Reports Is Elf Schooling

8/14/2019 Reports Is Elf Schooling

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Lesson 01

"Well-timed silence hath more eloquence than speech." - Martin Fraquhar Tupper

Read first then play the video: RPT001(VIDEO)-Introduction to complete Hands-On 01 to 06

Case StudyIntroduction

In this case study we look at reports, which will show you how to enhance your skills inusing Oracle Report Builder.In these Hands-On, your client is a stock broker that keeps track of its customer stocktransactions. You have been assigned to write them reports based on their reports layoutrequirements.

Before using the Report Builder toolWhen you use the Report Builder tool, there are few modules that you may use them overand over. They are basics for your understanding how to use the tools.Object Navigator

In the Report Builder tool, use the Object Navigator window, to view report componentsand navigate through the report objects. It gives you a hierarchical listing of all themodules open in your current session. You use this listing to navigate to, and work on,those objects. It gives you access to all database objects you own or have grant to, as wellas a list of all the built-in functions and procedures you can use in Oracle Form Builder.Clicking on the plus sign next to an object in the Object Navigator will expand the object

and clicking on the minus sign will collapse the object. Within the Object Navigatorwindow, you have:

Reports

Templates

External SQL Queries

PL/SQL Libraries

Debug Actions

Stack

Built-in Packages

Database Objects.

Reports ObjectIn the Reports object, you have other important objects that are very handy to create,delete, and modify a report such as Live Pre-viewer, Data Model, Layout Model,Parameter Form, Report Triggers, Program Units, and Attached Libraries.

Live Pre-viewer

Data Model

Layout Model

Parameter Form
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Report Triggers

Program Units

Attached Libraries

Live Pre-viewer

You use the Live Pre-viewer object to view what the report will look like when it is

executed.Data Model

You use the Data Model to display the data content and layout appearance of the report.Its very important when you use this object that you understand SQL statement andrelationship between tables such foreign key and primary key.Layout Model

You use the Layout Model object to show you how your report will appear. When yourun your report, Report Builder fills in the objects in the Layout Model with actual data.The Layout Model will show you several types of layout objects and the relationships

that exist between them. The Layout Model uses symbols and graphical representations toshow these relationships. You can add, modify or delete part of your layout from here.Parameter Form

You use Parameter Form to define, remove, and modify your report parameters. You willuse the Parameter Form Builder tool to design your runtime parameter form. There aretwo types of parameters: user parameters and system parameters.User Parameters

User parameters will be used to manage the behavior and output of your reports.

System ParametersSystem parameters will be used to manage the report runtime behavior of your reportssuch as defining your output destination. Remember that when you run your report,the Runtime Parameter Form will be appeared.Report Triggers

You use Report Triggers to define PL/SQL to fire at various points during the executionof your report. You will have:

BEFORE REPORT,

AFTER REPORT,

BETWEEN PAGES,

BEFORE PARAMETER FORM, and

AFTER PARAMETER FORM.

Program units and Attached Libraries

You can use Program Units and Attached Libraries as the same way we use them in theForms Builder tool.Property Palette


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In the course of our hands-on, you will see that we use Property Palette over and over. Infact you cant do much without Property Palette. It is very important to understand it. Itcontains object properties. The contents of the Property Palette are referred to as theProperty sheet for the object. You use the Property Palette to modify object properties.To open the Property Palette of an object, go to the object and right click on the mouse

then select Property Palette.

"Friends may come and go, but enemies accumulate." - Thomas Jones

Questions:Q: What is an Object Navigator in the Report Builder tool?Q: What does the Object Navigator contain?Q: What is a Report Object in the Object Navigator?

Q: What is a Pre-viewer in the Report Builder?Q: What is a Data Model in the Report Builder?Q: What is a Layout Model in the Report Builder?Q: What is a Parameter Form in the Report Builder?Q: What are the types of parameters?Q: What is a user parameter?Q: What is a system parameter?Q: What are the report triggers?Q: Describe program units and attached libraries in the report builder?Q: Describe property palette in the report builder?Q: What is the property sheet for an object

Lesson 02

"It is time I stepped aside for a less experienced and less able man." - Professor Scott Elledge on hisretirement from Cornell

Read first then play the video: RPT002(VIDEO)-(Hands-On 01) How to write a Tabular report

TabularIntroduction

Tabular report shows data in a table format. It is similar in concept to the idea of anOracle table. Oracle, by default, returns output from your select statement in tabularformat.Hands-on

In this Hands-On, your client is a stock broker that keeps track of its customer stocktransactions. You have been assigned to write the reports based on their reports layoutrequirements.


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Save a report

In the Object Navigator, highlight the "untitled" report, choose File, and select theSave as option.In the Save as window, make sure to save the report in the ISELF folder and name it"rpt01_stock_history, report number 1 stock history.

Data ModelIn the Object Navigator, double click on the "Data Model" icon.Create SQL box

In the Data Model window, click on the "SQL Query" icon. Then drag the plus signcursor and click it anywhere in the Data Model screen where you wish your object tobe.In the SQL Query Statement window, write a query to read all the stocks record sortedby their symbol.

(SQL Query Statement)SELECT * FROM stocksORDER BY symbolClick OK.Change SQL boxs name

In the Data Model window, in the SQL box, right click on the Q_1 and open itsproperty palette.In its property palette, change the name to Q_STOCKS. Then close the window.Change GROUP boxs name

In the Data Model, right click on the group box (G_SYMBOL) and open its propertypalette.In the Group property palette, change the name to G_STOCKS, and close the window.Open Report Wizard

In the Data Model, click on the Report Wizard icon on the horizontal tool bar.In the Style tab, on the Report Wizard window, type Stock History in the Title box andchoose the report style as Tabular.Notice that when you change the report style a layout of that report will be displayed onthe screen.Choose a different style to display its layout of its report style.Data, Fields, Totals, Labels and Template tabs

Click NEXT to go to the Data tab. In the SQL Query Statement verify your query.Click NEXT to navigate to the Fields tab, select the fields that you would like to bedisplay in your report. Select all the columns to be display.Click NEXT to navigate to Totals tab, select the fields for which you would like tocalculate totals. We have none in this hands-on exercise.


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Click NEXT to open the Labels tab, modify the labels and widths for your fields andtotals as desired.Click NEXT again to go to the Template tab, and choose a template for your report.Your report will inherit the templates colors, fonts, line widths, and structure.Use the default template and click finish.

Running a reportNow, you should have your output report on the screen.Resize an object

Maximize the output report and format the report layout. To resize an object , select it anddrag its handler to the preferred size.Move an object

To move an object, select and drag it while the cursor is on the object.

This is a simple report.Navigate through the outputTo navigate through the output report in the Report Editor - Live Pre-viewer, click on the"next page" or "previous page" icon on the horizontal toolbar.Do the same with the "first page" or "last page" icon.Use the zoom in and zoom out icon to preview the report.Know reports functions

To know each icon functionalities, drag your cursor on it and a tooltip will display itsfunction.Change Format Mask

To change the "format mask" of a column, the column should be selected. Then go to thetoolbar and click on the $ icon, "add decimal place," and the right justify format tothe all currency columns (Todays Low, Todays High, and current price)Select the traded today column, and click on the ,0 icon (apply commas), and make itright justify.Also, you can change any attributes of field by opening its property palette. To open anobjects property palette, right click on it and select the Property Palette option.Right click on the "trade date" column and open its "property palette."Change the date "Format Mask" property and make it year 2000 complaint (MM-DD-RR).Navigate through the report pages.Save a report

Save the changes (rpt01_stock_history).


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"Men and nations behave wisely once they have exhausted all the other alternatives." - Abba Eban(1915-2002)

QuestionsQ: How can you use the "Report Wizard" tool in the "Report Builder" tool?

Q: How can you use the "Object Navigator" window?Q: How can you write a report?Q: How can you save a report?Q: How can you use the "Data Model" tool?Q: What is the "Property Palette" sheet?Q: What is the "Query" box in the "Data Model" window?Q: What is the "Group" box in the "Data Model" window?Q: How can you change a report style?Q: Use a tabular style for a report.Q: How can you navigate through your report?Q: How can you change a format mask for an item in the "Report Builder" tool?

Q: What is a Tabular report?Q: Your client is a stock broker that keeps track of its customer stock transactions. Youhave been assigned to write the reports based on their reports layout requirements.Your client wants you to create a simple listing report to show list of the stock trades byusing stocks table for their brokerage companyThe user layout format mask requirements are:For date MM-DD-RR (Year 2000 complaint).For dollars $99,999.90.For quantity NNN.N0.See Figure 1.

Your tasks are:1- Write a tabular report.2- Apply user layout Format mask.3- Run the report.4- Test the repot

Lesson 03

"Copy from one, it's plagiarism; copy from two, it's research." - Wilson Mizner (1876-1933)

Read first then play the video:

RPT003(VIDEO)-(Hands-On 02) How to write a Group left report

Group LeftIntroduction

Group-left reports are very useful for generating output reports from SQL statements withthe group by clause. The Group-left report suppresses redundant printings of the samevalue in the leftmost column of the report. It is like making a control break in your report.You can use the Group-left report on a master-detail relationship as well.


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Hands-on

Your client asks you to define a control break on their stocks symbol and company namefrom previous report and also to print only one company on a page.See Figure 2.

Your tasks are:1- Modify Hands-On report 01 to the Group Left style.2- Apply template to the user report.3- Run the report.4- Test the repot.

You will learn how to: use report wizard, use report style group left, use template, usepre-viewer, use zoom in and out, use the body section in the layout model in the objectnavigator, and change repeating objects property palette.

Figure 2

Open a Report Module

In the Object Navigator window, go to the Main menu and choose File, select Opento open an existing report (RPT01_STOCK_HISTORY) from the iself folder.

Run a report

Click on the Run icon to run the report.Maximize the window.Notice that the stock symbol and company name are repeated. We are going to create acontrol break to eliminate the duplication.


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Report Wizard

In the Report Editor, click on the Report Wizard icon on the toolbar.Select a Style

In the Style tab on the Report Wizard, checkmark the group left radio button, then click

next.Group-Left

Group-left reports are very useful for generating output reports from SQL statements withthe group by clause. The Group-left report suppresses redundant printings of the samevalue in the leftmost column of the report. It is like making a control break in your report.You can use the Group-left report on a master-detail relationship as well.Data, Groups, Fields, Totals, and Template tabs

In the Data tab on the Report Wizard, click Next again.

In the Groups tab on the Report Wizard, move the symbol and company name item tothe group fields box. Drag "company" to level 1, and then click NEXT.In the Fields tab on the Report Wizard, dont change any fields. Click Next again.In the Totals in the Report Wizard, calculate the total, minimum, and maximum numberof traded shares. Then click Next.In the Labels tab in the Report Wizard, change the label, if needed. Click Next.In the Template tab in the Report Wizard, use the default template and click finish.Navigate through a report

Navigate through the report output. Notice that multiple companies are on each page.Change the report to print companys information on a separate page.Open Repeating Groups property palette

On the Object Navigator, expand Layout Model, Main Section, then BODY.Right click on the first "Repeating Group" (R_G_1) to open its property palette.In its property palette, change "Maximum Records Per Page" to 1 and press the enter key,then close the window.Navigate through the report. Notice that each company is on a separate page.After testing the output report, go to the object navigator window, select the report andsave the changes.Save the report as report number 2 (REPT02).A note to remember:In the Object Navigator, if you highlight the report and click on the X icon (Delete) onthe vertical toolbar, the object will be remove from work area and still a copy of that existon your disk.


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"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in everydifficulty." - Sir Winston Churchill (1874-1965)

Questions:Q: What is a Group-Left report?Q: How do you use the Report Wizard?Q: How many styles are in the Report Style window?Q: What is a template in the Report Builder?Q: When do you use pre-viewer in the Report Builder?Q: How do you zoon in and out in the Layout Editor?Q: What is the body section in the layout model?Q: How do you change the repeating objects property palette?Q: Your client asks you to define a control break on their stocks symbol and companyname from previous report and also to print only one company on a page.See Figure 2.

Your tasks are:1- Modify Hands-On report 01 to the Group Left style.2- Apply template to the user report.3- Run the report.4- Test the repot

Lesson 04

"If Stupidity got us into this mess, then why can't it get us out?" " - Will Rogers (1879-1935)

Read first then play the video: RPT004(VIDEO)-(Hands-On 03) How to write a Mailing Label report

Mailing LabelIntroduction

A Mailing Label report is a list of addresses designed to be generated on mailing labels.The addresses can be printed across the page, and then down or vice versa.Hands-on

Your client has to mail their customers to inform them of the status of their currentmarket value position. They ask you to create a report that outputs mailing labels. First

they ask you to generate mailing labels with three columns and then change it to 1.5 X3.5 label format.See Figure 3.Your tasks are:1- Create a report to generate three column labels.2- Extract customers name and address from their database.3- Change the report to generate two column labels.


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4- Apply template to the user report.5- Run the report.6- Test the repot.

You will learn how to: use report style mailing label, use the query builder, generate

three columns label, change the font and size, change it to two columns label, usehandlers on the layout model.

Figure 3

Create a new reportIn the Object Navigator, highlight the Reports item, and click on the "create" icon (Green+) to create a new report.Report Wizard

In the New Report window, choose the Use the Report Wizard option, and click OK.In the Report Wizard window, choose the Mailing Label Style, and click the Next pushbutton.Mailing Label

A Mailing Label report is a list of addresses designed to be generated on mailing labels.

The addresses can be printed across the page, and then down or vice versa.In the SQL Query Statement box, write a SQL statement to query all customers namefrom customers table.(SQL Query Statement)SELECT ALL first_name, last_name, address_line_1, address_line_2, address_line_3FROM customersThen click Next.


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You can create your mailing label by selecting fields and by typing directly into theMailing Label text. Select the columns into "mailing label text."Use "New line", "space", "Dash", "comma", and "period" if you need them in the"mailing label text." Notice the following selection.(Mailing Label text)

&, &&&&Click NEXT.Select the draft template; then click NEXT, and Finish.This is an example of a three column label.In the Live Pre-viewer, you can select the output object and change its font type and size.To change the font, go to toolbar that has B, I, U, type of font, and font size. It is at the

top of the report.Change the mailing label

Change the three column label to the two column label.In the Object Navigator, click on the Layout Model icon.Make the Object Navigator window and the Layout Model window side by side.Find a repeating group

In the Object Navigator, expand "Layout Model," Main Section, Body, and selectthe repeating group (R_G_FIRST_NAME).The frame item can be selected either by using the Object Navigator or the LayoutModel in the report editor.Drag the frame to 1.5 by 3.5 inches.Click on the text boilerplate. Notice the handlers; drag them to the "repeating group"frame.Select the text and change the font type and size.Run a report

Click on the Run icon to run the report.This is an example of a two column label.You can select the customer name and change their font.Select the untitled report and save it as report number 3 (REPT03) in the "iself" folder


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"The President has kept all of the promises he intended to keep." - Clinton aide GeorgeStephanopolous speaking on Larry King Live

Questions:Q: Describe a Mailing Label report.

Q: How do you use the query builder?Q: How do you generate columns label in the query builder?Q: How do you change a reports font and size?Q: What are the handlers in the layout model?Q: Your client has to mail their customers to inform them of the status of their currentmarket value position. They ask you to create a report that outputs mailing labels. Firstthey ask you to generate mailing labels with three columns and then change it to 1.5 X3.5 label format.See Figure 3.Your tasks are:

1- Create a report to generate three column labels.2- Extract customers name and address from their database.3- Change the report to generate two column labels.4- Apply template to the user report.5- Run the report.6- Test the repot

Lesson 05

"There's many a bestseller that could have been prevented by a good teacher." - Flannery O'Connor(1925-1964)

Read first then play the video: RPT005(VIDEO)-(Hands-On 04) How to write a Matrix report

Matrix ReportIntroduction

A matrix report is a chart with two axes (rows and columns) that display for sets of data.On the rows, the report displays one set of data, while on the columns the report displaysanother set. Within the two axes, report displays a cross-product of results.Hands-on

You client needs to get the summary report of their customers shares owned. They like tohave the output format be the same as spreadsheet format. You are assigned to create agrid style of data output as a spreadsheet, with rows that present customers name andcolumns that present stocks symbol. The intersection of these two entities is a cell thatshows the number of shares that customer has on that stock.This report should show the number of shares of stocks holders by each customer in eachof the stocks. Make sure the cell format mask is NNN,NN0. You should use the customer


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and portfolio table, and put grid around each number of shares for easy reading. Youshould also get the totals for each column and row.They want you to change the cell color to red if its value is greater than 2000 and do thesame for rows and columns sub-total.See Figure 4.

Your tasks are:1- Create a matrix report.2- Put grid around each cell.3- Use user layout format mask for cells and sub-totals as NNN,NN0.4- Calculate the subtotal for rows and columns.5- Highlight the cells with any color (ex: red) if their values are significant.6- Highlight the sub-total cells with any color (ex: pink) if their values are significant.7- Apply template to the report.8- Run the report.9- Test the repot.

You will learn how to: use query builder, set table relationship, change properties fromproperty palette, use report style matrix, make subtotal for rows and columns, use theselect parent frame icon, create grid, use the conditional formatting.

Figure 4

Create a new report

In the Object Navigator, highlight the Reports item, and click on the "create" icon (Green+) to create a new report.Build a new report Manually


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In the New Report window, choose the Build a new report manually option, and clickOK.Create a SQL box

In the Data Model, click on the SQL icon on the vertical toolbar. Drag the + sign in to

the Data Model and click any where that you wish to have your object.In the SQL Query Statement box, write a SQL statement to query all customers withtheir stocks symbol and number of shares owned.(SQL Query Statement)SELECT last_name, stock_symbol, shares_ownedFROM portfolioWHERE ( id = customer_id)Then click OK.Change a SQL boxs property

In the Data Model window, right click on the SQL box (Q_1) and open the property

palette option.In the Property Palette window, change the name to Q_PORTFOLIO. Then close thewindow.Report Wizard

In the Data Model window, on the toolbar, select the Report Wizard icon.Matrix Report

A matrix report is a chart with two axes (rows and columns) that display for sets of data.On the rows, the report displays one set of data, while on the columns the report displaysanother set. Within the two axes, report displays a cross-product of results.Style, Data, Rows, Columns, Cell, Totals, and Template tabs

In the Style tab in the Report Wizard, choose the report style as Matrix with a title ofCustomer Portfolio. Then click on the Next icon.In the Data tab, select the data that you will use in your report. You should have alreadyhad that SQL statement. Dont change anything and click Next.In the Rows tab, select LAST_name as a "Matrix Row Field" and click Next.In the Columns tab, use Stock_symbol as a "Matrix Column Field" and click Next.In the Cell tab, select the sum of the shares_owned as a "Matrix Cell Fields" and clickNext.In the Totals tab, to make subtotals for rows and columns, select SumShares_OWNED tocalculate the sum of rows or columns {Sum(SumShares_OWNED)}. Then click Next.In the Labels tab, delete the label for the sum of the shares owned, change Last_name toname, change stock_symbol to symbol, and then click Next.In the Template tab, use Cyan Grid template report and click Finish.Navigate through a report

Now, you created a customers portfolio report. Navigate through the report.


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Layout Report Editor

Use the layout report editor to change the report layout.Layout Model

Click on the Layout Model icon on the top of the horizontal toolbar.

In the Layout Model window, you can change the size of each item. Use the "selectparent frame" icon to go to the parent's column and resize it. When finished resizing,click on the run icon to run the report.Live Pre-viewer

In the Live Pre-viewer, select the name item and then change its alignment to left or right.You can also right click on it, open its property palette, and change its alignment.Change appearance of a report

Select the cells and change their alignment and format mask. Do the same for thecolumns' subtotals.

Navigate through the report.Conditional Formatting

In the Live Pre-viewer, right click on the cells, and open the "Conditional Formatting"option.In the Conditional Formatting window, you can define exceptions to highlight data forspecified conditions with different formatting such as color.In the Conditional Formatting window, click New and In the Format Exceptionwindow, change the shares owned value to red if it is greater than or equal 2000.SHARES_OWNED >= 2000Click OK.Check the report.Go to the last page, change the alignment and mask format for the row's subtotals; andchange the color if their values are more than 7,000.Go to the first page.Do the same for the columns' subtotal; and change the color if their values are more than10,000.After testing the report output, highlight the report and save it as report number 4 in theiself folder (REPT04).

"I criticize by creation - not by finding fault." - Cicero (106-43 B.C.)

Questions:


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Q: What is a Matrix Report?Q: How do you set a table relationship in the report builder?Q: How do you change an object using its properties palette?Q: How can you make a sub-total for rows and columns in a matrix report?Q: What does the Select Parent Frame icon?

Q: What is a conditional formatting in the report builder?Q: You client needs to get the summary report of their customers shares owned. They liketo have the output format be the same as spreadsheet format. You are assigned to create agrid style of data output as a spreadsheet, with rows that present customers name andcolumns that present stocks symbol. The intersection of these two entities is a cell thatshows the number of shares that customer has on that stock.This report should show the number of shares of stocks holders by each customer in eachof the stocks. Make sure the cell format mask is NNN,NN0. You should use the customerand portfolio table, and put grid around each number of shares for easy reading. Youshould also get the totals for each column and row.They want you to change the cell color to red if its value is greater than 2000 and do the

same for rows and columns sub-total.See Figure 4.Your tasks are:1- Create a matrix report.2- Put grid around each cell.3- Use user layout format mask for cells and sub-totals as NNN,NN0.4- Calculate the subtotal for rows and columns.5- Highlight the cells with any color (ex: red) if their values are significant.6- Highlight the sub-total cells with any color (ex: pink) if their values are significant.7- Apply template to the report.8- Run the report.9- Test the repot

Lesson 06

"For centuries, theologians have been explaining the unknowable in terms of the-not-worth-knowing.- Henry Louis Mencken (1880-1956)

Read first then play the video: RPT006(VIDEO)-(Hands-On 05) How to write a Form Letter

Form Letter ReportIntroductionThe Form letter report will complement the mailing label report. You can pull severaldatabase columns plus your mailing message to produce form mailings.Hand-on

Your client needs to write a letter to all its customers who own Oracle shares for goodnews of split of their shares. You are asked to write a Form Letter to send to each


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customer who own Oracle (orcl) shares. You are supposed to notify them of a stock splitand tell them the number of shares the broker hold for them, their size of the split and thepost-split amount and their current stock market values.See Figure 5.

Your tasks are:1- Create a Form Letter report.2- Extract customers information from their database.3- Generate the report only for Oracles share holders.4- Apply template to the user report.5- Run the report.6- Test the repot.

You will learn how to: use the report style form letter, and the query builder, settable relationships, define column from the query builder, use sub-query, use of datamodel, layout model, use of boilerplate, write the letter and pass the column to the letter.

Figure 5

Create a new report

In the Object Navigator, highlight the Reports item, and click on the "create" icon (Green

+) to create a new report.Use the Report Wizard

In the New Report window, choose the Use the Report Wizard option, and click OK.Choose a report style

In the Report Wizard, choose the Form Letter style and click Next.


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Form Letter

The Form letter report will complement the mailing label report. You can pull severaldatabase columns plus your mailing message to produce form mailings.SQL Query Statement

In the SQL Query Statement, write a SQL statement to query customers information(Name and address), and their portfolio information (Number of shares,double_shares_owned, and current stock market value).(SQL Query Statement)SELECT ALL first_name, last_name,address_line_1, address_line_2, address_line_3,Shares_owned, shares_owned * 2 as double_shares_owned,(shares_owned * 2) * current_price as stock_market_valueFROM customers, portfolio, stocksWHERE (( id = customer_id)and ( stock_symbol = symbol))

and trade_date = ( SELECT max(trade_date)FROM stocksThen click Next.Create a Form Letter

Create your form letter by selecting fields and by typing directly into the Form Lettertext.(Form Letter Text)& &&&&Dear &< FIRST_NAME>,Please .&&&We selected all the columns that will be used in the letter.In the Report Wizard, select the template of your choice and click on FINISH. In thishands-on, use the default template.Data Model

In the Live Pre-viewer, click on the Data Model icon. Right click on the Q_1 andopen its property palette and change its name to Q_CUSTOMER.Report Editor

In the Data Model, click on the Report Editor icon to open the Report Editor.Make the Object Navigator and the Report Editor side by side.


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Resizing a object

In the Object Navigator, expand "Layout Model," Main Section, Body, and selectthe repeating group (R_G_FIRST_NAME).The frame item can be selected either by using the Object Navigator or the Layout

Model in the report editor.Drag the frame to a size of letter page.Click on the text boilerplate in the Body item. Notice the handlers; drag them to the"repeating group" frame.Write a letter

In the Report Editor, write the company letter.(Letter)& &&

&&Dear &< FIRST_NAME>,Please be advised that the Oracle Company (ORCL) has announced a stock split forshareholders of record.The split will be 2 for 1.Our records indicate that you now hold & after the split thatamount will be &. Please contact us if this amount doesnot agree with your record.Your stocks market value as of today is: &Thank you,Customer Service.Run the report.Navigate through the report.You can also change the text on the live pre-viewer.Notice that the number of shares got double.Put a dollar sign ($) next to the stock market values.Navigate through all the Oracle's stock's holders.After testing the output report, highlight the report and save it as report number 5 in theiself folder (REPT05).

Education's purpose is to replace an empty mind with an open one. Malcolm Forbes (1919 - 1990),


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Forbes Magazine

Questions:Q: What is a Form Letter report?Q: When do you use the query builder tool?

Q: How do you set a table relationship in the Layout Module?Q: How do you define a column from the Query Builder?Q: How do you use the Data Model tool?Q: How do you use the Layout Model tool?Q: What is the boilerplate in the Layout Editor?Q: Your client needs to write a letter to all its customers who own Oracle shares for goodnews of split of their shares. You are asked to write a Form Letter to send to eachcustomer who own Oracle (orcl) shares. You are supposed to notify them of a stock splitand tell them the number of shares the broker hold for them, their size of the split and thepost-split amount and their current stock market values.See Figure 5.

Your tasks are:1- Create a Form Letter report.2- Extract customers information from their database.3- Generate the report only for Oracles share holders.4- Apply template to the user report.5- Run the report.6- Test the repot

Lesson 07

The direction in which education starts a man will determine his future life. Plato (427 BC - 347 BCThe Republic

Read first then play the video: RPT007(VIDEO)-(Hands-On 06) How to use Group Above

Group above reportIntroduction

A Group-Above report is a style you use to demonstrate a master/detail relationship inyour database. You should define a master group, and for each master record, the report

obtains the related values from the detail groups.Hands-on

Your users want to send to their customers their portfolio information at the end of eachmonth. Based on their requirements, you should create a master-detail report that showsthe portfolio holdings of each customer of the stock broker company, including theircurrent stock market value.


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As a user requirement, you should use format mask NNN,NN0 for shares owned and$99,999.09 for their stock market value.You should also print each customer stocks information on a separate page so companycan mail them to its customer.

See Figure 6.Your tasks are:1- Write a Group above report.2- Print detail share holders record (symbol, shares owned, and its current market value.3- Apply user layout Format mask.4- Calculate the customers current stock market value.5- Run the report.6- Test the repot.

You will learn how to: use a master-detail report, build a new report manually, create

multiple SQL Query, create data link, use the formula column, use the summarycolumn, use the report group above style, use object navigator, layout model, mainsection, and use property palette

Figure 6

Group-AboveA Group-Above report is a style you use to demonstrate a master/detail relationship inyour database. You should define a master group, and for each master record, the reportobtains the related values from the detail groups.Open the Reports Builder.

In the Object Navigator, highlight the Reports item, and click on the "create" icon (Green+) to create a new report.


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Click on the "Formula Column" icon. Drag the cross to the Group portfolio and click onit again. Right click on it and open its property palette. Change the name to CF_1 toCF_MARKET_VALUE.In the Property Palette, double click on the PL/SQL Formula box.

PL/SQL block for Formula ColumnIn the PL/SQL window, write a PL/SQL block to calculate the customer stock marketvalue. Get the current price for the current stock then calculate the market value.(PL/SQL)FUNCTION cf_market_valueFormula RETURN NUMBERISv_current_price NUMBER:BEGINSELECT current_price INTO v_current_priceFROM stocksWHERE trade_date =

(SELECT max(trade_date) FROM stocks)ANDSymbol = :stock_symbol;RETURN :shares_owned * v_current_price;END;Compile the PL/SQL block

Compile it.It should be successfully compiled.Close the PL/SQL window.Close the property palette.Create a Summary Column

In the Data Model window, select the Summary Column icon and move the cross cursorto the "group customer id" and click on the box. Right click on it (CS_1), and open itsproperty palette. In the property palette window, change name toCS_TOTAL_MARKET_VALUE, change "source" to "CF_MARKET_VALUE," changethe "Reset At" to the "G_CUSTOMER_ID." Then close the window.Style, Group, Fields, Labels, and Template tabs

In the Data Model window, click on the Report Wizard icon.In the Style tab on the Report Wizard window, type the title Customer Portfolio, andcheckmark the "Group above" style. Then click Next.In the Group tab, move all the items to "displayed groups" using the down arrow option.Click on the Next push button.In the Field tab, move last_name, stock_symbol, shares_owned, cf_market_value, andcs_total_market_value to "Displayed fields." Click Next.


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In the Label tab, change the Labels if needed. Click NEXT.In the Template tab, select a template, and then click Finish.

Change appearance of the reportIn the Live Pre-viewer, change the column size and their format mask. Align their labels.Highlight the Last Name label and press the "delete" function key. Align the customerlast name. Change its color.Create a Control Break on customer

Go to the "Object Navigator." Expand the "Layout Model" item. Expand the Body item.Right click on the first repeating group and open its Property Palette from the Bodyitem.In its property palette, change "Maximum Records Per Page" to 1, and then close thewindow.

Now, it is one customer per page. Navigate through the output report. Make anadjustment if needed. Navigate through it again.After testing the report output, highlight the report and save the changes as the reportnumber 6 (REPT06).

"We succeed only as we identify in life, or in war, or in anything else, a single overriding objective, a

make all other considerations bend to that one objective." Dwight D. Eisenhower (1890 - 1969),speech, April 2, 1957

Questions:Q: Describe a GROUP-ABOVE report in the report builder.Q: How do you use a Master-Detail report in the Data Model?Q: How do you create multiple SQL queries in the Data Model?Q: How do you create a data link in the Data Model?Q: What is the formula column and how do you create it?Q: What is the summary column and how do you create it?Q: What is a main section in the Object navigator?

Q: Your users want to send to their customers their portfolio information at the end ofeach month. Based on their requirements, you should create a master-detail report thatshows the portfolio holdings of each customer of the stock broker company, includingtheir current stock market value.As a user requirement, you should use format mask NNN,NN0 for shares owned and$99,999.09 for their stock market value.


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You should also print each customer stocks information on a separate page so companycan mail them to its customer.See Figure 6.Your tasks are:

1- Write a Group above report.2- Print detail share holders record (symbol, shares owned, and its current market value.3- Apply user layout Format mask.4- Calculate the customers current stock market value.5- Run the report.6- Test the repot.

Lesson 08

There is nothing like dream to create the future. Utopia to-day, flesh and blood tomorrow. VictorHugo (1802 - 1885), Les Miserables, 1862

Read first then play the video: RPT008(VIDEO)-Introduction to complete Hands-On 07 to 11 RPT009(VIDEO)-(Hands-On 07) How to create and use Customized Template

TemplateIntroduction

Templates are generic objects that allow you to force a set of standard features andattributes onto your reports. They help you impose uniformity on your.

Hands-onThey need their logo to be displayed at each new or old report. They ask you to create atemplate that contains their logo. Then run a report.See Figure 7.Your tasks are:1- Write a template containing your client logo.2- Run the report against the new created template.3- Test the report.

You will learn how to: create or modify an existing template, save the template with newname, change the default, delete the logo, replace the new logo, save your template.
http://www.is123.org/iselfschooling-swf/rpt/RPT008.htmhttp://www.is123.org/iselfschooling-swf/rpt/RPT009.htmhttp://www.is123.org/iselfschooling-swf/rpt/RPT008.htmhttp://www.is123.org/iselfschooling-swf/rpt/RPT009.htm


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Figure 7

Open a Report Builder

Login to the Report Builder.Connect to a database

In the Object Navigator, highlight the Database object, go to the Main menu, choose File,select the Connect option, and in the Connect window enter your USERID andPASSWORD.Open a Report Module

In the Object Navigator window, go to the Main menu and choose File, select Opento open an existing report (REPT06) from the iself folder.Open an existing Template

In the Object Navigator, highlight the Template item, choose File from the Main menu,and select the Open option to open an existing template.Templates

Templates are generic objects that allow you to force a set of standard features and

attributes onto your reports. They help you impose uniformity on your.You can find all the Templates in you PC or Share Server. Look for all the objects thattheir extensions are .tdf. Select one that are very similar to your template layout, andstart from there.In this hands-on, the selected template is in:C:.tdfIt is easier to change an existing template rather than to create it from scratch.


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Save a template

Open the template and save it as a new name (ISELF_TEMPLATE) in the "ISELF"folder.Modify a template

In the Object Navigator, double click on the "Layout Model" icon ofISELF_TEMPLATE.In the Template Editor - Layout Model window, you can zoon-out or zoon-in to viewthe template; and then click on the Down Arrow next to the Report Style box to selectyour report style. You report style can be: Tabular, Group Left, Group Above, Form-like,Mailing Label, Form Letter, matrix, and Matrix with Group.Notice that a template has so many different report styles. To view them, click on eachreport style and browse through them.Import company logo

In this hands-on, select the default template in the Template editor and delete the report

layout logo and import your own organization logo. To import, go to the Main menu, andchoose File > Import > Image In the Import Image window, select your image file, itsformat and Quality. The click OK.Resize company logo

In the Template Editor, resize your logo if needed. If you are done with your templatelayout, save the template. To save the template, highlight ISLEF_TEMPLATE and thenclick on the Save icon on the toolbar. Or, go to the Main menu, choose File > Saveoption.Save Template and remove it from workstation

Once you save the template, you can delete it from your Object Navigator. HighlightISELF_TEMPLATE, click on the X icon (Delete). This will remove the object fromObject Navigator and the template is saved.Then remove the template from the "object navigator."Now, you can run the REPT06 using the new template. Make sure that you are in theREPT06 report. Run the report with its old template.Assign the new template

In the Live Pre-viewer, click on the "Report Wizard" icon. In the Report Wizardwindow, open the Template tab. Your template is not in the Predefined template;therefore, you should us Template file by check marking its radio button. Type or findyour template and then click Apply and/or Finish.Run the report

Now, your report has its new template. Navigate through the report pages.After testing the report output, highlight the report and save the changes as the reportnumber 7 (REPT07).


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The greatest discovery of my generation is that a human being can alter his life by altering hisattitudes of mind. William James (1842 - 1910)

Questions:Q: What are the templates in the report module?Q: How can you create or modify an existing template?Q: Your client needs their logo to be displayed at each new or old report. They ask you tocreate a template that contains their logo. Then run a report.See Figure 7.Your tasks are:1- Write a template containing your client logo.2- Run the report against the new created template.3- Test the report.

Lesson 09

You can tell the character of every man when you see how he receives praise. Seneca (5 BC - 65AD), Epistles

Read first then play the video: RPT010(VIDEO)-(Hands-On 08) How to use layout appearances (Boilerplate)

Layout Appearances (Boilerplate)Hands-on

Now, you client needs to improve on report appearance. They ask you for any artisticchanges.Be creative and artistic to change the appearance of their reports. Use boilerplate tochange the title and draw graphic to their reports. Your client wants you to use yourimagination that has no limits.See Figure 8.Your tasks are:1- Modify the appearance of a report.2- Use your creative imagination.3- Run the report.

4- Test the report.

You will learn how to: use boilerplate; use your imagination that has no limit.


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Figure 8

Login to the Report Builder.Connect to a database

In the Object Navigator, highlight the Database object, go to the Main menu, choose File,select the Connect option, and in the Connect window enter your USERID andPASSWORD.Open a ModuleIn the Object Navigator window, go to the Main menu and choose File, select Open

to open an existing report (REPT07) from the iself folder. Run the report.Layout Model

In the Live Pre-viewer, click on the "Layout Model" icon.In the Report Editor - Layout Model, click on the "Edit Margin" icon on the horizontaltoolbar. Your report heading margin will be appeared. You can change anything on thatmargin.Change appearance of a report

Use your creative imagination and change the report title. There is no limit on yourcreativities. By now, you should know how to use the Boiler plate objects. We have done

that in one of Forms hands-on. Review that and do the same here.Run the report.Navigate through the report pages.After testing the report output, highlight the report and save the changes as the reportnumber 8 (REPT08).


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Hands-on

The user wants to execute this report just against a specific companys symbol. Theywant to use companys symbol as a parameter to pass to the report. Also the report shouldcalculate the total and average of shares sold for the company at the end of report.

You should create a simple report to list the name of customers including their sharesowned.See Figure 9.Your tasks are:1- Create a new portfolio report for each company.2- Use parameter to run the report for a specific symbol.3- Print the list of their customers and their number of shares.4- Print the total and average of shares sold for the company.5- Run the report.6- Test the report.

You will learn how to: use the group above, use the query builder, set tablerelationship, create and use binding variable, calculate total and average shares, delete theobject from layout.

Figure 9

Open the Report Builder.Create a New Report

In the Object Navigator, highlight the Reports item, and click on the "create" icon (Green+) to create a new report.Use the Report Wizard

In the New Report window, choose the Use the Report Wizard option, and click OK.


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Select a style

In the Report Wizard, type Customer List in the Title box, choose the Group Abovestyle and click Next.

Group-AboveA Group-Above report is a style you use to demonstrate a master/detail relationship inyour database. You should define a master group, and for each master record, the reportobtains the related values from the detail groups.SQL Query Statement

In the SQL Query Statement, write a SQL statement to query customers information(Name), and their portfolio information (Number of shares, and stocks symbol) with anbinding variables to be used as parameter field.(SQL Query Statement)SELECT ALL first_name, last_name,

stock_symbol, shares_ownedFROM customers, portfolioWHERE id = customer_id andstock_symbol = :symbolUse of a Colon

The colon next to the symbol (:symbol) means: pass a symbol as a parameter to thereport.Click OK. You get This message:Note: The query Q_1 has created the bind parameter(s) SYMBOL.Click "OK" to confirm it.Group fields

In the Report Wizard, in the Group Field section, select the "Stock_Symbol" item as a"Group Fields."Display Fields

In the Display Fields section, select all the items to display in your report. You may addother fields later.Total and Average

Calculate the total and average shares sold for a company (Sum(SHARES_OWNED),Average(SHARES_OWNED)).Label and Template Sections

In the Label section, modify the labels and widths for your fields and totals as desired.In the Template section, use the default template and click Next.In the congratulation section, click Finish to run the report.Parameter Form Prompt


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The parameter form will be opened. In the Runtime Parameter Form, enter the companyssymbol such as ORCL, MSFT, etc. The click on the Run icon to run the report.Remove an object or objects

Hold the control key and click on the duplicate Total and Average objects. Then press the

"delete" function key to remove them. Objects will be removed.Format Masking and Layout adjustment

Do all the items format mask and layout adjustment, if needed! Navigate through thereport pages. After testing the report output, highlight the UNTITLED report and savethe changes as the report number 9 (REPT09).Run a report and pass a parameter

In the Object Navigator on the vertical toolbar, click on the Run icon to run the reportwith different company symbol. In the Runtime Parameter Form, enter the companyssymbol that does not exist. The click on the Run icon to run the report.

There is no remedy for love but to love more. Henry David Thoreau (1817 - 1862), Journal, July 251839

Questions:Q: How do you create a binding variable?Q: How do you use a binding variable?Q: How do you remove an object from Layout Editor?Q: The user wants to execute this report just against a specific companys symbol. They

want to use companys symbol as a parameter to pass to the report. Also the report shouldcalculate the total and average of shares sold for the company at the end of report.You should create a simple report to list the name of customers including their sharesowned.See Figure 9.Your tasks are:1- Create a new portfolio report for each company.2- Use parameter to run the report for a specific symbol.3- Print the list of their customers and their number of shares.4- Print the total and average of shares sold for the company.

5- Run the report.6- Test the report.

Lesson 11

Age does not protect you from love. But love, to some extent, protects you from age. Jeanne Morea

Read first then play the video:


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RPT012(VIDEO)-(Hands-On 10) How to use Drill Down or Push Button report

Drill Down or Push Button ReportIntroduction

A drill-down report lets you get more detailed information at a different level of data

aggregation. The most common methods of drilling-down use the mouse or a button tocall another report, graph, or form.Hands-on

You client likes what you did on the previous Hands-On and ask you to use the report onthe Stock History report. This should give them an option to get customers list(Customers List) for each company.They ask you to create a drill down report on the companys stock information so they getmore detailed information about that companys shares holders. Your report (StockHistory) should have push button to call companys shares holder from previous Hands-On (Customers List). The report should show for the security shown on the screen all

customers of that security, the amount of their position, and the total number of sharesheld.See Figure 10.Your tasks are:1- Modify the Stock History report.2- Add the Push Button option to call the Customers List report.3- Write a trigger to execute the Customers List report.4- Run the report using Runtime Pre-viewer.5- Test the report.

You will learn how to: use push button to execute another report, use or pass parameter,use the select parent frame icon, use or open objects property, compile report, use theboilerplate, write and compile PL/SQL trigger, use runtime pre-viewer.


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Figure 10

Drill-Down Report

A drill-down report lets you get more detailed information at a different level of dataaggregation. The most common methods of drilling-down use the mouse or a button tocall another report, graph, or form.Open the Reports Builder tool.Open a Report Module

In the Object Navigator window, go to the Main menu and choose File, select Opento open an existing report (REPT02) from the iself folder.Save a Report Module

Save it as report number 10 (REPT10). You do this to leave the REPT02 moduleuntouched.Run a report

In the Object Navigator, on the vertical toolbar, click on the Run icon to run the report.Browse a report

Navigate through the report. Notice that there are black spaces under the SYMBOL and

COMPANY column. That is a perfect place to add a push button to list the company'sshares holders.Create a push button

To do that: In the Live Pre-viewer, click on the "Layout Model" icon. In the ReportEditor - Layout Model window, select the company item, and click on the "ParentFrame" icon until the handlers do not change. Then drag the handler to make more freespace to work with.


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Navigate through the report pages and then click on the Customer's List to see thecompany's shares holders.After the testing was done, close the windows and save the changes (REPT10).

Slow down and enjoy life. It's not only the scenery you miss by going too fast - you also miss thesense of where you are going and why. Eddie Cantor (1892 - 1964)

Questions:Q: Describe a drill-down report.Q: How do you use a push button in the report?Q: How do you execute a report form another report?

Q: How do you pass parameter from one report to another?Q: How do you compile a report?Q: How do you write a PL/SQL trigger?Q: How do you compile a PL/SQL trigger?Q: You client likes what you did on the previous Hands-On and ask you to use the reporton the Stock History report. This should give them an option to get customers list(Customers List) for each company.They ask you to create a drill down report on the companys stock information so they getmore detailed information about that companys shares holders. Your report (StockHistory) should have push button to call companys shares holder from previous Hands-On (Customers List). The report should show for the security shown on the screen all

customers of that security, the amount of their position, and the total number of sharesheld.See Figure 10.Your tasks are:1- Modify the Stock History report.2- Add the Push Button option to call the Customers List report.3- Write a trigger to execute the Customers List report.4- Run the report using Runtime Pre-viewer.5- Test the report.

Lesson 12

Love all, trust a few. Do wrong to none. William Shakespeare (1564 - 1616)

Read first then play the video: RPT013(VIDEO)-(Hands-On 11) How to use LOVs (List Of Values)

LOVs (List of Values)


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Open a Module

In the Object Navigator window, go to the Main menu and choose File, select Opento open an existing report (REPT09) from the iself folder

Save a ModuleSave it as report number 11 (REPT11). You do this to leave the REPT09 moduleuntouched.(File > Save as)In the Object Navigator, on the vertical toolbar, double click on the "Layout Model"icon."Open Parameter Form Builder window

In the Report Editor - Layout Model window, click on the "Parameter Form" icon whichis on the horizontal toolbar.

The Report Editor - Parameter Form window, will be opened. In the Parameter Formwindow, click on the "Parameter Form Builder" icon which is on the horizontal toolbar.Add objects to Parameter Form

The Parameter Form Builder window will be displayed. In the Parameter Form Builderwindow, change the Title item to Customers Symbol List, click on the DESTYPE(Destination Type) parameter to select it, notice that the Symbol parameter has alreadybeen selected, and then click "OK."Now in your Report Editor - Parameter Form, you should see only two parameters suchas Destination type and Symbol (PF_DESTYPE and PF_SYMBOL).Change a Fields properties

Right click on the PF_SYMBOL field and open its property palette. In its parameterpalette, type ORCL in the Initial Value box, and double click on the "List of Values"box.In the Parameter List of Value window, checkmark the Select Statement radio buttonand type the following SQL statement into the SQL Query Statement box.SELECT DISTINCT symbolFROM stocksClick "OK," close the property window, and then close Parameter Form Builder.Run a report

In the Object Navigator, highlight the report and click on the Run icon on the toolbar torun the report.A parameter window will be displayed. Now, you can generate your report on a differentdestination type such as Screen, File, Printer, Mail, and Preview.


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Select your prefer destination type, your companys symbol, and click on the Run icon torun the reportRepeat this process for different companies.At the end, highlight the report and save the changes (REPT11).

It is pretty hard to tell what does bring happiness; poverty and wealth have both failed. Kin Hubbar(1868 - 1930)

Questions:Q: Describe a List of Values in the report module?Q: How do you create a user parameter item?Q: How do you define a system parameter item?Q: How do you modify a user parameter properties using property palette?

Q: How do you use the Query Builder tool?Q: Since your parameter report is very handy for your client organization, they ask you tocreate a list of values (LOV) for the parameter so they can only select from the list ratherthan trying to remember the company symbol.Also add more parameter to pass such as the destination of printer, and so on.See Figure 11.Your tasks are:1- Modify the Customers List Parameter Form.2- Add LOV to the symbol item.3- Add one more parameter Destination Type to the customers List Parameter Form.

4- Run the report.5- Test the report.

Lesson 13

Education is the ability to listen to almost anything without losing your temper or your selfconfidence. Robert Frost (1874 - 1963)

IMPORTANT-READ CAREFULLYTabular report shows data in a table format. It is similar in concept to the idea of anOracle table. Oracle, by default, returns output from your select statement in tabular

format.Group-left reports are very useful for generating output reports from SQL statements withthe group by clause. The Group-left report suppresses redundant printings of the samevalue in the leftmost column of the report. It is like making a control break in your report.You can use the Group-left report on a master-detail relationship as well.In Hands-On 02, you will experience how to generate a group left report.


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A Mailing Label report is a list of addresses designed to be generated on mailing labels.The addresses can be printed across the page, and then down or vice versa.In Hands-On 03, you will experience how to generate a Mailing Label report.A matrix report is a chart with two axes (rows and columns) that display for sets of data.

On the rows, the report displays one set of data, while on the columns the report displaysanother set. Within the two axes, report displays a cross-product of results.In Hands-On 04, you will experience how to generate a Matrix report.The Form letter report will complement the mailing label report. You can pull severaldatabase columns plus your mailing message to produce form mailings.In Hands-On 05, you will learn how to generate a Form Letter report.A Group-Above report is a style you use to demonstrate a master/detail relationship inyour database. You should define a master group, and for each master record, the reportobtains the related values from the detail groups.

The Data Model will be used to display the data content and layout appearance of thereport.The Live Pre-viewer will be used to view what the report will look like when it isexecuted.Object Navigator will be used to view report components and navigate through the reportobjects. It gives you a hierarchical listing of all the modules open in your current session.You use this listing to navigate to, and work on, those objects. It gives you access to alldatabase objects you own or have grant to, as well as a list of all the built-in functionsand procedures you can use in Oracle Form Builder. Clicking on the plus sign next to anobject in the Object Navigator will expand the object and clicking on the minus sign willcollapse the object.Property Palette contains object properties. The contents of the Property Palette arereferred to as the Property sheet for the object. You use the Property Palette to modifyobject properties. To open the Property Palette of an object, go to the object and rightclick on the mouse then select Property Palette.Templates are generic objects that allows you to force a set of standard features andattributes onto your reports. They help you impose uniformity on your.Layout Model shows you how your report will appear. When you run your report, ReportBuilder fills in the objects in the Layout Model with actual data. The Layout Model willshow you several types of layout objects and the relationships that exist between them.The Layout Model uses symbols and graphical representations to show theserelationships.There are two types of parameters: user parameters and system parameters.


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User parameters will be used to manage the behavior and output of your reports.System parameters will be used to manage the report runtime behavior of your reportssuch as defining your output destination.Parameter Form Builder tool will be used to design your runtime parameter form.The Runtime Parameter Form appears whenever you run your report.

A drill-down report lets you get more detailed information at a different level of dataaggregation. The most common methods of drilling-down use the mouse or a button tocall another report, graph, or form.A List of Values, can be used as a validation mechanism for values defined in userparameters. Your LOV or List of Values can consist either of static values or itemsqueried from the database using select statements.The Object Navigator will be used to view report components and navigate through thereport objects. It gives you a hierarchical listing of all the modules open in your currentsession. You use this listing to navigate to, and work on, those objects. It gives you accessto all database objects you own or have grant to, as well as a list of all the built-in

functions and procedures you can use in Oracle Form Builder. Clicking on the plus signnext to an object in the Object Navigator will expand the object and clicking on the minussign will collapse the object.A Property Palette contains object properties. The contents of the Property Palette arereferred to as the Property sheet for the object. You use the Property Palette to modifyobject properties. To open the Property Palette of an object, go to the object and rightclick on the mouse, then select property palette.

Lesson 14

REPORTS Final Exam Evaluation

Finish each day and be done with it. You have done what you could; some blunders and absurditieshave crept in; forget them as soon as you can. Tomorrow is a new day; you shall begin it serenely andwith too high a spirit to be encumbered with your old nonsense. --Ralph Waldo Emerson

Everyone is trying to accomplish something big, not realizing that life is made up of little things. --Frank A. Clark

Questions and Answers:Q: What is an Object Navigator in the Report Builder tool?A: The Object Navigator window will be used in the Report Builder tool, to view reportcomponents and navigate through the report objects. It gives us a hierarchical listing of

all the modules open in our current session. We use this listing to navigate to, and workon, those objects. It gives us access to all database objects we own or have grant to, aswell as a list of all the built-in functions and procedures we can use in Oracle FormBuilder.Q: What does the Object Navigator contain?A: The Object Navigator contains the following items:

Reports


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Q: What are the report triggers?A: The Report Triggers are a small unit of a program that developers write. They will beused to define PL/SQL to fire at various points during the execution of your report. Youwill have:

BEFORE REPORT,

AFTER REPORT, BETWEEN PAGES,

BEFORE PARAMETER FORM, and

AFTER PARAMETER FORM.

Q: Describe program units and attached libraries in the report builder?A: The Program units section will be used by developers to write their PL/SQLprograms. The developers use the PL/SQL libraries to store their stored procedures andAttached libraries to access to those created stored procedures. You will use ProgramUnits and Attached Libraries as the same way we use them in the Forms Builder tool.Q: Describe property palette in the report builder?

A: The Property Palette in the Report Builder contains object properties. The contents ofthe Property Palette are referred to as the Property sheet for the object. We use theProperty Palette to modify object properties. To open the Property Palette of an object,we can go to the object and right click on the mouse then select Property Palette.Q: What is the property sheet for an object?A: The contents of the Property Palette are referred to as the Property sheet for theobject.Q: What is the "Query" box in the "Data Model" window?A: It refers to a SQL statement.

Q: What is the "Group" box in the "Data Model" window?A: It refers to a control break or grouping rows. A SQL statement can have one singlegroup referring to its entire table or more than one by using the GROUP BY statement.Q: What is a Tabular report?A: A Tabular report shows data in a table format. It is similar in concept to the idea of anOracle table. Oracle, by default, returns output from your select statement in tabularformat.Q: What is a Group-Left report?

A: The Group-left report suppresses redundant printings of the same value in the leftmostcolumn of the report. It is like making a control break in your report. You can use theGroup-left report on a master-detail relationship as well.Q: Describe a Mailing Label report.A: A Mailing Label report is a list of addresses designed to be generated on mailinglabels. The addresses can be printed across the page, and then down or vice versa.Q: What are the handlers in the layout model?


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A: The handlers are small square boxes that have been attached to a selected object. Youcan use those handlers to change the size of an object by dragging the handlers.Q: What is a Matrix Report?A: A matrix report is a chart with two axes (rows and columns) that display for sets of

data. On the rows, the report displays one set of data, while on the columns the reportdisplays another set. Within the two axes, report displays a cross-product of results.Q: How do you set a table relationship in the report builder?A: In the Report Editor, click on the Data Link icon on the vertical toolbar. Notice thatthe cursor is changed to a cross. Move the cross cursor to the one item (the item thatneeds a link) then click and drag it to another item (the item that needs a link) of the othergroup. Now, you establish and set a table relationship between these two tables.Q: What does the Select Parent Frame icon?A: The "Select Parent Frame" icon selects the parent frame of the selected object. The

position of the selected object (handlers) will change if the object has a parent.Q: What is a conditional formatting in the report builder?A: In the Live Pre-viewer, if you right click on the cells, and open the "ConditionalFormatting" option, you can change the display output of the object. In the ConditionalFormatting window, you can define exceptions to highlight data for specified conditionswith different formatting such as color.Q: What is a Form Letter report?A: The Form letter report will complement the mailing label report. You can pull severaldatabase columns plus your mailing message to produce form mailings.Q: What is the boilerplate in the Layout Editor?A: The boilerplate utility in the Layout Editor will be used by developers to change thetext fond or color and draw graphic on a report.Q: Describe a GROUP-ABOVE report in the report builder.A: A Group-Above report is a style you use to demonstrate a master/detail relationship inyour database. You should define a master group, and for each master record, the reportobtains the related values from the detail groups.Q: How do you use a Master-Detail report in the Data Model?A: You use a Master-Detail report in the Data Model to generate a control break report.Q: How do you create multiple SQL queries in the Data Model?A: In the Data Model, you can create as many SQL queries as you need. To create a SQLquery, just click on the SQL icon on the vertical toolbar, drag the + sign in to the DataModel and click any where that you wish to have your object. Then in the SQL QueryStatement box, write your SQL statement.Q: How do you create a data link in the Data Model?


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A: In the Report Editor, click on the Data Link icon on the vertical toolbar. Notice thatthe cursor is changed to a cross. Move the cross cursor to the one item (the item thatneeds a link) then click and drag it to another item (the item that needs a link) of the othergroup. Now, you establish and set a table relationship between these two tables.

Q: What is the formula column and how do you create it?A: The Formula Column is an object that a developer defines to establish his/her ownformula. To create it, click on the "Formula Column" icon in the Data Model, drag thecross to the Group object and click on it again. Then right click on it, open its propertypalette, and change its name. In the Property Palette, double click on the PL/SQLFormula box. In the PL/SQL window, write a PL/SQL block to calculate your formula.Q: What is the summary column and how do you create it?A: The summary column is an object that a developer defines to establish the SUM,AVG, MIN, etc functions on a table. To create it, go to the Data Model window, select theSummary Column icon, move the cross cursor to the "group customer id" and click on

the box. Then right click on it, and open its property palette. In the property palettewindow, change its name, change its "source," and change the "Reset At" options."Q: What are the templates in the report module?A: The Templates are generic objects that allow you to force a set of standard featuresand attributes onto your reports. They help you impose uniformity on your.Q: How do you select an object or objects in the layout editor?A: To select an object, click on the object and you will see the handlers (small boxes)attached to the object. To select multiple objects, move the cursor outside of all theobjects that needs to be selected and click and drag the cursor to put all the objects in abox, and then release the cursor. Now, all the objects should have handlers attached tothem.Q: How do you move an object or objects in the layout editor?A: Take the cursor on the selected object(s)--in side of its handlers--and then drag theobject(s).Q: How do you delete an object or objects form the layout editor?A: Select an object and click on the delete key.Q: When do you use the Edit Margin icon?A: In the Report Editor - Layout Model, click on the "Edit Margin" icon on thehorizontal toolbar. The report heading margin will be appeared. Now, we can changeanything on that margin.Q: How do you create and use a binding variable?A: A colon next to an item means that the item is a binding variable. For example todefine a binding variable, see the following SQL statement.SELECT ALL first_name, last_name FROM customers, portfolio


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WHERE id = :id; (:id is a binding variable)Q: Describe a drill-down report.A: A drill-down report lets you get more detailed information at a different level of dataaggregation. The most common methods of drilling-down use the mouse or a button to

call another report, graph, or form.Q: Describe a List of Values in the report module?A: A List of Values, can be used as a validation mechanism for values defined in userparameters. Your LOV or List of Values can consist either of static values or itemsqueried from the database using select statements.Q: How do you create a user parameter item?A: A colon next to an item means that the item is a user parameter. For example to definea user parameter, see the following SQL statement.SELECT ALL first_name, last_name FROM customers, portfolio

WHERE id = :id; (:id is a binding variable)Q: How do you define a system parameter item?A: In the Report Editor - Layout Model window, click on the "Parameter Form" iconwhich is on the horizontal toolbar. The Report Editor - Parameter Form window will beopened. In the Parameter Form window click on the "Parameter Form Builder" iconwhich is on the horizontal toolbar. The Parameter Form Builder window will bedisplayed. In the Parameter Form Builder window, change the Title item if you wish andthen click on the DESTYPE (Destination Type) parameter, etc to select systemparameters.

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