11 Building a Two-Query Group Report

11.1 Prerequisites for this example

To build the example in this chapter, you must have access to the Summit Sporting Goods (SUMMIT) schema. To download the SQL scripts that install the schema, see "Accessing the Data Sources" in the Preface.

11.2 Create a new report manually

In this case, it is easier to create the data model and layout separately. Hence, we will create an empty report first, then add the queries, and then create the layouts.

To create a blank report:

1. Launch Reports Builder (or, if already open, choose File > New > Report)

2. In the Welcome or New Report dialog box, select Build a new report manually, then click OK.

11.3 Create a data model with a data link

When you create a report with multiple queries, it is typically easier to create all of the queries with the Data Wizard first and then create the layouts with the Report Wizard.

To create the queries:

1. In the Data Model view, choose Insert > Query to display the Data Wizard.

2. If the Welcome page displays, click Next.

3. On the Query page, type Q_Salesrep for the Query name and click Next.

4. On the Data Source page, click SQL Query, then click Next.

5. On the Data page, enter the following SELECT statement in the Data Source definition field:

   SELECT ENAME, EMPNO
   FROM EMP
   WHERE JOB = 'SALESMAN'
   

   
   

   Note: You can enter this query in any of the following ways: Copy and paste the code from the provided text file called grp_abv2_code.txt into the Data Source definition field. Click Query Builder to build the query without entering any code manually. Type the code in the Data Source definition field.

   
   

6. Click Next.

   
   

   Note: If you are not already connected to a database, you will be prompted to connect to the database when you click Query Builder or Next. Ensure that you connect to a database that has the appropriate schema for this example. Section 11.1, "Prerequisites for this example" describes the sample schema requirements for this example.

   
   

7. On the Groups page, click Next.

8. Click Finish to display the data model for your report in the Data Model view.

9. Repeat the steps above for a second query, but this time name your query

   Q_Product and use the following SELECT statement:

   SELECT REPID, PRODNAME, AMOUNT, CUSTNAME
   FROM SALES
   ORDER BY REPID, CUSTNAME
   

Figure 11-2 Two-query data model without a link

Description of "Figure 11-2 Two-query data model without a link"

To add the data link

1. In the Data Model view, click the Data Link tool in the tool palette.

2. Click and drag from the EMPNO column in the G_ENAME group to the REPID column in the G_REPID group. Notice that a line is drawn from the bottom of the G_ENAME group to the Q_Product query. Labels for EMPNO and REPID are created at each end of the line to indicate they are the columns linking G_ENAME to Q_Product.

   Figure 11-3 Two-query data model with a data link

   
   Description of "Figure 11-3 Two-query data model with a data link"
   
   

3. Double-click the new data link line to display the Property Inspector and examine the property settings:

   • G_ENAME is identified as the parent, while Q_Product is listed as the child. In terms of the data, the sales rep's name and employee number make up the master record and should print once for the associated product information retrieved by the Q_Product query.

   • Notice that WHERE already appears in the SQL Clause property. WHERE is the default clause used in master/detail relationships. You can replace WHERE with other SQL clauses such as HAVING and START WITH, but for this report the default is correct.

   • The other point to notice is that an equal sign (=) appears in the Condition property. An equality (that is, table1.columnname = table2.columnname) is the default condition for master/detail relationships defined through a data link. You can replace the equal sign with any other supported conditional operator (to see what is supported, click the field), but for this report the default is the proper condition.

   Linking the group G_ENAME and the query Q_Product through the EMPNO and REPID columns is analogous to writing both queries as the single-query shown below:

   SELECT ENAME, EMPNO, REPID,
   PRODNAME, AMOUNT, CUSTNAME
   FROM EMP, SALES
   WHERE JOB = 'SALESMAN'
   AND EMPNO = REPID (+)
   ORDER BY REPID, CUSTNAME
   

11.4 Use the Report Wizard to layout the data

Once your data model is complete, you need to create a layout for the data objects to display in the report output. The Report Wizard enables you to create layouts for your data model.

To create the layout:

1. In the Data Model view, right-click on the canvas, then choose Report Wizard.

2. In the Report Wizard, on the Report Type page, select Create Paper Layout only.

3. On the Style page, select Group Above.

4. On the Groups page, ensure that both groups from your data model appear in the Displayed Groups list.

5. On the Fields page:

   • Click the double right arrows (>>) to move all of the fields to the Displayed Fields list.

   • Click REPID in the Displayed Fields list and click the left arrow (<) to move it back to the Available Fields list. Since REPID and EMPNO represent the same value, you only need to display one of them. EMPNO is part of the master group, which is the level where we want to see its values in the report. REPID is part of the detail group. Hence, you remove REPID from the Displayed Fields list to prevent it from appearing in the output.

   Figure 11-4 Fields page of the Report Wizard

   
   Description of "Figure 11-4 Fields page of the Report Wizard"
   
   

6. On the Labels page, change the labels and field widths as follows:

   Table 11-1 Field description of Labels page

   Fields	Labels	Width
   PRODNAME	Product	22
   AMOUNT	(no change)	10
   CUSTNAME	Customer	15
   ENAME	Name	(no change)
   EMPNO	Emp. No.	(no change)

   
   

7. On the Template page, make sure Beige is selected under Predefined Template, then click Finish to display your report output in the Paper Design view. It should look like this:

   Figure 11-5 Paper Design view for the two-query group report

   
   Description of "Figure 11-5 Paper Design view for the two-query group report"
   
   

11.5 Format a field

In the Paper Design view, notice the Amount field. The values are neither aligned nor displayed as monetary amounts. You can quickly rectify this in the Paper Design view.

To assign a format mask to monetary values:

1. In the Paper Design view, select the first number value underneath the Amount label. Notice that all of the values are immediately selected, indicating that you can change their properties simultaneously.

   
   

   Tip: If you are familiar with format mask syntax, you could now right-click the field values, choose Property Inspector, and choose or manually enter a value for the Format Mask property.

   
   

2. Click the Currency button in the toolbar. A currency symbol immediately appears next to all of the values.

3. Click the Add Decimal Place button twice. Two decimal places are added to the right of the decimal point.

4. Resize the field by clicking and dragging the rightmost handle of the field approximately a 0.5 inches (1.5 centimeters) to the left.

5. Click the Align Right button. All of the values are immediately right aligned.

6. Select the Amount label.

7. Click the Align Right button.

8. Save the report as grp_abv2_your_initials.rdf.

The final report output should look something like this:

Figure 11-6 Group above report output with monetary values formatted

Description of "Figure 11-6 Group above report output with monetary values formatted"

11.6 Summary

Congratulations! You have successfully created the two-query, group report. You now know how to:

• create queries with a data link between them in the Data Model view.

• layout the data with the Report Wizard.

• format a field in the Paper Design view.

For more information on any of the wizards, views, or properties used in this example, refer to the Oracle Reports online Help, which is available in Reports Builder or hosted on the Oracle Technology Network (OTN), as described in Section 3.1.1, "Using the Oracle Reports online Help".