Manipulating Data Components

Manipulating a chart

Manipulating a crosstab

Manipulating a table

Manipulating a banded object

Manipulating geographic map group markers

You can manipulate data components, which refer to crosstabs, tables, banded objects, charts and geographic maps, in Page Report Studio. However for the data components created in JReport Designer, to perform some of the manipulation actions requires that the data fields used by the components can be converted to corresponding view elements. The actions include:

Converting between charts and crosstabs
Modifying the chart definition
Adding and converting columns, and aggregating on detail columns in tables
Adding view elements to data components by dragging them from the Resource View panel

Tip: To display the Resource View panel, click Menu > View > Resource View or the Resource View button on the toolbar. You can use the search bar at the top of the panel to search for any desired resource in a fast and convenient way.

In addition, a JReport Live license for JReport Server is required in order to use the features involving business view or changes of report template. If you do not have the license, contact your Jinfonet Software account manager to obtain it.

The following shows manipulating on specific data components in detail. Most of the manipulations require selecting the component first. To select a component, click anywhere in the component, when the icon appears at its upper left corner, click the icon.

Manipulating a chart

Changing the chart type
- Right-click on the chart and on the shortcut menu, select the required type from the Chart Type submenu, which lists all the chart types and subtypes (the current one and the inapplicable subtypes are grayed out).
- Select the chart, click the Chart Type button on the toolbar, and then select a suitable subtype from the drop-down menu.
Modifying the definition of a chart
You can modify the definition of a chart, including the chart type, data display, and style. To do this:
1. Right-click on the chart and select Format Chart from the shortcut menu to display the Chart Definition dialog.
2. In the Chart Type tab of the Chart Definition dialog, specify the type for the chart.
3. In the Display tab, change the group and aggregation object used by the chart.
4. In the Style tab, modify the style for the chart as required. When there is only one style available, this style will be applied to the chart by default and the Style tab will be hidden from the dialog.
5. Upon finishing, click OK to apply the modifications.
For details about how to define a chart, see Creating a Chart Report.
Converting a chart into a crosstab
1. Click anywhere in the chart to select the chart, then do any of following:
  - Right-click the icon or any part of the chart except for the legend and label, then click To Crosstab on the shortcut menu.
  - Click Menu > Report > To Crosstab.
  The To Crosstab dialog appears.
2. In the Display tab, select a group object in the Resources box and click to add it as a group field to the Columns or Rows box; add the aggregation objects to the Summaries box to summarize data in the crosstab. In the Display Name column, you can edit the display names of the added group and aggregation objects to label the columns, rows and summaries in the generated crosstab. In the Sort column, specify a sort manner on a group object. To adjust the display order of the aggregation objects, select one in the Summaries box and click or .
3. In the Style tab, apply a style to the crosstab as required.
  If the chart is in a table or banded object, by default, the crosstab converted from the chart will take on the style of the table or banded object. If you want to apply another style to the crosstab, uncheck the Inherit Style option and choose the desired style in the Style box. However, when there is only one style available, this style will be applied to the crosstab by default and the Style tab will be hidden from the dialog.
4. Click OK to finish the conversion.
Note: If the chart is created on a business view in Page Report Studio, it can contain additional values which are supported only in chart. Therefore when you convert a chart with additional values into crosstab, the additional values are not converted together with the chart.
Formatting chart elements
The elements (platform, paper, legend, axes and labels) in a chart can be formatted to suit your requirement.

To format the platform/paper/legend of a chart, right-click on the chart and select Format Platform/Format Paper/Format Legend from the shortcut menu. In the displayed dialog, specify the settings as required. For details about the format options, refer to Format Platform dialog, Format Paper dialog and Format Legend dialog.
To format an axis, right-click on the chart and select the axis from the Format Axis submenu. In the displayed dialog, specify the axis settings as required. For details about the format options, refer to Format Category(X) Axis dialog, Format Value(Y) Axis dialog and Format Value(Y2) Axis dialog.
To format a label, right-click the label and select Format Label from the shortcut menu. In the Format Label dialog, set the properties according to your requirement.

Manipulating a crosstab

Rotating a crosstab
Columns and rows in a crosstab can be exchanged. This operation is called rotating a crosstab.
To rotate a crosstab, first select it, and then do one of the following:
- Click Menu > Report > Rotate Crosstab.
- Click the Rotate button on the toolbar.
- Right-click the icon of the crosstab and select Rotate Crosstab from the shortcut menu.
Converting a crosstab into a chart
1. Select the crosstab and do any of following:
  - Click Menu > Report > To Chart.
  - Right-click the icon and select To Chart from the shortcut menu.
  The To Chart dialog appears.
2. In the Chart Type tab, specify a suitable type for the chart. With a certain type specified, you can further define the chart as a combo chart by clicking <Add Combo Type> in the Chart Type Groups box.
3. In the Display tab, the Resources box lists all the group and aggregation objects used in the selected crosstab. The chart can only be defined based on these view elements. Add a group object from the Resources box to the Category box, and so to the Series box, and aggregation objects to the Show Values box respectively.
4. In the Style tab, set the style for the chart as required.
  If the crosstab is in a banded object, by default, the chart converted from the crosstab will take on the style of the banded object. If you want to apply another style to the chart, uncheck the Inherit Style option and choose the desired style in the Style box. However, when there is only one style available, this style will be applied to the chart by default and the Style tab will be hidden from the dialog.
5. Click the OK button to finish the conversion.
Auto fitting values in a crosstab
When the values in the crosstab row/column headers or aggregation cells need more space to completely display, right-click any value in the row/column header or aggregation cell and select Autofit from the shortcut menu. JReport then adjusts the width of the corresponding cells to match the contents in them.
Changing the group index in a crosstab
The group index in a crosstab can be modified, namely you can move a group to a higher or lower level. To do this, drag a value in the row/column header to the required destination till a highlighted line appears, then release the mouse. You can also drag a column header to a row level and vice versa.
Removing column/row headers or summaries from a crosstab
Drag a value in the header or any summary value outside the report page. A message box is then prompted you whether or not to remove the field. Click OK to confirm the removal.
Expanding/Collapsing a crosstab
For a crosstab created in JReport Designer, if it has more than one row/column group level, you can specify whether or not to enable the crosstab to be expanded in Page Report Studio, and set the default expanding/collapsing state of groups in outer levels. For details, see Expanding/Collapsing a Crosstab in the JReport Designer User's Guide.

From the Resource View panel, you can drag view elements and dynamic resources into a crosstab to add new column/row headers and aggregations in the crosstab. To do this, first select the crosstab to locate the business view it uses in the Resource View panel, then:

To add a column header:
Drag a group object or dynamic formula used as Group from the Resource View panel and move the mouse pointer above or below an existing column header until a highlighted horizontal line appears, then release the mouse.
- When the crosstab has no column/row/summary labels, the new column header will be directly placed where the highlighted line lies.
- When you have specified any labels to label the columns/rows/summaries in the crosstab using wizard, the Insert Column dialog appears. You can specify a label to label the new column header if necessary. Click OK and the new column header will be placed where the highlighted line lies.
To add a row header:
Drag a group object or dynamic formula used as Group from the Resource View panel and move the mouse pointer to the left or right of an existing row header until a highlighted vertical line appears, then release the mouse.
- When the crosstab has no column/row/summary labels, the new row header will be directly placed where the highlighted line lies.
- When you have specified any labels to label the columns/rows/summaries in the crosstab using wizard, the Insert Row dialog appears. You can specify a label to label the new row header if necessary. Click OK and the new column header will be placed where the highlighted line lies.
To add an aggregation to summarize data in the crosstab:
Drag a detail object , aggregation object , or dynamic formula/aggregation from the Resource View panel and move the mouse pointer above or under the desired subtotal, total or grand total cell, then release the mouse.
- If the selected object has predefined aggregate function,
  - When the crosstab has no column/row/summary labels, the object is inserted into the specified position directly.
  - When you have specified any labels to label the columns/rows/summaries in the crosstab using wizard, the Insert Aggregation dialog appears. You can specify a label to label the newly created summaries if necessary. Click OK and the object is inserted to the specified position.
- If the selected object has no predefined aggregate function, the Insert Aggregation dialog appears. From the Aggregate Function drop-down list, select the function to summarize the object, then input a label to label the newly created summaries if necessary. Click OK and the object is inserted to the specified position. However, whether the label you specify would be displayed depends on if you have added any labels to label the columns/rows/summaries in the crosstab using wizard and if there is appropriate position to place the label in the current crosstab. If no label is defined in the wizard, the label you add in the Insert Aggregation dialog will be ignored. After the object is inserted in the crosstab, you can switch the aggregate function it uses at anytime. To do this, right-click it and select Switch Function from the shortcut menu, then choose a new function from the submenu.

Manipulating a table

Rotating a table
You can rotate a table to switch its appearance between the horizontal and vertical layout modes by selecting it and doing one of the following:
- Click Menu > Report > Rotate Table.
- Click the Rotate button on the toolbar.
- Right-click the icon of the table and select Rotate Table from the shortcut menu.
Showing table columns
You can specify which columns will be shown in a table. To do this, right-click the icon of the table, then on the shortcut menu, check the names of the columns you want to show from the Show Column submenu.
Hiding/Deleting table columns
To hide or remove a specific column in a table, right-click the column header and select Hide Column or Remove Column from the shortcut menu. When a column is hidden, you can show it again by using the Show Column shortcut menu.
Adjusting the width of table columns according to contents
When the contents in a table column need more space to completely display, you can adjust the width of the table column according to the contents. However to use this feature you need to first enable the Autofit property for either the label or DBField in the column (to enable the property, right-click the label in the column header or any value in the column and click Properties on the shortcut menu, then in the Font tab of the Label Properties dialog or Data Field Properties dialog, check Autofit), then right-click the column header and select Autofit from the shortcut menu.
Changing group direction
You can make the group headers that are placed horizontally in a table to be displayed vertically. To do this, right-click the group header row or a value of the group and select Vertical to Detail from the shortcut menu.
For groups displayed vertically in group columns, you can specify to place them horizontally in the table. To do this, right-click a blank cell or a value in the group column and select Horizontal to Detail from the shortcut menu.
Inserting table columns
A table could contain the following types of columns: detail column, summary column and group column. You can insert them with the corresponding shortcut menu commands.
- To insert a common column into a table:
  1. Right-click any column header or the icon of the table, then click Insert > Common Column on the shortcut menu.
  2. Drag object from the Resource View panel to the column header to add it in the column using the method of replacing the field in a column.
- To insert a detail or summary column into a table:
  1. Right-click any column header or the icon of the table, then select Insert > Detail Column/Summary Column from the shortcut menu.
  2. In the corresponding insert column dialog, specify the resource you want to use for the new column, then click OK.
- To insert a group column into a table:
  1. Right-click any column header or the icon of the table, then select Insert > Group Column from the shortcut menu. The Insert Group Column dialog appears, with the existing groups the table contains listed in an indented structure in the right box. You can edit the groups if you want.
  2. From the Resources box on the left, select the group object you want to use for the new group column and click to add it to the right box as the group-by field, then specify the sort direction of the group in the Sort column.
  3. Select the newly added group-by field and specify its position in the table:
    - Group Above
      Specifies to place the group-by field in its own row above the detail information.
    - Group Left Above
      Specifies to place the group-by field in its own row and column above and left of the detail information.
    - Group Left
      Specifies to place the group-by field in its own column left of the detail information.
  4. Repeat the above steps to add more group columns if required. You can make use of the and buttons to adjust the group levels.
  5. Click OK to insert the group columns.
Note: If you right-click any column header and use its shortcut menu to insert a common, detail or summary column, the Insert Column dialog will appear for you to specify the position of the column to be inserted, which can be before or after the selected column, however, if you use the table shortcut menu to insert the column,
- If it is a common column, the column will be inserted as the last column in the table.
- If it is a detail/summary column, the column will be inserted after the last detail/summary column, or as the last column in the table when there is no detail/summary column.
Converting table columns
You can convert a group column into a detail column. For a detail column, when the object in it can be used as group-by field, you can also convert it to a group column.
- To convert a group column into a detail column, right-click in the column header and select Convert to Detail from the shortcut menu, then the conversion is done.
- To convert a detail column into a group column:
  1. Right-click in the column header and select Convert to Group from the shortcut menu.
  2. In the Select Group Position dialog, specify the position for the newly converted group-by field.
    - Group Above
      If selected, a new group header panel is added to hold the group-by field and the detail column is removed.
    - Group Left Above
      If selected, the detail column is converted to a group column and a new group header panel is added to hold the group-by field.
    - Group Left
      If selected, the detail column is converted to a group column and the group-by field is placed in the column.
  3. Click OK to save the changes.
Aggregating on a detail column
You can summarize the data in a detail column if required. To do this:
1. Right-click in the column header and select Aggregate On from the shortcut menu. The Aggregate On dialog appears.
2. From the Function drop-down list, specify a function to summarize the data.
3. When done, click OK.
  - If the table has groups, you will find data in each group level and the whole table are summarized respectively in the column.
  - If the table has no groups, the summary will be based on the whole table.
When you finish summarizing a detail column, you will find a dynamic aggregation object is created at the same time which is given a default name Function_DetailFieldName in the Dynamic Resources > Aggregations list of the Resource View panel and you can use it again in the current report if required.
Adjusting the order of columns and rows in a table
To adjust the order of columns, drag a column header to the left or right boundary of another column header, when a highlighted line appears along the target column boundary, release the mouse button.

When a table contains several group rows, you can adjust the order of the group rows to edit the group levels. To do this, drag a value in a group row above or below another group row until a horizontally highlighted line appears, then release the mouse.

From the Resource View panel, you can drag view elements and dynamic resources into a table to replace the existing fields or add new columns/rows in the table. To do this, first select the table to locate the business view it uses in the Resource View panel, then:

To replace the field in a table column:
Drag the required object from the Resource View panel and move the mouse pointer to the column header until the label in the header is highlighted, then release the mouse.
To add new table columns and rows:
Drag the required object from the Resource View panel and move the mouse pointer to an existing column or row boundary until a highlighted line appears suggesting the position, then release the mouse. Depending on the object you select and the position where you drop the object, as well as the current table group structure, JReport determines whether a detail column, a summary column, a group column or a group row is added.
To add object values to a table column
Drag the required object from the Resource View panel and move the mouse pointer to any value in the target column and release the mouse.

Values of the selected object are then added in the column together with the existing values.

Manipulating a banded object

Hiding/Showing DBFields and field labels in a banded object
The DBFields and their corresponding labels in a banded object can be hidden or shown. To do this, right-click the icon of the banded object, then on the shortcut menu, click the DBFields and labels you want to show from the Show Field submenu. For a DBField or label that is shown, it will be marked with a check mark, and vise verse. You can also hide a DBField or label by right-clicking it and selecting Hide from the shortcut menu.
Hiding/Showing a panel in a banded object
A panel in a banded object can be hidden or shown. To do this, right-click the icon of the banded object, then on the shortcut menu, click the item which indicates the panel name from the Show submenu. For a panel which is shown, the item is with a check mark, and vice versa. You can also hide a panel by right-clicking it and selecting Hide from the shortcut menu.
Resetting data in a banded object
After sorting and filtering data in a banded object, you can right-click an object in the banded object and select the Reset item from the shortcut menu to reproduce the data of the banded object using the data cached in the data buffer. This will clear all sort and filter conditions from the banded object.
Expanding/Collapsing a group panel in a banded object
You can expand and collapse the group panels in a banded object created in JReport Designer if it is enabled with the feature. For details, see Managing the Data of a Banded Object in the JReport Designer User's Guide.

From the Resource View panel, you can drag view elements and dynamic resources into a banded object to add new groups and detail fields in the banded object. To do this, first select the banded object to locate the business view it uses in the Resource View panel, then:

To add a group:
Drag a group object or dynamic formula used as Group from the Resource View panel and move the mouse pointer above or below any existing group until a highlighted horizontal line appears and the tip Group Header shows up (if there is no existing group in the banded object, move to the bottom boundary of the column header until the tip Banded Page Header and a highlighted horizontal line show up), then release the mouse.
To add a detail field:
Any type of the view elements and dynamic resources can be used as detail fields in a banded object. Drag an object from the Resource View panel and move the mouse pointer to the detail panel until the tip Detail Panel shows up, then release the mouse.

Manipulating geographic map group markers

Going up/down on geographic map group markers
- For the group level that is higher than some other group levels in a geographic map component, point to its group marker, right-click it and select Go Down from the shortcut menu to jump one group level down.
- For the group level that is lower than some other group levels in a geographic map component, point to its group marker, right-click it and select Go Up from the shortcut menu to jump one group level up.
Showing/Hiding geographic map group markers
By default, all visible group markers are shown. To hide them, right-click the geographic map (not the group markers) and select Hide Markers from the shortcut menu. If you want to show them again, right-click the geographic map and select Show Markers from the shortcut menu.

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