You are on page 1of 89

Chapter 7:

Creating Database Reports

Guide to Oracle 10g

Lesson A Objectives
After completing this lesson, you should be able to:
Use the Reports Builder report styles
Use the Report Wizard to create a report
Configure the appearance of a report
View a report in a Web browser
Create a master-detail report

Guide to Oracle 10g

Lesson A Objectives (continued)


Create a custom template
Apply a custom template to a report

Guide to Oracle 10g

Introduction to Reports Builder


Database Reports
Reports Builder
Allows application developers to create reports that
display data from Oracle 10g database

Developer10g
Reports Builder allows developers to preview and
distribute reports in variety of different formats
including:
Web pages
Portable document format (.pdf) files
Guide to Oracle 10g

Introduction to Reports Builder


Database Reports (continued)
Layout styles:

Tabular
Form
Mailing label
Form letter
Group left group above
Matrix
Matrix with group
Guide to Oracle 10g

Using the Report Wizard to Create a


Report
Steps:
Specify data that report displays
Select report style
Configure report properties and layout

Report Wizard pages:

Welcome
Report type
Style
Data source
Guide to Oracle 10g

Using the Report Wizard to Create a


Report (continued)
Report Wizard pages (continued):
Data
Fields
Shows data fields that SQL query returns

Totals
Labels
Template
Finish
Guide to Oracle 10g

Configuring the Report Appearance


Use Reports Builder environment to:
Modify report appearance
Customize report features

Paper Design window

Default editing environment


Refine appearance of reports
Shows how report will appear on paper
Can preview as Web page
Guide to Oracle 10g

Configuring the Report Appearance


(continued)
Data Model button
Modify report data

Web Source button


Displays underlying HTML code
Defines how report will appear in Web browser

Paper Layout button


Opens report in Paper Layout view

Guide to Oracle 10g

Configuring the Report Appearance


(continued)
Paper Parameter Form button
View parameter form
Parameter form
User selects input parameter values to customize
form appearance and functionality at runtime

Save report design specification using variety of


formats
Reports Builder design files
Rdf extension

Guide to Oracle 10g

10

Using the Report Wizard in Reentrant


Mode
Reentrant mode
Modify SQL query
To use ORDER BY clause

Guide to Oracle 10g

11

The Reports Builder Object Navigator


Window
Reports Builder object navigator
View report components in hierarchical tree
structure
Access different components in Reports Builder
environment
Access components of individual report

Reports
Top-level node
Guide to Oracle 10g

12

The Reports Builder Object Navigator


Window (continued)
Other objects:

Templates
PL/SQL libraries
Debug actions
Stack
Built-in packages
Database objects

Guide to Oracle 10g

13

Reports Builder Object Navigator

Guide to Oracle 10g

14

Modifying the Report Appearance in


the Paper Design Window
Report title appears in report margin
Area on page beyond where report data appears

Adjust columns width


Select column
Drag to make it wider or narrower

Specify format masks for fields that display


number and date data
Property Inspector
Guide to Oracle 10g

15

Modifying the Report Appearance in


the Paper Design Window (continued)
Import graphic images into reports
Same as importing graphic images into forms

Guide to Oracle 10g

16

Closing and Reopening Reports


To close report:
Click File on menu bar
Click Close

To open report:
On Welcome to Reports Builder dialog
Click Open an existing report option button
Click OK

Guide to Oracle 10g

17

Viewing the Report as a Web Page


Preview report as Web page
Click Run Web Layout button

Web page source code


File with .htm extension
Contains HTML commands and text to represent
report content and formatting

Guide to Oracle 10g

18

Viewing the Report as a Web Page


(continued)
View formatting changes in Web page output
Preview report using either:
Paginated HTML
Paginated HTMLCSS format

Guide to Oracle 10g

19

Creating a Master-Detail Report


One record has many associated detail records
Through foreign key relationship

Use Report Wizard to specify report style and data


values
Reports SQL query must retrieve all master and
detail values
Report Wizard displays groups page

Guide to Oracle 10g

20

Specifying the Style and Data


Create new report in object navigator
Select Reports node
Click Create button

Styles for creating master-detail reports


Group left
Group above

Guide to Oracle 10g

21

Using the Groups Page to Specify


Master-Detail Relationships
Data in master-detail report has multiple levels
Each data level represents group
Top-level (master) group is level 1

Specify report groups


Move fields for each group from available fields
list to group fields list

Guide to Oracle 10g

22

Report Templates
Many reports that have similar appearance
Useful to create custom template to specify report
appearance
Avoid performing same formatting tasks over and
over again

Guide to Oracle 10g

23

Creating a Custom Template


Custom template defines:
Font sizes and styles for reports
Title
Column headings
Data values

Text and background colors


Boilerplate objects

Store template definition in template definition file


that has .tdf extension
Guide to Oracle 10g

24

The Paper Layout Template Editor


Window
Environment within Paper Layout window
Used for editing templates

Similar to forms builder layout editor


Areas within painting region in report template
Margin
Body

Guide to Oracle 10g

25

Paper Layout Template Editor

Guide to Oracle 10g

26

Editing Template Margins


Open margins for editing
Click Margin button

Guide to Oracle 10g

27

Editing the Template Body


Report body has two types of attributes:
Default
Override

Frame
Object that encloses similar objects within report

Parent frame
Frame that directly encloses object

Guide to Oracle 10g

28

Applying Custom Templates to


Reports
Modify existing reports template by
Opening Report Wizard in reentrant mode
Changing template specification

Guide to Oracle 10g

29

Applying Templates by Specifying the


Template Filename
Select Template file specification option button on
Report Wizard template page
Enter full folder path and filename of template file
Including drive letter

Quick and easy way to apply custom templates


Disadvantage
Template file must be available at specified file
location whenever report file opened
Guide to Oracle 10g

30

Registering Custom Templates in


Reports Builder
Appears in predefined templates list on template
page
Advantage
Dont have to specify path to template file
File does not always have to be available

Two-step process:
Modify developer user preferences file
Copy template file to Reports Builder templates
folder
Guide to Oracle 10g

31

Registering Custom Templates in


Reports Builder (continued)

User preferences file


Template description
Template filename
Template page displays thumbnail images of
predefined templates
Create thumbnail image of custom template
Save screenshot as Bmp file

Guide to Oracle 10g

32

Lesson A Summary
Report
Summary view of database data that users can view on
screen or print on paper

Create report
Specify data to appear in report
Select report style
Configure report properties and layout

Paper design window


The Reports Builder Object Navigator
Guide to Oracle 10g

33

Lesson A Summary (continued)


Create master-detail report using Report Wizard
Report template
Defines report appearance

Guide to Oracle 10g

34

Lesson B Objectives
After completing this lesson, you should be able to:
Describe the components of a report
Modify report components
Modify the format of master-detail reports
Create parameters to allow the user to customize
report data

Guide to Oracle 10g

35

Report Components
Data Model
Specifies data that report displays

Paper Layout view


Displays report components as symbolic objects

Report frames
Group related report objects

Guide to Oracle 10g

36

The Data Model Window


Shows reports SQL query and associated record
groups
Report record group
Set of records represents data fields that query retrieves

Simple tabular report has single record group


Master-detail report has multiple record groups
Components in report Data Model have properties
Inspect using Property Inspector

Guide to Oracle 10g

37

Report Record Group Column Types

Guide to Oracle 10g

38

The Data Model Window (continued)


Group filter
Uses some criteria to limit number of records that
report query retrieves
To create:
Assign value to filter type property

Guide to Oracle 10g

39

Understanding Report Objects


Repeating rows
Each row shows same data fields with different
data values

Report sections:
Header
Main
Trailer

Guide to Oracle 10g

40

Report Frames
Frames
Containers for grouping related report objects
Set specific properties for group of objects
Rather than having to set property for each item

Group frame
Encloses repeating frame and optional header
frame

Guide to Oracle 10g

41

Report Frames (continued)


Repeating frame
Encloses repeating data rows
Has variable sizing

Header frame
Encloses all column headings for record group

Move object outside enclosing frame


Error message appears in Reports Builder

Guide to Oracle 10g

42

Report Frames (continued)


Report Wizard derives frame names from names of
associated record groups
Select specific report frame in Paper Layout
window
Select item that in frame
Select items parent frame by clicking Select Parent
Frame button

Change frame properties on frame Property


Inspector
Guide to Oracle 10g

43

Components of a Master-Detail
Report
Multiple record groups
Multiple group frames

Guide to Oracle 10g

44

Master-Detail Data Model


More complex than Data Model for single-table
report
Contains multiple record groups

Data Model groups report record groups according


to master-detail relationships
Each data link between two record groups
represents master-detail relationship

Guide to Oracle 10g

45

Master-Detail Data Model

Guide to Oracle 10g

46

Master-Detail Report Frames


Each record group has associated group frame
Group frames for more detailed record groups
nested inside group frames for less detailed record
groups

Frame relationships can be hard to see


Many frames appear directly on top of each other
Open frame Property Inspector immediately after
selecting frame
To check frame name

Guide to Oracle 10g

47

Modifying Master-Detail Report


Properties
Page break between sets of repeating records
Open Property Inspector for repeating frame
Change Maximum Records per Page property to 1

Confine mode
Determines objects can be moved outside enclosing
frames
Always safest to leave enabled

Guide to Oracle 10g

48

Modifying Master-Detail Report


Properties (continued)
Flex mode
Enclosing frame automatically becomes larger
When enclosed object moved beyond enclosing
frames boundary
Overrides confine mode
When moving report layout field
Automatically resizes all surrounding frames

Works well when to make a frame longer


But not wider

Guide to Oracle 10g

49

Modifying Master-Detail Report


Properties (continued)
Elasticity
Determines whether fields size fixed
Or whether field can expand or contract
automatically
Depending on height and width of retrieved data
value

Guide to Oracle 10g

50

Report Field Elasticity Indicators

Guide to Oracle 10g

51

Report Parameters
Specifies how report appears
Specifies reports behavior when it runs
Types:
System
User

Guide to Oracle 10g

52

System Parameters

Guide to Oracle 10g

53

User Parameters
User selects user parameter value from parameter
list
Parameter list
Shows possible values

Modify report to include user parameter


Create user parameter
Create parameter list
Modify report query to use parameter as search
condition
Guide to Oracle 10g

54

User Parameters (continued)


Parameter object name
Parameter data type
Configure list of values property in user parameter
Property Inspector
Syntax:
:parameter_name

Parameter form
Displays title and hint line list of one or more
parameters with associated prompts.
Guide to Oracle 10g

55

Customizing the Report Parameter


Form

Change text that appears in title and hint line


Reposition form items
Add additional text and graphics
Use parameter form builder utility
Also lists all of system parameters
User can modify at runtime

Guide to Oracle 10g

56

Lesson B Summary
Data Model window shows:
Report query
Record groups it generates
Data links between query and record group

Create group filter


To limit number of records report query retrieves

Paper Layout window displays layout field for


each Data Model column
Guide to Oracle 10g

57

Lesson B Summary (continued)


Frames
Containers for grouping report record group data
items and column headings

Report parameters
System
User

Guide to Oracle 10g

58

Lesson C Objectives
After completing this lesson, you should be able to:
Display image data in a report
Manually create queries and data links
Create summary columns
Create formula columns
Create reports that display formatted data in a Web
browser window
Guide to Oracle 10g

59

Displaying Image Data in Reports


Store image data with LOB data type
Create report based on table that has field with
BLOB data type
And contains image data

Guide to Oracle 10g

60

Creating and Configuring the Report


Image Layout Fields
Use Report Wizard to create report
All data fields automatically appear as text
If column contains multimedia data
Data appears as text characters MM

Modify field by:


Opening Property Inspector
Changing File Format property to image

Guide to Oracle 10g

61

Creating Report Queries and Data


Links Manually
Create query manually

Retrieve master records


Create query manually that retrieves detail records
Create data link between two queries,
Create layout fields to display query data

Guide to Oracle 10g

62

Creating Queries and Data Links


Manually (continued)
Create query manually (continued)

Open Data Model window


Select SQL query tool
Click in painting region
Type SQL query

Manually create data links to represent master-detail


relationships between queries
Master = parent
Detail = child
Guide to Oracle 10g

63

Creating Queries and Data Links


Manually (continued)
Types of data links
Query to Query
Group to Group
Column to Column

Guide to Oracle 10g

64

Manually Linked Queries

Guide to Oracle 10g

65

Creating the Label, Repeating Frame,


and Layout Fields

Guide to Oracle 10g

66

Creating Reports that Display


Calculated Values
Formula columns
Display values that PL/SQL functions calculate
using report data field values as input parameters

Summary columns
Perform summary functions

Guide to Oracle 10g

67

Creating Formula Columns


Function
Self-contained program block
Returns single value

User-defined functions
Use PL/SQL commands to calculate return value

Formula column
Displays value that user-defined function returns

Guide to Oracle 10g

68

Creating Formula Columns


(continued)
Create and display formula column
Create formula column in report Data Model
Write user-defined function
Create layout field in report

Guide to Oracle 10g

69

Creating a Formula Column in the


Report Data Model
Click Formula Column tool
Be careful to place formula column in same record
group as columns that formula function uses in
calculations

Guide to Oracle 10g

70

Creating the Formula Column


Function

Guide to Oracle 10g

71

Creating a Layout Field to Display the


Formula Column
Display formula column on report
Open Paper Layout window
Use Field tool to create new report layout field
Place layout field in same repeating frame as
source values for formula
Set new fields Source property to name of formula
column

Guide to Oracle 10g

72

Creating Summary Columns


Summary column
Returns summary value of series of data fields in
repeating frame

Create
Using totals page in Report Wizard
Manually

Guide to Oracle 10g

73

Creating a Summary Column Using


the Report Wizard
Select field to be summarized and summary
function on Report Wizard totals page
Wizard automatically:
Modifies report Data Model
Creates fields to display summary column on
report layout

Guide to Oracle 10g

74

Creating a Summary Column


Manually
Using Report Wizard
Eliminates all custom formatting
Deletes custom objects

Create summary column manually


Control summary column placement and frequency
Retain other custom objects

Guide to Oracle 10g

75

Creating a Summary Column


Manually (continued)
Tasks:
Create summary column in report Data Model
Using summary column tool

Modify summary column properties


Create layout field
Place layout field in repeating frame that
corresponds to record group that contains summary
column

Guide to Oracle 10g

76

Displaying Formatted Reports as Web


Pages
View report in Paginated HTML or Paginated
HTMLCSS format
Reports Builder translates report into static Web
page
Content fixed at time developer generates page
Not updated with database changes

Guide to Oracle 10g

77

Using the Oracle 10g Application


Server to Generate Reports
Dynamically
Oracle 10g Application Server (OAS)
Web server Oracle corporation uses to deliver Webbased Oracle 10g database applications to users

Report Server process


Queries database when user requests report
Generates dynamic Web page
Displays current database data

Guide to Oracle 10g

78

Creating a Dynamic Web Page that


Displays Database Data

Guide to Oracle 10g

79

Creating Reports that Appear as


Dynamic Web Pages
Create report using techniques learned in this
chapter
Save report in either:
Report definition file (RDF)
Java server page ( JSP) format

Guide to Oracle 10g

80

Creating Reports that Appear as


Dynamic Web Pages (continued)
Techniques for modifying appearance of Web
reports:
Use Web source window to modify default
formatting
Open existing HTML file in Reports Builder that
contains formatting for report
Use Reports Builder to add commands to retrieve
and display report data

Guide to Oracle 10g

81

Overview of HTML Documents


Text file with .htm or .html extension
Contains formatting symbols called tags

Define how Web page appears in Web browser


Enclose in angle brackets
Opening tag
Closing tag

Elements
Represent content that appears on Web page such as
text and graphic images
Guide to Oracle 10g

82

Basic HTML Document Structure

Guide to Oracle 10g

83

Viewing the Report Web Source File


Web source file contains
HTML tags that define report appearance
Program commands that create dynamic report
elements

Web report embeds program commands using tags


Similar to html tags
Prefaced by rw:
Same for reports in either format
Guide to Oracle 10g

84

Viewing the Report Web Source File


(continued)
Java commands appear enclosed in the <% and
%> command delimiters
Data area
Contains commands that dynamically retrieve and
display report data
Follow html comment with text <!--Data Area
Generated by Reports Developer -->

Guide to Oracle 10g

85

Modifying the Default Appearance of


a Web Report
Techniques for modifying appearance of Web
reports:
Use Web Source window to modify default
formatting
Open existing HTML file in Reports Builder that
contains formatting for report
Use Reports Builder to add commands to retrieve
and display report data

Guide to Oracle 10g

86

Modifying the Default Appearance of


a Web Report (continued)
Report Block Wizard pages:

Style page
Groups page
Fields page
Labels page
Template page

Guide to Oracle 10g

87

Lesson C Summary
Create report displays LOB data field
Manually create queries and data links in Data
Model view
Create layout fields to display values that queries
retrieve

Create formula and summary columns


Oracle 10g Application Server (OAS)
Display dynamic reports
Guide to Oracle 10g

88

Summary
Report
Summary view of database data that users can view
on screen or print on paper

Report template
Data Model window
Paper Layout window
Frames
Oracle 10g Application Server (OAS)
Guide to Oracle 10g

89

You might also like