Chapter 7: Creating Database Reports Guide to Oracle 10g.

Chapter 7: Creating Database Reports

Guide to Oracle 10g

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Guide to Oracle 10g 2

Lesson A Objectives

After completing this lesson, you should be able to:• Use the Reports Builder report styles• Use the Report Wizard to create a report• Configure the appearance of a report• View a report in a Web browser• Create a master-detail report


Lesson A Objectives (continued)

• Create a custom template• Apply a custom template to a report


Introduction to Reports Builder Database Reports

• Reports Builder – Allows application developers to create reports that

display data from Oracle 10g database

• Developer10g– Reports Builder allows developers to preview and

distribute reports in variety of different formats including:

• Web pages

• Portable document format (.pdf) files


Introduction to Reports Builder Database Reports (continued)

• Layout styles:– Tabular

– Form

– Mailing label

– Form letter

– Group left group above

– Matrix

– Matrix with group


Using the Report Wizard to Create a Report

• Steps:– Specify data that report displays

– Select report style

– Configure report properties and layout

• Report Wizard pages:– Welcome

– Report type

– Style

– Data source


Using the Report Wizard to Create a Report (continued)

• Report Wizard pages (continued):– Data

– Fields• Shows data fields that SQL query returns

– Totals

– Labels

– Template

– Finish


Configuring the Report Appearance

• Use Reports Builder environment to: – Modify report appearance

– Customize report features

• Paper Design window– Default editing environment

– Refine appearance of reports

– Shows how report will appear on paper

– Can preview as Web page


Configuring the Report Appearance (continued)

• Data Model button– Modify report data

• Web Source button– Displays underlying HTML code

• Defines how report will appear in Web browser

• Paper Layout button– Opens report in Paper Layout view


Configuring the Report Appearance (continued)

• Paper Parameter Form button– View parameter form

– Parameter form • User selects input parameter values to customize

form appearance and functionality at runtime

• Save report design specification using variety of formats– Reports Builder design files

• Rdf extension


Using the Report Wizard in Reentrant Mode

• Reentrant mode– Modify SQL query

• To use ORDER BY clause


The Reports Builder Object Navigator Window

• Reports Builder object navigator – View report components in hierarchical tree

structure

– Access different components in Reports Builder environment

– Access components of individual report

• Reports– Top-level node


The Reports Builder Object Navigator Window (continued)

• Other objects:– Templates

– PL/SQL libraries

– Debug actions

– Stack

– Built-in packages

– Database objects


Reports Builder Object Navigator

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Modifying the Report Appearance in the Paper Design Window

• Report title appears in report margin– Area on page beyond where report data appears

• Adjust column’s width – Select column

– Drag to make it wider or narrower

• Specify format masks for fields that display number and date data

• Property Inspector


Modifying the Report Appearance in the Paper Design Window (continued)

• Import graphic images into reports – Same as importing graphic images into forms


Closing and Reopening Reports

• To close report:– Click File on menu bar

– Click Close

• To open report:– On Welcome to Reports Builder dialog

• Click Open an existing report option button

• Click OK


Viewing the Report as a Web Page

• Preview report as Web page – Click Run Web Layout button

• Web page source code – File with .htm extension

– Contains HTML commands and text to represent report content and formatting


Viewing the Report as a Web Page (continued)

• View formatting changes in Web page output – Preview report using either:

• Paginated HTML

• Paginated HTMLCSS format


Creating a Master-Detail Report

• One record has many associated detail records – Through foreign key relationship

• Use Report Wizard to specify report style and data values– Report’s SQL query must retrieve all master and

detail values

– Report Wizard displays groups page


Specifying the Style and Data

• Create new report in object navigator– Select Reports node

– Click Create button

• Styles for creating master-detail reports – Group left

– Group above


Using the Groups Page to Specify Master-Detail Relationships

• Data in master-detail report has multiple levels• Each data level represents group

– Top-level (master) group is level 1

• Specify report groups– Move fields for each group from available fields

list to group fields list


Report Templates

• Many reports that have similar appearance– Useful to create custom template to specify report

appearance

– Avoid performing same formatting tasks over and over again


Creating a Custom Template

• Custom template defines: – Font sizes and styles for report’s

• Title

• Column headings

• Data values

– Text and background colors

– Boilerplate objects

• Store template definition in template definition file that has .tdf extension


The Paper Layout Template Editor Window

• Environment within Paper Layout window – Used for editing templates

• Similar to forms builder layout editor• Areas within painting region in report template

– Margin

– Body


Paper Layout Template Editor

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Editing Template Margins

• Open margins for editing– Click Margin button


Editing the Template Body

• Report body has two types of attributes: – Default

– Override

• Frame– Object that encloses similar objects within report

• Parent frame– Frame that directly encloses object


Applying Custom Templates to Reports

• Modify existing report’s template by – Opening Report Wizard in reentrant mode

– Changing template specification


Applying Templates by Specifying the Template Filename

• Select Template file specification option button on Report Wizard template page– Enter full folder path and filename of template file

• Including drive letter

• Quick and easy way to apply custom templates • Disadvantage

– Template file must be available at specified file location whenever report file opened


Registering Custom Templates in Reports Builder

• Appears in predefined templates list on template page

• Advantage – Don’t have to specify path to template file – File does not always have to be available

• Two-step process:– Modify developer user preferences file– Copy template file to Reports Builder templates

folder


Registering Custom Templates in Reports Builder (continued)

• User preferences file• Template description• Template filename• Template page displays thumbnail images of

predefined templates– Create thumbnail image of custom template

– Save screenshot as Bmp file


Lesson A Summary

• Report – Summary view of database data that users can view

on screen or print on paper

• Create report – Specify data to appear in report – Select report style – Configure report properties and layout

• Paper design window• The Reports Builder Object Navigator


Lesson A Summary (continued)

• Create master-detail report using Report Wizard• Report template

– Defines report appearance


Lesson B Objectives

After completing this lesson, you should be able to:• Describe the components of a report• Modify report components• Modify the format of master-detail reports• Create parameters to allow the user to customize

report data


Report Components

• Data Model– Specifies data that report displays

• Paper Layout view– Displays report components as symbolic objects

• Report frames– Group related report objects


The Data Model Window

• Shows report’s SQL query and associated record groups

• Report record group – Set of records represents data fields that query

retrieves

• Simple tabular report has single record group• Master-detail report has multiple record groups• Components in report Data Model have properties

– Inspect using Property Inspector


Report Record Group Column Types

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The Data Model Window (continued)

• Group filter– Uses some criteria to limit number of records that

report query retrieves

– To create:• Assign value to filter type property


Understanding Report Objects

• Repeating rows– Each row shows same data fields with different

data values

• Report sections:– Header

– Main

– Trailer


Report Frames

• Frames – Containers for grouping related report objects

– Set specific properties for group of objects• Rather than having to set property for each item

• Group frame– Encloses repeating frame and optional header

frame


Report Frames (continued)

• Repeating frame – Encloses repeating data rows

– Has variable sizing

• Header frame – Encloses all column headings for record group

• Move object outside enclosing frame– Error message appears in Reports Builder


Report Frames (continued)

• Report Wizard derives frame names from names of associated record groups

• Select specific report frame in Paper Layout window – Select item that in frame

– Select item’s parent frame by clicking Select Parent Frame button

• Change frame properties on frame Property Inspector


Components of a Master-Detail Report

• Multiple record groups • Multiple group frames


Master-Detail Data Model

• More complex than Data Model for single-table report– Contains multiple record groups

• Data Model groups report record groups according to master-detail relationships– Each data link between two record groups

represents master-detail relationship


Master-Detail Data Model

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Master-Detail Report Frames

• Each record group has associated group frame– Group frames for more detailed record groups

nested inside group frames for less detailed record groups

• Frame relationships can be hard to see – Many frames appear directly on top of each other

– Open frame Property Inspector immediately after selecting frame

• To check frame name


Modifying Master-Detail Report Properties

• Page break between sets of repeating records– Open Property Inspector for repeating frame

– Change Maximum Records per Page property to 1

• Confine mode– Determines objects can be moved outside enclosing

frames

– Always safest to leave enabled


Modifying Master-Detail Report Properties (continued)

• Flex mode– Enclosing frame automatically becomes larger

– When enclosed object moved beyond enclosing frame’s boundary

– Overrides confine mode

– When moving report layout field• Automatically resizes all surrounding frames

– Works well when to make a frame longer• But not wider


Modifying Master-Detail Report Properties (continued)

• Elasticity– Determines whether field’s size fixed

– Or whether field can expand or contract automatically

• Depending on height and width of retrieved data value


Report Field Elasticity Indicators

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Report Parameters

• Specifies how report appears • Specifies report’s behavior when it runs• Types:

– System

– User


System Parameters

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User Parameters

• User selects user parameter value from parameter list

• Parameter list – Shows possible values

• Modify report to include user parameter– Create user parameter

– Create parameter list

– Modify report query to use parameter as search condition


User Parameters (continued)

• Parameter object name• Parameter data type• Configure list of values property in user parameter

Property Inspector• Syntax:

– :parameter_name

• Parameter form– Displays title and hint line list of one or more

parameters with associated prompts.


Customizing the Report Parameter Form

• Change text that appears in title and hint line • Reposition form items • Add additional text and graphics• Use parameter form builder utility• Also lists all of system parameters

– User can modify at runtime


Lesson B Summary

• Data Model window shows:– Report query

– Record groups it generates

– Data links between query and record group

• Create group filter – To limit number of records report query retrieves

• Paper Layout window displays layout field for each Data Model column


Lesson B Summary (continued)

• Frames – Containers for grouping report record group data

items and column headings

• Report parameters– System

– User


Lesson C Objectives

After completing this lesson, you should be able to:• Display image data in a report• Manually create queries and data links• Create summary columns• Create formula columns• Create reports that display formatted data in a

Web browser window


Displaying Image Data in Reports

• Store image data with LOB data type• Create report based on table that has field with

BLOB data type – And contains image data


Creating and Configuring the Report Image Layout Fields

• Use Report Wizard to create report– All data fields automatically appear as text

– If column contains multimedia data • Data appears as text characters “MM”

• Modify field by: – Opening Property Inspector

– Changing File Format property to image

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Creating Report Queries and Data Links Manually

• Create query manually – Retrieve master records

– Create query manually that retrieves detail records

– Create data link between two queries,

– Create layout fields to display query data


Creating Queries and Data Links Manually (continued)

• Create query manually (continued)– Open Data Model window

– Select SQL query tool

– Click in painting region

– Type SQL query

• Manually create data links to represent master-detail relationships between queries– Master = parent

– Detail = child


Creating Queries and Data Links Manually (continued)

• Types of data links– Query to Query

– Group to Group

– Column to Column


Manually Linked Queries

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Creating the Label, Repeating Frame, and Layout Fields

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Creating Reports that Display Calculated Values

• Formula columns– Display values that PL/SQL functions calculate

using report data field values as input parameters

• Summary columns– Perform summary functions


Creating Formula Columns

• Function – Self-contained program block

– Returns single value

• User-defined functions– Use PL/SQL commands to calculate return value

• Formula column – Displays value that user-defined function returns


Creating Formula Columns (continued)

• Create and display formula column– Create formula column in report Data Model

– Write user-defined function

– Create layout field in report


Creating a Formula Column in the Report Data Model

• Click Formula Column tool• Be careful to place formula column in same record

group as columns that formula function uses in calculations


Creating the Formula Column Function

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Creating a Layout Field to Display the Formula Column

• Display formula column on report– Open Paper Layout window

– Use Field tool to create new report layout field

– Place layout field in same repeating frame as source values for formula

– Set new field’s Source property to name of formula column


Creating Summary Columns

• Summary column – Returns summary value of series of data fields in

repeating frame

• Create– Using totals page in Report Wizard

– Manually


Creating a Summary Column Using the Report Wizard

• Select field to be summarized and summary function on Report Wizard totals page

• Wizard automatically: – Modifies report Data Model

– Creates fields to display summary column on report layout


Creating a Summary Column Manually

• Using Report Wizard– Eliminates all custom formatting

– Deletes custom objects

• Create summary column manually– Control summary column placement and frequency

– Retain other custom objects


Creating a Summary Column Manually (continued)

• Tasks:– Create summary column in report Data Model

• Using summary column tool

– Modify summary column properties

– Create layout field• Place layout field in repeating frame that

corresponds to record group that contains summary column


Displaying Formatted Reports as Web Pages

• View report in Paginated HTML or Paginated HTMLCSS format – Reports Builder translates report into static Web

page

– Content fixed at time developer generates page

– Not updated with database changes


Using the Oracle 10g Application Server to Generate Reports

Dynamically• Oracle 10g Application Server (OAS)

– Web server Oracle corporation uses to deliver Web-based Oracle 10g database applications to users

• Report Server process – Queries database when user requests report

– Generates dynamic Web page

– Displays current database data


Creating a Dynamic Web Page that Displays Database Data

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Creating Reports that Appear as Dynamic Web Pages

• Create report using techniques learned in this chapter

• Save report in either: – Report definition file (RDF)

– Java server page ( JSP) format


Creating Reports that Appear as Dynamic Web Pages (continued)

• Techniques for modifying appearance of Web reports:– Use Web source window to modify default

formatting

– Open existing HTML file in Reports Builder that contains formatting for report

• Use Reports Builder to add commands to retrieve and display report data


Overview of HTML Documents

• Text file with .htm or .html extension• Contains formatting symbols called tags

– Define how Web page appears in Web browser– Enclose in angle brackets– Opening tag– Closing tag

• Elements– Represent content that appears on Web page such as

text and graphic images


Basic HTML Document Structure

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Viewing the Report Web Source File

• Web source file contains – HTML tags that define report appearance

– Program commands that create dynamic report elements

• Web report embeds program commands using tags – Similar to html tags

– Prefaced by rw:

– Same for reports in either format


Viewing the Report Web Source File (continued)

• Java commands appear enclosed in the <% and %> command delimiters

• Data area– Contains commands that dynamically retrieve and

display report data

– Follow html comment with text 


Modifying the Default Appearance of a Web Report

• Techniques for modifying appearance of Web reports:– Use Web Source window to modify default

formatting

– Open existing HTML file in Reports Builder that contains formatting for report

• Use Reports Builder to add commands to retrieve and display report data


Modifying the Default Appearance of a Web Report (continued)

• Report Block Wizard pages:– Style page

– Groups page

– Fields page

– Labels page

– Template page


Lesson C Summary

• Create report displays LOB data field• Manually create queries and data links in Data

Model view– Create layout fields to display values that queries

retrieve

• Create formula and summary columns• Oracle 10g Application Server (OAS)

– Display dynamic reports


Summary

• Report – Summary view of database data that users can view

on screen or print on paper

• Report template• Data Model window• Paper Layout window• Frames• Oracle 10g Application Server (OAS)

CE

I'm not sure this slide belongs since there was a summary at the end of each lesson.

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