Lesson 1: Creating a Standard Banded Report
The Vice President of Sales at Jinfonet Gourmet Java requests a report about the monthly sales for the last two years. In this report, totals for sales need to be broken down by each order and each month, and presented for a grand total of all months.
Here's a draft of the report the vice president has given to you:
You immediately recognize the repetitive, columnar data in the center of the report and associated subtotals as a candidate for a standard banded report. This type of report has horizontal "bands" or panels that are geared for either detailed record display or calculations, such as subtotals, that apply to a preceding group or the entire report.
Follow the tasks below to finish creating the report:
- Task 1: Create the Initial Report and Query
- Task 2: Add Summaries and Print Date to the Report
- Task 3: Fine Tune the Report Layout
In this task, the wizard collects the necessary information and then creates the standard banded report. We can also create the data resources such as query and formulas required for the report via the wizard.
- Select Logi Report Designer in the Logi Report folder on the Start menu to open Designer.
Designer displays the main window and shows the Start Page by default. Close the Start Page.
- Select File > Open Catalog.
Designer displays the Open Catalog File dialog box.
- Browse to select the JinfonetGourmetJava.cat catalog file in
<install_root>\Demo\Reports\JinfonetGourmetJava, select Open, and then select Yes in the Warning dialog box.
Designer displays the Catalog Manager for managing the selected catalog. Close it because we do not use it in this lesson.
- Select File > New > Page Report.
- In the Select Component for Page Report dialog box, select Banded in the component box, then select OK.
Designer displays the Banded Wizard dialog box.
- In the Data screen, select <New Query...> in the Queries node of Data Source 1, type OrderListbyDate in the Enter Query Name dialog box and then select OK.
Queries are a higher-level object in a catalog. The concept is similar to that of views in the database but they are stored in the catalog file rather than the database itself. You can use queries to view, change, and analyze data in different ways, and Logi Report can help you with the building of various professional reports based on queries.
- In the Add Tables/Views/Queries dialog box, expand the JDBC connection node and then the Tables node, then select the tables Orders, Orders Detail, and Products and select Add to add them to the query. Select OK to close the dialog box.
- In the Query Editor dialog box, select all the columns in the three tables by selecting the top check box in each table, then clear the Inventory and Reorder Level columns in the Products table.
Designer adds the columns you select in each table to the query and you can use them for creating reports.
By default, the auto join options for queries are enabled (you can find the corresponding commands on the submenu of Query > Auto Join in the Query Editor dialog box), which means Designer automatically joins the tables in queries based on the join criteria. So, the three tables are automatically joined because Designer recognizes the matching rows in each table. You can modify the join if you want or customize a different join for the tables.
Designer creates the SQL SELECT statement based on the columns, tables, and joins you specify. You can select the SQL button to see the SQL SELECT statement.
- Select OK to create the query.
- Select Next in the Banded Wizard dialog box to go to the Display screen. The Display screen determines which fields returned by the dataset are visible in the report.
- From the Resources box, drag the following fields in the Products table to the right box one by one: Product Type Name, Products_Product ID, Product Name, and Category, then select in the Display Name column for Products_Product ID and type Product ID.
- Select Next to display the Group screen. The Group screen specifies the grouping criteria you want to apply to the selected records.
There are two levels of grouping in this report: first by Order Date and then by Orders_Order ID.
- In the Resources box, select the fields Order Date and Orders_Order ID in the Orders table and select Add to add them as the group-by fields one by one.
You can choose the sorting sequence of the groups in the Sort column. Specify it in descending order (c,b,a), ascending order (a,b,c), or a special ordering criteria. By default, the order is Ascend.
- Select For each month from the Special Function drop-down list for the Order Date group.
By selecting the "For each month" special function, Designer groups the records together, of which the field values are in the same month.
- Select Style on the screen navigation bar to switch to the screen and select Simple from the style list.
By default, when you create a banded, table, crosstab, or chart report via wizard, Designer applies the default style Basic to it. In this lesson, we want to customize the report style by ourselves, so here we select the Simple style which has very little formatting.
- Select Finish to create the report.
The report tab with a banded object in it is now created. Designer identifies the panels in the banded object on the left side by their abbreviations: a banded header panel (BH), a banded page header panel (BPH), a detail panel (DT), a banded page footer panel (BPF), a banded footer panel (BF), and two group header panels (GH), and group footer panels (GF) for the two levels of grouping.
Select the View tab to run the report and view it.
As described in the introduction of this lesson, you need to calculate the totals of sales per order and per month, and then the total of all months. You can accomplish these types of calculations by defining a dynamic summary that performs the computation and placing it in the group footer panel directly. A print date is a predefined field that is calculated at runtime by Logi Report.
First we need to add a field to the report that calculates the sales data. The predefined formula Total turns out to meet the requirement. The formula expression is as follows:
@"Unit Price" * @Quantity - @"Unit Price" * @Quantity * @Discount/100.
- From the Data panel, drag the formula Total in the Formulas node next to the Category DBField. Designer places the label of the formula in the second GH panel.
The Data panel is an integrated interface for managing the resources that the current report uses. You can create new resources including formulas, summaries, and parameters to use in the report and Designer saves them into the current catalog data source automatically.
Next, we create a dynamic summary based on the Total formula to compute total of product sales by order, by month, and also to calculate the grand total.
- In the Data panel, select <New Summary...> in the Summaries node.
- In the New Summary dialog box, choose Sum from the Aggregate Function drop-down list, select the formula Total in the Formulas node of the Resource box and select Add to add it to the Summary On text box, select Dynamic Summary and keep its default settings, then select OK.
- Type Sum_ProductSales_DynamicSummary in the Enter Summary Name dialog box and select OK to create the summary.
Then when you insert this summary into the groups, Designer performs the calculation based on the groups. If you insert the summary into the banded header or banded footer panel, Designer computes based on the whole banded report.
- Drag the summary Sum_ProductSales_DynamicSummary from the Summaries node of the Data panel to both of the two GF panels and the BF panel.
- Select the labels for the newly added summaries, then in the Report Inspector, set their Auto Map Field Name property to false.
- Double-click each label in the design area to edit the text to Total by Order, Total by Month, and Grand Total respectively.
- Resize the BPH panel and drag the Label icon from the Components panel to it to add a label in the panel.
- Resize the new label and double-click it to edit its text to Order List by Date.
- Select Insert > Special Fields > Date-time > Print Date and then place the special field in the BPH panel, next to the Order List by Date label.
- Insert the Print Time special field in the same way.
- Double-click the Print Date label and edit its text to Date; edit the text of Print Time to Time in the same way.
- Adjust the position of the two groups by fields, then add two labels ahead of them for identification and edit their text as Order Date and Order ID.
To make the report easier to read, we need to make some adjustments to the report layout.
- Resize the second GH panel.
- Select the Product Type Name, Product ID, Product Name, and Category name labels in the BPH panel and move them to the second GH panel, so that they can be closer to the actual data they describe.
- Resize the Product Type Name, Product ID, Product Name, Category, and Total name labels, and their corresponding DBFields, then manually drag and align them as follows:
- Select the Product ID name label and the corresponding DBField in the DT panel, then select Format > Left to change their alignment to improve the report layout.
- Select the five labels Product Type Name, Product ID, Product Name, Category, and Total, then in the Report Inspector, set their Background property to Lightgray and Foreground to White.
- Select the Total by Order and Total by Month summaries and their name labels, then change their Foreground property to Gray in the Report Inspector.
- Select the Grand Total summary and its name label in the BF panel, then change the Foreground property to Red in the Report Inspector.
- Select the Order ID group-by field and its name label in the second GH panel and change their Foreground property to Red in the Report Inspector.
- Select the Date and Time special fields in the BPH panel and the Order Date group-by field in the first GH panel with their name labels, then change their Foreground property to Gray in the Report Inspector.
- Resize the Order List by Date label, change its Font Size property to 18 and Foreground property to Red in the Report Inspector.
- Resize the Date and Time special fields and their name labels and change their position in the BPH panel to make them look tidy in the report.
- In the Report Inspector, select the nodes representing the two group footer panels and the banded footer panel, then set their Background property to Transparent.
- Right-click in the BH panel and select Hide from the shortcut menu to hide it from view. Repeat to hide the BPF panel in the same way.
After editing, the report looks somewhat like below in design view:
Next, we give the report tab a meaningful name and save the report.
- On the report tab bar, right-click the report tab and select Rename from the shortcut menu.
- In the Input Report Tab Name dialog box, type OrderDetails and select OK.
- Select File > Save to save the report as OrderListbyDate.cls.
- Select the View tab to run the report and view it. Designer displays the report similar to the below one:
If the report does not look correct, you can compare it to the final version of the report included in Designer. To do this, save and close your current catalog, and then open the JinfonetGourmetJava.cat catalog file in