Oracle Report Builder 10g

420
Oracle Reports Developer 10g: Build Reports Electronic Presentation D17075GC10 Production 1.0 June 2004 D39524

Transcript of Oracle Report Builder 10g

Page 1: Oracle Report Builder 10g

Oracle Reports Developer 10g: Build Reports

Electronic Presentation

D17075GC10Production 1.0June 2004D39524

Page 2: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable:

Restricted Rights Legend

Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in Technical Data and Computer Software (October 1988).

This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or criminal penalties.

If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with “Restricted Rights,” as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).

The information in this document is subject to change without notice. If you find any problems in the documentation, please report them in writing to Worldwide Education Services, Oracle Corporation, 500Oracle Parkway, Box SB-6, Redwood Shores, CA 94065. Oracle Corporation does not warrantthat this document is error-free.

Oracle is a registered trademark and all references to Oracle and Oracle Products are trademarks or registered trademarks of Oracle Corporation.

All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.

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

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Introduction

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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

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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

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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

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Course Content

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

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Introduction to Oracle Reports Developer

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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

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Business Intelligence

XML

Discoverer Server Reports Server

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WebApplication

Server

Data ServerAnyClient

Enterprise Reporting

• Provides access for more users to vital customized information

• Lowers cost of ownership• Uses integrated business intelligence

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Reporting

Ad hoc query

Advancedanalysis

Application ServerData Server

Web Client

Enterprise Reporting

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Web Publishing

GIF89a

hyperlinks

JavaScript

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Paper Publishing

8.5”

11”

GIF89a

hyperlinks

JavaScript

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Oracle Reports Developer

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

TEXT

<Your Data Source>

OLAP

JDBC

XML

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Benefits

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

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

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Oracle 10g Products

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

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Oracle Database 10g

Oracle Database 10g manages all of your data:

Relational Data

Documents

Multimedia

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Oracle Developer Suite 10g

Application Development

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Oracle Developer Suite 10g

Business Intelligence

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Oracle Application Server 10g

Packaged Apps

Oracle DB Non-Oracle

Wireless

Browser

Web Services

B2B Apps

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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

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OracleAS Reports Services

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

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OracleAS Reports Services Architecturefor the Web

Oracle HTTP Listenermod_OC4J

JSP Engine

OracleAS Reports Services

CORBA/IIOP

ReportsEngine

PDS

HTTP

CORBA/IIOP

Oracle Internet Directory

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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

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Designing and Running Reports

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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

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Understanding User Requirements

What data Parameters

Web or Paper

Web featuresSecurity

ChartsDrill down

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Designing Reports

Before you start development, consider:

Specification

Structure

Style

Publishing Medium

Data retrievalCommon features

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ProductNumber Description Price

List of Products

Tabular

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Master-Detail

Customer Name

Product Number Price

Customer Name

Product Number Price

Outstanding Customer Items

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Master with Two Details

Customer

Outstanding Items

Orders in Last Six Months

Total Value

Product Number Price

Order No. Date

Customer Statistics

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Matrix

Product ID

Customer

Customer Matrix

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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

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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

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Previewing Reports

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Print Preview

12

3

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Print Preview

1 2 3

4

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Supported File Types

• RDF• REP• JSP• HTML• XML

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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

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Practice 2 Overview

Executing existing reports

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Working in Oracle Reports Developer

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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

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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

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Invoking Reports Builder

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Reports Builder Modules

Report PL/SQL LibraryTemplate

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Report Data and Layout

Paper

Web

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Reports Builder Components

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Reports Builder Components

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Reports Builder Components

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Reports Builder Components

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Main Menu Structure

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Main Menu Structure

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Main Menu Structure

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Main Menu Structure

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Wizards

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

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Report Editor

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

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PL/SQL Development Environment: Syntax Palette

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Object Navigator

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Report-Level Objects

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

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Data Model Objects

• Parameters• Queries• Groups• Columns• Data Links

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Paper Layout Objects

• Frames• Repeating frames• Fields• Boilerplate

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Paper Parameter Form Objects

• Fields• Boilerplate

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Object Interrelationship

1

Select...

2

3

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Customizing Your Oracle Reports Developer Session

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Saving Preferences

1 2

3

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Oracle Reports Environment Variables

• REPORTS_PATH• REPORTS_TMP• REPORTS_RESOURCE• ORACLE_PATH• REPORTS_CLASSPATH

Windows: Modify in Registry

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Using the Online Help System

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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

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Practice 3 Overview

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

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Creating a Paper Report

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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

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Report Module Components

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

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Building a Paper Report

You have two options:• Use Reports Builder

– Wizards – Paper Layout – Paper Design

• Define the report in XML

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Invoking the Report Wizard

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Choosing the Layout Type

Wizard Pages• Report Style• Data Source

Type• Data Source

Definition• Fields• Totals• Labels• Template

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Creating a Tabular Report

Wizard Pages• Report Style• Data Source

Type• Data Source

Definition• Fields• Totals• Labels• Template

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Selecting the Data Source Type

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Using Query Builder

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Building a Query

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Building a Query

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Query Builder Functions

User-friendly interface: Alternative to writing SQLsyntax

6

5

2 3 41

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Selecting Displayed Fields

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Totals and Labels

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Selecting a Report Template

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

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Viewing the Paper Report Output

1

2

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Saving the Report Definition

Save changes frequently.

File > Save

xxx.rdf

File > Save As...

yyy.rdf

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Reentering the Wizard

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

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Creating a New Report

2 1

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Creating Break Reports

• Break report styles:Group Left, Group Above

• Additional wizard page:Groups

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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

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Creating Mailing Labels and Letters

Wizard pages:• Style• Data• Text• Template

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Creating a Matrix Report

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

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Previewing a Paper Report in a Browser

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

• Use File > Generate to File

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Previewing a Paper Report in a Browser

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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

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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

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Enhancing a Basic Paper Report

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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

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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

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The Paper Design Window

1

3

4

2

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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

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Aligning Columns

Point and select

Select“Align Right”

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Setting a Format Mask

Change format masks from the stylebar

1 2 3 4 5

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Manipulating Objects

• Clear fields• Move fields• Resize fields

Flex Mode adjusts layout during changes.

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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

Year Region Sales

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Applying Conditional Formatting

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Inserting Page Numbers, Dates,and Times

• Inserted easily• Customizable extensions

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Customizing Dates

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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

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Practice 5 Overview

Modifying reports by applying changes in the PaperDesign view

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Managing Report Templates

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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

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Using Report Templates

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

Installation templates in: <oracle_home>\reports\templates

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Modifying a Template

BodyMargin

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Customizing the Template Margin

Include objects such as:• Images• Text• Page

Numbers• Date

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Customizing the Template Body

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Adding Web Links to a Template for Report HTML Output

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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",

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Adding a Template Preview Image

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

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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

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Practice 6 Overview

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

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Creating a Web Report

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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

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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

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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

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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>

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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

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Using the Report Wizard

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Report Editor: Web Source View

Reports JSP Custom Tag Library

Start of report

End of report

HTML template information

Data model information

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JSP Tags

• Standard JSP Tags– taglib– page

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

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Web Source Example

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Generating Output

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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

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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

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Practice 7 Overview

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

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Enhancing Reports Using the Data Model: Queries and Groups

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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

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The Data Model Objects

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Modifying Properties of a Query

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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

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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

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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.

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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

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Group Hierarchy

1

2

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Ordering Data in a Group

1

2

3

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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

Page 148: Oracle Report Builder 10g

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Filtering Data in a Group

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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

Page 150: Oracle Report Builder 10g

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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

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Practice 8: Overview

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

Page 152: Oracle Report Builder 10g

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Enhancing Reports Using the Data Model: Data Sources

Page 153: Oracle Report Builder 10g

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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

link

Page 154: Oracle Report Builder 10g

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Data Source Types

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

Page 155: Oracle Report Builder 10g

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Pluggable Data Sources

Oracle Reports

Client Oracle10g

OLAP SQLTextfiles

Express JDBC XML

Page 156: Oracle Report Builder 10g

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Out-of-the-Box Options

Page 157: Oracle Report Builder 10g

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Using XML as a Data Source

Page 158: Oracle Report Builder 10g

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Example: XML Data Stream

Page 159: Oracle Report Builder 10g

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XML Report

Page 160: Oracle Report Builder 10g

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OLAP Data Source

OLAP database

Multidimensional objects

Page 161: Oracle Report Builder 10g

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Defining an OLAP Query

Page 162: Oracle Report Builder 10g

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Example: OLAP Report

Page 163: Oracle Report Builder 10g

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Using Text as a Data Source

Page 164: Oracle Report Builder 10g

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Setting Up the textpds.conf File

Page 165: Oracle Report Builder 10g

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Defining a Text Query

Page 166: Oracle Report Builder 10g

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Sample Text PDS Report

Page 167: Oracle Report Builder 10g

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Using JDBC as a Data Source

JDBC data source

Page 168: Oracle Report Builder 10g

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Configuring the jdbcpds.conf File

Page 169: Oracle Report Builder 10g

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Defining a JDBC Query

Page 170: Oracle Report Builder 10g

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Defining a JDBC Query

Page 171: Oracle Report Builder 10g

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Adding New Data

4

5

6

1

2

3

7

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Adding New Data

Page 173: Oracle Report Builder 10g

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Using REF Cursor Queries

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Viewing Output from Multiple Query Reports

Page 175: Oracle Report Builder 10g

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Using Data Links

Equijoin

Department_Id

90

100

Department_Name

Executive

FinanceLast_Name

DeHaan

Greenberg

Faviet

Department_Id

90

100

100

DEPARTMENTS

EMPLOYEES

Department_Id =

Department_Id

Page 176: Oracle Report Builder 10g

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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

Page 177: Oracle Report Builder 10g

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Creating a Column-to-Column Link

Page 178: Oracle Report Builder 10g

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Other Data Link Methods

Other methods of forming a link:• Manual: Using a WHERE clause to form the link

(SQL queries + column objects)• Manual: Using parameters to form the link (REF

cursor queries)• Automatic: Using primary/foreign key constraints to

form the link (SQL queries)

Page 179: Oracle Report Builder 10g

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Efficiency Issues: Multiple- or Single-Query Hierarchy

• Outer joins• Data ratio• Multitier environment

Page 180: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Publish data from any source using the Pluggable

Data Source feature• Add additional queries using the Data Wizard• Publish a report with data returned from a REF

cursor query• Create a relationship between data in different

queries using a data link• Design the data model to be most efficient

Page 181: Oracle Report Builder 10g

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Practice 9 Overview

• Creating a second query in an existing report• Creating a data link• Creating a report using a pluggable data source• Creating a report containing a REF cursor query

Page 182: Oracle Report Builder 10g

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Enhancing Reports Using the Data Model: Creating Columns

Page 183: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Describe various Data Model columns• Display the contents of a file • Identify characteristics of user-defined columns• Create report summaries and subtotals• Derive data using a formula column• Create and populate a placeholder

Page 184: Oracle Report Builder 10g

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Data Model Columns

4

5

1

2

3

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Maintaining Data Source Columns

Read-onlyproperties

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Producing File Content Output

Page 187: Oracle Report Builder 10g

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Creating a Column

• What type of value? Choose the correct column tool

• What frequency? Create in a group or at report level

C_xxxC_xxx

C_xxxC_xxx

C_xxxC_xxx

Summary column

Formula column

Placeholder column

Page 188: Oracle Report Builder 10g

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Creating Summary Columns

• Specific properties:– Function– Source– Reset At– Compute At

• Data type depends on Source data type• Page summaries: Not supported in the wizard

Page 189: Oracle Report Builder 10g

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Displaying SubtotalsReset At:

G_DEPARTMENT Report

2

1

Page 190: Oracle Report Builder 10g

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Displaying Percentages

Reset At: G_EMPLOYEECompute At: G_DEPARTMENT

G_EMPLOYEEReport

2

1

Page 191: Oracle Report Builder 10g

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Resetting Summary Values

REPORT

Grand Total

Running Total

Running Total

Data Model Group

REPORT

G_DEPARTMENT

G_EMPLOYEE

Reset At

G_DEPARTMENT

XXXX

Sub Total

Running Total

G_EMPLOYEE

XXXX

XXXX

Record Total

Page 192: Oracle Report Builder 10g

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Creating a Formula Column

• Performs a user-defined computation• Executes a PL/SQL function• Must return a value• Can be Character, Number, or Date• Returned value must match data type

function CF_SALCALCFormula return Number isbeginreturn(my_function(:salary));

end;

Page 193: Oracle Report Builder 10g

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Creating a Placeholder Column

• An empty container at design time

• Populated by another object at run time– Before Report trigger– Formula column at report

level– Formula column in same

group or below placeholder

CP_xxx

CF_xxx

Page 194: Oracle Report Builder 10g

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Populating a Placeholder Column

Page 195: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Identify column types and their uses• Create Summary columns• Define valid summary levels in a report• Specify column properties based on required

output:– Reset At: Resets to zero– Compute At: % of Total only

• Create Formula columns to return values• Create Placeholder columns to hold values

Page 196: Oracle Report Builder 10g

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Practice 10 Overview

• Creating a new report with summaries• Adding summary calculations to an existing report• Creating a new report with ranking summary

columns• Adding placeholders for highest and lowest values

Page 197: Oracle Report Builder 10g

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Enhancing Reports Using the Paper Layout

Page 198: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Identify the paper report sections• Design multipanel reports• Mail a report• Distribute a report to various destinations• Describe the layout objects and relationships• Modify an existing paper report layout• Create variable length lines

Page 199: Oracle Report Builder 10g

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Viewing the Paper Layout

CompensationReport

Header section

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Viewing the Paper Layout

CompensationReport

Header section

Main section

Page 1 of 1

Page 201: Oracle Report Builder 10g

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Viewing the Paper Layout

CompensationReport

Header section

Main section

Page 1 of 1

End of reportTrailer section

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Viewing the Section Areas

Body/ Margin

CompensationReport

Header section

End of reportTrailer section

Main section

Page 1 of 1Body/

Margin

Body/ Margin

Page 203: Oracle Report Builder 10g

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Designing Multipanel Reports

Logical Page 1Panel 1Physical Page 1Logical Page 1Panel 2Physical Page 2

Logical Page 1Panel 1Physical Page 3

Logical Page 1Panel 4Physical Page 6

Logical Page 1Panel 2Physical Page 4

Logical Page 1Panel 3Physical Page 5

Logical Page 1Panel 1Physical Page 7

Header

Main

Trailer

Page 204: Oracle Report Builder 10g

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Printing Multipanel Reports

Logical horizontal panels = 2

Page 1-2

Page 2-2

Page 1-1

Page 2-1

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Different Objects in the Paper Layout

123

45

6

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Body

The Paper Layout Layers

M_G_xxx

R_G_xxx

F_xxx F_xxx

Layers of a tabular report

Page 207: Oracle Report Builder 10g

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Avoiding Layout Errors

• Confine Mode

• Flex Mode

Page 208: Oracle Report Builder 10g

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Report Processing

f_xxx f_xxx f_xxx

f_xxx f_xxx

BEGIN M_G_master…

REPEAT R_G_master

BEGIN M_G_detail

REPEAT R_G_detail

END M_G_detail

END M_G_master

Page 209: Oracle Report Builder 10g

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Creating Layout Objects

The tool palette contains:• Standard GUI drawing tools• Frame, repeating frame, field objects• Other layout objects

1

2345

789

6

Page 210: Oracle Report Builder 10g

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Paper Layout Tools

• Pin a tool: Double-click

• Shift key for constrained objects

• Magnify

• Frame Select

• Report Block

Page 211: Oracle Report Builder 10g

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Report Bursting

Header à e-mail

Page 212: Oracle Report Builder 10g

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Report Bursting

Body à PDF

Page 213: Oracle Report Builder 10g

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Report Bursting

Trailer à HTML

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Report Bursting

;

West East

Dept 10

Dept 20

Dept 30

Dept 40

Dept 80

West East

West East

Page 215: Oracle Report Builder 10g

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Bursting on a Repeating Group

Page 216: Oracle Report Builder 10g

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Bursting on a Repeating Group

Setting the Repeat On property

Page 217: Oracle Report Builder 10g

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Creating an Additional Layout

Page 218: Oracle Report Builder 10g

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Distributing a Report

Page 219: Oracle Report Builder 10g

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Distributing a Report

Page 220: Oracle Report Builder 10g

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Tracing the Report Distribution

Page 221: Oracle Report Builder 10g

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Creating Variable Length Lines

Flex lines adjust to fit variable frames and repeating frames.

Page 222: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to modify the Paper Layout using:• Report sections• Layout objects and tools• Report mailing, bursting, and distribution features• Variable length lines

Page 223: Oracle Report Builder 10g

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Practice 11 Overview

• Using report sections• Adding a repeating frame to the header page• Adding flexible lines• Distributing a report

Page 224: Oracle Report Builder 10g

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Controlling the Paper Layout: Common Properties

Page 225: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Identify common paper layout properties• Modify common paper layout properties• Explain the use of format triggers• Modify Web Settings properties

Page 226: Oracle Report Builder 10g

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abc

Modifying Paper Layout Object Properties

Accessing a Property Inspector:• Object Navigator:

– Select object– Double-click node icon

• Paper Design or Paper Layout view:– Use Select Parent Frame tool– Select Tools > Property Inspector

abc

Page 227: Oracle Report Builder 10g

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Comparing PropertiesIntersection Pin

Page 228: Oracle Report Builder 10g

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Common Layout Properties

Four objects with common properties:• Frames• Repeating Frames• Fields• Boilerplate Objects

Some common properties affect:• Sizing• Pagination• Frequency of display

Page 229: Oracle Report Builder 10g

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Sizing Objects

Elasticity

Layout icons

Vertical Horizontal

fixed

expand

contract

variable

Page 230: Oracle Report Builder 10g

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• Objects in the push path have implicit anchors (not visible in Paper Layout)

• Explicit anchors override implicit anchors• All anchors appear in Object Navigator

Anchors

Implicit (shaded)

Explicit (solid)

Page 231: Oracle Report Builder 10g

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Layout Object Relationships

1

3

2

Page 232: Oracle Report Builder 10g

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Layout Object Relationships

12

63

4

5

Page 233: Oracle Report Builder 10g

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Pagination Icons in the Paper Layout

Page 234: Oracle Report Builder 10g

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Using Page Break Before

-1-

1

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Using Page Break Before

-1-

1

xxx xxx

-2-

Page 236: Oracle Report Builder 10g

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Using Page Break Before

-1-

1

xxx xxx

-2-

2

-1-

Page 237: Oracle Report Builder 10g

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Using Page Break Before

2

-1-

-1-

1

xxx xxx

-2-

xxx xxx

-2-

Page 238: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

-1-

1

xxx xxx

Using Page Break After

-1-

2xxx xxx

-2-

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Using Page Protect

f_dept_id

f_ename

Employee

Page 240: Oracle Report Builder 10g

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f_dept_id

f_ename

Employee

Using Page Protect

40xxxxxxxxxxxxxxxx

-1-

41xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

-2-

Page 241: Oracle Report Builder 10g

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Controlling Print Frequency

Print Object On = All PagesBase Printing On = Enclosing Object

Your Company Your Company

-1-

Your Company

-2-

Your Company

-3-

Page 242: Oracle Report Builder 10g

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Using Format Triggers

Page 243: Oracle Report Builder 10g

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Layout Object Properties for Web Support

• Hyperlink• Hyperlink

Destination• Bookmark • Application

Command Line

Page 244: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to: • Identify common properties for most layout objects:

– Size– Pagination– Print frequency– Format trigger– Web settings

• Modify common properties for special reporting needs

Page 245: Oracle Report Builder 10g

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Practice 12 Overview

• Creating a break report with continuation pages displaying limited information

• Modifying properties for object Web support

Page 246: Oracle Report Builder 10g

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Controlling the Paper Layout: Specific Properties

Page 247: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Identify specific layout properties• Modify specific layout properties• Explain the use of specific properties• Create a file link• Specify the format order for the report sections• Enable cataloguing and searching of PDF output

Page 248: Oracle Report Builder 10g

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Properties of a Repeating Frame

Page 249: Oracle Report Builder 10g

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Specifying Print Direction

3

2

1

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1

Controlling the Number of Records per Page

-1-

-2-

-3-

2-1-

-2-

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Controlling Spacing Between Records

Mailing Labels

1

2

Page 252: Oracle Report Builder 10g

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Minimum Widow Records

Page 1

Page 2

Without widow control

Page 253: Oracle Report Builder 10g

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Minimum Widow Records

Page 1

Page 2

With widow control(Min Widow Records = 3)

Page 1

Page 2

Without widow control

Page 254: Oracle Report Builder 10g

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Column Mode

Column Mode Off

Page 1

10 20

Page 2

20 30

Page 255: Oracle Report Builder 10g

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Column Mode

Column Mode Off

Page 1

10 20

Page 2

20 30

Page 1

10 20 30

Page 2

20

Column Mode On

Page 256: Oracle Report Builder 10g

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Properties of a Field

• Fields define formatting attributes and logic• Wizard creates a field for each column• You create additional fields in the Paper Layout:

– Source: Column, parameter, or system variable– Format mask: Standard Oracle format symbols

Page 257: Oracle Report Builder 10g

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System Variables

Page 258: Oracle Report Builder 10g

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Page Numbering

Page 4 of 4

EndExample 1 Page 3 of 4

Page 2 of 4

Page 1 of 4

ReportTitle

EndPage 1 of 1

Page 2 of 2

Page 1 of 2

ReportTitle

Example 2

Page 259: Oracle Report Builder 10g

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Valid Source Columns

G_Region

G_Dept

G_Emp

R_Region

R_Dept

R_Emp

F_REPORT

F_1

Page 260: Oracle Report Builder 10g

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Displaying File Contents

Page 261: Oracle Report Builder 10g

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When Are the Contents Updated?

Reports Builder reads the file contents when you:• Modify the Property Inspector• Open a report definition• Run a report

Page 262: Oracle Report Builder 10g

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Linking and Importing Files

1

Page 263: Oracle Report Builder 10g

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Linking and Importing Files

1 2

Import

Link

Page 264: Oracle Report Builder 10g

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Linking and Importing Files

3

1 2

Import

Link

Page 265: Oracle Report Builder 10g

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Linking and Importing Files

3 4

1 2

Import

Link

Page 266: Oracle Report Builder 10g

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Comparing a File Link and a File Column

F_PICTURE

1

G_EMP

PICTURE

Q_EMP

2

Page 267: Oracle Report Builder 10g

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Specifying the Format Order

Page 268: Oracle Report Builder 10g

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PDF Document Taxonomy Properties

Page 269: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Identify object-specific properties• Modify these properties when necessary• Create a file link in your report• Modify the default format order for report sections• Specify taxonomy properties for PDF documents

Page 270: Oracle Report Builder 10g

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Practice 13 Overview

• Modifying the printing of a mailing label report• Controlling the number of records on a page• Adding a file link to a report• Ensuring all details of a master print on the same

page

Page 271: Oracle Report Builder 10g

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Web Reporting

Page 272: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Identify the attributes of a high quality Web report• Describe the JavaServer Page run-time environment• Describe static and dynamic Web reporting• Add dynamic content to a Web page• Identify Reports custom JSP tags• Customize Web reports

Page 273: Oracle Report Builder 10g

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High Quality Web Publishing

Page 274: Oracle Report Builder 10g

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Comparing Static and Dynamic Reporting

Page 275: Oracle Report Builder 10g

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Adding Dynamic Content

Data ModelWeb Source

JavaServer Page (JSP)

<body>

</body>

Report Block WizardGraph Wizard

Page 276: Oracle Report Builder 10g

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Creating a Report Block

Page 277: Oracle Report Builder 10g

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Invoking the Report Block Wizard

Page 278: Oracle Report Builder 10g

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Examining the Web Source Code

Data Model & Business Logic (XML)

Paper Layout (XML)

Web Layout (JSP)Graph (XML)

<%@ taglib uri="/WEB-INF/lib/reports_tld.jar" prefix="rw" %> <%@ page language="java" import="java.io.*" errorPage=“/rwerror.jsp" %>

<rw:report id="report"> <rw:objects id="objects">

</rw:report>

<HTML>

</HTML>

</rw:objects>

<layout>

</layout>

Structure of a Reports JSP:

Page 279: Oracle Report Builder 10g

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Examining the Web Source Code

Page 280: Oracle Report Builder 10g

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rw:foreach Tag

. . .<rw:foreach id="R_G_EMPLOYEE_ID_1" src="G_EMPLOYEE_ID">

<tr><td <rw:headers id="HFEMPLOYEEID"

src="HBEMPLOYEEID"/>. . . <td <rw:headers id="HFEmployee"

src="HBEmployee"/> . . .. . .

Page 281: Oracle Report Builder 10g

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rw:field Tag

. . .

<td <rw:headers id="HFEMPLOYEEID" src="HBEMPLOYEEID"/> class="OraCellNumber">

<rw:field id="F_EMPLOYEE_ID" src="EMPLOYEE_ID" nullValue="&nbsp;"> F_EMPLOYEE_ID </rw:field></td>

. . .

Page 282: Oracle Report Builder 10g

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Customizing Reports JSPs

• Modify the classes in the style sheet• Use HTML tags and attributes• Use Reports custom tags

Page 283: Oracle Report Builder 10g

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Customizing Reports JSPs Using Style Sheets

<rw:style id="rwbeige"><link rel="StyleSheet" type="text/css" href="rwbeige.css"></rw:style>

<td <rw:headers id="HFEMPLOYEEID" src="HBEMPLOYEEID"/> class="OraCellNumber"><rw:field id="F_EMPLOYEE_ID" src=“EMPLOYEE_ID" nullValue="&nbsp;"> F_EMPLOYEE_ID </rw:field></td>

.OraCellNumber { color: #000000; background-color: #f7f7e7; font-family: Arial, Helvetica, sans-serif; font-size: 10px ; text-align: right}

Page 284: Oracle Report Builder 10g

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Customizing Reports JSPsUsing HTML Tags and Attributes

<thead><tr><th <rw:id id="HBEMPLOYEEID" asArray="no"/>

class="OraColumnHeader"> Employee Id </th>…

<th <rw:id id="HBSALARY" asArray="no"/> align="right"bgcolor="yellow"> Salary </th>

</tr></thead>

Page 285: Oracle Report Builder 10g

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Customizing Reports JSPsUsing Reports Custom Tags

Tag attributes provide additional formatting functionality.Example: rw:field tag optional attributes:• breakLevel• breakValue• nullValue• containsHtml• formatMask• formatTrigger

Page 286: Oracle Report Builder 10g

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Customizing Reports JSPsUsing Reports Custom Tags

<tbody> <rw:foreach id="R_G_EMPLOYEE_ID_1" src="G_EMPLOYEE_ID">

<tr>…

<td <rw:headers id="HFSALARY" src="HBSALARY"/>

align=“right"><rw:field id="F_SALARY" src="SALARY"

nullValue="&nbsp;" formatMask="$999,999.00" > F_SALARY

</rw:field></td>

…</tr></rw:foreach> </tbody>

Page 287: Oracle Report Builder 10g

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Customizing Reports JSPsUsing Reports Custom Tags

Page 288: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Create a Web report using an existing HTML page

and the Report Block Wizard• Describe the structure of a Reports JSP and identify

key custom JSP tags• Use style sheets to customize Web reports• Use HTML attributes and Reports custom tag

attributes to customize Web reports

Page 289: Oracle Report Builder 10g

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Practice 14 Overview

• Adding dynamic content to an existing Web page• Customizing a Web report using JSP tag attributes

Page 290: Oracle Report Builder 10g

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Extending Functionality Using XML

Page 291: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do the following:• Describe the benefits of XML definitions• Create XML report definitions• Apply XML report definitions• Debug XML report definitions

Page 292: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Why Use XML Report Definitions?

• Apply run-time customizations• Perform batch updates• Build fully functional reports• Product openness

Page 293: Oracle Report Builder 10g

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Creating XML Report Definitions

• XML tags• Partial definition• Full definition

<report><data>. . .</data><layout>. . .</layout>

</report>

Page 294: Oracle Report Builder 10g

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Partial Report Definitions: Format Modification Example

• Empty <data> tag • Use of <layout>• Use of <field>

<report><data></data><layout>

<section><field .../>...

</section></layout>

</report>

Page 295: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Partial Report Definitions: Format Exception Example

• Empty <data> tag • Use of <exception>• Use of <condition>

<report><layout><section><field ...><exception><condition .../>

</exception></field>

</section></layout>

</report>

Page 296: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Full Report Definition:Data Model Modification Example

• Empty <layout> tag • Use of <dataSource>• Column aliases• Bind references

<report><data><dataSource>...</dataSource>

</data><layout></layout>

</report>

Page 297: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Running XML Report Definitions

• Apply to an .rdf or .xml file

• One or multiple definitions

rwclient userid=... report=...customize=....xml server=...destype=... desformat=...

Page 298: Oracle Report Builder 10g

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Running XML Report Definitions

• Before Form or After Form trigger

• Run by itself• Batch updates

SRW.APPLY_DEFINITION(....xml);

rwconverter source="(...)"dest=... customize=...batch=yes

Page 299: Oracle Report Builder 10g

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Debugging XML Report Definitions

• XML parser• Tracing option• Using Reports Builder

Page 300: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Use XML report definitions:

– Run-time customizations– Batch updates

• Apply XML definitions• Debug XML definitions

Page 301: Oracle Report Builder 10g

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Practice 15 Overview

• Creating an XML report definition• Applying a run-time customization• Debugging an XML definition

Page 302: Oracle Report Builder 10g

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Creating and Using Report Parameters

Page 303: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Create and reference a parameter• Create a list of values for parameter input• Use and modify a system parameter• Build a Paper Parameter Form layout• Customize a Paper Parameter Form layout• Use HTML parameter form extensions

Page 304: Oracle Report Builder 10g

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Creating User Parameters

• Restrict values in a WHERE clause

• Substitute any part of a SELECT statement

• Substitute a single column or expression

SELECT CUST_LAST_NAME, ACCOUNT_MGR_IDFROM CUSTOMERSWHERE ID = <a value>

SELECT CUST_LAST_NAME, ACCOUNT_MGR_IDFROM CUSTOMERS<a where clause>

SELECTFROM CUSTOMERS

<a column/expression>

Page 305: Oracle Report Builder 10g

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Creating User Parameters

Page 306: Oracle Report Builder 10g

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Referencing Parameters in a Report Query

• Bind reference replaces a value::parameter_name

• Lexical reference replaces a clause:&parameter_name

Page 307: Oracle Report Builder 10g

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Using Bind References

• Restrict values in a WHERE clause

• Substitute a single value or expression in the select statement

SELECT CUST_LAST_NAME, ACCOUNT_MGR_IDFROM CUSTOMERSWHERE CUSTOMER_ID > :P_CUST

SELECT CUST_LAST_NAME, ACCOUNT_MGR_IDFROM CUSTOMERSORDER BY DECODE( , 1, CUST_LAST_NAME,

2, NLS_TERRITORY, ACCOUNT_MGR_ID)

:SORT,

Page 308: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Lexical References

• Use to substitute any part of the query.

• Make sure that the number and data types match at run time.

SELECT CUST_LAST_NAME, ACCOUNT_MGR_IDFROM CUSTOMERS

SELECT CUST_LAST_NAME, ACCOUNT_MGR_IDFROM CUSTOMERS

SELECT FROM

&P_WHERE_CLAUSE

&P_ORD_CLAUSE

&P_WHERE_ORD_CLAUSE

&P_CUSTNAME CUST, &P_ACCTMGR MGR&P_TABLE

Page 309: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Hints and Tips When Referencing Parameters

Always do the following:• Specify column aliases when substituting column

names• Create lexical parameters explicitly in the Object

Navigator • Enter an initial value for parameters that affect

query validation when NULL

Page 310: Oracle Report Builder 10g

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Creating a List of Values

1

2 3

45

Static list of values

Page 311: Oracle Report Builder 10g

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Creating a List of Values

1

2

3

4

5

Dynamic list of values

Page 312: Oracle Report Builder 10g

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Referencing System Parameters

Page 313: Oracle Report Builder 10g

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Building a Paper Parameter Form

+ Report properties:

• Width

• Height

• Number of Pages

Page 314: Oracle Report Builder 10g

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Customizing a Paper Parameter Form

Page 315: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Parameter Form HTML Extensions

• Boilerplate text with HTML tags• Parameter fields with JavaScript• Parameter Form header• Parameter Form footer

Page 316: Oracle Report Builder 10g

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Parameter Form Header and Footer

Header

Footer

Page 317: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Summary

In this lesson, you should have learned how to:• Define and use bind and lexical parameters• Create a list of values• Reference system parameters• Modify parameter values at run time, using:

– Command line arguments– Run-time parameter form

• Create a run-time paper parameter form:– Build it using the Parameter Form Builder– Customize it using the Report Editor, HTML

Page 318: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Practice 16 Overview

• Modifying an existing report to use a bind parameter• Adding a dynamic list of values• Adding a lexical parameter• Adding a static list of values• Creating a customized parameter form

Page 319: Oracle Report Builder 10g

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Embedding a Graph in a Report

Page 320: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Create and display a simple graph• Customize a graph in a Web report• Modify graph data dynamically• Specify additional graph attributes using Graph.XML

• Use graph hyperlinks

Page 321: Oracle Report Builder 10g

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Adding a Graph to a Paper Report

Page 322: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Adding a Graph to a Web Report

Page 323: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Adding a Graph to a Web Report

Page 324: Oracle Report Builder 10g

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Selecting the Graph Type

Page 325: Oracle Report Builder 10g

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Selecting the Graph Data

Page 326: Oracle Report Builder 10g

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Adding Options to the Graph

Page 327: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

<rw:graph id="graph" src="G_DEPARTMENT_ID" groups="DEPARTMENT_ID" dataValues="SALARY" series="EMPLOYEE_ID,MANAGER_ID" width="1200" height="600"graphHyperlink="http://myhost.mycompany.com/myexamples/emp.jsp?server=rep-server&userid=hr/hr@orcl&destype=cache&desformat=htmlcss&emp_id=&EMPLOYEE_ID;">

</rw:graph>

Graph XML

Customizing Web Graphs

Page 328: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

The rw:graph Tag

• Defines a graph• Attributes:

– id– src– groups– dataValues– series– width– height– graphHyperlink

<rw:graph id="graph-id" src="group-name" groups="column-list"dataValues="list" [series="column-list"] [width="size"][height="size"] [graphHyperlink="link"]

tag body</rw:graph>

Page 329: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Customizing Graphs Using the Graph.XML File

Page 330: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Graph Hyperlinks

• Document on same machine

• Any destination

• Any URL

Page 331: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Summary

In this lesson, you should have learned how to:• Build a new graph by invoking the Graph Wizard to

build and embed a graph in a paper report• Customize a graph in a Web report using the rw:graph tag

• Customize graphs using the Graph.XML file• Use a graph hyperlink for drilling down

Page 332: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Practice 17 Overview

• Using the Graph Wizard to create a graph• Altering the graph in the Graph Wizard• Creating graphs that print once for each record of a

group• Adding a graph to a Web layout• Customizing a graph in a Web report

Page 333: Oracle Report Builder 10g

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Enhancing Matrix Reports

Page 334: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do the following:• Design a matrix Data Model• Design a matrix Paper Layout• Modify a matrix structure• Create and modify matrix summaries• Create a matrix with group report• Create a nested matrix report

Page 335: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

The Matrix Data Model

1

2

3

4

Page 336: Oracle Report Builder 10g

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The Matrix Paper Layout

F_job_id

Sumsalary

F_SumsalaryF_department_na

Job Title

Dept Name

1 2 3

Page 337: Oracle Report Builder 10g

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Creating Matrix Summaries

F_job_id

Sumsalary

F_SumsalaryF_name

Job Title

Dept Name

F_SumsalaryPerJOB_I

F_SumsalaryPerDEPT

F_SumsalaryPerCITY

F_CITY

F_SumsalaryPer

2

1

3

Page 338: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Creating the Matrix Manually

• Using the Data Wizard:– Select the Matrix query check box– Step through the wizard

• Entirely manual:– Select the appropriate query tool– Create extra groups– Create the cross product group

Page 339: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

The Matrix with Group Data Model

Page 340: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

The Matrix with Group Layout

Total:

F_job_id

Sumsalary

F_SumsalaryF_department

Job Title

Dept Name

F_SumsalaryPerTITLE

F_SumsalaryPerDEPA

F_SumsalaryPerCITY

F_CITY

Total: F_SumsalaryPer

Region:

Page 341: Oracle Report Builder 10g

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Building a Nested Matrix

Page 342: Oracle Report Builder 10g

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Building a Nested Matrix

Page 343: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Building a Nested Matrix

Page 344: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Nested Matrix Paper Layout

Page 345: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Creating Nested Matrix Summaries

F_SumSALARY F_SumSALPerDEPA

F_SumSALPerJOB_

F_Sum_CITY

Page 346: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Displaying Zeros

Page 347: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Summary

In this lesson, you should have learned how to:• Create matrix reports with the Report Wizard• Describe the relationship between the data and

layout in a cross product structure• Identify and describe matrix-specific elements:

– Cross product group– Product Order property– Matrix layout object

Page 348: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Practice 18 Overview

• Opening and changing an existing matrix report• Building a nested matrix report• Adding summaries to a nested matrix report• Displaying zeros for summary values and restricting

columns per page• Displaying more meaningful column information

and rotating the text

Page 349: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Coding PL/SQL Triggers

Page 350: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do the following:• Describe the different types of triggers• Describe sample uses of triggers• Write and reference common code• Create a PL/SQL library• Publish a report as a result of a database event

Page 351: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Types of Triggers in Reports

• Report:– Five triggers– Report Triggers node in Object Navigator

• Data Model:– Formula (column)– Filter (group)– Parameter validation

• Layout: Format trigger on most objects

Page 352: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Trigger Code

Boolean: true false

CharacterNumber

Date

Page 353: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Report Triggers

AfterParameter

Form

F

BeforeReport

1

BeforeParameter

Form

page1 BetweenPages

page2

If > 1 page

AfterReport

If readonly=yes2 3

F

F F

Page 354: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Report Triggers

• After Parameter FormExample: Build dynamic WHERE clause

• Query syntax

FUNCTION AfterPForm RETURN BOOLEAN ISBEGINIF :p_customer IS NULL THEN

:p_where_clause := ' ';ELSE

:p_where_clause := 'where id >= :p_customer';END IF;RETURN(TRUE);END;

SELECT CUSTOMER_ID, CUSTOMER_NAMEFROM CUSTOMERS

ORDER BY CUSTOMER_NAME&p_where_clause

Page 355: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Data Model Triggers: PL/SQL Group Filter

• Restrict records in a group• Perform PL/SQL for each record

• PL/SQL filters result in all records being fetched

FUNCTION G_empGroupFilter RETURN BOOLEAN ISBEGINIF :department_name = 'Operations' AND

:salary > 5000 THENRETURN(my_function);

ELSERETURN(TRUE);

END IF;END;

Page 356: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Data Model Triggers:Parameter Validation

• Example: Do not allow report output to be sent directly to a printer.

• You cannot reassign values to parameters or columns in this trigger.

FUNCTION DESTYPEValidTrigger RETURN BOOLEAN ISBEGINIF :DESTYPE = 'Printer' THEN

RETURN(FALSE);ELSE

RETURN(TRUE);END IF;END;

Page 357: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Layout Triggers

Format triggers:• Exist on most layout objects• Can suppress an entire layout section (master

group frame): No records fetched• Can suppress the display of individual records

(repeating frame): All records fetched

Page 358: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using a Format Trigger on a Frame

Dept: f_deptno

No employees inthis department

Name Salary

Name Salary

Dept: 10

Dept: 40

No employees inthis department

2

1

Displaying a Text String in Place of Column Headings

Page 359: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Employee Details

1

Using a Format Trigger on a Repeating Frame

f_name f_date f_salary

f_name f_date

King 17-JUN-87 24000

Kochhar 21-SEP-89 17000

Employee Details

De Haan 13-JAN-93 17000

2

King 17-JUN-87

Kochhar 21-SEP-89

Employee Details

De Haan 13-JAN-93

3

Dynamically Altering the Display of Records

Page 360: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using a Format Trigger on a Field

Employee Details

f_name f_date f_salaryKochhar 21-SEP-89 17000

Employee Details

De Haan 13-JAN-93 17000

King 17-JUN-87

Kochhar 21-SEP-89

Employee Details

De Haan 13-JAN-93

King 17-JUN-87 24000

2

1

Dynamically Hiding Fields

Page 361: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using a Format Trigger in a Web Layout

<tbody> <rw:foreach id="R_G_DEPARTMENT_ID_1" src="G_DEPARTMENT_ID">

<tr>…

<td <rw:headers id="HFSALARY" src="HBSALARY"/>

class="OraCellNumber"><rw:field id="F_SALARY" src="SALARY"

nullValue="&nbsp;" formatMask="$999,999.00" formatTrigger="mystyles"> F_SALARY

</rw:field></td>

…</tr></rw:foreach> </tbody>

Page 362: Oracle Report Builder 10g

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f_1 f_2 f_3

Using a Format Trigger on a Boilerplate Object

FUNCTION spacing RETURN BOOLEAN ISBEGINIF MOD(:count_column, 3) = 0 THEN

RETURN(TRUE);ELSE

RETURN(FALSE);END IF;END;

2

1

Insert Spacing Between Groups of Records

3 4

Page 363: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Writing Common Code

At the Report level:• Object Navigator, Program Units• Menu: Program > PL/SQL Editor

In a library:• Object Navigator, PL/SQL Library• File > New: Create new library• File > Open: Add to existing library• Attach library to report

Page 364: Oracle Report Builder 10g

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Event-Based Reporting

• Implemented through PL/SQL stored procedures• Uses include:

– Running a report– Displaying report status– Canceling a report– Managing parameter lists

Page 365: Oracle Report Builder 10g

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Event-Driven Publishing API

Reports Services

Output Datamodel

Datainterface

OracleWorkflow

Client

Reports Cache

E-mail

FilePrinter

PL/SQL AdvancedQueuing

Page 366: Oracle Report Builder 10g

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Invoking a Report from a Database Event

• Create a database trigger• Include a parameter list with the required entries:

– GATEWAY– SERVER– REPORT– USERID

Page 367: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Summary

In this lesson, you should have learned how to:• Select the appropriate trigger type for your

requirement: Report, Data Model, or Layout• Identify the trigger and code needed for:

– Building a dynamic WHERE clause– Validating a parameter value– Dynamically altering record display– Suppressing null fields

• Use Report-level program units and create PL/SQL libraries for common code

• Invoke a report from a database event

Page 368: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Practice 19 Overview

• Creating a format trigger to display different paper layouts conditionally

• Creating and using a report-level PL/SQL function• Creating an using an external PL/SQL library• Creating a PL/SQL group filter

Page 369: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Extending Functionality Using the SRW Package

Page 370: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Describe the package contents• Output messages at run time• Execute a drill-down report• Create a simple table of contents• Create and populate temporary tables• Modify visual attributes dynamically

Page 371: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Contents of the SRW Package

SRW.SET_BOOKMARK

SRW.SET_FONT_STYLE

SRW.DO_SQL

SRW.RUN_REPORT

SRW.SET_MAXROW

SRW.MESSAGE

SRW.TRACE_START

SRW.PROGRAM_ABORT

Page 372: Oracle Report Builder 10g

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Outputting Messages

• Warning:

• Error:

• Exceptions:– SRW.INTEGER_ERROR– SRW.NULL_ARGUMENTS

WHEN <exception> THENSRW.MESSAGE (999, ‘Warning: report continues’);

WHEN <exception> THENSRW.MESSAGE (999, ‘Warning: report terminated’);

RAISE SRW.PROGRAM_ABORT;

Page 373: Oracle Report Builder 10g

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Executing a Nested Report

KING

KOCHHAR

DE HAAN

KING.LIS

xxx xxxxxxxxxx xxxxxxx

2

SRW.RUN_REPORT

KOCHHAR.LIS

yyy yyyyyyyyyy yyyyyyy

DE HAAN.LIS

zzz zzzzzzzzzz zzzzzzz

1

Page 374: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Executing a Nested Report

• Example:

• Exceptions:– SRW.RUN_REPORT_FAILURE

– SRW.RUN_REPORT_BATCHNO

• Function: SRW.GETERR_RUN

SRW.RUN_REPORT('Report=EMPSDESTYPE=FILEDESNAME='||:LAST_NAME||'.LISBATCH=YESMGRNO='||TO_CHAR(:MANAGER_ID));

Page 375: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Restricting Data

Before Report triggerSRW.SET_MAXROW('Q_EMP',3);

Q_EMP

G_EMP

EMPLOYEE_IDLAST_NAME

EMPLOYEE_ID LAST_NAME

100 KING101 KOCHHAR102 DE HAAN

Page 376: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Initializing Fields

Paper Layout

FUNCTION F_LOGICAL_PAGEFormatTriggerRETURN BOOLEAN IS

my_page number;BEGIN

SRW.GET_PAGE_NUM(my_page);SRW.SET_FIELD_NUM(0,my_page+3);RETURN(TRUE);

END;

1

Output: logical page no. = 2

Page: F_NEWPAGE Page: 5

2

Page 377: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Creating a Table of Contents

• Use SRW.SET_FORMAT_ORDER in an After Parameter Form trigger to format the Main section of the report first

• Use SRW.GET_PAGE_NUM in a format trigger to fetch the page number for each topic in the TOC

Page 378: Oracle Report Builder 10g

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Performing DDL Statements

• Example:

• Exception: SRW.DO_SQL_FAILURE

SRW.DO_SQL('CREATE TABLE SRW_LOG(RPT_NAME VARCHAR2(40),REC_NUM NUMBER,MSG_TEXT VARCHAR2(80))' );

SRW.DO_SQL('INSERT INTO SRW_LOG(RPT_NAME, REC_NUM, MSG_TEXT)VALUES(''PAY_REPORT'', TO_CHAR(:EMPLOYEE_ID),

:LAST_NAME||''PAY REPORT RUN'') ');

Page 379: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Setting Format Attributes

BorderwidthFill patternFormat mask

Printer tray control

Define a bookmark

Tuesday, January 2004

Car Policy

Page 380: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Setting Format Attributes

• Visual attributes:

• Printer tray control:

• Defining a bookmark:

SRW.SET_FILL_PATTERN('solid');SRW.SET_BORDER_WIDTH(250);SRW.SET_FORMAT_MASK('Day, Month yyyy');

SRW.SET_PRINTER_TRAY('letterhead');

SRW.SET_BOOKMARK('Car Policy');

Page 381: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Using Format Attributes in a Web Layout

…<rw:field id="F_SALARY" src="SALARY“. . .

formatTrigger="mystyles"> F_SALARY

</rw:field>…

FUNCTION mystyles RETURN BOOLEAN ISBEGINSRW.SET_JUSTIFICATION(SRW.RIGHT_HJUST);SRW.SET_TEXT_COLOR('Red');SRW.SET_FONT_WEIGHT(SRW.BOLD_WEIGHT);SRW.SET_FONT_STYLE(SRW.ITALIC_STYLE);return (TRUE);

END;

Page 382: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Summary

In this lesson, you should have learned how to:• Describe the SRW package contents:

– Procedures– Functions– Exceptions

• Use SRW.PROGRAM_ABORT to stop report processing• Use the SRW package to:

– Execute a detail report– Create a table of contents– Dynamically execute DDL statements– Provide conditional layout formatting and display

Page 383: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Practice 20 Overview

• Building a report containing conditional highlighting• Modifying a Web report with conditional

highlighting• Executing a detail report from a master report• Writing to a temporary table from a report

Page 384: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Maximizing Performance Using OracleAS Reports Services

Page 385: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able todo the following:• Describe the OracleAS Reports Services

architecture• Distinguish between the JSP and Servlet run-time

architectures• Describe the various ways to run a report• List the options for managing and monitoring

OracleAS Reports Services

Page 386: Oracle Report Builder 10g

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Running Reports Using OracleAS Reports Services

• Provides the deployment platform• Formats, prints reports on a powerful server• Eliminates rerunning reports• Enhances scalability and performance

Page 387: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Report Request Methods

• RWCLIENT command line• URL syntax• OracleAS Portal• SRW.RUN_REPORT• Event-Driven Publishing API

Page 388: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Oracle Application Server Components

Oracle Application Server 10g

Sys

tem

Man

agem

ent

Application Development Framework

BusinessIntelligence

IntegrationBroker

Portal

Sec

uri

ty a

nd

Iden

tity

Man

agem

ent

Application server

Grid Computing Infrastructure

WebServices

B2B

Any DataSource

Mobile and Wireless

EnterprisePortal

BusinessIntelligence

PackagedApplication

Page 389: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Enabling Single Sign-On Access

• Log in only once• Access application level authentication• Access data level authentication

Oracle Internet Directory

Page 390: Oracle Report Builder 10g

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Running the Web Layout:JSP Run-time Architecture

Oracle HTTP Listenermod_OC4JJSP Engine

OracleAS Reports Services

CORBA/IIOP

ReportsEngine

PDS

HTTP

CORBA/IIOP

rept.jsp

OID

Page 391: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Running the Paper Layout:Servlet Run-time Architecture

Oracle HTTP Listenermod_OC4J

Reports Servlet

OracleAS Reports Services

CORBA/IIOP

ReportsEngine

PDS

rept.rdf

rept.jsp

HTTP

CORBA/IIOP

mail

PrintFax

OID

Page 392: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Running a Paper Report on the Web

URL syntax:

Key map file: cgicmd.dat

http://vesuvius.world.com:8888/reports/rwservlet?report=emp_dept.rdf&desformat=html&destype=cache&server=repsrv1&dept_param=10

Page 393: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

Running a Report from the Command Line

• SERVER = <server_name>• MODULE|REPORT = <runfile>• DESTYPE = FILE, PRINTER, MAIL, CACHE,

LOCALFILE, SYSOUT,ORACLEPORTAL• DESNAME = <desname>• DESFORMAT = PDF, HTML, HTMLCSS, RTF,

DELIMITED, XML

RWCLIENT SERVER=server1 MODULE=my_rep.rdf DESTYPE=cache DESFORMAT=html

Page 394: Oracle Report Builder 10g

Copyright © 2004, Oracle. All rights reserved.

The OUTPUTIMAGEFORMAT Parameter

rwcgirwservletrwbuilderrwrunrwclient

Commands that can use OUTPUTIMAGEFORMAT:

Syntax:OUTPUTIMAGEFORMAT={PNG|JPEG|JPG|GIF|BMP}

Page 395: Oracle Report Builder 10g

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The Schedule Parameter

SCHEDULE = [FREQ from] TIME [retry n after LEN]

RWCLIENT...SCHEDULE=monthly_last_weekday_from_17:00_Nov_22,_2003_retry_3_after_1_hour

FREQ CLOCK DATE

TIME

Page 396: Oracle Report Builder 10g

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Reports Caching

Cached reports on server:• Tolerance = n (minutes)• Tolerance = 0 (default/current behavior)• Maximum tolerance is 232 minutes (approximately

10,000 years)• Cached output controlled by a CACHEDIR server

parameter

Page 397: Oracle Report Builder 10g

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Using Oracle Enterprise Manager

Page 398: Oracle Report Builder 10g

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Using Oracle Enterprise Manager

Page 399: Oracle Report Builder 10g

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Using Oracle Enterprise Manager

Page 400: Oracle Report Builder 10g

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Managing and Monitoring OracleAS Reports Services

• Start, stop, and restart a Reports server• View and manage:

– Current Jobs queue– Scheduled Jobs queue– Finished Jobs queue

• Monitor server performance• Edit server configuration

Page 401: Oracle Report Builder 10g

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What Is the Queue Manager?

Real-time Reports Server status:• View report status and scheduled jobs• Refresh to see the up-to-date status• Reprioritize or cancel jobs

• Administrator password encrypted in .conf file

Page 402: Oracle Report Builder 10g

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Queue Manager

Past jobs

Current jobs

Scheduled jobs

Page 403: Oracle Report Builder 10g

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Queue Manager

All my jobs

All jobs

Refresh

Page 404: Oracle Report Builder 10g

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Using the Queue Manager

• Connect to any number of servers• Administrator can shut down server• Reports Services restores scheduled jobs after

shutdown

Queue Manager

RSVR1

RSVR2

Page 405: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Describe the JSP and servlet run-time architectures• List several ways to run a report• Describe the features of Oracle Enterprise Manager

and Queue Manager for monitoring Reports Services

Page 406: Oracle Report Builder 10g

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Practice 21 Overview

• Constructing a URL to run a report on the Web• Creating an entry in the key map file

Page 407: Oracle Report Builder 10g

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Building Reports: Efficiency Guidelines

Page 408: Oracle Report Builder 10g

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Objectives

After completing this lesson, you should be able to do the following:• Describe performance areas• Use performance measuring tools• Build reports to run in other languages

Page 409: Oracle Report Builder 10g

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Tuning Reports

• No absolute rules• Investigate specific areas:

– Data Model– Paper Layout– Web Layout and JSP report definitions– Run-time arguments

Page 410: Oracle Report Builder 10g

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Performance Measurement

Measurement tool: Trace optionServer and network measurements:• SQL Trace• Traffic and bandwidth

Page 411: Oracle Report Builder 10g

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Non SQL Data Sources

Page 412: Oracle Report Builder 10g

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Investigating the Data Model

• Schema design• Indexes• Efficient SQL• Efficient PL/SQL• Calculations

• Redundant queries• Break groups• Group filters• Linking queries

Page 413: Oracle Report Builder 10g

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Investigating the Paper Layout

• Frames• Object size• Format triggers• Fetching ahead• Bursting and distribution

Page 414: Oracle Report Builder 10g

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Running the Report

• RUNDEBUG=NO• Array processing• LONGCHUNK• PARAMFORM• Batch processing

Page 415: Oracle Report Builder 10g

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Different Development and Run-Time Environments

• Reports Builder development– Bitmapped only

• Reports Builder Runtime– Bitmapped

MODE = bitmap– Character mode

MODE = character

Page 416: Oracle Report Builder 10g

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Developing Reports to Run in Different GUIs

• Use common fonts or map fonts in uifont.ali

• Use common colors• Be aware of dots per inch (DPI)

Page 417: Oracle Report Builder 10g

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Setting NLS Language Environment Variables

• NLS_LANG• DEVELOPER_NLS_LANG, USER_NLS_LANG

Unicode:

NLS_LANG=French_France.WE8DEC

NLS_LANG=<lang>_<territory>.UTF8

Page 418: Oracle Report Builder 10g

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Translating an Oracle Reports Application

Use TranslationHub to translate messages and text defined as part of the application.Consider:• Format masks• Hard-coded strings• Multiple character sets

Page 419: Oracle Report Builder 10g

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Summary

In this lesson, you should have learned how to:• Use performance measuring tools• Describe the facilities for running reports in other

languages

Page 420: Oracle Report Builder 10g

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Practice 22 Overview

• Identifying areas to investigate for tuning reports• Using the trace facility• Interpreting time statistics• Improving performance