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Insert Table Dialog Box Properties

This topic describes how you can use the Insert Table dialog box to insert a table to a report. Server displays the dialog box when you drag Table from the Components panel to the destination.

Table Title

Specifies a title for the table.

Specifies the font properties of the table title. After you select the button, Server displays the following dialog box for you to edit the font properties:

• Font
  Select the font face of the title.
• Font Style
  Select the font style of the title: regular, bold, italic, and bold italic.
• Size
  Specify the font size of the title.
• Align
  Specify the position of the title to be left, right, center, or justify.
• Font Color
  Specify the font color of the title.

  To change the color, select the color indicator. Server displays the color palette. Select a color, or select More Colors to access the Color Picker dialog box in which you can specify a color within a wider range. You can also type a hexadecimal RGB value to specify a color, for example, #9933ff.

• Background Color
  Specify the background color of the title.
• OK
  Select to apply any changes you made here and exit the dialog box.
• Cancel
  Select to close the dialog box without saving any changes.

Data Source

Specifies the business view in the current catalog on which the table will be built.

• <Inherit from the Parent>
  Specifies to inherit data from the business view used by the parent object. Available only when the table is to be inserted into any of the following panels in a banded object: banded header panel, banded footer panel, group header panel, and group footer panel.

Filter

Opens the Query Filter dialog box to specify the filter which you want to apply to the selected business view.

Table type drop-down menu

Specifies the type of the table. The tabs available in the dialog box differ according to the selected table type. When a group table type is selected, you can define the table in the Details, Group and Summary tabs respectively; when the summary table type is selected, only the Columns tab is available.

• Group Above
  Creates a table with group information above the detail row.
• Group Left
  Creates a table with group information left to the detail row.
• Group Left Above
  Creates a table with group information left above the detail row.
• Summary Table
  Creates a table with only group and summary information.

OK

Inserts a table and closes the dialog box.

Cancel

Cancels the insertion and closes the dialog box.

Displays the help document about this feature.

Ignores the setting and closes this dialog box.

The tabs in the dialog box are different according to the following table types:

• For Group Left, Group Above, or Group Left Above
• For Summary Table

For Group Left, Group Above, or Group Left Above

The dialog box consists of the following tabs: Details, Group and Summary.

Details

Specifies the detail fields that you want to display in the table.

Resources

Displays all the group objects and detail objects in the selected business view.

Select an order for sorting the resources in the business view. The order applies to all the resource trees where you see the business view.

The order can be one of the following:

• Predefined Order
  Select if you want to sort the resources in the order as in the Business View Editor of Designer.
• Resource Types
  Select if you want to sort the resources by the resource type. Namely, category objects come first, then group objects, then aggregation objects, and at last detail objects.
• Alphabetical Order
  Select if you want to sort the resources in alphabetical order. Logi Report sorts the resources that are not in any category first, and then the categories. It also sorts the resources in each category alphabetically.

Search button

Select to launch the search bar to search for objects.

See the following properties in the search bar:

• Text box
  Type the text you want to search in the text box. Server lists the values that contain the matched text.
• Close button
  Select to close the search bar.
• More Options button
  Select the button and Server displays more search options.
  • Highlight All
    Select if you want to highlight all matched text.
  • Match Case
    Select if you want to search for text that meets the case of the typed text.
  • Match Whole Word
    Select if you want to search for text that looks the same as the typed text.
• Previous button
  Select to go to the previous matched text when you have selected Highlight All.
• Next button
  Select to go to the next matched text when you have selected Highlight All.

Adds the selected object to be displayed in the table.

Removes the selected object that is added.

Field

Lists the group and detail objects that have been added to the table as the detail fields.

Label

Specifies the text for the labels of the detail columns, which by default are the display names of the added objects. You can select a text box to edit the label, or select the Auto Map Field Name checkbox beside the text box to automatically map the label to the dynamic display name of the object.

Select to move the selected item higher in the list.

Move Down button

Select to move the selected item lower in the list.

Sort Fields By

Opens the Custom Sort dialog box to specify how to sort data in the table.

Group

Specifies the fields to group the data.

Resources

Displays all the available group objects you can use to group the data in the table.

Sorts the group objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Launches the search bar to search for group objects.

Adds the selected group object as a group field.

Removes the selected group object.

Field

Lists all the group objects that have been added as the group fields.

Sort

Specifies the sort order for groups at the specific group level.

• Ascend
  Groups will be sorted in an ascending order (A, B, C).
• Descend
  Groups will be sorted in a descending order (C, B, A).
• No Sort
  Groups will be sorted in the original order in database.
• Custom Sort
  Opens the Custom Sort dialog box to set how groups will be sorted.

Select to move the selected item higher in the list.

Move Down button

Select to move the selected item lower in the list.

Summary

Specifies the fields on which to create summaries.

Resources

Displays all the available aggregation objects you can use to create summaries in the table.

Sorts the aggregation objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Launches the search bar to search for aggregation objects.

Adds the selected aggregation object as the summary field.

Removes the selected aggregation object.

Field

Lists the groups that have been added in the table and the aggregation objects added to summarize data in each group.

Row

Specifies to put the summary field in the header or footer row. If the summary is calculated on a group-by field, it will be put in the group header or footer of the corresponding group; if the summary is calculated on the table, it will be put in the table header or footer. Available only when the table is Group Left type.

Column

Specifies to put the summary field in the specified detail column. If no column is selected, the summary field will be displayed in a separate summary column. Available only when the table is Group Left type.

Select to move the selected item higher in the list.

Move Down button

Select to move the selected item lower in the list.

For Summary Table

The dialog box consists of the following tabs: Columns and Summary.

Columns

Specifies the fields to be displayed as the columns of the table.

Resources

Displays all the group and aggregation objects in the selected business view.

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view objects are listed for this user.

Launches the search bar to search for objects.

Adds the selected object to be displayed in the table.

Removes the selected object that is added.

Column

Lists the objects that have been added to the table.

Sort

Specifies the sort order for groups at the specific group level.

• Ascend
  Groups will be sorted in an ascending order (A, B, C).
• Descend
  Groups will be sorted in a descending order (C, B, A).
• No Sort
  Groups will be sorted in the original order in database.
• Custom Sort
  Opens the Custom Sort dialog box to set how groups will be sorted.

Select to move the selected item higher in the list.

Move Down button

Select to move the selected item lower in the list.

Summary

Specifies to insert aggregations to the header/footer rows of the table and groups.

Resources

Displays the aggregations selected in the Columns tab.

Summarized Fields

Displays the group fields selected in the Columns tab under the Table node.

Header

Represents the table header or the group header of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding header rows.

Footer

Represents the table footer or the group footer of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding footer rows.

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