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Table Wizard (for Page Report)

The wizard varies with the data resource type used to create the table: query resource or business view.

When query resource is used

This wizard helps you to create or modify a table based on a query resource in a page report. It appears when you do either of the following:

• In the Select Component for Page Report Tab dialog or Select Component for Page Report dialog, select a table component and then click OK.
• Right-click a table created on a query and click Table Wizard on the shortcut menu.

The wizard consists of the following screens:

• Data
• Display
• Group
• Summary
• Chart
• Filter
• Style

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes creating or modifying the table and closes this wizard.

Cancel

Does not retain changes and closes this wizard.

Help

Displays the help document about this feature.

Data

Specifies the dataset for the table.

Resource box

Lists the available data resources in the current catalog. Select one to create the table.

More Options/Less Options

Shows or hides the dataset selection panel to choose a dataset for the table.

• New Dataset
  If checked, select a data source from the catalog resources to create a dataset that will be used to build the table. When you choose to create the dataset from a query, you can click the Edit button to edit the query in the Query Editor if required.
• Existing Dataset
  If checked, select a dataset from the ones existing in the open report to create the table. Click the Edit button to edit the dataset in the Dataset Editor if required.
• Current Dataset
  If checked, the current dataset used by the parent object will be applied to the table.

Display

Specifies the data fields to display in the table.

Resources

Lists all the available data resources.

Adds the specified field to use in the table.

Removes the specified field that is not required in the table.

Replaces the selected field in the table with the specified field in the Resources box.

Moves the specified field one step up.

Moves the specified field one step down.

Show Table Group Structure

Specifies whether to show the group structure of the table.

Display Fields

Lists the fields that you have selected to display in the table.

Display Name

Shows the display names of the selected fields. You can click the name cells to edit them if required.

Sort Fields By

Opens the Sort Fields By dialog to specify how to sort data in the table.

Group

Specifies the fields that you want to use to group the data.

Resources

Lists all the available data resources.

Adds the selected field as the group-by field in the table.

Removes the selected group-by field that is not required.

Replaces the selected group-by field in the table with the specified field in the Resources box.

Moves the specified group one step up.

Moves the specified group one step down.

Group By

Lists the fields that are used to group data in the table.

Sort

Specifies how groups at the specific group level will be sorted.

• 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.
• Special Group
  Opens the User Defined Group dialog to define grouping information.

  For example, if you placed a field named Region for grouping, and this field contains all 50 states of the United States; and if you want to see the data between Maryland (MD) and New York (NY), you can define the criteria by selecting the between operator to further define your grouping information.

• Custom Sort
  Opens the Custom Sort dialog to set how groups will be sorted.

Special Function

If the group-by field is of Numeric/String/Date/Time type, you can select a special function for the field in the Special Function column to further specify to which level the data will be grouped by.

If Customize is selected, the Customized Function dialog will be displayed, in which you can set the function by your own.

Custom Sort

Specifies how to sort the groups. Activated only when you have clicked Custom Sort from the Sort column to define the sorting manner of groups for the selected group level.

Special Group

Specifies how to group your information. Activated only when you have clicked Special Group from the Sort column to define a special group.

Select N

Opens the Select N dialog to specify the Select N condition.

Group Filter

Opens the Group Filter dialog to specify the group filter condition.

Summary

Specifies the fields on which to create aggregate functions. This screen is available only when you create a table.

Resources

Lists all the available data resources.

Adds the selected field as the summary field to the table.

Removes the selected summary field that is not required.

Moves the specified summary field one step up.

Moves the specified summary field one step down.

Summarized Fields

Lists all the fields that you want to display and to be summarized in the table.

Aggregate Function

Specifies the function to summarize the selected field.

Break Field

Displays a defined field on which the summary will be calculated. If a summary field is added below the Table node, the break field is null and the summary will be calculated on the whole dataset.

Position

Works together with the Column option to specify the location where the summary field will be put. Not available when the table type is Group Above.

• Header
  Specifies to put the summary field in the header panel. If the summary is calculated on a group-by field, it will be put in the group header panel of the corresponding group; if the summary is calculated on the whole dataset, it will be put in the table header panel.
• Footer
  Specifies to put the summary field in the footer panel. If the summary is calculated on a group-by field, it will be put in the group footer panel of the corresponding group; if the summary is calculated on the whole dataset, it will be put in the table footer panel.

Column

Works together with the Position option to specify the location where the summary field will be put. Not available when the table type is Group Above.

• Detail
  The summary field with its label will be put in in the first two detail columns.
• Summary
  The summary field will be displayed in a separate summary column.

Chart

Specifies to create a chart together with the table, which will be placed above the table in the report body. This screen is available only when you create a table in a page report, and when there is at least one group-by field and one summary field which is calculated on this group-by field in the table.

No Chart

Specifies not to create a chart.

Bar Chart

Specifies to create a Clustered Bar 2-D chart together with the table.

Line Chart

Specifies to create a Line 2-D chart together with the table.

Pie Chart

Specifies to create a Clustered Pie chart together with the table.

Category

Lists the group-by fields of the table on which the summary fields are calculated. Choose the field you want to display on the category (X) axis of the chart from the drop-down list.

Series

Lists the fields that have been added as the group-by fields of the table. Choose the field you want to display on the series (Z) axis of the chart from the drop-down list.

Show Values

Lists the summary fields which are calculated based on the field you choose to display on the category axis of the chart. Choose the value you want to display in the chart from the drop-down list.

Filter

Specifies to filter data displayed in the table. This screen is available only when you create a table.

The options in the screen are the same as those in the Edit Filter dialog.

Style

Specifies the style of the table.

Grow Report

Specifies the layout of the table.

• Vertically
  Creates a vertical table.
• Horizontally
  Creates a horizontal table.

Style

Specifies the style of the table.

• <Custom>
  There is no style information on it and it is only used to support reports built with previous versions which did not bind any style or the bound style cannot be found in the style list.

Preview

Displays a diagram illustrating the effect of the selected style on the table.

Inherit Style

Specifies whether to make the table take the style of its parent. This option is available only when you modify a table and the table is inserted into a banded object.

Page Setup

Opens the Page Setup dialog to specify the page settings. Available only when creating a table.

When business view is used

The wizard helps you to create or modify a table based on a business view in a page report. It appears when you do either of the following:

• In the Select Component for Page Report dialog, select Create Using Business View at bottom left, next select a table component, and then click OK.
• When creating a new report tab in a page report which is based business views, in the Select Component for Page Report Tab dialog, select a table component and click OK.
• Right-click a table created based on a business view and click Table Wizard on the shortcut menu.

The wizard consists of the following screens:

• Data
• Display
• Group
• Summary
• Filter
• Style

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes creating or modifying the table and closes this wizard.

Cancel

Does not retain changes and closes this wizard.

Help

Displays the help document about this feature.

Data

Specifies a business view for the table.

Resources

Lists all the business views in the current catalog. Specify the one you want to use.

Display

Specifies the data fields to display in the table.

Title

Specifies the title of the table.

Resources

Lists all the available data resources.

Adds the specified field to use in the table.

Removes the specified field that is not required in the table.

Replaces the selected field in the table with the specified field in the Resources box.

Moves the specified field one step up.

Moves the specified field one step down.

Show Table Group Structure

Specifies whether to show the group structure of the table. Available only when modifying a table.

Display Fields

Lists the fields that you have selected to display in the table.

Display Name

Shows the display names of the selected fields. You can click the name cells to edit them if required.

Sort Fields By

Opens the Sort Fields By dialog to specify how to sort data in the table.

Group

Specifies the fields that you want to use to group the data.

Resources

Lists all the available data resources.

Adds the selected field as the group-by field in the table.

Removes the selected group-by field that is not required.

Replaces the selected group-by field in the table with the specified field in the Resources box.

Moves the specified group one step up.

Moves the specified group one step down.

Group By

Lists the fields that are used to group data in the table.

Sort

Specifies how groups at the specific group level will be sorted.

• 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 to set how groups will be sorted.

Select N

Opens the Select N dialog to specify the Select N condition.

Summary

Specifies the aggregations to display in the table. This screen is available only when you create a table.

Resources

Lists all the available aggregations.

Adds the selected aggregation to the table.

Removes the selected aggregation that is not required.

Moves the specified aggregation one step up.

Moves the specified aggregation one step down.

Summarized Fields

Lists all the aggregations that you want to display in the table. If an aggregation is added under the Banded Object node, it will be displayed in the banded panel. If an aggregation is added under the node of a specific group, it will be displayed in the corresponding group panel.

Position

Works together with the Column option to specify the location where the aggregation will be put.

• Footer
  Specifies to put the aggregation in the footer panel. If the aggregation is calculated on a group-by field, it will be put in the group footer panel of the corresponding group; if the aggregation is calculated on the whole dataset, it will be put in the table footer panel.

Column

Works together with the Position option to specify the location where the aggregation will be put.

• Detail
  The aggregation with its label will be put in in the first two detail columns.

Filter

Specifies to filter data displayed in the table. This screen is available only when you create a table.

The options in the screen are the same as those in the Edit Filter dialog.

Style

Specifies the style of the table.

Grow Report

Specifies the layout of the table.

• Vertically
  Creates a vertical table.

Style

Specifies the style of the table.

Preview

Displays a diagram illustrating the effect of the selected style on the table.

Inherit Style

Specifies whether to make the table take the style of its parent. This option is available only when you modify a table and the table is inserted into a banded object.

Page Setup

Opens the Page Setup dialog to specify the page settings. Available only when creating a table.

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