Oracle Report Builder 10g

Oracle Reports Developer 10g: Build Reports

Electronic Presentation

D17075GC10Production 1.0June 2004D39524

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AuthorsEllen GravinaSmitha Keshav

Technical Contributors and ReviewersCem AyberkinChristian BauwensAlena Bugarova Kathryn CunninghamLaurent DereacMark FlemingWarren LordMarcelo ManzanoDarren McBurneyPaul NarthDaphne NougierMiyuki OhsatoLigia Jasmin RobayoJim SafcikRie SaitohNavneet SinghSarah SpicerMartijn van der BruggenVanessa WangPhilipp WeckerleTed Witiuk

Publisher

Sujatha Nagendra

Introduction

Course Objectives

After completing this course, you should be able to do the following:• Describe the capabilities of Oracle Reports• Develop and maintain Web and paper reports in

different styles using Reports Builder• Lay out and format data to meet user reporting

requirements• Incorporate text, images, and graphics in reports

Course Content

Day 1:• Introducing Oracle Reports Developer• Designing and running reports• Working in Oracle Reports Builder• Creating and modifying paper reports using the

Wizard• Enhancing a paper report in the Paper Design view

Day 2:• Managing templates• Creating a Web report• Enhancing report structure

Course Content

Day 3:• Using the paper layout• Modifying properties• Using Web reporting• Extending functionality using XML

Day 4:• Customizing reports with parameters• Embedding graphs• Enhancing matrix reports• Adding PL/SQL code

Course Content

Day 5:• Extending functionality using the SRW package• Using OracleAS Reports Services• Efficiency and performance guidelines

Introduction to Oracle Reports Developer

Objectives

After completing this lesson, you should be able to do the following:• Describe business intelligence• List the benefits of enterprise reporting• Describe the differences between Web publishing

and paper publishing• Describe the key features of Oracle Reports

Developer• Describe the architecture of Oracle Application

Server• Describe OracleAS Reports Services

Business Intelligence

Discoverer Server Reports Server

WebApplication

Server

Data ServerAnyClient

Enterprise Reporting

• Provides access for more users to vital customized information

• Lowers cost of ownership• Uses integrated business intelligence

Reporting

Ad hoc query

Advancedanalysis

Application ServerData Server

Web Client

Enterprise Reporting

Web Publishing

GIF89a

hyperlinks

JavaScript

Paper Publishing

8.5”

GIF89a

hyperlinks

JavaScript

Oracle Reports Developer

Publish data from any source, in any format, to any destination with high fidelity.

Benefits

• Publish data from any source, in any format, with high fidelity

• Develop one time and deploy anywhere• Open, standards-based, modular architecture

Oracle 10g Products

Oracle 10g provides the complete solution:• Oracle Database 10g• Oracle Developer Suite 10g• Oracle Application Server 10g

Oracle Database 10g

Oracle Database 10g manages all of your data:

Relational Data

Documents

Multimedia

Oracle Developer Suite 10g

Application Development

Oracle Developer Suite 10g

Business Intelligence

Oracle Application Server 10g

Packaged Apps

Oracle DB Non-Oracle

Wireless

Browser

Web Services

B2B Apps

Oracle Reports Developer

• User-friendly wizards• Pluggable data sources• Customizable report templates• WYSIWYG live editor for paper reports• Dynamic Web publishing using JSP/HTML• Run-time customization• Dynamic SQL execution• Portal integration• Event-based reporting

OracleAS Reports Services

• Flexible reporting• Reduced overhead• Fast distribution• Real time publishing

OracleAS Reports Services Architecturefor the Web

Oracle HTTP Listenermod_OC4J

JSP Engine

CORBA/IIOP

ReportsEngine

CORBA/IIOP

Oracle Internet Directory

Summary

In this lesson, you should have learned how to:• Describe integrated business intelligence• List the benefits of enterprise reporting• Describe the challenges of publishing for different

media• List the Oracle 10g products• List the key features and benefits of Oracle Reports

Developer• Describe OracleAS Reports Services

Designing and Running Reports

Objectives

After completing this lesson, you should be able to do the following:• Identify user requirements• Name the common report styles• Describe the structure of each style• Run prebuilt reports as an end user• Identify supported report file types

Understanding User Requirements

What data Parameters

Web or Paper

Web featuresSecurity

ChartsDrill down

Designing Reports

Before you start development, consider:

Specification

Structure

Publishing Medium

Data retrievalCommon features

ProductNumber Description Price

List of Products

Tabular

Master-Detail

Customer Name

Product Number Price

Customer Name

Outstanding Customer Items

Master with Two Details

Customer

Outstanding Items

Orders in Last Six Months

Total Value

Order No. Date

Customer Statistics

Matrix

Product ID

Customer

Customer Matrix

Retrieving and Sharing Data

• Keep database access to a minimum• Consider report structure and number of queries• Make effective use of common code and objects

Running a Report

• Your browser• OracleAS Portal application• Command line (Start > Run)• OracleAS Reports Queue Manager• Java application• Database trigger• Menu integrated with a Forms application• Button in a Forms application

Previewing Reports

Print Preview

Supported File Types

• RDF• REP• JSP• HTML• XML

Summary

In this lesson, you should have learned how to:• Identify key questions to help understand user

requirements• List the simple report styles and describe their

underlying structures• Identify key design considerations:

– Report style– Database access– Common code– Common objects

• List the various options for running a report

Practice 2 Overview

Executing existing reports

Working in Oracle Reports Developer

Objectives

After completing this lesson, you should be able to do the following:• Describe the main Oracle Reports executables• Describe the main components of Reports Builder• Describe the main objects in a report

Reports Developer Executables

Developer

Reports Services

Reports Builderrwbuilder

Reports Serverrwserver

Reports Runtimerwrun

Reports Converterrwconverter

Queue Manager rwrqm

Reports Clientrwclient

Reports CGI rwcgi

Reports Servlet rwservlet

Invoking Reports Builder

Reports Builder Modules

Report PL/SQL LibraryTemplate

Report Data and Layout

Reports Builder Components

Main Menu Structure

Wizards

• Report Wizard• Data Wizard• Graph Wizard• Report Block Wizard

Report Editor

• Data Model• Web Source• Paper Layout• Paper Design• Paper Parameter Form

PL/SQL Development Environment: Syntax Palette

Object Navigator

Report-Level Objects

• Properties• Triggers• PL/SQL Program Units• Attached Libraries

Data Model Objects

• Parameters• Queries• Groups• Columns• Data Links

Paper Layout Objects

• Frames• Repeating frames• Fields• Boilerplate

Paper Parameter Form Objects

• Fields• Boilerplate

Object Interrelationship

Select...

Customizing Your Oracle Reports Developer Session

Saving Preferences

Oracle Reports Environment Variables

• REPORTS_PATH• REPORTS_TMP• REPORTS_RESOURCE• ORACLE_PATH• REPORTS_CLASSPATH

Windows: Modify in Registry

Using the Online Help System

Summary

In this lesson, you should have learned how to:• Describe the Oracle Reports executables• List the types of modules you can create in Reports

Builder• Describe the views of the Report Editor• Describe the main object categories in a report

module

Practice 3 Overview

• Invoking Reports Builder• Opening an existing report• Switching views in the Report Editor• Accessing the Help system

Creating a Paper Report

Objectives

After completing this lesson, you should be able to do the following:• Create a simple tabular paper report using the

Report Wizard• Describe the methods of building the report query• Summarize report values• Modify the style and content of a report• Create other report styles available in the Report

Wizard• Preview a paper report on the Web

Report Module Components

• Data Model• Web Source• Paper Layout• Paper Parameter Form• Program Units

Building a Paper Report

You have two options:• Use Reports Builder

– Wizards – Paper Layout – Paper Design

• Define the report in XML

Invoking the Report Wizard

Choosing the Layout Type

Wizard Pages• Report Style• Data Source

Type• Data Source

Definition• Fields• Totals• Labels• Template

Creating a Tabular Report

Wizard Pages• Report Style• Data Source

Type• Data Source

Definition• Fields• Totals• Labels• Template

Selecting the Data Source Type

Using Query Builder

Building a Query

Query Builder Functions

User-friendly interface: Alternative to writing SQLsyntax

2 3 41

Selecting Displayed Fields

Totals and Labels

Selecting a Report Template

• Enforce corporate standards• Create professional-looking paper reports easily

Viewing the Paper Report Output

Saving the Report Definition

Save changes frequently.

File > Save

xxx.rdf

File > Save As...

yyy.rdf

Reentering the Wizard

• Select Tools > Report Wizard.• Tabs are different for each report style.• Wizard preserves all previous settings.

Creating a New Report

Creating Break Reports

• Break report styles:Group Left, Group Above

• Additional wizard page:Groups

Break Report Labels

Location Id Department Name Last Name Job Id

xxxx xxxxxx xxxx xxxxx xxxxxxx xxxx

Group Above

Group Left

Location Id xxxx

Department Name xxxxxxLast Name Job Id

xxxx xxxxxxxxxxxx xxxx

Creating Mailing Labels and Letters

Wizard pages:• Style• Data• Text• Template

Creating a Matrix Report

Three additional wizard pages:• Matrix rows• Matrix columns• Matrix cells

Previewing a Paper Report in a Browser

• Use Insert > Bookmark to create a bookmark for your break report

• Use File > Generate to File

Previewing a Paper Report in a Browser

Summary

In this lesson, you should have learned how to:• Create paper reports with the Report Wizard• Build queries using the Query Builder• Apply templates to paper reports• Modify reports by reentering the wizard• Create new reports of different styles• Preview a paper report on the Web

Practice 4 Overview

• Creating a Tabular report• Modifying the report to create a Group Above break

report• Creating a Form Letter• Creating a Matrix report• Creating a Matrix with Group report

Enhancing a Basic Paper Report

Objectives

After completing this lesson, you should be able to do the following:• Describe the Paper Design view• Modify the display of report data in the Paper

Design view• Modify the positioning of report data• Highlight data using conditional formatting• Add page numbering and the current date

What Is the Paper Design?

The Paper Design is a view of report output that allows live editing of text and paper layout attributes:• True WYSIWYG report editing• Easy editing: See it. Click it. Change it.• Cached report data

The Paper Design Window

Modifying a Report

Common modifications:• Align columns• Set format masks• Manipulate objects• Edit text• Modify visual attributes• Highlight data using conditional formats• Insert page numbers and current date

Aligning Columns

Point and select

Select“Align Right”

Setting a Format Mask

Change format masks from the stylebar

1 2 3 4 5

Manipulating Objects

• Clear fields• Move fields• Resize fields

Flex Mode adjusts layout during changes.

Modifying Visual Attributes

• Modify text colors and fonts• Edit text• Set fill, patterns, and colors• Use the Parent Frame tool

to select an enclosing object

-Sales Report -

Year Region Sales1993 Americas 2001993 Europe 4001993 Asia Pacific 770

Year Region Sales1994 Americas 2101994 Europe 390

Sales Report by Area

Year Region Sales1993 Americas 2001993 Europe 4001993 Asia Pacific 770

Year Region Sales1994 Americas 2101994 Europe 390

Sales Report by Area

1993 Americas 2001993 Europe 4001993 Asia Pacific 770

1994 Americas 2101994 Europe 390

Year Region Sales

Applying Conditional Formatting

Inserting Page Numbers, Dates,and Times

• Inserted easily• Customizable extensions

Customizing Dates

Summary

In this lesson, you should have learned how to:• Enhance report output using live data:

– Move, resize, delete objects– Edit text– Alter fonts, colors, and patterns– Apply format masks– Add page numbering and current date

• Save report to preserve changes

Practice 5 Overview

Modifying reports by applying changes in the PaperDesign view

Managing Report Templates

Objectives

After completing this lesson, you should be able to do the following:• Describe the template regions• Describe the difference between default and

override template sections• Modify a predefined report template• Register a customized template• Add a Web link to a template

Using Report Templates

For paper reports, you have three template options:• Predefined• User-defined • No template

Installation templates in: <oracle_home>\reports\templates

Modifying a Template

BodyMargin

Customizing the Template Margin

Include objects such as:• Images• Text• Page

Numbers• Date

Customizing the Template Body

Adding Web Links to a Template for Report HTML Output

Predefining Your Own Templates

• Modify and save template file (mytemp.tdf)• Move file to template directory: <oracle_home>\reports\templates>

• Register name and description in cagprefs.ora

Reports.Tabular_Template_File = (rwbeige,rwblue,mytemp,rwgray,rwgreen,rwpeach,

Reports.Tabular_Template_Desc = ("Beige","Blue","My Template Description","Gray","Green","Peach",

Adding a Template Preview Image

• Image area is 200 x 150 pixels• Image filenames = template name + .bmp• Move .bmp files to template directory

Summary

In this lesson, you should have learned how to:• Modify existing templates to create your own user-

defined template• Modify the default section for all styles or override

for individual style changes• Add your templates to the predefined list• Display an image for a predefined template• Add Web links for report HTML output

Practice 6 Overview

• Customizing an existing template• Applying the modified template to an existing report• Adding a Web link

Creating a Web Report

Objectives

After completing this lesson, you should be able to do the following:• Identify the options for designing a Web page• Create a simple Web report using the Report Wizard• Invoke the Web Source view of the Report Editor• Describe the elements of the Web source code• Preview a Web report• Identify supported image formats for Web reports

What Is JSP Technology?

• Dynamic scripting capability for Web pages• Server-side technology• Enables the separation of dynamic and static

content in a Web page

JSP Advantages

• Separation of dynamic and static content• Support for scripting and tags• Reuse of components and tags• Portable, powerful, and easy to use• Accepted industry standard for building dynamic

Web pages

Simple JSP Example

<HTML>

<HEAD><TITLE>Simple JSP Example</TITLE></HEAD>

<BODY>

Welcome to my page!!

Current time is :

<%= new java.util.Date() %>

</BODY>

</HTML>

Building a Web Report

Two Options:• Open an existing HTML page in Reports Builder• Use one of the predefined HTML templates shipped

with Oracle Reports Developer

Using the Report Wizard

Report Editor: Web Source View

Reports JSP Custom Tag Library

Start of report

End of report

HTML template information

Data model information

JSP Tags

• Standard JSP Tags– taglib– page

• Reports Custom JSP Tags– rw:report– rw:objects– rw:foreach– rw:field– rw:include

Web Source Example

Generating Output

Image Format Support

Destination Image formats:• JPG, JPEG• GIF• PNG• BMP

Source Image Formats:• JPG, JPEG• GIF• PNG• BMP• TIFF• CGM• Progressive JPEG• Exif JPEG

Summary

In this lesson, you should have learned how to:• Create a Web report using the Report Wizard and a

predefined HTML template• Identify and describe standard and Reports custom

JSP tags• Use the Run Web Layout feature to test Web

deployment

Practice 7 Overview

• Creating Web reports using the Report Wizard• Examining the Web source code• Modifying a Web report using the Report Wizard

Enhancing Reports Using the Data Model: Queries and Groups

Objectives

After completing this lesson, you should be able to do the following:• Describe the Data Model objects• Modify query properties• Modify the report hierarchy• Change the order of data in a group• Eliminate data from a report

The Data Model Objects

Modifying Properties of a Query

• Modify SQL query statement: – Add, rename, or delete columns– Use column and table aliases– Remove or modify schema name

• Syntax error checks occur when:– Exiting SQL query statement– Compiling or executing a report

More Properties

Aid maintenance and testing:• Rename queries in complex reports• Add comments to describe queries:

– Use the Comment property– -- comment for single lines– /*comment*/ for multiple lines

• Set Maximum Rows to Fetchto restrict data

Applying Changes

Update the paper layout and Web source to reflect changes in the Data Model.• For paper reports:

– Select Report Wizard.– Alter the necessary tabbed pages.

The Wizard destroys previous layout and creates new objects.• For Web reports:

– Select the Report Wizard and navigate through each of the tabbed pages, reselecting the desired options.

or– Edit the Web source manually.

Changing the Group Structure

Groups determine hierarchy and frequency.• Wizard creates default groups.

– Default naming conventions– You can change query name.– You can change group name.

• Developer-created groups for:– Control break reports– Complex matrix reports

Group Hierarchy

Ordering Data in a Group

Query Modifications

In a break report, data order is determined by:• Break order columns in the break groups• Columns that you specify in the ORDER BY clause

SELECT d.department_id, d.department_name, e.last_name...FROM employees e, departments dWHERE e.department_id = d.department_idORDER BY 2, e.salary

Filtering Data in a Group

Using a Packaged Filter

Reports Developer provides two packaged filters:• First: Retrieves the first <n> records for the group• Last: Retrieves the last <n> records for the group

Summary

In this lesson, you should have learned how to:• Identify Data Model objects• Modify query properties• Modify the report hierarchy by creating additional

groups• Filter data in a group

Practice 8: Overview

• Modifying report hierarchy• Restricting records in a query• Restricting records with a packaged filter

Enhancing Reports Using the Data Model: Data Sources

Objectives

After completing this lesson, you should be able to do the following:• Describe the various data source types• Create reports using pluggable data sources• Create supplemental rows of data by adding queries• Reuse PL/SQL code to create a REF cursor• Link data from multiple data sources using a data

Data Source Types

Access data from a variety of sources:• SQL-based• XML• Oracle OLAP• JDBC• Express• Text

Pluggable Data Sources

Oracle Reports

Client Oracle10g

OLAP SQLTextfiles

Express JDBC XML

Out-of-the-Box Options

Using XML as a Data Source

Example: XML Data Stream

XML Report

OLAP Data Source

OLAP database

Multidimensional objects

Defining an OLAP Query

Example: OLAP Report

Using Text as a Data Source

Setting Up the textpds.conf File

Defining a Text Query

Sample Text PDS Report

Using JDBC as a Data Source

JDBC data source

Configuring the jdbcpds.conf File

Defining a JDBC Query

Adding New Data

Using REF Cursor Queries

Viewing Output from Multiple Query Reports

Using Data Links

Equijoin

Department_Id

Department_Name

Executive

FinanceLast_Name

DeHaan

Greenberg

Faviet

Department_Id

DEPARTMENTS

EMPLOYEES

Department_Id =

Department_Id

Using Data Links

• Compound join:– Multicolumn primary or foreign key– Define multiple equijoins

• Nonequijoin:– Primary key value between two other values– Create two links:

employees.salary >= job_grades.lowest_salemployees.salary <= job_grades.highest_sal

Creating a Column-to-Column Link

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