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FORCS – Report Designer Workbook Date: 08/14/2022 1 OZ REPORT Training Workbook The workbook has been developed for training classes and for self-study. Chapter 1 describes structure of OZ products and OZ server. Chapter 2 briefs on OZ Query Designer, how to create query and dataset. Chapter 3 briefs on OZ Report Designer, how to create report components and how to bind them with datasets created by Query Designer. In Chapter 4, 10 target reports are given as design challenges, the most typical and widely used styles of business report, by himself, with help of given design guide. After this class, the student will be able to design various styles of professional business report by applying these target reports. Chapter 1 : Introduction 1. OZ product configuration 2. OZ server structure 3. Report design & operating procedure Chapter 2 : OZ Query Designer 4. Database connection 5. OZ data structure 6. Query design Chapter 3 : OZ Report Designer 7. Adding ODI 8. Running & Saving Report 9. Band 10. Label 11. Multiplex 12. User defined parameter 13. Calculated field Chapter 4 : Designing Target Reports 14. List style report (Simple Table) 15. Grouped list report (Grouped Table) 16. Matrix table report (Crosstab) 17. Master-detail report (Group Above Style) – Single Query 18. Master-detail report (Group Above Style) – Multi Query 19. Multi Column report 20. Fixed form report – using script 21. Drill-down report 22. Table Of Content link report 23. Multi language report
Transcript
Page 1: OZ Report Workbook_draft

04/07/2023 FORCS – Report Designer Workbook Date:

1

OZ REPORT Training Workbook

The workbook has been developed for training classes and for self-study. Chapter 1 describes structure of OZ prod-

ucts and OZ server. Chapter 2 briefs on OZ Query Designer, how to create query and dataset. Chapter 3 briefs on OZ

Report Designer, how to create report components and how to bind them with datasets created by Query Designer. In

Chapter 4, 10 target reports are given as design challenges, the most typical and widely used styles of business re-

port, by himself, with help of given design guide.

After this class, the student will be able to design various styles of professional business report by applying these tar-

get reports.

Chapter 1 : Introduction

1. OZ product configuration

2. OZ server structure

3. Report design & operating procedure

Chapter 2 : OZ Query Designer

4. Database connection

5. OZ data structure

6. Query design

Chapter 3 : OZ Report Designer

7. Adding ODI

8. Running & Saving Report

9. Band

10. Label

11. Multiplex

12. User defined parameter

13. Calculated field

Chapter 4 : Designing Target Reports

14. List style report (Simple Table)

15. Grouped list report (Grouped Table)

16. Matrix table report (Crosstab)

17. Master-detail report (Group Above Style) – Single Query

18. Master-detail report (Group Above Style) – Multi Query

19. Multi Column report

20. Fixed form report – using script

21. Drill-down report

22. Table Of Content link report

23. Multi language report

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Chapter 1 : Introduction

1. OZ Product configuration

2. OZ server structure

3. Report design & operating procedure

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OZ Report Designer Design report forms and bind with datasets created using OZ Query Designer.

OZ Query Designer Define and manage datasets to be used with OZ Report Designer.

OZ Server- Store and manage OZ report forms and send to the client.- Create query result dataset and send to the client.- Manage OZ repository.- 3 of server types: Daemon Type(standalone), Servlet Type(WAS integrated), .NET Type(.NET

Framework based)

OZ Scheduler Server Create and publish reports automatically by given schedule.

OZ Report Viewer- Preview and print OZ reports on the web.- Provide ActiveX, Applet, Flash, Silverlight, .Net, mobile App Viewer.- Export to PDF, HTML, Excel, DOC, TIFF, PPT format

OZ Enterprise Manager- Register and manage reporting tasks to be auto-executed by the scheduler server. - Provide centralized management for multiple OZ servers and multiple scheduler servers.

OZ Repository Manager Manage report form files(*.OZR) and dataset files(*.ODI) stored on the OZ server.

1. OZ Product configuration

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2.2. Servlet type server

2.3. .Net type server

2.1. Daemon type server

- Run in standalone and the client connects to it via the independent port number. - OZ viewer is auto-downloaded from the port of web server. - Use OZ server’s own DB Pool.

- Integrated with WAS(Web Application Server) and the client connects to it via the WAS port number.

- OZ viewer is auto-downloaded from the port of WAS.- Use OZ server’s own DB Pool or WAS’s DB Pool.

- Integrated with .NET framework(IIS) and the client connects to it via the IIS port number.- OZ viewer is auto-downloaded from the port of IIS.- Use OZ server’s own DB Pool.

HTML

IIS

OZ Viewer

Web Service

aspx Con-tainer

.NET Framework

OZ Server

DatabaseFirewall

Client

OZ DB Pool HTT

P

FirewallClient

TCP/IP

HTTP

OZ DB Pool

First download

Database

HTML

Web Server

OZ Viewer

OZ Server

Database

HTML

Web Server

OZ Viewer

EJB Beans

JSP Con-tainer

Firewall

Client

OZ DB Pool or WAS DB Pool

HTTP

WAS

OZ Server

2. OZ server structure

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① Request report (HTML Tag)

② 1st down-load

of viewer

⑤ Send form file

③ Viewer OCX load

⑨ Bind form and data Show report

⑧ send data

⑥ Ask data

④ Ask form file

Data Source

EJB

XML

(DTD/XSD)

SAP

File Data

RDBMS

Legacy System

Execute report pro-cessing logic

OZ Report Flash/Applet Viewer

⑦ Data pro-

cessing

WebServer

WAS/.NETFramework

OZ EnterpriseServer

(Servlet type)

HTMLs

OZ Viewer

OZ Enterprise Server

(Daemon Type)

OZ EnterpriseServer

(.net type)

① Call HTML Tag from web browser to request the report.

② Automatic download and install the OZ viewer from the webserver to the client computer.

③ Launch the OZ viewer.

④ OZ viewer requests report form file from OZ server.

⑤ OZ server send form file to OZ viewer.

⑥ OZ viewer requests data from OZ server..

⑦ OZ server create data module from data source.

⑧ OZ server send data module to OZ viewer.

⑨ OZ viewer shows report by binding form file and data module.

2.4. OZ Server Operation Flow

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3.1 Report design procedure

3.2 Reporting operation procedure

1st step

Query design

- Create data store (database connection

setup)

- Create dataset (create query)

- Save data information file (ODI file)2nd step

Report design

- Add ODI

- Design report forms

- Component property setup

- Bind component with ODI

- Save report (OZR file)

3rd step

Preview report

- Run and Preview report

1st step

Start OZ server

- Database connection setup

- Start OZ server

2nd step

Send ODI, OZR

- Connect to OZ server repository

- Upload report file

3rd step

Create code calling OZ viewer

- OZ viewer installing TAG

- OZ viewer calling TAG

4th step

Run Report

- View, print and export report

3. Report design & operating procedure

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Chapter 2 : OZ Query Designer

1. OZ data structure

2. Database connection setup

3. Query design

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2.4. Hierarchy of Data Store, Dataset and Field

ODI is a file in XML format storing data stores. OZ Report Designer use ODI to map or bind report forms to data.

Type Description

Database Store

A data source interface to JDBC/ODBC/OLEDB RDBMS, Dataset is defined by SQL.

UDS

(User Data Store)

A data source interface to external data sources like File data(Text, CSV, XML) or data from user applications (EJB, Servlet, ASP, JSP, Stored Procedure).

Group Data Store

Split a dataset of any data source into multiple datasets by the specified field. GDS is used to reconstuct a dataset into master-detail datasets.

File StoreA data source interface to CSV file or XML file without DTD located on the server (accessed by path)

HTTP StoreA data interface to CSV file or XML file without DTD located on the web (ac-cessed by URL)

XML Store A data source interface to XML file with DTD/XSD

SAP Store A data source interface to result data from SAP R/3 RFC.

CLEAR QUEST Store

A data source interface to result database from IBM Rational Clear Quest pro-gram.

SOAP Store A data source interface to result data from web services.

2.5. Types of Data Store

2.2. Dataset

Data store is a data repository for one of various data sources such as database, file, XML, etc. It is storing data in-formation such as data source connection information, query definition, data source fields information.

Dataset is a set of data fields selected from data store. The way to define dataset depends on the types of data store. Dataset for database store is defined by a query.

2.3. ODI

One ODI file can have multiple data stores and one data store can have multiple datasets.

1.1. Data Store

1. OZ Data Structure

OZ data structure consists of Data Store, Dataset, Dataset Field and they are stored in ODI (OZ Data In-formation) file.

Student should understand concept of data objects, relationship between them, and usage of various data stores.

ODI name

Data storeDataset

Field

OtherNon-database Data store

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2.1 Copy Sample file

Copy ‘Education’ folder to ‘My documents\OZRepository’.DB is located on the path ‘My documents\OZRepository\Education\data\OZSamples_en.mdb’.

2.2 Set database as a system DSN on MS Windows

Register OZSamples_en.mdb as a system DSN using ODBC Data Source Administrator.

2. Database connection setup

Create database store using ODBC/JDBC connection. Database store is one of various data source types.

Select Add Store from the right mouse click popup menu on the DATABASE item in the OZ Data Tree of data window.

DB Info tab of Add Database Connection Information dialog appears.

Set database vendor to ODBC and

Enter Store name, set Vendor to ODBC and enter Data Source Name. Once a database store has been added, the selected database become on-line and tables are listed in the table window.

2.3 Adding Database Store

Create a dataset to the database store. Dataset includes field information and query result data.

Select Add Dataset from the right mouse click popup menu on the database store name you have cre-ated above.

Enter dataset name, then the query window appears and you are ready to design query.

2.4 Adding Dataset

Learns setting up database connection, adding database store and dataset.

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Design a query with visual way using drag & drop and query wizard.

Use the query wizard to add tables, fields and to define join, condition, expressions, sort order, etc..

3.1 Query design in ‘Design View’ mode with Query Wiz-ard

3. Query Design

3.2 Query design in ‘Manual’ mode

Write SQL statement by yourself or copy & paste into the query window.

Learns how to design query in ‘Design View’ mode and ‘Manual’ mode. Student should get used to the query wizard.

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3.5 Upload ODI file to server repository

Click Open Repository from right mouse click popup menu on the Repository Server in Reposi-tory window.

Using Server List dialog, Connect to OZ server and upload file to server repository.

3.3 Run query

3.4 Save query as ODI file on local computer

Select Run > Run Query from the menu bar or click the Run Query icon on the toolbar or push the <F5> key.

Query result will be shown in the [Result] tab.

Select File > Save from the menu bar and enter odi file name in the Save As dialog.

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User can define dataset parameters. This user defined parameter can be used in search condition of SQL and user enters or changes parameter values using report viewer at report runtime.

User defined parameters can also be used in report logic for runtime user input such as user login data, database connection data.

4.1 User Defined Parameter

4.2 Creating User Defined Parameter

Select Add Parameter Field from right mouse click popup menu on USER-DEFINED PARAMETER in the data window.

Define parameters with USER-DEFINED PARAMETER dialog.

4. User defined parameter

User defined parameter is very useful for advanced business reports. Student should understand how it works and should be able to define and use parameters.

Parameter is referenced by #OZParam.parametername# format in SQL. User can insert parameter reference in SQL not only by manual writing but also by using parameter wizard.

4.3 Referencing parameter in SQL

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Chapter 3 : OZ Report Designer

1. Adding ODI

2. Running & Saving Report

3. Band

4. Label

5. Multiplex

6. User defined parameter

7. Calculated field

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When launched Report Designer, the first thing you have to do is adding ODI to the report. All of dataset components (label, table, chart, crosstab, etc.) and dataset wizards dealing with dataset re-quire ODI, because ODI provides data information. Student should be able to add ODI and understand it’s major properties.

If select ODI from Data Tree in Data Information window, Property window shows it’s properties.

ODI Name & ODI File name:

Name of ODI object and name of ODI file

Category Path :

ODI file path relative to the work folder. It must be the same as the ODI file path relative to the server repository.

Get From Server :

If set to True, get ODI file from the server repository. It is used when the local computer on which Report Designer runs does not have the ODI file.

1.1 Add ODI to report

Select Insert ODI from the right mouse click popup menu on the Data Tree item in the data win-dow and select your ODI file with the Repository File Window.

1.2 ODI Properties

1. Adding ODI

2. Running & Saving Report

2.1 Preview report

Click Preview icon ( ) on the icon bar or select File > Preview from the menu bar. Re-port viewer will be launched and show forms and data.

2.2 Save report as OZR file on the local computer

Select File > Save from the menu bar and enter ozr file name in the Save As dialog.

2.3 Upload OZR file to server repository

Click Open Repository from right mouse click popup menu on the Repository Server in Repository window.

Using Server List dialog, Connect to OZ server and upload file to server repository.

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3. Band component

OZ Report Designer use a "band-oriented" design approach. A Report Band represents a specific area on a report page, used to specify where and when and how report components to be displayed on the report. All components in the report (label, table, crosstab, chart, shape, input component, etc.) are located in one of several bands.Student has to understand and master the usage of each band.

3.1 Major Band types

Band Type Description

Title prints starting content at the start of the report

Page Header appears at the top of every page.

Data Header prints starting content at the start of the associated data band.

Data prints dataset on repeated pages

Group Header prints at the start of a new group

Group Footer prints at the end of a new group

Data Footer prints ending content at the end of the associated data band.

Page Footer appears at the bottom of every page

Summary prints summarized data of the entire report

Dummy prints blank form with no data

Tail prints ending content at the end of the report

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Property Description

Master Name Mater band of the current data band

Show Group Link Show arrow link between group labels

ODI Name ODI Name for the data band

Dataset Name Dataset Name for the data band

Fix Master Prints Master band on every page

Fix Title Prints Data Header band on every page

Repeat Number Repeat Data band by ‘Repeat number – record count’

Fix Prior Group Header Prints Prior Group Header on every page

3.2 Major Data Band properties

Configuring Master-Detail relationship with Master Band

User can designate a data band as the master of the current data band by setting Master Name of the current data band to the other data band name.

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Label component represents values (text, dataset field value, system date, image, etc.) in various for-mat (drawing type) on the report page. Various label types are provided for diverse data representation. User can select the label type according to the data type and drawing type of the value.

Student should understand the data type and drawing type of a label, and should be able to change la-bel type by changing data type and drawing type.

Cate-gory

Label Name

Properties Icon Description

Data type

NormalLabel

- Text value- All bands

Data label- Dataset field value- Data band and Data Expander band

Group La-bel

- Grouped data value- Data band and Data Expander band

Summary Label

- SUM, AVG, MAX, MIN, CNT of a field - All bands

Expression Label

- Result of the expression- All bands

System la-bel

- System date of user PC & page numbering - All bands

Parameter Label

- User Defined Parameter (QD) & Form Parameter (RD)- All bands

Draw-ing Type

Image La-bel

- Image - All bands

Barcode Label

- Barcode- All bands

HTML Label- HTML Text- All bands

User Com-ponent

- Custom component- All bands

Note Label- Very Large Text- All bands except Tail & Page Footer

5.2 Label Types

Data Type NormalText Customer List

Data Type DataODI Name StockList

Dataset StockList

Field Name ProductName

NullType Blank

Data Type GroupODI Name StockList

Dataset StockList

Field Name CategoryName

Grouping Rule Merge

Data Type SummaryODI Name StockList

Dataset StockList

Field Name UnitsInStock

Summary Type Sum

Data Type Expression

ExpressionCar.Amount.-sum/1000

Expression ODI Name

Carsales

Data Type SystemSystem Field Name

Page_Of_Total

Delimiter /Data Type ParameterParameter Set Name

Carsales

Parameter Name

FromDate

Data Type ImageImage Style Tile

Data Type BarcodeBarcode CODE 39

Data Type HTML

Data TypeUser Compo-nent

User Class tagfree

Data Type Note

5. Label component

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Type Description

TablePrints a dataset as a list table that consists of columns and rows. All labels of the table component is automatically mapped onto data fields of dataset.

Fixed Table

Use to design fixed form reports.User can assign not only the dataset field but also any other data to the arbitrary label of Fixed Table.Table form allows merge, split, insert, delete operation on the cell.

CrosstabUseful for data analysis & statistics report.Analyze the relationship between categorical variables and calculate summary such as Sum, Avg etc.

ChartVisualizes tabular data on the report page in various formats including bar, line, pie.

Gantt Chart Illustrates a project schedule with bar type graph.

RegionUse to create the sub-report in a report.A data band is dedicated to a dataset, hence to allow two datasets in one data band, create a region in the data band and give another dataset in the region.

Label is the smallest unit of component that represents a value such as one dataset field. Contrastively, multiplex component represents multiple dataset fields as various types of complex forms according to the component type.

Multiplex components are very essential for designing real business reports.

Student has to understand features of various multiplex component and master usage of their wizard and major properties.

6.1 Types of Multiplex

OZ provides Table, Fixed Table, Crosstab, Chart, Gantt Chart, Region as multiplex component.

6. Multiplex component

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6.2 Table Wizard and Options

Set table data configuration and display style with Table Wizard.

Option Description

Set Row Count The maximum number of rows to print

Outline FixingIf the row count above is larger than the one of actual result dataset, the remaining number of rows are printed as empty row.

Empty Label To Page End

When the last page have empty space, fill the page with empty labels.

Display Row No Create a serial number column at the first column.

Display Title Prints table header

Fix Title Prints table header on every page.

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6.3 CrossTab Wizard and Options

Set crosstab data configuration and display style with CrossTab Wizard.

Option Description

Title of row or column

MergedMain title (the view selector on the top left) is independent from row title and column title. User can modify it.

By row pivot Main title follows row title

By column pivot Main title follows column title

Title of fieldShow field’s ti-tle

Using row title Show value titles at below the column title

Using column title Show value titles at the right of row title

Cell merge Merge cells on same data Merge column cells with the same value.

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6.4 Chart Wizard and Options

Set chart data configuration and display style with Chart Wizard.

6.4.1. Data tap

Configure chart data configuration such as X axis, Y axis, Series, Label, Legend.

Option Description

Available Data Sets Select the dataset for the chart.

Available Fields Select fields for the chart.

X-AxisFields to be used as x-axis label. Select data type of the label from one of Item, Number, Date.

Y-Axis LeftFields to be used as y-axis left label. Aggregation function (sum, avg, max, min) is allowed for the fields.

Y-Axis RightFields to be used as y-axis right label. Aggregation function (sum, avg, max, min) is allowed for the fields.

Series Fields to be used as series.

LabelFields to be used as data labels of the chart. The number of la-bels must be the same as one of y-axis fields. If not set, y-axis field data will be shown as data label.

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Property Description

OZ script (Link) Executed when clicking chart elements (bar, Line, Point, pie, etc.)

OZ script (Range Link)

Executed when selecting an area of the chart by dragging

OZ script (Label Link)

Executed when clicking X axis label or legend label

Chart Out Direction Printing direction of multiple charts

Max Series NumberMaximum series count. If actual series count exceeds Max Series Number, the number of charts would be increased.

Max X Axis Tick Number

Maximum X axis tick count. If actual X axis tick count exceeds Max X Axis Tick Number, the number of charts would be increased.

ODI Name ODI name of the dataset for the chart

Data Set NameDataset name for the chart. If the dataset of the chart is different from the dataset of the data band having the chart, the chart will be repeated as the record count of the data band dataset.

Background Color Background color of the chart

Transparent Transparency of the chart background

Y Axis Grid Line Color

Grid row background colors

Gradient Gradient options for chart background

MovableEnable chart moving and resizing at the runtime(on the preview window)

Editable Enable chart editing at the runtime (on the preview window)

ChangeableEnable chart printing and property changing at the runtime (on the preview window)

6.4.2 Major Chart Proper-ties

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Calculated Field is a virtual field defined by user script with OZ Query Designer or Report Designer. Dataset field value comes from data source, although calculated field value comes from the result of script execution. Calculated field is used in the same way as dataset field.

Learn how to define calculated field.

8.1 Creating Calculated Field using Java script

8. Calculated field

Select Add Calculated Field from right mouse click popup menu on the dataset item.

After entering field name and selecting script type, create script using Java script editor.

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Chapter 4 : Designing Target Reports

1. List style report (Simple Table)

- Target report: Customer list

2. Grouped list report (Grouped Table)

- Target report: Products grouped by category

3. Matrix table report (Crosstab)

- Target report: Sales status

4. Master-detail report (Group Above Style) – Single Query

- Target report: Sales order list by State, City, Product Category

5. Master-detail report (Group Above Style) – Multi Query

- Target report: Packing list by invoice

6. Multi Column report

- Target report: Mailing label printing

7. Fixed form report – using script

- Target report: Calendar for any month, any year

8. Drill-down report

- Target report: Sales by country report, drill down from country on the chart or table to country detail

9. Table Of Content link report

- Target report: Using TOC link, move from the total sales report to the detail sales report

10. Multi language report

- Target report: Set a report to supports multiple language for global business report

For each task, target report specification is suggested and essential design guide (i.e., SQL, OZ features, technics, tips)

needed to design the target report are provided. The student should understand those guide and implement them.

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1. List style report (Simple Table)

▶Target report: Customer list

▶Implementation guide:

① Display the current date in ‘YYYY/MM/DD’ format on the top right corner of every page. (Use page

header band, system label, label format).

② Display the page number in ‘current page/total pages’ format on the bottom center of every page. (Use

page footer band, system label).

③ Configure customer information table (Use table wizard).

④ Display the serial number on the first field of table (Use option in the table wizard).

⑤ Display table header on every page (Use option in the table wizard).

⑥ Set auto sizing and auto line warp and text align of table cells according to data.

⑦ Change table header or title to your own text.

④ ⑤

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▶Design tip:① green bar printout : set background color for every even row (use script)

② fill empty space of the last page with blank form (Use option in the table wizard)

▶Query:

SELECT

Customer.CustomerID,

Customer.CustomerName,

Address.PostalCode & ' ' & Address.AddressLine1 & ', ' & Address.City & ', ' &

Address.StateProvince & ', ' & Address.Country as FullAddr,

Customer.Channel,

Customer.AccountNumber,

Customer.CreditCardID,

Customer.EmailAddress,

Customer.Phone

FROM Customer, Address

WHERE Customer.AddressID = Address.AddressID

Order by Customer.CustomerID

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2. Grouped list report (Grouped Table)

▶Target report: Products grouped by category

▶ Implementation guide :① Configure product information table (Use table wizard)

② If multiple rows have the same CategoryName field value and SubCategoryName field value, merge them.

(use [Grouping] property of the table value)

③ Even though SubCategoryName’s value is the same, but if CategoryName’s value is different, not merge.

(Set SubCategoryName’s prior label group field to CategoryName using Prior label property of table value)

④ Set the format of numeric fields to ‘#,###’ and to right alignment.

▶Query

SELECT Category.CategoryName, SubCategory.SubcategoryName,

Product.ProductName, Product.Color, Product.Size,

Product.StandardCost, Product.ListPrice, Product.Style, Product.Class, Product.Weight

FROM Category, SubCategory, Product

WHERE Category.CategoryID = SubCategory.CategoryID AND

SubCategory.SubcategoryID = Product.SubcategoryID

②, ③

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3. Matrix table report (Crosstab)

▶Target report: Sales status

▶Implementation guide:

① Set Country, State, City to pivot row, set Year to pivot column, set Order Count, Total Amount to

value (Use Crosstab wizard)

② Print Sum of pivot rows on the top and Sum of pivot column on the right. (PreviousSum function of

the wizard)

③ Set text alignment of Country and State to Top.

④ Set the format of value and Sum to ‘#,###’ and to right alignment.

⑤ Configure pivot title and value title as above example (Use Crosstab wizard)

▶Query:

SELECT

Format(OrderHeader.Orderdate, 'yyyy') as YY,

Address.Country, Address.StateProvince, Address.City,

COUNT(OrderHeader.SalesOrderID) AS OrderCount,

SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS TotalSales

FROM OrderHeader, OrderDetail, Address

WHERE OrderHeader.SalesOrderID = OrderDetail.SalesOrderID AND

OrderHeader.AddressID = Address.AddressID

GROUP BY Address.Country, Address.StateProvince, Address.City, Format(OrderHeader.Orderdate,

'yyyy')

②④

⑤ ②

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4. Master-detail report (Group Above Style) – Single Query

▶Target report: Sales order list by State, City, Product Category

▶Implementation guide:

① Display year and country from external parameter (Design dataset with year & country parameter).

② Set group break for State Province, City, Product Category.

(Use Insert Band > Upper Group Header Band on the data band.

Set the group footer band that is not required to Invisible.

③ Set the format of total and subtotals of groups (use summary label) to ‘$#,###’ and to right align-

ment.

④ Use table component and fixed table component (use Insert Connected Table of fixed table)

⑤ Display current State, City, Category on every page (use Fix Prior Group Header of band)

⑥ Learn how to create master-detail from one dataset using group header/footer band.

④ Table component

④ Fixed table compo-nent

1 Page2 Page

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▶Query:

SELECT Address.StateProvince,

Address.City,

Category.CategoryName,

OrderHeader.SalesOrderID,

Format(OrderHeader.OrderDate, 'yyyy-mm-dd') as OrderDate,

Product.ProductName,

SUM(OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount) as Price,

SUM(OrderDetail.OrderQty) as OrderQty,

SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS TotalAmount

FROM OrderHeader, OrderDetail, Address, Product, SubCategory, Category

WHERE OrderHeader.SalesOrderID = OrderDetail.SalesOrderID AND

OrderHeader.AddressID = Address.AddressID AND

OrderDetail.ProductID = Product.ProductID AND

Product.SubCategoryID = SubCategory.SubCategoryID AND

SubCategory.CategoryID = Category.CategoryID AND

DatePart('yyyy', OrderHeader.Orderdate) = '#OZParam.Year#' AND

Address.Country = '#OZParam.Country#‘

group by

Address.StateProvince,

Address.City,

Category.CategoryName,

OrderHeader.SalesOrderID,

Format(OrderHeader.OrderDate, 'yyyy-mm-dd'),

Product.ProductName

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5. Master-detail report (Group Above Style) – Multi Query

▶Target report: Packing list by invoice

▶Implementation guide: ① Configure Invoice as master and Packing list as detail with Invoice NO key (use Master band Settings of the de-

tail dataset)

② Display total by Invoice (use summary label), Set the format of total to ‘$#,###’ and to right alignment.

③ Display Freight and Total Amount (= Total + Freight)

④ Use table component and fixed table component

⑤ Learn how to create master-detail between two dataset by setting the master band for the detail band.

① Set master band key: Invoice No

④ Table component

④ Fixed table compo-nent

1 Page 2 Page

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▶Query:

SELECT OrderID, OrderDate,RequiredDate,ShippedDate,ShipVia,ShipName,ShipAddress,ShipCity,ShipRegion,ShipPostalCode,ShipCountry,Trim(ShipRegion& ' ' & ShipCity& ' ' & ShipAddress) AS ShipFullAddr,Freight,O.CustomerID,C.CompanyName,C.ContactName,C.ContactTitle,C.PostalCode,C.Phone,C.Fax,Trim(C.Region & ' ' & C.City & ' ' & C.Address) AS FullAddr,Country,S.CompanyName AS ShipperCompany

FROM "Invoice Orders" O, "Invoice Customers" C, "Invoice Shippers" SWHERE O.CustomerID = C.CustomerID AND O.ShipVia= S.ShipperIDorder by OrderID

SELECT O.OrderID,P.ProductName,OD.UnitPrice,OD.Quantity,OD.Discount,(OD.UnitPrice*OD.Quantity*(1-OD.Discount)/100)*100 AS ExtendedPrice

FROM "Invoice Orders" O, "Invoice Order Details" OD, "Invoice Products" PWHERE O.OrderID = OD.OrderID AND OD.ProductID = P.ProductIDorder by O.OrderID

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6. Multi column report

▶Target report: Mailing label printing

▶Implementation guide: ① Mailing label with customer address using region

② Label with Zip code, fixed table with address and name

③ Print mailing label horizontally first, and down to the next line, print horizontally again ( Out Di-rection property of the region is Horizontal Limited )

④ Horizontal and vertical spacing between mailing labels (Horizontal Gap and Vertical Gap)

▶Query:

SELECT PostalCode,

Address + ' ' + City + ' ' + Country as fullAddress,

ContactName

FROM "Invoice Customers"

③ Label printing direction

② Label and fixed table

① Region component

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7. Fixed form report – using script

▶Target report: Calendar for any month, any year

▶Implementation guide: ① Define Year and Month as input parameters. Parameters are used for Date functions in the script.

(No need for dataset, hence create form parameter with Report Designer)

② Create 7*6 Table, display date on each cell using script.

③ Create Search toolbar for parameters.

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8. Drill-down report

▶Target report: Sales by country report, drill down from country on the chart or table to country detail

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▶Implementation guide:

① Create the chart showing sales by country with chart wizard

Chart Type tab : Pie chart

X Axis tab: Country Y axis: SUM(TotalSales)

Legend tab: bottom location, symbol width 8

Data Label tab: show tooltip, Data to Show: Item name and Percentage

Pie tab: Data label Position: Show With Link Line

Write OZ script to link the pie to the detail report

(Link to Target report 4. Master-detail report(Group Above Style) – Single Query)

② Create data table for the chart

Write OZ script to link the Country cell to the detail report (same link as chart)

③ Set viewer option to show report tree on the viewer.

Write Java script for OnStartUp event of ReportTemplate as below:

ReportTemplate.SetReportOption("viewer.smartframesize", "true");

ReportTemplate.SetReportOption("viewer.showtree", "true");

④ Reference the external parameter Year in the query.

▶Query:

SELECT Address.Country,

SUM(OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount) as UnitPrice,

SUM(OrderDetail.OrderQty) as OrderQty,

SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS

TotalSales

FROM OrderHeader, OrderDetail, Address

WHERE OrderHeader.SalesOrderID = OrderDetail.SalesOrderID AND

OrderHeader.AddressID = Address.AddressID AND

DatePart('yyyy', OrderHeader.Orderdate) = '#OZParam.Year#‘

GROUP BY Address.Country

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9. TOC(Table Of Content) link report

▶Target report: Select TOC item from the Sales Summary page and move to the detailed sales reports

② TOC page and detail pages

▶Implementation guide:

① Show report list in the OZ Viewer Tree and move to detailed report by clicking the TOC labels in the

TOC page.

Set label’s TOC Level property.

If TOC Level is greater than -1, TOC label’s captions are listed in the tree of OZ Viewer when

previewing the report. This numeric value means a level in the tree and 0 means the highest

level. The root node of the tree is the report template object and shown with its Display Name

property.

② Report consists of the TOC page, “1. Sales Summary” page, “2. By Sales Person” page, “3. By Coun-

try” page, “4. By“ page. Each page is an independent report object so the report includes 5 report

object.

③ Create the link from TOC labels to the target page of the report.

Create script on each source TOC label implementing link to the target TOC label using SetLink-

Toc(TocName) function.

SetLinkToc function provides navigation through the tree and move to the target in the report.

Set the TocName to the target label.

③ Click a TOC item and move to the linked page(report)

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▶Implementation guide: (Sales Summary)

① Horizontal bar chart for Top 10 Sales Persons and Top 10 Customers. Set the maximum row count

to 10.

② Pie chart for Sales by Product Category , data table for the chart, link from Category Name of the

table to the 4. By Category of the category (SetLinkToc function)

③ Pie chart for Sales by Country, data table for the chart, link from Country Name of the table to the 3.

By Country of the country (SetLinkToc function)

▶Implementation guide: (2. By Sales Person)

① Sales Data table & chart with Grouping by Sales Person Name, create TOC labels for all Sales Person

Name (Use Group band, Sort by Sales Person Name)

② Print 3 Sales Persons in one page and skip to the next page (implement using script on the group footer)

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▶Implementation guide: (3. By Country, 4. By Category)

① Sales Data table & chart with Grouping by Country, create TOC labels for all Country Name (Use

Group band, Sort by Country Name)

② Sales Data table & chart with Grouping by Category, create TOC labels for all Category Name (Use

Group band, Sort by Category Name)

③ Print one Country or one Category in the one page and skip to the next page (Use Force New Page

property of the group footer)

④ Always print data table and chart parallely in the same page in any case. (If the table is long and over

one page, the chart is printed in the next page. To avoid this, create 2 regions in the page and create

table and chart in each region independently.

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▶Query:

①SELECT * FROM(SELECT SalesPerson.SalesPersonName, SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS TotalSalesFROM OrderDetail, OrderHeader, SalesPersonWHERE OrderHeader.SalesPersonID = SalesPerson.SalesPersonID AND

OrderHeader.SalesOrderID = OrderDetail.SalesOrderID ANDFormat(OrderHeader.Orderdate, 'yyyy-mm') = '#OZParam.YearMonth#'

GROUP BY SalesPerson.SalesPersonName) TORDER BY TotalSales desc

②SELECT * FROM(SELECT Left(Customer.CustomerName, 20) AS CustomerName, SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS TotalSales

FROM OrderDetail, OrderHeader, CustomerWHERE Customer.CustomerID = OrderHeader.CustomerID AND

OrderHeader.SalesOrderID = OrderDetail.SalesOrderID AND Format(OrderHeader.Orderdate, 'yyyy-mm') = '#OZParam.YearMonth#'

GROUP BY Customer.CustomerName) TORDER BY TotalSales desc

③SELECT * FROM(SELECT Category.CategoryName, SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS

TotalSalesFROM OrderDetail, Product, OrderHeader, SubCategory, CategoryWHERE OrderHeader.SalesOrderID = OrderDetail.SalesOrderID AND

OrderDetail.ProductID=Product.ProductID AND Product.SubcategoryID = SubCategory.SubcategoryID ANDSubCategory.CategoryID = Category.CategoryID ANDFormat(OrderHeader.Orderdate, 'yyyy-mm') = '#OZParam.YearMonth#'

GROUP BY Category.CategoryName) TORDER BY TotalSales desc

④SELECT * FROM(SELECT Address.Country, SUM((OrderDetail.UnitPrice - OrderDetail.UnitPriceDiscount)*OrderDetail.OrderQty) AS

TotalSalesFROM OrderDetail, OrderHeader, AddressWHERE OrderHeader.AddressID=Address.AddressID AND

OrderHeader.SalesOrderID = OrderDetail.SalesOrderID AND Format(OrderHeader.Orderdate, 'yyyy-mm') = '#OZParam.YearMonth#'

GROUP BY Address.Country) TORDER BY TotalSales desc

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⑤SELECT Format(OrderHeader.Orderdate, 'yyyy-mm') AS OrderDate, OrderHeader.SalesOrderID, SalesPerson.SalesPersonName, Address.Country, Address.StateProvince, Address.City, Category.CategoryName, SubCategory.SubCategoryName, Product.ProductName, Count(OrderHeader.SalesOrderID) AS NOrders, SUM((UnitPrice - UnitPriceDiscount)*OrderQty) AS TotalSales, SUM(OrderQty*Product.StandardCost) AS ProductCost, TotalSales-ProductCost AS NetSalesFROM OrderHeader, OrderDetail, Address, Product, SubCategory, Category, Cus-tomer, SalesPersonWHERE OrderHeader.SalesOrderID = OrderDetail.SalesOrderID and

OrderHeader.AddressID = Address.AddressID and OrderHeader.CustomerID = Customer.CustomerID AND

OrderHeader.SalesPersonID = SalesPerson.SalesPersonID AND OrderDetail.ProductID=Product.ProductID and

Product.SubCategoryID = SubCategory.SubCategoryID and SubCategory.CategoryID = Category.CategoryID and

Format(OrderHeader.Orderdate, 'yyyy-mm') = '#OZParam.YearMonth#'GROUP BY Format(OrderHeader.Orderdate, 'yyyy-mm'), OrderHeader.SalesOrderID, SalesPerson.SalesPersonName, Address.Country, Address.StateProvince, Address.City, Category.CategoryName, SubCategory.SubCategoryName, Product.ProductName

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10. Multi language report

▶Target report: Set the report to support multiple language resource for global business report .

English resource of a re-port

Korean resource of a report

▶Implementation guide:

① Change the resource of target report 5. Master -detail

report to multi language resource.

② OZ Report Designer allow the user to convert all of

general labels to resource labels.

OZ Report Designer allow to change language and check it out

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Target report Description Report file

1. List type report (Simple Table)

Table componentAuto sizing of a cellSet background color of even rows using scriptReport header and tail

CustomerList_1.ozrCustomerList.ozr

2. Grouped list report (Grouped Table)

Table component -Grouping -Prior labelDisplay format of numeric label

ProductGroupTable.ozr

3. Matrix report Crosstab)

Crosstab component -Pivot row, pivot column, value -PreviousSum function -Title configuration -Fixing header

SalesMatrixTable.ozr

4. Master-detail report (Group Above Style) Single Query

Group header/footer band setupUser defined parameter

DetailSales.ozr

5. Master-detail report (Group Above Style) Multi Query

Master bans setupFixing masterSubtotal (aggregation function in script)

Invoice.ozr

6. Multi Column report Region componentVarious output direction

MailingLabel.ozr

7. Fixed form report using script

Using Date in script Calendar.ozr

8. Drill down report Link to the detail reportLink from a label of chart or table to the detail report

TotalSalesbyCountry.ozr

9. TOC link report Navigate from the TOC to the detail report A SalesReport.ozr

10. Multi language report Set a report to supports multiple language for global business report

Invoice_Multi.ozr

Target report file


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