Creating a Report Manually Using Reports Builder
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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.
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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.
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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.
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9. Includeonemoretableinthisquery.WiththefocusontheLOCATIONStable,clicktheSelectRelatedTablesicon
.
SelecttheHR.COUNTRIEStable.
ClickIncludeandthenclickClose.AgraphicalrepresentationoftheCOUNTRIEStableisaddedtotheDataSourcepanelandtheprimarykey/foreignkeyrelationshipbetweentheLOCATIONSandCOUNTRIEStablesisshown.
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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.
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ClickOK.
11. Next,youwanttoensurethatthedatareturnedfromthequeryissortedbythecolumnDEPARTMENT_NAME.
SelecttheSorticon intheiconbarinQueryBuilder.TheSortdialogboxdisplays.
SelectDEPARTMENTS.DEPARTMENT_NAMEfromtheAvailableColumnslistandclickthe>>Copy>>buttontomovethecolumntotheSortedColumnslist.Asanalternative,youcandoubleclickonthecolumnnametomovethecolumntotheSortedColumnslist.
NowhighlightDEPARTMENT_NAMEintheSortedColumnslistandensurethattheAscendingoption,thedefaultvalueforSortingOrder,isselected.NoticethearrowtotheleftofDEPARTMENT_NAME.AnupwardsarrowindicatesAscendingsortorder,whileadownwardsarrowindicatesDescendingsortorder.
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ClickOK.
12. Forthisreport,youwanttodisplaydataforthoseemployeeshiredafterJanuary1,1990.Torestrictthedata
retrievedfromthedatabase,youcanuseQueryBuildertoaddaconditiontothequery.
Thusfarinthetutorial,youhaveworkedintheDataSourcepanelontherightsideoftheQuerydialogbox.NowyouwillworkintheConditionspanelontheleft.
IntheQuerywindow,clicktheblankconditionsfieldintheConditionspanel.
Next,clickHIRE_DATEintheEMPLOYEEStable.ThisactioncausesthecolumnEMPLOYEES.HIRE_DATEtobeenteredintotheconditionfield.
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Completetheexpressionbyenteringthecriteria:EMPLOYEES.HIRE_DATE>'01JAN90'.Besuretoincludethesinglequotationmarks.
Finally,clicktheAccepticon whenyouaresatisfiedwiththeconditionexpression.
13. You'vecompletedthedefinitionofthequeryforthisreport.ClickOK.TheresultingSQLstatementisdisplayedforyou.
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ClickNext.
14. Forthisreport,youwillgroupdepartmentandemployeeinformationbycountry.
SelectCOUNTRY_NAMEintheAvailableFieldslistandclick[>]tomoveittotheGroupsFieldslist.
ClickNext
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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.
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6. AsthefinalstepintheReportBlockWizard,youcanincludeatemplateinthereportdefinition.Templatesallowyoutocreateastandardlookandfeel,andalsopromotereusability.Inthistutorial,youwilluseoneofthepredefinedtemplatesforyourreport.
SelectBeigefromthePredefinedtemplatelist.
ClickFinish.You'vesuccessfullycreatedthepaperlayoutforyourdatamodel.
SaveyourreportdefinitionbyclickingSave inthetoolbar.
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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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Placethecursoroverthisicontohideallscreenshots.
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