionofthequeryforthisreport.ClickOK.TheresultingSQLstatementisdisplayedforyou.



ClickNext.

14. Forthisreport,youwillgroupdepartmentandemployeeinformationbycountry.

SelectCOUNTRY_NAMEintheAvailableFieldslistandclick[>]tomoveittotheGroupsFieldslist.

ClickNext



15. Youdonothavetocalculateanytotalsforthisreport.ClickNext.

You'vecompletedthedefinitionofyourdatamodelforthisreport.ClickFinish.AgraphicalrepresentationofyourdatamodeldisplaysintheDataModelviewoftheReportEditor.Noticethehierarchicalstructureofthedatamodel:themastergroupisG_COUNTRY_NAMEandthedetailgroup,containingdepartmentandemployeeinformation,isG_DEPARTMENT_NAME.

16. SaveyourreportasDepartmentsReport_.jsp.

Tosaveareportdefinition,clicktheSaveicon inthetoolbar,orselectFile>Savefromthemenu.Thefirsttimeyousaveyourreportdefinition,theSavedialogboxdisplays,givingyoutheopportunitytoenterameaningfulnameforyourreport.
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ClickSave.

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CreatingaPaperLayoutfortheDataModel

NowthatyouhavedefinedthedatamodelforthereportusingtheDataWizard,youwillcreatealayouttospecifyhowthedatashoulddisplayinthereport.

Inthispartofthetutorial,youwillworkwiththePaperLayoutviewoftheReportEditor.Youwilladdareportblocktothelayout.Areportblockautomaticallyinsertsthedatamodelandbusinesslogicintothereport.Eachtimethereportisrun,thereportblockdynamicallypullsthedatadefinedbythedatamodelintoyourreport.

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1.SelectthePaperLayouticon ontheReportEditortoolbartoinvokethePaperLayoutview.

SelectInsert>ReportBlockfromthemenu.TheReportBlockWizarddisplays.
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Note:TheReportBlockWizardisverysimilartotheReportWizard.Youcanspecifyatitleandreportstyle,selectthegrouporgroupsasdesired,selectthefieldsyouwanttodisplayinthereport,modifythelabels,andchooseatemplate.However,theReportBlockWizardenablesyoutoretaintheexistingpaperandWeblayoutsdefinedfortheparticulardatamodel,while,atthesametime,enhanceboth.IfyouinvoketheReportWizardfromthePaperLayoutview,however,youwilloverwriteallpaperandWeblayoutspecificationspreviouslydefinedforthereport.AnotherfeatureoftheReportBlockWizardisthatitenablesyoutoincludemultipledatablocksinasinglereport.

2. EnterareporttitleofDepartmentsReportandchooseGroupAboveasthereportstyle.
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ClickNext.

3. Younowselectthegroup(s)youwanttodisplayinyourreportandthedirectioninwhichtherecordsshouldrepeat.

Yourdatamodelcontainstwogroups,onecontainingcountryinformationandtheothercontainingdepartmentandemployeeinformation.

SelectG_COUNTRY_NAMEfromtheAvailableGroupslistandclicktheDown>button.ThismovesthemastergrouptotheDisplayedGroupslist.

Repeatthesameactionforthedetailgroup,G_DEPARTMENT_NAME.
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ClickNext.

4. Younowneedtodecideonthefieldsyouwanttodisplayinthereport.FromtheAvailableFieldslist,select

COUNTRY_NAMEandclickthe[>]button.RepeatthisprocessforCITY,FIRST_NAME,LAST_NAME,SALARY,HIRE_DATE,andDEPARTMENT_NAMEfields.

Ensurethatthedisplayedfieldsareintheordershownbelow.Youcandraganddropafieldtomodifytheorder.
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ClickNext.

5. Onthenextpanelofthewizard,youcanmodifythedefaultlabelsandwidths.Forthistutorial,keepthedefaultsas

theyare.

ClickNext.



6. AsthefinalstepintheReportBlockWizard,youcanincludeatemplateinthereportdefinition.Templatesallowyoutocreateastandardlookandfeel,andalsopromotereusability.Inthistutorial,youwilluseoneofthepredefinedtemplatesforyourreport.

SelectBeigefromthePredefinedtemplatelist.

ClickFinish.You'vesuccessfullycreatedthepaperlayoutforyourdatamodel.

SaveyourreportdefinitionbyclickingSave inthetoolbar.



7.Topreviewthepaperlayout,clicktheRunPaperLayouticon onthetoolbar,orselectProgram>RunPaperLayoutfromthemenu.

ThepaperlayoutforyourDepartmentsReportdisplaysinthePaperDesignview.

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GeneratingReportOutputtoaPDFFile

ReportsBuildercangeneratereportoutputtoaPDFfile,containingtheformatteddataandallobjects.WhenyougenerateyourreportoutputtoaPDFfile,youcandistributetheoutputtoanyPDFdestination,includingemail,printer,OracleASPortal,andWebbrowser.

1. SelectthereportintheObjectNavigator.
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2. SelectFile>GeneratetoFile>PDFfromthemenu.SaveyourreportoutputasDepartmentsReport_.pdf,suchasDepartmentsReport_sk.pdf.

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Summary

Inthislesson,you'velearnedhowto:

CreateadatamodelusingtheDataWizardCreateapaperlayoutforthedatamodelGeneratereportoutputtoaPDFfile



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RelatedInformation

TolearnmoreaboutOracleReports10g,refertotheadditionalReportsOBEs.VisittheOTNWebsitefortechnicalpapers,presentations,frequentlyaskedquestions,demonstrations,andmore.

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Creating a Report Manually Using Reports Builder

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