User Manual - Intellicusirelease.intellicus.com/documents/old/IntellicusStudioUserManual.pdf · Intellicus Studio User Manual ii • Working with Field Properties gives information

Intellicus Studio

©Intellicus Technologies

[email protected]

User Manual

Intellicus Web-based
Reporting Suite Release 4.4
www.intellicus.com

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Copyright © 2009 Intellicus Technologies This document and its content is copyrighted material of Intellicus Technologies. The content may not be copied or derived from, through any means, in parts or in whole, without a prior written permission from Intellicus Technologies. All other product names are believed to be registered trademarks of the respective companies. Dated: - February 2009.

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Intellicus acknowledges using of a set of third-party libraries to extend support to the functionalities that they provide. These libraries are developed by respective companies / individuals and are available for use under various license types. Intellicus choose to use GNU LGPL licensed libraries. Intellicus doesn’t intent to or claim copyright, ownership or intellectual property rights of any of the libraries mentioned hereby. Software developed by the Apache Software Foundation (http://www.apache.org/) and covered under Apache Software Foundation Binary Code License Agreement:

• xmlParserAPIs.jar • xercesImpl.jar • xml-apis.jar • serializer.jar • xalan.jar

Covered under Apache Software Foundation Software License Agreement Open source APL:

• log4ij.jar

Software developed by The Mozilla Foundation (http://www.mozilla.org/) and covered under Mozilla Public License.

• iText-2.0.7.jar • js.jar

Software developed by Jexcelapi project of Sourceforge (http://jexcelapi.sourceforge.net/) and covered under JExcelApi GNU LGPL.

• jxl.jar Software developed by Flagstone Software Ltd (http://www.flagstonesoftware.com/) and covered under BSD license agreement.

• transform.jar • translate.jar

Software developed by Sun Microsystem Inc. (http://www.sun.com/) and covered by Binary Code License Agreement.

• activation.jar • jai_codec.jar • jai_core.jar

Software developed by Sybase Inc (www.sybase.com) and covered under Sybase Binary Code License Agreement.

• jconn3.jar Software developed by Microsoft Corporation (http://msdn.microsoft.com/en-us/data/aa937724.aspx) and available for redistribution under MICROSOFT SQL SERVER 2005 JDBC DRIVER REDISTRIBUTION LICENSE: • Microsoft SQL Server 2005 JDBC Driver

Software developed by GNU Project (http://www.gnu.org) and covered under GNU Lesser General Public License.

• jtds-1.2.jar • jtds-1.2.2.jar

Software developed by Christophe Dolivet (http://www.cdolivet.net/editarea/) and released under "LGPL", "Apache" and "BSD" licenses.

• EditArea, a javascript editor for source code.

Intellicus Studio User Manual

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About this manual This document provides a descriptive explanation on how to use Intellicus Studio. The document explains the purpose and the usage of the elements of the Intellicus Studio by referring to screenshots along with the code samples.

HHooww tthhiiss ddooccuummeenntt iiss aarrrraannggeedd This document discusses the steps to be followed while using the design elements of the Intellicus Studio. The subsequent chapters guide you about how to design reports using the various elements provided in the Studio. The manual also provides code samples for using the features of Intellicus Studio. The content discussed in the following chapters include: • Introduction to Intellicus Studio introduces you to Intellicus Desktop

Studio, the role it plays in Intellicus suite and its window. Chapter also contains general steps to design a report in Intellicus.

• Working with Reports provides the starting point for creating report layouts. This will guide you through creating reports using SQL and XML.

• Working with Layout Editor describes the various components of a report design window, with the steps required for using them.

• Working with Report Controls provides information on methods and properties associated with the controls in a report.

• Working with SQL Editor explains the usage and facilities in SQL Editor.

• Working with Charts explains the different types of charts you can prepare using Intellicus Studio.

• Working with Sub Reports discusses the steps for including a sub report in a report layout.

• Working with Cross-Tab Reports provides information on creating and using different types of Cross-Tab reports.

• Working with Script Editor provides information on using the Script Editor for accessing and making customized changes to the report components by coding.

• Working with Control Methods provides information on properties that can be used along with the methods of using them.


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• Working with Field Properties gives information on the field objects and its properties.

• Field Reference provides information on properties that are applicable to the field controls.

• Working with Report Events discusses the various events and methods that Intellicus Studio offers for customizing the report processing.

• Working with Section Events discusses the events, properties, and methods for sections in a report.

• Previewing and exporting Reports discusses the print preview toolbar that is available while previewing a report. It also provides the information on defining your printer and page settings. In addition, it discusses the various sections and their effect on the final report output. This will also contain information on exporting report outputs.

• Frequently Asked Questions pertain to the commonly queried questions while using Intellicus Studio.


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CCoonnvveennttiioonnss UUsseedd In this document, the following conventions are used: As per the mouse usage convention, Click implies pressing the left button of the mouse (for a right-handed user). The Filenames and the Path information are in Courier New font.

Screen elements, like screen names, dialog boxes, buttons are in bold text. Values of options buttons or dropdown boxes, list boxes are in italics. The following symbols are used to denote:

Note:

Important:

Warning:

Tip:

Code


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BBeeffoorree yyoouu ssttaarrtt It is assumed that you are aware of the basic reporting terminology, and are comfortable with Windows application environment and scripting. Knowledge of SQL or data source would be a definite plus in understanding this document, though it is not essential. You need to select the Object and Event mentioned in each sample code in the respective drop-down list boxes in the Script Editor.

Event Name

Code

Object


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CONTENTS

INTRODUCTION TO INTELLICUS STUDIO ..................................1

OPERATING MODES ................................................................... 1 LAUNCHING INTELLICUS STUDIO..................................................... 1

Important .................................................................................. 2 The Intellicus Studio window .......................................................... 4 Menus ....................................................................................... 7 Toolbars ...................................................................................11

WORKING WITH REPORTS ................................................. 15

Ways to design reports ................................................................16 CREATING REPORTS WITHOUT USING WIZARD ................................... 17

Creating SQL Reports...................................................................17 To refresh metadata caching .........................................................18 Data from Multiple Data Sources ....................................................19 Creating Reports Using XML ..........................................................19

USING THE REPORT WIZARD ....................................................... 21 SETTINGS FOR REPORT PRINTING ................................................. 31

Page Settings.............................................................................31 To load a pre-set page definition ....................................................32 To save a page definition..............................................................32 Grid Settings .............................................................................34

OTHER STUDIO-GLOBAL SETTINGS ................................................ 35 General Options..........................................................................35 Global Styles .............................................................................36

REPORT PROPERTIES DIALOG BOX ................................................. 38 Template...................................................................................40

WORKING WITH LAYOUT EDITOR......................................... 41

COMPONENTS OF A LAYOUT EDITOR ............................................... 41 Explorer Window .........................................................................41 Fields Window ............................................................................42 Layout Pane (Layout Window)........................................................42


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Properties List ............................................................................42 WORKING WITH SECTIONS ......................................................... 42

Creating Sections........................................................................43 Deleting Sections ........................................................................45 Arranging Section Groups .............................................................45

DESIGNING A REPORT LAYOUT ..................................................... 46 Types of Field Controls.................................................................46 Adding Fields .............................................................................48 Adding Objects ...........................................................................49 Changing Format of Field Controls ..................................................49 Adding Special Field Controls.........................................................50 Summary Fields ..........................................................................51 Copying formatting of one control to other controls ............................52 Formula fields ............................................................................52 Conditional Formatting .................................................................56 Making a field Hyperlink ...............................................................65 Context Help ..............................................................................69

NOTIFICATIONS...................................................................... 72 Notification List ..........................................................................72 Notification Detail .......................................................................74

WORKING WITH REPORT CONTROLS ..................................... 77

Alignment .................................................................................78 BackColor..................................................................................79 BackStyle ..................................................................................79 Border ......................................................................................81 CanGrow ...................................................................................82 CanShrink .................................................................................82

CAPTION ............................................................................. 82 CAPTIONPOS ......................................................................... 82 CLASSNAME.......................................................................... 82 COLUMNDIRECTION ................................................................. 83 COLUMNLAYOUT ..................................................................... 84 COLUMN SPACING ................................................................... 84 DATAFIELD ........................................................................... 84


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IMAGE SOURCE TYPE ................................................................ 85 IMAGE PATH ......................................................................... 85 FONT ................................................................................. 85 FORECOLOR .......................................................................... 86 GRPKEEPTOGETHER ................................................................. 87 HEIGHT ............................................................................... 87 HYPERLINK ........................................................................... 87 KEEP TOGETHER ..................................................................... 88 LEFT .................................................................................. 88 LINE COLOR.......................................................................... 88 LINESTYLE ........................................................................... 88 LINE WEIGHT ........................................................................ 89 MULTILINE ........................................................................... 89 NEWPAGE ............................................................................ 89 OUTPUTFORMAT ..................................................................... 90 ONPAGES ............................................................................ 91 PICTURE .............................................................................. 91 PICTUREALIGNMENT ................................................................. 92 SHAPETYPE .......................................................................... 92 STYLE ................................................................................ 93 SUMMARYDISTINCTFIELD ........................................................... 93 SUMMARYFUNC ...................................................................... 93 SUMMARYGROUP..................................................................... 94 SUMMARYRUNNING .................................................................. 95 SUMMARYTYPE ....................................................................... 95 TEXT .................................................................................. 96 TOP ................................................................................... 96 VALUE ................................................................................ 96 VISIBLE .............................................................................. 97 WIDTH................................................................................ 97 WORDWRAP.......................................................................... 97 VERSION ............................................................................. 97 WATERMARK ......................................................................... 97 WATERMARKALIGNMENT ............................................................ 98 WATERMARKPRINTONPAGES ....................................................... 98 XLBACKGROUND..................................................................... 98


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XLCOLUMN ........................................................................... 99 XLCOLUMNSPAN ..................................................................... 99 XLROW ..............................................................................100 XLROWSPAN ........................................................................100 XMLTAGNAME ......................................................................101 XMLTYPE............................................................................101 XMLCDATA..........................................................................102

WORKING WITH SQL EDITOR .......................................... 103

USING THE SQL EDITOR ..........................................................104 Selecting Schema/ Database/ Owner ............................................. 104 Selecting Database Objects ......................................................... 104 Creating Join Conditions ............................................................. 105

USING SQL PARSER ...............................................................106 Designing an SQL Statement ....................................................... 107 Writing Power SQL .................................................................... 109 Stored Procedures ..................................................................... 113 Compiling SQL.......................................................................... 113 Viewing SQL Results .................................................................. 114 Applying Filters ........................................................................ 114 Sorting at Run Time .................................................................. 117

REMOVING TABLES FROM SQL EDITOR...........................................118 REMOVING A JOIN ..................................................................119

WORKING WITH PARAMETERS .......................................... 121

PARAMETERS DIALOG BOX .........................................................121 IMPORTING PARAMETERS ..........................................................122 CREATING REPORT PARAMETERS ..................................................123

Linked parameters .................................................................... 136 EXPORTING A PARAMETER .........................................................137 PARAMETERS FORM LAYOUT .......................................................137 USING REPORT PARAMETERS IN SQL EDITOR ...................................139 USING REPORT PARAMETERS IN LAYOUT EDITOR................................139 USING SYSTEM PARAMETERS ......................................................139

WORKING WITH CHARTS ................................................ 141

A BOUND CHART ...................................................................142


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AN UNBOUND CHART...............................................................142 DATA SOURCE TAB .................................................................142

Setting connection details ........................................................... 143 Setting data mapping ................................................................ 144 Setting Data formats ................................................................. 146

CHART – SETTINGS TAB ...........................................................147 General Tab ............................................................................. 147 Effects tab............................................................................... 149 Legends tab ............................................................................. 151

SERIES TAB .........................................................................153 General tab ............................................................................. 154 Border tab ............................................................................... 156 Marker tab .............................................................................. 157 Point Labels tab........................................................................ 158 Gauge tab ............................................................................... 159 OHLC tab ................................................................................ 161 Candle Stick ............................................................................ 161 Pie tab ................................................................................... 162

CHARTS – AXIS TAB ...............................................................163 Scale...................................................................................... 163 Style ...................................................................................... 165 Grid ....................................................................................... 166 Quick Chart ............................................................................. 166

WORKING WITH SUB REPORTS ......................................... 167

DATA FOR SUB-REPORT ............................................................167 CREATING A SUB REPORT .........................................................168

Using a pre-designed report as a Sub Report .................................. 168 Converting an embedded sub-report to referenced ........................... 171 Creating a new report to be used as sub-report ............................... 171

USING STORED PROCEDURES WITH SUB REPORT ...............................171 FETCHING SUB REPORT DATA FROM OTHER DATABASES .......................172

Selecting the Source Connection .................................................. 172 Sub Report Summary information ................................................. 173

WORKING WITH CROSS-TAB REPORTS ................................ 175


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CREATING A CROSS-TAB REPORT .................................................175 Defining the Data Source ............................................................ 177 Formatting a Cross-Tab Report .................................................... 179 Selecting General Settings .......................................................... 183 Providing a Runtime Connection ................................................... 185

WORKING WITH THE SCRIPT EDITOR .................................. 187

CONTEXT-SENSITIVE HELP ........................................................188 ACCESSING FIELDS ................................................................188 ACCESSING LAYOUT OBJECTS .....................................................189 CONDITIONAL FORMATTING .......................................................189 CONDITIONAL SUPPRESSING OF ROWS ..........................................190 CONDITIONAL CALCULATION ......................................................191 COMPILING SCRIPTS ...............................................................193 FIND AND REPLACE.................................................................194

WORKING WITH CONTROL METHODS .................................. 195

FIELD CONTROL PROPERTIES ......................................................195 ApplyI18ForDataField................................................................. 195 Alignment ............................................................................... 195 CanGrow ................................................................................. 196 CanShrink ............................................................................... 196 ClassName .............................................................................. 197 DataValue ............................................................................... 197 Hyperlink ................................................................................ 198 IncludeInCSV ........................................................................... 198 Multiline ................................................................................. 199 OutputFormat .......................................................................... 199 Style ...................................................................................... 199 SummaryDistinctField ................................................................ 201 SummaryDistinctValue ............................................................... 201 SummaryFunctions .................................................................... 201 SummaryGroup ........................................................................ 201 SummaryRunning...................................................................... 202 SummaryType .......................................................................... 202 Text ....................................................................................... 202


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VerticalAlignment...................................................................... 202 WordWrap ............................................................................... 203 Zero Value .............................................................................. 203

WORKING WITH FIELD PROPERTIES ................................... 205

METHODS ...........................................................................205 Add........................................................................................ 205

FIELDS REFERENCE.................................................................206 Name ..................................................................................... 206 Tag ........................................................................................ 206 Value ..................................................................................... 206

WORKING WITH REPORT EVENTS ...................................... 207

REPORT EVENTS ....................................................................207

WORKING WITH SECTION EVENTS ..................................... 209

SECTION EVENTS ...................................................................209 Format ................................................................................... 209 BeforePrint .............................................................................. 209 AfterPrint ................................................................................ 210

SECTION PROPERTIES ..............................................................210 BackColor................................................................................ 210 CanGrow ................................................................................. 210 CanShrink ............................................................................... 211 ColumnCount ........................................................................... 211 ColumnDirection ....................................................................... 212 ColumnLayout .......................................................................... 212 ColumnSpacing......................................................................... 212 DataField ................................................................................ 212 GrpKeepTogether ...................................................................... 213 Height .................................................................................... 213 KeepTogether........................................................................... 213 Name ..................................................................................... 213 NewColumn ............................................................................. 214 NewPage ................................................................................. 215 PrintAtBottom .......................................................................... 216


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Visible .................................................................................... 217 XLCellHeight ............................................................................ 217 XLCellWidth ............................................................................. 217 XLBackground .......................................................................... 217

PREVIEWING AND EXPORTING REPORTS .............................. 219

How to set Viewers.................................................................... 219 How to Preview ........................................................................ 220

REPORT BUILDING BLOCKS ........................................................222 Report Sections ........................................................................ 222

WORKING WITH DESIGN TEMPLATES .................................. 225

HOW DOES IT WORK ...............................................................226 Controls by sections (dynamic controls) ......................................... 227 Examples of dynamic controls ...................................................... 229 About Static Controls ................................................................. 230 Examples of static controls ......................................................... 230

WORKING WITH TEMPLATES .......................................................231 Important notes about usage of template ....................................... 232

IMPORTING CRYSTAL REPORT IN INTELLICUS ........................ 235

PREREQUISITES.....................................................................235 IMPORT STEPS ......................................................................235 THE IMPORTED REPORT ............................................................237

Page Settings........................................................................... 238 Sections.................................................................................. 239 Data for the report .................................................................... 240 Label...................................................................................... 241 Field ...................................................................................... 242 Line ....................................................................................... 247 Box........................................................................................ 247 Sub Report .............................................................................. 248 Charts .................................................................................... 248

FREQUENTLY ASKED QUESTIONS ....................................... 251

SUPPORT ................................................................... 253


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Website .................................................................................. 253 FTP ........................................................................................ 253

APPENDIX .................................................................. 255

TABLE OF FIGURES ....................................................... 259

Introduction to Intellicus Studio

Intellicus Studio User Manual Page 1

11 Introduction to Intellicus Studio Intellicus Desktop Studio is a component of Intellicus suite. Intellicus Desktop Studio (Or Intellicus Studio as it is generally referred as) is used to design Reports. These reports are like templates used to generate actual reports with data.

Operating Modes Intellicus works in two operating modes: • Security Enabled: In this mode, you need to login using user name and

password allotted to you to launch Intellicus Studio and work in it.

• Security Disabled: In this mode, there is no concept of user name and password. Intellicus Studio will start just like any other application.

While working in Intellicus Studio with security enabled, tasks you can do using Intellicus Studio will depend on the access privileges given to you. When working in Intellicus Studio with security disabled, you will be able to access all of the functionalities of Intellicus Studio.

Launching Intellicus Studio You can launch Intellicus Studio by clicking Start > Program Files > Intellicus > Studio. When Intellicus Studio works with security enabled, upon launching Intellicus Studio, you are presented with the Login dialog box.



Figure 1: Login dialog box

The information to be provided is: • Organization: From the available options in the drop down box, select the

organization under which the Login Name allotted to you is created.

• Login Name: Specify the login name.

• Password: Specify the password associated with the login name that you have specified.

After specifying the information, click OK to proceed. On successful login, Intellicus Studio will start and Welcome dialog box will appear. Important Intellicus Studio needs to be online with Intellicus Report Server. Intellicus Studio communicates with Intellicus Report Server on a specific IP and port number. If it does not find server running at that IP or Port, instead of launching Intellicus Studio, Report Engine Configuration dialog box will open.



Figure 2: Report Engine configuration dialog box

If this happens, provide the IP and port (at which server is listening) in IP/Name and Port respectively and click Test to check if Studio is able to communicate with the server. Upon successful test, Test connection successful! Message will appear. Click OK.

Figure 3: Successful test

Intellicus Studio will automatically get launched and its window will appear.



The Intellicus Studio window Given below is a sample of Intellicus Studio’s window having a report opened in it.

Figure 4: Intellicus Studio Main Window

Like any other Desktop application, Intellicus Studio Window has menus, toolbars, status bar and the area where other panes open. Document area of Studio is divided in: • Explorer Pane

• Fields List

• Properties Pane

• Report Design area



Explorer pane Lists in a tree view, the components placed on the canvas.

Figure 5: Explorer Pane

When you select a field in Explorer pane, respective field gets selected on the canvas too. Fields list Lists the fields that can be placed on the report.

Figure 6: Fields List

This list contains fields (coming from database tables, or xml file), user parameters selected for the report, Formulas as well as system parameters.



Properties pane Displays list of properties and the values of properties related to the control selected from canvas.

Figure 7: Properties pane

The list displays only those properties that are applicable for the selected control. Description of the selected property is available at the bottom of the list. The list can be arranged by the order (ascending order or descending order of property name) or arranged in groups. Layout pane This is the area where canvas is located. Report controls are placed on canvas. Detailed description of report design area is covered in later chapters.



Menus Intellicus Menu bar has the following options:

Figure 8: Intellicus menu bar

Options under File Menu

File menu includes options for file operations about the report file.

New: Use this option to open a new report. Click XML to open a report that will get data from an XML source. Click SQL that will get data from a database.

Open: To open an existing report (.irl file). Close: To close the open report file. Save: To save the report format file. Save As: To save the open report file at a specific location with same or different

name. Print Preview: To preview the report. Page Setup: To carryout print related settings. Dashboard page setup: To set the page dimensions when the report will be

used on a dashboard. Import: To import a crystal report in Intellicus. Exit: To exit from Intellicus Studio.

File menu also contains recent file list.

Options under Edit Menu

Edit menu includes options having commands to assist in editing a report.

Sub Report: To get the Create a Sub-Report from.. dialog. To get the dialog, place sub report control on report layout and then click this option.

Undo: To Undo the last action. Cut: To remove the selected object from its existing location (to be placed at

some other location). Copy: To copy the selected object from its existing location (to be placed at some

other location). Paste: To place the object that was copied or cut earlier. Delete: To delete selected (one or more) objects. Delete Section: To delete selected section.



Options under View Menu

View menu includes command options about controlling the view of the application in terms of elements that are visible on screen and the way they are visible on the screen.

Design: To switch over to Design View from the Preview. Preview: To preview the report being designed. Properties: To hide / show properties list. Explorer: To make the Explorer window disappear and appear. Fields: To make the Fields window disappear and appear. Refresh Fields: To refresh the field list. You may click this option after making

changes in an SQL query. Full Screen: To get a full screen view for Layout Editor. To come back to Normal

View, right click on a report band, and click the Full Screen option. This option is not available for while previewing a report.

Grid: To toggle between making a grid visible or Invisible. Toolbars: A mouse hover on this option opens a sub menu with options for

Standard, Format, Status Bar and Toolbox. A click on an option will make the corresponding toolbar visible / invisible.

Options under Insert Menu

This menu includes command options that are used to insert an object / control into an open report.

Section: Use this sub menu to insert a Report Header/Footer, a Page Header/Footer and Group Header/Footer in the report. Click its option Re-Arrange Groups to rearrange groups.

Controls and Object related menu options: This includes options to insert Label, Field, Checkbox, Page Break, Line, Shape, Image, Frame and a Rich Text Box in the report layout.

Sub Report: Use this option to insert a sub-report in the report layout. CrossTab: Use this option to insert a cross-tab control on the report layout. Chart: Use this option to insert a chart control on the report layout. Caption: Use this option to insert caption of the field whose associated caption is

not present. Summary Field: Use options under this sub-menu to select and insert a

summary field on all the group footers. Date/Time: Use this option to insert a Date / Time control on the report layout. Page Numbers: Use this option to insert page number control on the report

layout.



Options under Format Menu

Format Menu includes options to work with formatting and look & feel aspects of a report.

Align: Use this sub menu to align selected controls to Left, to Center, to right, towards top, middle or bottom or align with the grid.

Size: Use this sub menu to re-arrange all the selected controls to have the Same Width, Same Height or both.

Horizontal Spacing: Use this sub menu to set horizontal spacing among two or more selected controls, as Equal, Increase, Decrease.

Vertical Spacing: Use this sub menu to set vertical spacing among two or more selected controls, as Equal, Increase, Decrease.

Paint Properties: To apply format properties to selected control(s). Bring to Front: Use this menu option to bring the selected control to front. This

control will overlap all other controls. Send to Back: Use this menu option to bring the selected control to back. All

other controls will overlap this control. Styles: Use this menu option to get Styles dialog box. Conditional Formatting: Use this menu option to get Conditional Formatting

dialog box. Notifications: Use this menu option to get Notifications dialog box. Hyperlink: Use this menu option to get Hyperlink Options dialog box. Lock Layout: To lock all the controls on the report to their respective locations.

This is a menu option with toggle effect.

Options under Tools Menu

Following options are available under Tools menu.

Connections: Use this menu option to set database connection for the open report.

Parameters: If the report needs one or more run time parameters at run time, use this menu option to get Parameters dialog box. Setup parameter information on this dialog box.

Parameters Form Layout: Use this option to open Parameters Form Layout dialog and specify layout details for Input Parameters Form (IPF). IPF opens at runtime when a report having user-parameter is executed.

SQL Editor: When the report being developed gets data from an SQL source, use this menu option to get SQL Editor dialog box. Setup SQL related details on this dialog box.

Scripting: Use this option to open Script Editor. Formula Fields: Use this option to open Formula Fields dialog box.



Conditions: Use this option to open Conditions dialog box to design report conditions.

XML Source: When the report being developed gets data from an XML Source, use this menu option to get XML Source dialog box. Setup SML related details on this dialog box.

Report Properties: Opens Report Properties dialog box. Options: Opens a dialog box to specify system and custom design.

Server, Window and Help menus

Server Menu The server menu has three options:

Upload Report: To upload a report to the report server. Download Report: To download a report (.irl file) from the Intellicus report

server. Window Menu Using Intellicus Studio, you can work with more than one report at a time. The options under Window menu provide options to have those report files differently in the application window. The options are,

Tile Horizontally: Place all open reports one below other. Tile Vertically: Place all open reports side by side. Cascade: To place all open report over each other in cascading fashion. This

way only the topmost report is visible. Title bar of all the report is visible. A title bar can be clicked to bring it to front.

Close All: To close all the report files. It also has one option for each of the opened report. Help Menu

Help: To launch Online Help of Intellicus Studio. About: To know about the version of the Intellicus Studio that you are using.



Toolbars Intellicus Studio provides four types of toolbars to work with. You can use the toolbar buttons as a shortcut for doing the routine tasks. However, these options are also available in the menu.

Standard Toolbar

Buttons available on the standard toolbar are:

(New Report): To start work on a new report layout. A click on the image will open a new SQL based report layout. To open a new XML based report

layout, click icon, click XML.

(Open Report): To open an existing report layout.

(Save Report): To save the open (active) report layout.

(Save Report As): To save the open report layout at a specific location with same or different name. If you are saving the open report layout for the first

time, even if you click button, Save As dialog box will open.

(Upload): To upload the open report layout to the server with which Intellicus Studio is connected.

(Download): To download a report layout from the server with which Intellicus Studio is connected.

(Report Wizard): To open Report Wizard dialog box.

(Page Setup): To open Report Settings dialog box. On this dialog box, you can do page dimension, printer selection, grid settings and style related settings.

(Dashboard Pagesetup): To set the page dimensions when the report will be used on a dashboard.

(Report Properties): To open Properties dialog box. On this dialog box you can Engine (server), summary information, Security etc. related settings.

(Cut): To cut the selected control(s).

(Copy): To copy the selected control(s).

(Paste): To paste the selected control(s) on the selected section.

(Delete): To delete the selected control(s).

(Undo): To undo actions taken on Report Layout form.

(Connection): To set the default connection with database.

(Parameters): To open parameter dialog box.



(Parameters Form Layout): To open Parameters Form dialog box.

(SQL Editor): To open SQL Editor dialog box.

(Formula Fields): To place a summary function in group-footer section(s).

Click the button to get options for all the summary function, followed by selecting a function from the options available.

(Scripting): To open Script Editor dialog box.

(Conditions): To open Conditions dialog box.

(Refresh Field List): To refresh the Fields window.

Format toolbar

(Styles): To open Styles dialog box.

(Conditional Formatting): To open Conditional Formatting dialog box.

(Notifications): To open Notifications dialog box.

(HyperLink): To open Hyperlink Options dialog box.

(Align): To align all the selected controls with respect to the one that was selected last.

(Size): To adjust the size of selected controls. By default, a click on the

button will affect width. Click to get a list of options. Size will be made equal with that of the control that was selected last.

(Vertical Spacing): To adjust vertical spacing among selected controls. By

default, a click on the button will increase vertical spacing. Click button to get a list of options. Increase or decrease of spacing will move the controls downwards and upwards respectively.

(Horizontal Spacing): To adjust horizontal spacing between selected controls. By default, a click on the button will increase horizontal spacing. Click

to get a list of options. Increase of decrease of spacing will move the controls towards right and left respectively.

(Paint Properties): To apply format properties to selected control(s).

(Bring To Front): To bring the selected control front.

(Send To Back): To push the selected control to back.

(Lock Layout): To fix the control where they are.



Toolbox

(Select): To return to selection mode.

(Label): To select Label control.

(Line): To select Line control.

(Shape): To select shape control.

(Frame): To select Frame control.

(Image): To select Image control.

(Page Break): To select page break control.

(Rich Text Box): To select Rich Text Box control.

(Sub-Report): To select a sub-report control.

(Cross-tab): To select a cross-tab control.

(Chart): To place a chart control.

(Add Groups): To add a group. It will insert a group header, group footer and also create summary fields in respective sections for all the numeric fields available at that time in detail section.

(Re-Arrange Groups): To get a dialog box for re-arrangement of groups.

(Caption): To insert caption in header section (as the field name) for a field selected in detail section.

(Summary Field): To place summary fields on all the group footers.

Working with Reports


22 Working with Reports When you launch Intellicus Studio, Welcome to Intellicus Studio dialog box appears immediately after opening the main window.

Figure 9: Welcome Dialog Box

On this dialog box, you can decide to do any of the following: • To create a new report

• To work on any of the pre-designed reports

Choosing to create a new report on Welcome… dialog box

Under Create, click New Report option. Under Source, select SQL if the data for report will come using an SQL. Select XML if the data for report will come from an XML.



To start designing the report with help of wizard, click (select) Use Wizard checkbox. Click OK to close the dialog box and open a blank report or Wizard depending on selection.

Choosing to opening a pre-designed report on Welcome… dialog box

Under Open, select Existing Report to open a report that was already created. Double-click the report if it is available in the list or double-click Browse… to browse and select the report. On Welcome… dialog box, click OK after selecting the report. The selected report opens in Intellicus Studio. Ways to design reports In Intellicus Studio there are two ways to design a report: • Using Wizard

• Without using Wizard

A report that does not have chart, cross-tab or sub-report component can be entirely designed using Wizard. If a report has chart, cross-tab or sub-report component then it is a nice idea to use Wizard for some of the activities. Major steps in designing a report are, • Deciding report type

• Getting data

• Selection and placement of fields and components

• Setting look and feel



Creating Reports without using Wizard Creating SQL Reports To create an SQL report layout, you need to configure the database connectivity. This will enable you to retrieve data from the desired tables. Set the Database Connectivity All database related tasks in a report can be performed only after setting a database connection for the current report. Each report opened in the Intellicus Studio has its own connection. To open the Database Connections dialog, from menu, select Tools

> Connections. You can also click button from the toolbar.

Figure 10: Connecting to a Database

The dialog box lists the connections setup in Intellicus Report Server. For each entry in the list, following information is displayed: • Name: Unique name to identify the connection.

• Valid: A tick indicates that the connection was valid when Desktop Studio was launched.

• Runtime: A tick indicates that user credentials for the database server will be asked at runtime. If you try to set this connection for the report, you will be required to provide user credentials now also.

• Connect String: String that will be used to get connected with the database server.



• Set for all Sub Reports: If this check box is selected (checked) all the sub reports (if any) of this report will use this connection.

Name, Valid, Runtime and Connect String are read-only. This dialog box lists the connection strings that have been configured earlier.

Note: Database connections are configured using the Web Interface.

Now,

Figure 11: Connect to dialog box

1. Select the connection by clicking in the first column of the corresponding row.

The entire row gets selected. 2. Click the Set button. 3. Click OK to save the changes and close the dialog box. If the connection

set has a tick in Runtime column, then Connect To dialog box will appear. Specify user credentials and click Connect to go ahead.

Database Connection dialog box is closed and the connection is set as the active database connection for the report. To refresh metadata caching Metadata is cached at the time of launching Desktop Studio. To refresh the metadata manually,

1. Select the data connection for which metadata needs to be refreshed. 2. Click Refresh Schema button. 3. Click Yes on the confirm refresh dialog box to proceed.

When you click Yes, a request is sent to the report server to get the metadata information for the selected database connection.



Important: You need to have super administrator privileges to be able to manually refresh the schema.

Data from Multiple Data Sources Generally a report gets its data from one connection (data source). However, a report may get data from multiple data sources. You may use different SQLs (but same data connection) to get data for different components of a report. You can use separate query as well as data connection for: • A chart component

• A cross-tab component

• A sub report

For more information, please refer to the respective chapters. Creating Reports Using XML Select XML as the source data for the report from the Welcome dialog box. On doing this, the Layout Editor will be displayed on the screen. Now, click the option XML Source from Tools menu.

Figure 12: Specifying XML Source



Select Design Source and Runtime Source: • If the file is stored locally or on network drive, specify the path and name of

file in File.

• If the file is stored on Internet / Intranet location, specify its URL.

If the file is stored as a column on a database, select the database from DataBase dropdown box, select XML Column and specify SQL. Click the Verify button to verify the SQL. Select the Record Pattern. That will act as a root. Click OK, and the fields will appear in the Fields window.

Figure 13: Field List

Also, you will notice a red arrow in the Fields window. This indicates the data that you chose from the XML Source dialog box. These fields can be dragged and dropped on respective section of the report. The ‘Xpath’ value at the bottom of the Fields window indicates the path to the chosen value. When you drag a value from the Field List window to the report layout area, you need to provide the displayed ‘Xpath’ value in the ‘DataField’ property of Properties list.

Figure 14: DataField Value



Note: All operations performed in the report layout pane are similar for both SQL generated report and XML generated report; the only difference is the method of selecting data for the report.

This will be followed by other activities of report designing.

Using the Report Wizard The report wizard provides an easy-to-use tabbed interface to create a report. The report wizard provides the following tabs: • Report Type: To specify report title and layout related information.

• SQL Source: To specify SQL related information (for SQL based reports).

• Fields: To specify the fields to be placed on the report.

• Groups: To specify group related information.

• Totals: To specify summary (totals) related information.

• Style: To specify Styles (pre set formatting) related information.

• Sub Reports: To specify and provide sub report related information.



Report type

Report title and layout related information is specified on this tab.

Figure 15: Report Wizard

• Title of Report: Specify the title of the report. This information will appear

at the top of the report.

• Report Layout: This defines how fields (controls) will be placed on the report. Select Simple if you want free-form placement of controls on report. Select Tabular if you want auto-placement of fields on report in one row per record on report. Select Form if you want to auto-place fields one below other.



SQL Source

Specify your SQL related information on this tab.

Figure 16: SQL Source Tab

• Connection..: To get a dialog box to set the database connection. Using this

connection, Intellicus Studio will receive database information for report design and preview.

• Parameters..: You need to specify user parameters if the report will need values at run time from the user. Click this button to open Parameter dialog box and setup parameter details.

• SQL Editor: Using SQL Editor you can construct simple queries by drag and drop method.

• Select Query: If you already have a query object that you want to use to get data from, select it from Select Query drop down box. This drop down box displays only those query objects that are using default connection or selected connection.



Fields

Specify the fields to be added into the report from the selected database.

Figure 17: Fields Tab

The list on the left side has Report fields (they have come from SQL), Formula Fields (if there are any) Parameter Fields (if there are any), and system parameters. Select a field and click Add to shift selected field on the right. Click Add All to select all the fields of the type (Report Fields, Formula fields, etc). To remove a field from selected fields list (fields on the left side), select that field and click Remove. To remove all the fields, click Remove All. Click Formula button to open the dialog box to create a new formula. Select a field and click movement keys on the right to shift the field up (left) or down (right).



Group

Specify your grouping preferences on this tab. Grouping is done on fields listed under the Report Fields.

Figure 18: Group Tab

From the fields listed under the Report Fields, select the one on which you want grouping, and click the Add button. The field will appear on the right under Group By. For every group select the New Page check box if you want this group to start from next page. To set a group as major or minor, select a field and shift it upwards (major) or downwards (minor) using the arrow keys. To remove grouping on a field, select the field and click the Remove button.



Totals

On Totals tab, you specify your preferences for summary totals.

Figure 19: Totals Tab

Select a field that you want to total up, and click the Add button. The field appears on the right side. Select a Summary Function to be applied on the field. For the selected field, also specify the level at which you want the total to appear. To specify the level at which the summary should appear, select a level under Level pane. • Grand Total: Select this if you want the total to appear on Report footer (at

the end of the report).

• Page Total: Select this if you want the total to appear on page footer (at the end of the page).

• Group Totals: Select check box for group total of respective group.



Style

Add style effects, page numbering, and border to the report.

Figure 20: Style Tab

• Gradient Effect: Group headers are given different shades (dark to light) of

the selected color. Select the color to be used for gradient effect from the Select Color button.

• Indent Group: Each group is placed slightly inside (right side) of the higher-level group.

• Border: Border is added.

• Page Numbers: Add page number in footer.

Click the Select Color button to get color palette. The color for gradient effect can be selected either from color available in the palette or can be created using the Define Custom Colors button.



You can also select a pre-defined template from the Apply Template drop down list, to be used for creating the report.

Sub Reports

Add a sub report (if any) to the report.

Figure 21: Sub Reports Tab

To create a sub report using SQL, select ‘New Report’ and choose the ‘Source’ as SQL. For creating report layout using XML, select ‘New Report’ and choose the ‘Source’ as XML. To open an existing report you can choose from the list of the most recently opened reports, or browse for other reports by selecting ‘Browse…’ on Create a sub report from dialog box.

Tip: To design a report, if you do not want to use the Report Wizard, click the Blank Report button.



Note: When a sub-report is created using wizard, page header and page footer section will not be added. Page totals and Grand total fields will not be added in the list-box on Totals tab.

When wizard is reloaded If you have reloaded the wizard, meaning, if wizard was used for this report and you have once again opened the wizard, some of the functionalities will NOT be available. They are: • Data Source

• Sub-reports

• Style

• Blank button

Following functionalities will be available: • Change in fields

• Grouping

• Total

Query Object Query object’s name will not appear (the query will appear). If query object is changed, a warning message appears and the fields (available previously) are replaced by those made available through new query object. Style Tab The check boxes on Style Tab will be re-set as clear. As a result of this, the styles will not be applied on the report. To continue with the style that you specified while using the wizard for the 1st time, you need to select (check) those checkboxes each time wizard is reloaded.



Control Properties Properties set for control is re-set when wizard is reloaded.



Settings for Report Printing Most of the reports have paper-based outputs. Paper size and other information define factors like area on paper where information will be printed and how printer should handle the report output. To do these settings, click File Page Setup to invoke Page setup dialog box. On page setup dialog box you can set: • Page settings

• Grid settings

Page Settings You can do following on Page Settings tab of Page Setup dialog. • Select pre-set page definition to use

• Set a new page definition

• Save a page definition

Figure 22: Report Settings



To load a pre-set page definition Pre-set page definitions are listed in Select Definition drop down box. Select one to load the values related to that definition in the dialog box. To save a page definition In Save Definition text box, specify a name, and click Save. The settings done on Page Settings tab will be saved. Margins • Top: Enter the margin to be kept from the top (edge) of the report-page to

the printed content of the report.

• Bottom: Enter the margin to be kept from the bottom (edge) of the report-page to the printed content of the report.

• Left: Enter the margin to be kept from the left (edge) of the report-page to the printed content of the report.

• Right: Enter the margin to be kept from the right (edge) of the report-page to the printed content of the report.

Margins are specified in pixels. Gutter: You can provide a space on the left margin of the page for binding purposes. Mirror: Adjust both margins so that when you print on both sides of the page the inside and outside margins are of the same width. Paper • Size: You can select the paper size on which you print the report.

• Width: If you need to customize the size (according to your requirement), you can do so using this option. In case of default size settings, this field will display the page-width for the selected paper size.

• Height: If you need to define a custom size (according to your requirement), you can change the height of the page using this option. In case of default size settings, this field will display the page-width for the selected paper size.



Orientation: You can select the page orientation as landscape or portrait. Portrait is vertical-page print (height more than the breadth), and Landscape is horizontal-page print (height less than the breadth). Other • Collate: While printing multiple copies of the report you can define whether

you want to print the pages in parallel (1, 1/2, 2/… …/3, 3…) or a complete set one after another (1, 2, 3…/ 1, 2, 3…).

• Duplex: Duplex mode will allow printing in both directions.

• Paper Bin: You can select tray option from where the stationery would be used by the printer.



Grid Settings A grid is a combination of horizontal and vertical lines aligned perpendicular to one another. You can set the grid for the printed reports from this option.

Figure 23: Grid Settings

• Show Grid: To show / hide display of the grid.

• Align Controls to Grid: This will align the controls in the Report Layout window in the Layout Editor to the horizontal or vertical grid (lines).

• Grid Columns: You can define the number of columns (between two vertical lines) to be displayed in the report print.

• Grid Rows: You can define the number of rows (between two horizontal lines) to be displayed in the report print.

Ruler Units: You can define the units for the ruler in centimeters or inches.



Other Studio-Global Settings General Options Custom Design tab on Options dialog box is used to carryout tasks related to Studio configuration (Global settings). These settings remain applicable to Studio irrespective of open reports. To get this dialog box, click Tools > Options > Custom Design tab.

Figure 24: Options > Custom Design

• Place Labels with TextBoxes: Select this check box to place labels in

respective header section while placing Fields.

• Enable Autolink Foreign Key: On SQL Editor, when you select two tables which are already joined by Primary Key - Foreign Key elations in the database, Intellicus can create a line indicating the join and also, respective condition is added in WHERE clause of the query. To do this, select this check box.

• Import Crystal Report Script: During import of a Crystal report file, you can import scripts written in crystal report. Select this to import these scripts.

• Maximum File Listing: Specify the number of file names to be listed. These are the names that appear as options under File menu.

• SQL Maximum Rows: Specify the maximum number of rows that you want to appear under Result tab of parser of SQL Editor.

• Viewer: Select the viewer to be used for preview. Available options are JVista and CVista.



• JRE Path: Select path of Java Runtime Engine if you select JVista as Viewer.

Global Styles Styles setup here can be imported in any of the reports. Once it is imported, it will be available in respective open report through Styles dropdown box.

To get Global Styles dialog box

1. From Tools menu, click Options to get Options dialog box. 2. On Options dialog box, under Global Styles area, click Manage Styles

button.

To create a global style

1. On Global Styles dialog box, click Add button. 2. On Add New Global Style dialog, specify style settings and click OK to

save the style.

To modify a global style

1. On Global Styles dialog box, select the style that needs to be modified. 2. Click Modify button. 3. On Modify Global Style dialog, specify modified style settings and click

OK to save the style.

Important: To get effect of modified styles if they are used (imported) in any of the reports, click Auto update where used checkbox before clicking Manage Styles button.

To delete a global style

1. On Global Styles dialog box, select the style that needs to be deleted. 2. Click Delete button. 3. Click Yes on the confirmation message.



To import a global style in an open report

List of the global styles becomes visible when you click down-arrow located on right of the Style button.

1. From toolbar, click the down arrow button on the right of Styles button. 2. From the list that drops down, select the global style that you want to

import. 3. Conform import dialog box appears. Click Yes to go ahead with the

import. After import, the style appears in styles dropdown box on report’s format toolbar.



Report Properties Dialog box

Click tool-button or menu Tools > Report Properties to open Properties dialog box. On this dialog box you can specify: • Data Connection

• Report summary

• View Statistics

• Layout information

Source Connection From the Engine tab you can define the database (connection) to be used to fetch data for the report / sub report. You can choose from the following options available in this dialog:

Figure 25: Connection

Use Parent’s: This option will appear (and in selected state) when you are working for a sub-report. This is applicable for sub-report. Use Engine Default: This option will use the connection, which was marked as default on Database Connections dialog. This option will appear as default selected by default when you are working with a report that is not a sub report.



Use Named: Select this option to provide the named (configured) connection to fetch data for the report. This will override the default connection. Report summary and Statistics Using the Summary tab you can specify report summary information.

Figure 26: Sub Report Summary Tab

Simply enter the information (text) relevant to the report in this tab. On Statistics tab you can view report statistics.



Template On this tab, you can select if to use alternate background color and alternate foreground (text) color in the report.

Figure 27: Color and layout mode

A report becomes easier to read if rows of report are printed in alternate colors. Intellicus provides three report layouts: Simple for freeform fields arrangement, Tabular for list like (one line per row, with no space between fields), and Form arrangement having one field below other.

Working with Layout Editor


33 Working with Layout Editor This chapter provides you information on designing your report using the GUI (Graphical User Interface). The Layout Editor provides you with a facility to design a report using simple report generation tools. You can add fields and sections to your report, use formatting features and parameters to generate simple and complex reports using SQL or XML. You can also modify or delete the performed actions.

Components of a Layout Editor The various components of Layout Editor are: Explorer Window The Explorer window displays all the sections and their controls in a hierarchy. If you select any value in this window, that value will get selected in the layout pane. Click View Report Explorer to show/ hide this window.

Figure 28: The layout editor



Fields Window The field window displays all the fields from the selected tables, along with the defined parameters if any. In order to update the fields listed in this window, you need to click Refresh Field List button or from View menu, click Refresh Field List option to get the updated values displayed in this window. You can simply drag the fieldnames from this window to the report layout pane. When you drag a field from Fields List, Intellicus will also place its caption in the header section. Click View > Fields to show / hide this window. Layout Pane (Layout Window) The layout pane contains the broad sections under which the fields will be arranged. To add fields to this pane drag the fields into this pane from the field window. You can also insert parameter values, and field controls to this pane. To change any properties of the added controls (fields), click that control and change its properties from the Properties list. Properties List You can modify/ view the property set for the controls / sections on the layout pane for each selected object. Click View > Properties List to show/ hide this window.

Working with Sections There are three sections in a report: • Report Header/ Footer

• Page Header/ Footer

• Group Header/ Footer



Creating Sections A section is a defined area of a report, which contains report elements. Each section has a specific repeating nature. A printed report generally has heading sections that may be displayed only on the first page, or on every page, or as a heading for each group. These display options may also be used for footer sections.

Figure 29: Creating Sections

You can create a section by one of the following methods: • Right-click on the section name and choose a section under the Insert option

• Select Insert > Section > <Select Section>

Note: Group can be formed on a calculated field also. For example, if a calculated field CLASS gives you value “First”, “second” or “third”, you can group the records by CLASS, where all the records having value of CLASS as “First” will appear together.

On performing any of the options the selected section will be added to the field layout pane.

To create a blank group (section)

1. Click the header of the Detail section. 2. Create a section using any of the methods specified above.

A blank group header and footer appears.



To create sections based on field (to group)

1. Select the field from detail section by which the group (section) is to be

created. 2. Use any of the above methods to create a group.

A group (section) is created and group summary fields are placed for each of the numeric field in the detail section.

To create multiple sections (groups)

1. Select the fields by which you want to create groups. 2. Use any of the above methods to create groups.

Groups will be created in the order of selection of the fields. For example, a report needs to be grouped by Department and under Department, by Grade. To achieve this grouping, select Department followed by Grade.

Figure 30: Inserting groups – summary fields are also placed

For each group, Intellicus will automatically place summary fields of all the numeric fields in the detail section. These fields will be placed under respective field in detail section and will move horizontally if respective field in detail section is moved.

Note: You can change the summary function applied on a group summary field, from properties list.



Deleting Sections You can delete a section by one of the following methods:

1. Right-click on the section name and choose Delete Section or, 2. Click the section header and from Edit menu, click Delete Section option.

Arranging Section Groups You can reorder the groups added as sections in the report layout pane. To do this: • Right-click on a section and select Re-Order Sections menu item. On doing

this a Group order dialog box will appear.

• You can rearrange the sections by click and drag method. Press the OK button to confirm the rearrangement.

The dialog box given on the next page shows the drag-and-drop method for rearranging sections.

Figure 31: Reordering Groups



Designing a Report Layout Designing a report layout involves inserting field controls, objects, and report components to the report layout page. Types of Field Controls A control is a field that you add to the layout pane. It may be a database field, calculated field, display field, parameter (system, report) field, or a control. A broad division for the controls is as under: Label A Label is used to display static text such as, titles and option button

text. Field A Field control is used to accept data from the user. It is the default

control that Intellicus defines when you drag fields from the Fields list window.

Check box A check box control displays an empty or checked box on the report. Page Break A page break control breaks the report from the location it is placed.

Remaining information is printed on the next page.

Note: If you place a field in any of the footer sections, it is auto-set as a summary field.

Analytical Controls Chart To place a chart on your report. Cross-tab To place a cross-tab (also known as grid or matrix) control on the report. Graphic Controls These controls enhance the appearance of the report. Line This control draws a straight line. Shape This control draws a rectangle. It can be changed to ellipse and rounded

rectangle. Image This control places an image file on the report. For example, a corporate

logo.



Other Controls Frame This control is used to group the controls placed on it. This is to handle

all the controls as one control. RTF This control places a Rich Text Formatted control on the report. SubReport This control places a report in the report being designed. Controls can be placed within a frame: • Label

• Field

• Checkbox

• Image

• Line

• Shape

• Rtf

Controls that cannot be placed within a frame: • Chart

• Cross-tab

• Page Break

• Sub report



Adding Fields Click View > Fields, to display / hide a Field List window. To add a field, drag the field(s) to the required section and repeat this process for the required fields. This list also contains the report parameters or the system parameters.

Figure 32: Adding Fields

Note: When a new field is added to the Detail area of the report, the corresponding column headers are also automatically added to the Page Header.

You can also cut-paste the added fields to arrange it in the layout pane.

Important: You should refresh the Field List after making any changes to the SQL statement. To do this from View menu click Refresh Field List option or click Refresh Field List button on the toolbar.



Adding Objects You can add objects such as a line, rectangle, to the report layout pane by the following method. From Insert menu click the option for respective object. The cursor will change

to a cross (+) symbol. Click the mouse where you want to place the control and drag

your mouse to mark the size of the control. Release the click. The selected object gets added. Changing Format of Field Controls To define the format:

Figure 33: Properties Dialog Box

1. Right-click on the control and select Properties option. On doing so

the following window will be displayed. 2. Click Output Format tab. 3. Select the required Category. 4. The type of the format may be chosen from the Type window.



Adding Special Field Controls Special fields can be added in the report layout as additional fields to serve some special requirements.

Note: Right-clicking Cross-tab and Chart controls will open respective properties dialog box.

Inserting Page Numbers

To place page numbering, you can check Page Numbers check box on Style tab of Report Wizard. Also, from Insert menu click Page Numbers option to get page numbers. This method inserts required controls and sets its properties accordingly. Page numbers can be inserted in different formats such as ‘Page n of m’ etc. Follow the given steps to attain the same: To create a field for page numbers (1…n), create a text box and set its properties in the properties list:

1. Set SummaryFunc as 0-Sum. 2. Set SummaryRunning as 2-All. 3. Set SummaryType as 4-ddSMPageCount.

To create a field for total number of pages, create text box, and in the Properties list:

1. Set SummaryFunc as 0-Sum. 2. Set SummaryRunning as 0-None. 3. Set SummaryType as 4–PageCount.

Displaying Parameter Values

All the parameters are listed in Fields List. Drag the parameter from Field list and drop it on the layout editor where you want to place it. Alternative method to create a field to display parameter value,

1. Create a text box. 2. In the Properties list, set DataField as <ParameterName>.



Displaying Serial Number

To display a serial number:

1. Add a display field in the layout. 2. In the Properties list, set the ‘DataField’ property as a field name in the

detail section. 3. Set the ‘SummaryDistinctField’ property to the same field as above. 4. Set the ‘SummaryFunction’ property to ‘2–Count’. 5. Set the ‘SummaryRunning’ Property to ‘2-All’. 6. Set the ‘SummaryGroup’ property to appropriate ‘GroupName’ where the

serial number needs to be reset. 7. Set the ‘SummaryType’ property to appropriate value based on the

requirement such as, page total and grand total. Summary Fields Summary fields can be added in the layout pane to provide group footer, page footer, and section summary details. You can get summary for selected control (that is placed in detail section):

• Clicking (Summary Function) button on the toolbar.

• Following menu sequence Insert > Summary Fields > (Select a field).

To add summary for a field

1. Select the control in detail section for which summary field is being created. 2. Get a list of summary functions using any of the methods specified above. 3. Click the function that you want to apply for the summary.

Summary field of the selected field will be created in all the footer sections available on the report. If the fields whose summary field is created) is horizontally moved in the detail section, the summary fields placed in all the footers will also move accordingly. After creating a summary field, if you create a group (section), summary field will be automatically added in the footer section of newly created group.



Another method to place summary field in group footer

To add a summary field, add a text box in the group footer.

1. Insert a Text box control. 2. Select the DataField name from the DataField drop-down box.

Important: The DataField name should be same as the name of the report field to be summarized.

3. Select ‘SummaryFunc’ as ‘0 –Sum’. 4. Set ‘SummaryGroup’ as <name of the group>. 5. Select ‘SummaryRunning’ as ‘1-Group’. 6. Select ‘SummaryType’ as ‘3-SubTotal’.

Note: You can select the required page total, sub-total, et cetera from ‘SummaryType’ option.

Copying formatting of one control to other controls

Make use of button or menu command Format > Paint Properties to copy formatting applied on a control to one or more controls.

1. Select the control whose formatting properties are to be copied.

2. Click button. 3. Select the control(s) on which this formatting is to be copied. To select

more than one controls press and hold the Ctrl key on your keyboard and click the controls one by one.

4. Click button. Format is applied on the selected controls. Formula fields Create and use formula fields in your report when value of a report field is calculated based on other fields of the record. For example, price = rate * quantity.



Formula fields are managed from Formula Fields dialog box. Once a calculated field is created, it is placed on Fields List window. Drag and drop it on the report – like any other field. To get Formula Fields Dialog box,

• Click button from the toolbar.

• On Tools menu, click Formula Field option.

The Formula Fields dialog box Formula Fields dialog box lists all the calculated fields (formula fields) designed for the report. It has a set of buttons for management of formula fields.

Figure 34: Formula Fields Dialog box

Buttons on the Formula Fields Dialog box • Add: To add a formula field on the report.

• Modify: To modify the selected formula field.

• Delete: To delete the selected formula field.

• Ok: To save the work and close the dialog box.

• Cancel: To abandon the changes and close the dialog box.



Up and down arrow buttons: Select a formula field row and click up button or down button to move the selected field up or down. When you want to use a formula within another field, you may prefer to move the "field being used" up to indicate its dependency on the field being created and the one in which it is used.

To design a new formula field

Formula fields are designed on Formula Field Expression dialog box.

Figure 35: Formula Field Expression dialog box

1. Click Add button from Formula Fields dialog box. Formula Fields

Expression dialog box appears. 2. In Name, Specify a unique name for the formula field being designed. 3. In Return Type drop down box, select a return type. 4. In Details, specify the formula followed by an ‘=’ sign and specify

expression for the field. 5. Click OK to save the work and close the dialog box.

The field appears in the list under Formula fields dialog box.



Note: Report will not run if there is any syntax error in the formula. Click Compile button to check the formula for syntax errors.

To Edit a Formula field

1. On Formula fields dialog box, select the formula field that you want to

edit and click Modify button. The field opens in Formula Field Expression dialog box.

2. Change the required details. 3. Click OK to save the work and close the dialog box.

The changes are saved.

To Delete a Formula field

1. On Formula fields dialog box, select the formula field that you want to

delete. 2. Click Delete button. 3. Click OK to save the work and close the dialog box.

General syntax

You can make simple to complex formula for a formula field. General syntax for a formula field is: FormulaName = formula Follow JavaScript syntax to create a formula. To create formula, you can use field names and define variables. A formula may have if construct as well as nested if construct. You can use logical operators too. If want to add more than one statements in formula, use semicolon ';' as separator between two statements. Example: • NewForm1 = var a = 5 ; b = 3 ; if (a!=b) { f = a } {NewForm1=f}

• TotalAmount = var total ; if (unitprice < 10 ) {total = unitprice*quantity} else {total = unitprice} {TotalAmount = total}



Conditional Formatting With conditional formatting, you can apply formatting based on the outcome of pre-set conditions (set at design time) and checked at run time. Conditional formatting is applied at runtime on a field or a label control. For example, • Display the record in Bold if result of a student is FAIL.

• Display the figure in red and in braces if the profit figure is negative.

• Display the sales figure with light blue background if the sales target is met, yellow if the target is missed by up to 25 % and red if it is missed by more than 25%.

Before applying a conditional formatting you need to, • Set the required conditions.

• Set the required formats.



Working with Conditions You need to create a condition before it can be used. All the activities regarding setting up different conditions are carried out from Conditions dialog box.

Figure 36: Conditions dialog box

To get Conditions dialog box,

• Click button on the toolbar.

• On Insert menu, click Conditions option.

Buttons on Conditions dialog box • Add: To open Conditions dialog box to create a new condition.

• Modify: To edit an existing condition.

• Delete: To delete selected condition.



To create a new condition

Figure 37: Specifying Conditions

1. On Conditions dialog box, click Add button. New Condition dialog box

opens. 2. In Name entry box, specify a unique name for the condition being

created. 3. In Details box, specify condition. 4. Click Ok to save the condition.

New Condition dialog box is closed and the newly created condition is added in Conditions dialog box.



Specifying a condition

The condition structure is: if (condition) {return true} else {return false} You can nest a condition: if (if (condition1) {return true} else {return false}) && (if (condition2) {return true} else {return false}) {return true} else {return false} Following logical and mathematical operators can be used with a condition:

Use this operator to indicate this

&& And || Or ! Not

== Equal to != Not equal to < Less than > Greater than

<= Less than equal to >= Greater than equal to

• To use a text for checking, enclose the text within single quotes, for example:

E_Name==’Pinto’ .

• To use a date for checking, specify the date in yyyy-mm-dd format and enclose it within single quotes, for example: JoiningDate==’2004-05-30’ .

• Numbers can be used as it is, for example, Sales>5000 .

If a field of one type is checked with that of another type, then the conditional format will not be applied. Examples: if ( empno > 7500) {return true} else {return false} if ( Sal > 7500) {return true} else {return false} if (CustNo == 'Elsa'){return true} if (ename == 'Elsa'){return true}



if (empno > 7500 || ename != 'SMITH' ) {return true} if ((sal > 1400 || empno >7500) && (comm > 2)) return true

To change an existing condition

1. On Conditions dialog box, click the condition that you want to change. 2. Click Modify button. Modify Condition Expression dialog box opens. 3. Make changes in the condition. 4. Click Ok to save the changes.

Changes are saved and the dialog box is closed.

To delete an existing condition

A condition can be deleted only when it is not used in the report. If a condition is used, you need to remove its use before deleting the condition.

1. On Conditions dialog box, click the condition that you want to delete. 2. Click Delete button. A Confirm delete dialog box appears. Click OK to go

ahead with the deletion.



Working with formats You need to create a format before it can be used. All the activities regarding setting up different formats are carried out from Styles dialog box.

To get Styles dialog box,

• Click button on the toolbar.

• On Format menu, click Styles option.

Figure 38: Styles dialog box

Buttons on Styles dialog box • Add: To open New Style dialog box to create a new format.

• Modify: To Change selected Format.

• Delete: To delete selected format.

• OK: Save the changes and close the dialog box.

• Cancel: Abandon the changes and close the dialog box.



To create a new format

Figure 39: Selecting styles and border for a format

1. On Styles dialog box, click Add button. New Style dialog box opens. 2. In Name entry box, specify a unique name for the format being created. 3. Select styles settings on Styles tab. Select Borders settings on Borders

tab. 4. Click OK to save the format.

New Style dialog box is closed and the newly created format is added in Styles dialog box.

To change an existing format

1. On Styles dialog box, click the format that you want to change. 2. Click Modify button. Modify Style dialog box opens.



3. Make changes where required. 4. Click OK to save the changes.

Changes are saved.

To delete an existing format

1. On Styles dialog box, click the format that you want to delete. 2. Click Delete button. A Confirm delete dialog box appears. Click OK to go

ahead with the deletion. Applying formats to controls Conditional formats are applied to a control or a label using Conditional Formatting Dialog box. Before opening the Conditional Formatting dialog box, select the control on which the format is to be applied. To get Conditional Formatting dialog box,

• Click button from the toolbar.

• On Format menu, click Conditional Formatting option.



To apply one for more formats

Figure 40: Conditional Formatting Dialog box

1. Click Add button on Conditional Formatting dialog box. 2. From On Condition drop down box, select a condition for which you want

to apply a format. 3. In the same row, from Apply Style drop down box, select the format that

you want to apply for selected condition of the control. 4. If you want to add more conditions for the selected control, repeat steps 1

through 3. 5. After applying formatting preferences for all the conditions, click OK

button to save the work and close the dialog box. Buttons on Conditional Formatting dialog box • Add: To create a new conditional format.

• Delete: To remove selected conditional format.

• Conditions: To open Conditions dialog box to create a new condition.

• Formats: To open Formats dialog box to create a new format.



Note: When you apply styles to a control from style drop down box, respective properties of the control will not automatically change (in property pane).

Making a field Hyperlink When you make a field / cross-tab item, chart item a clickable hyperlink, you can link a URL or a report with that report. You can make "drill-down" reports using hyperlinked field.

Figure 41: Hyperlink options dialog box



Hyperlink the field to open a specific URL

1. Click URL option button. 2. In the box provided below URL option button, specify the URL. 3. Click OK.

Hyperlink the field to open a specific report

Figure 42: Report Parameters area of Hyperlink options dialog box

1. Click Drill down to another report option button. 2. In Select entry box, select the report that should be opened when the

hyperlink is clicked. 3. Select the most appropriate option for Target. This is the way report in

the hyperlink will open. 4. Specify Report Parameter and the value field if the report needs any

report parameters to run. 5. Specify Save File Name to use when the report is implicitly published. 6. Click Ok.

Report Parameter is the parameter in the report being set as hyperlink. Value field is the field within the report that will have hyperlink. Details of hyperlink window Target

Option Effect in HTML Viewer

New Window Opens hyperlinked report in a new browser window.

Same Frame Opens hyperlinked report in the same frame of browser window.

Parent Frame

Opens hyperlinked report in parent frame. Hyperlink navigation panel is opened for report navigation.

Parent window

Opens hyperlinked report in the window in which application is running.



Figure 43: Report Navigation Panel in HTML Viewer

Specify System Parameter(s) and their value(s) to be considered for the report being set as hyperlink.

Figure 44: System parameters area of Hyperlink Options dialog box

System parameters and their values • Priority: low, medium, high.

• Report Format: SYS_REPORT_FORMAT (to use the format of the report from where hyperlinked report is run), HTML, ACROBAT PDF, JVISTA, COMMA SEPARATED, TEXT, MS EXCEL, XML, INTERACTIVE, MS WORD.

• Report Connection Name: Select the database using which the report should be run.

• Implicit Operation: In addition to view the file, if report needs to be published, select Publish.

• Refresh Data: Run the report with data refreshed from database server.

• Prefetch Drilldown: To start generating hyperlinked report even if user has not clicked hyperlink to run the report. More information on this option is provided later in the chapter.

• Pagination: Select the right option as per need to break pages by Single Page (increase page width and length to any size), Multiple Page (divide in width, divide in length as per need) and Horizontal Breaks (divide in length only, increase width to any size).

• HTM Show toolbar: When viewed in HTML, set Yes to have HTML Toolbar, set No for not having toolbar and set Multipage to have toolbar only if report is extended to more than one page.



Prefetch drilldown On a report, when a user clicks a hyperlink, Intellicus starts generating the hyperlinked report (also known as drilldown report) and displays it. For longer child reports, this may take some time. Use PREFETCH_DRILLDOWN to save time taken for generation of child reports. When this feature is turned on, Intellicus will generate drilldown report (child report) along with the parent report (even if the user has not clicked the hyperlink on the parent report). This way since the hyperlinked report (also known as drilldown report or child report) will be already been generated before the user clicks the link, user will get a much faster response. This is how it works When a report that has hyperlinked report with Prefetch drilldown = true at the end of the URL, Intellicus generates the hyperlinked report and stores on report server in "rpg" format. When a user clicks the hyperlink on parent report, Intellicus picks up the pre-generated report and presents in whichever format user has asked for. This way, you get a faster response.

Note If a parent report is saved (published), all the child reports will also be saved for the same time duration as that of parent report. For example, if a parent report is published up to January 1 2007, all the child reports will be published up to January 1 2007, If a parent report is only viewed (for example, HTML), all the child reports will be generated and saved. However, in this case, they will be available only up to same day midnight. For example, if a parent report is viewed on May 11 2006, all the child reports will be generated and will be available up to May 11 2006, 11:59:59 pm. Intellicus will start process to delete those reports at 12 midnight.



Context Help Context help assists in correct code (syntax) formation. As you type the code, you have a choice to have context view to get help about what to choose at a place. A window pops up with the right options for you to choose one. Window disappears upon choosing one option.

Figure 45: Context view in SQL Editor's Edit tab, also, Context help is on.

This includes Syntax highlighting and context view. Syntax highlighting improves readability of query / code. Context view assists by offering a list of entities / elements which help the user in correct code formation. When context view is on, help is also available in the status bar. Context help is available on: • Formula detail: Report fields, Jscript methods and properties, formulae,

parameters.

• Notification detail: Report field, parameters, Formulae.

• SQL Editor, Edit tab: Tables and columns, Query Objects, Parameters, database default functions.

• Parameter detail for writing SQL: Tables and columns, Query Objects, Parameters, database default functions.

• Report Wizard: Only syntax highlighting.

• Cross-tab for writing SQL: Tables and columns, Query Objects, Parameters, database default functions.

• Chart for writing SQL: Tables and columns, Query Objects, Parameters, database default functions.



• Conditions: Report fields, Jscript methods and properties, formulae, parameters.

Some of the dialog boxes are provided with help on context view. Hover mouse pointer on ‘?’ icon to open the help. Icons • : Column of Table

• : Custom Parameter

• : Jscript Object

• : JScript Methods

• : JScript Property

• : Formula

• : QO

• : Character type report field

• : Date type report field

• : Number type report field

• : Synonym of Table / View

• : System Parameter

• : Table

• : User defined or referenced parameter

• : View

Opening Context view While editing a query, formula or script on keyboard, press Ctrl+Space Bar key combination.



Shortcut-keys for context view Here is a list of using context view. • To display context view: Ctrl+Spacebar

• To get the syntax of current function: Ctrl + I

• To select an item: Press Enter, Space Bar or Tab or double-click.

• To hide context view: Esc key, Left arrow key.

• To have multilane left indent on edit window: Tab.

• To have multilane right indent on edit window: Shift+Tab.

• Find text: Ctrl+F

• Copy: Ctrl+C

• Paste: Ctrl+V

• Select All: Ctrl+A

• Undo last action: Ctrl+Z

• To go to the sub context: Right arrow key

• To hide the context view: Esc key, Left arrow key



Notifications Notify feature provides report users proactive information when a pre-set condition satisfies on report data. For example, Intellicus can notify users by sending an alert when during report generation it finds that total sale has gone over a set amount. Notifications for a report are created during report design. When a report having notifications is uploaded to portal, all the notifications set for that report along with that set for other reports are listed on Notification List page of Portal. Users need to subscribe to a notification and set alerts that they wishes to receive. Alerts sent to users are viewed on Alert Viewer page of portal. Notification List Notifications dialog box is used to • View list of notifications set for a report

• Open dialog to add a notification

• Open dialog to modify a notification

• Delete a notification

• Open dialog to edit conditions

Figure 46: Notifications dialog box



To get this dialog box,

• Click button on toolbar or

• From menu click Tools > Notifications.

Buttons • Add: To open dialog box to add a new notification.

• Modify: To get dialog box to modify selected notification.

• Delete: To delete selected notification.

• Conditions: To get Conditions dialog box. This dialog box is used for working with conditions.

• OK: To save changes and close the dialog box.

• Cancel: To abandon changes and close the dialog box.



Notification Detail Notification Details (New Notification and Modify Notification) dialog box is used to add or modify details of a notification. Notification details set on this page will appear on portal’s Notification page as standard notification message.

Figure 47: Notification Details (New Notification) dialog box

Details on the dialog box • Name: Unique name to identify this notification.

• Condition: Select the condition that would be evaluated. If the condition set here evaluates to true at the time of report generation an alert would be generated.

• Title: Specify a text that will appear as subject on email.

• Short Description: Specify a text that will appear as a message on email (first line in message) and as message on IM.

• Description: Specify a text that will appear as message on email. This text will not appear on IM.



Note: To include values as a part of message, add them in the message enclosed in <% and %>. For example, Profit increased by <%ProPer%>. Where, ProPer is a field.

Adding a Notification

1. On the Notifications dialog box, click Add button. 2. On the New Notification dialog box, specify details of the notification. 3. Click OK to save the notification.

Context-Help is available on Title, Short Description and Description. Use context help to auto-populate field names, parameter names in these fields. Modifying a Notification

1. On the Notifications dialog box, select the notification that you want to modify.

2. On the Modify Notification dialog box, make changes in the notification details.

3. Click OK to save the modified notification. Deleting a Notification

1. On the Notifications dialog box, select the notification that you want to delete.

2. Click OK to save the changes and close Notifications dialog box.

Working with Report Controls


44 Working with Report Controls This chapter explains the various properties that can be assigned to the controls in the reports layout pane either by using the Properties list or by using the Script Editor. The Properties list contains:

1. The name of the property. 2. The associated value list that can be / has been assigned to a control.

For some properties you will be required to enter a value against the property name.

Figure 48: Properties List

The Properties list has two buttons on the title bar:



• : This button lists properties grouped by category.

• : This button gets you an alphabetical list of properties.

You can also apply these properties at runtime or at design time, using the Script Editor.

Note: Properties list will dynamically change depending on the control selected from the report layout pane.

Given below are these properties and the methods by which these properties can be applied. Alignment This property will be available in property pane if you select a field control from the layout window. This property determines the alignment of the value (left, right or center) within the control.

Figure 49: Alignment

Value Description 0-ddTXLeft To left-align the value within control. This is default alignment

for character type fields.

1-ddTXRight To right-align the value within control. This is default alignment for number type fields.

2-ddTXCenter To center-align the text. In this type of alignment, text will be exactly in the middle within the control.

Center

Left

Right



BackColor This property is used to set background color of a control or a section.

Figure 50: Back Color

Note: BackColor property will be effective only when BackStyle property is set to Normal (1-ddBKNormal) .

BackStyle This property will be available in property pane if you select a field control or a section from the layout pane. Its value determines if background color will be applicable or not.

Figure 51: Back Styles

Value Description 0-ddBKTransparent To show the background content. This will not hide the

background content by applying the BackColor.

1-ddBKNormal To apply BackColor. This will hide background color.

You can also perform the same through the Script Editor as shown in the example below.

Object: Detail Event: OnFormat

Code:

function OnFormat()

{

if

(parseInt(rpt.section("Details").controls("txtSales").dataVa

lue) > 1000 );

{

BackColor of a report section

BackColor of a field

BackColor applied to a caption

Effect of Normal BackStyle

Effect of Transparent BackStyle. BackColor is not visible here.



rpt.section("Details").controls("txtSales").backStyle =

1; // Back Style Normal

}

else

{

rpt.section("Details").controls("txtSales").backStyle =

0; // BackStyle Transparent

}

}



Border It defines the border surrounding the labels and fields. It can be changed through the shortcut menu or using the script editor.

Figure 52: Different kind of borders applied on controls

An example for the same is given below to set the border to a single blue border.

Object: Detail Event: OnBeforePrint

Code:

function OnBeforePrint()

{

rpt.Sections("Detail").Controls("txtSales").borderTopStyle=1

;

rpt.Sections("Detail").Controls("txtSales").BorderTopColor="

0";

rpt.Sections("Detail").Controls("txtSales").borderLeftStyle=

1;

rpt.Sections("Detail").Controls("txtSales").BorderLeftColor=

"0";

rpt.Sections("Detail").Controls("txtSales").BorderRightStyle

="1";

rpt.Sections("Detail").Controls("txtSales").BorderRightColor

="0";

rpt.Sections("Detail").Controls("txtSales").borderBottomStyl

e=1

rpt.Sections("Detail").Controls("txtSales").BorderBottomColo

r="0";



}

CanGrow Please refer to chapter ‘Working with Control Methods.’ CanShrink Please refer to chapter ‘Working with Control Methods.’

Caption This property is applicable for label controls. Its value is displayed for the selected label at report execution time.

CaptionPos This property will be there on the property pane when the page header is selected. Value of this property determines position of page header on report.

Value Description OnAllPHs Page header will appear on all the pages of the report.

Below RH and On all PHs following RH

On the report page where report header is setup, the page header will appear below the report header.

ClassName Please refer to chapter ‘Working with Control Methods.’



ColumnDirection This property will be available if you click on a section in the layout pane. This property determines how Intellicus Studio should print the detail section in a multi-column report.

Figure 53: Column Direction

Value Description 0-DownAcross This will print first column from top to down and repeat the same for

next column to its right. (Column-wise printing)

1-AcrossDown This will print the first row spanning across all columns followed by next row. (Row-wise printing)

When DownAcross is selected, the printing will go to the next column after the column on the left is completely printed.

Figure 54: Report Print Directions

You can also define the same through Script Editor as shown in the example below.


Code:

function OnFormat()

{

rpt.Sections("Detail").columnCount = 3;

rpt.Sections("Detail").columnDirection = 1;}



ColumnLayout Please refer to chapter ‘Working with Report Sections.’

Column Spacing Please refer to chapter ‘Working with Report Sections.’

DataField This property is available for a field or a group header section. It defines the binding field and a group. This value is set to the name of any field in the data source, or the name of a custom field added into the field’s collection.

Figure 55: Data Fields

When the DataField property is set for the group, records in the detail section will be grouped by this field. When the DataField property is set for a field, Intellicus Studio binds the field's data from each record in the database to the selected control. The record set data is first saved into the data value, and then passed through any (defined) output format, to be set as the control's text. When using XML the DataField must be set to a valid ‘Xpath’ string.

Important: The base path set by the ‘RecordSetPattern’ is used as the starting node; if a control needs to use a higher level node, use "../" to move back a node.



The DataField property can also be used to perform calculations using scripting expression by stating the property, proceeded by an ‘=’ symbol. This allows the fields to be set up to display the calculated results. Example;

rpt.sections("ghClient").dataField= "CustomerID";

Warning: Intellicus Studio will NOT sort the data automatically. The SQL must have proper Order By statement in the same sequence in which the report has been grouped.

Image Source Type Value of this property decides the source for selected image. • Path: Select this if image is located on local, or a network path that can be

accessed from the machine where Intellicus Report Server is running.

• URL: Select this if image is to be fetched from a web location.

• Binary Data: Select this to pick up the image at run time from a field in database, or embed the image in report (IRL) by picking it up from a path.

Image Path Value of this property decides the path from where the image should be picked up.

Important: This is the path to the image file on computer where Intellicus report server is running.

Font This option will be available in the Properties list if you select a label or a field control from the layout pane. The ‘Font’ property allows you to set font name, size, styles, and effects. When you select this option from the Properties list, Font dialog box will appear to select various options for the font. You can also change the font settings for a control at runtime, depending on conditions applied on the same. The following examples sets the sales figure above a certain value to a bold, underline format.




Code:

function OnFormat()

{

if

(parseInt(rpt.sections("Details").controls("txtSales").dataV

alue) > 10000 )

{

rpt.sections("Details").controls("txtSales").bold = true;

rpt.sections("Details").controls("txtSales").font.underLine

= true;

}

else

{

rpt.sections("Details").controls("txtSales").bold = false;

rpt.sections("Details").controls("txtSales").font.underLine

= false;

}

}

For above, you can use Conditional Formatting feature too.

ForeColor This will set the foreground (text color) of the selected control. When you choose this option from the properties window, a color palette will open up to choose colors from.

Figure 56: ForeColor (text color) applied on a control

You can also change the forecolor (text color) of a control by writing a script. The following example will display a red colored ‘confidential’ text at the top-left corner of each page.




Code:

function OnFormat()

{

rpt.Sections("Detail").Controls("txtSales").foreColor =

25545255;

}

GrpKeepTogether This property will be available on property pane if you select the group section (header or footer). This option applies to group header sections and determines whether group header and group footer sections will print on the same page or not.

Figure 57: Group Keep Together

Value Description 0-None To let the group split across pages.

1-FirstDetail To print the complete block on the same page without any page-breaks. When a complete block does not fit on a single page, it will be split across two or more pages.

2-All To let the group header, detail, and group footer get printed on the same page.

You can achieve the same through the Script Editor. For example,

rpt.sections("GHCategory").grpKeepTogether = true ;

Height Please refer to chapter ‘Working with Report Sections.’

Hyperlink Please refer to chapter ‘Working with Control Methods.’



Keep Together Please refer to chapter ‘Working with Report Sections.’

Left This property will be available in property pane when a field control is selected. It sets the distance of left boundary of the control from the left edge of the report page. The unit of measure is pixels.

Line Color This property will be available in property pane when a Line control or Shape control is selected. It defines the color of the Line used to draw the line or shape. You can select a color from the available options or can create color as per the need.

LineStyle This property will be available in property pane when a Line control or Shape control is selected. Its value determines the style of line that will be applied to the selected control.

Figure 58: Line Style

Value Mnemonic Description 0 Transparent This will display a transparent line.

1 Solid

2 Dash

3 Dot

4 Dash-Dot

5 Dash-Dot-Dot



Line Weight This property will be available in the property pane when Line control or Shape control is selected. It defines the thickness of line. A value of zero will not draw line. The line will become thicker with higher values. Unit of measure of thickness of line is pixels. You can select a color from the available options or can create color as per the need.

Figure 59: Line of various thickness

MultiLine Please refer to chapter ‘Working with Control Methods.’

NewPage This property will appear in property pane when you click on an empty part of detail section. The value set for this property will determine if the section should be printed before having a page break or after having a page break. It does not apply to a page header or a page footer section.

Figure 60: New Page

Value Description 0-None This will not give any page break before the selection.

1-Before This will print a new section on a new page.

2-After This will start the printing on a new page after printing the section.

3-Before & After This will start printing the section on a new page and start a new page after printing it.



To utilize this facility through the Script Editor, follow the given example.

Object: Report Event: OnReportStart

Code:

function OnDataInitialize()

{

rpt.fields.add("rNumber");

rpt.fields("rNumber").value = 0 ;

}

function onReportStart()

{

rpt.fields("rNumber").value =

parseInt(rpt.fields("rNumber").value) + 1 ;

if ( rpt.fields("rNumber").value == 6 )

{

rpt.sections("Details").newPage = 2


}

else

{

rpt.sections("Details").newPage = 0 ;

}

}

OutputFormat Please refer to chapter ‘Working with Control Methods.’



OnPages This property will appear on property pane when the Page Header or the Page Footer is selected. Set this property to control appearance of the Page header or Page footer section. This property will be effective on the Page Header or Page Footer which ever is selected while setting value of this property.

Value Description All Pages Selected section will appear on all the pages.

All Pages, not with RH Selected section will appear on all the pages, but not on page having the Report Header.

All Pages, not with RF Selected section will appear on all the pages, but not on page having the Report Footer.

All Pages, not with RH, not with RF

Selected section will appear on all the pages, but not on page having the Report Header and not on the page having Report Footer.

Picture This property will be available when a picture control is placed on the report (and is selected). This property sets the picture that will be placed on the report at run time. The image types that you can use are: • bmp

• ico

• jpg

• cur

• gif

• wmf

If the image you have selected is larger than the placeholder the image will be auto-cropped equally from all the sides. If it is smaller than the placeholder, Intellicus will add equal amount of empty space on all the sides around the image.



PictureAlignment This option will be available if you select a picture from the layout pane. 0-Top Left 1–Top Right 2-Center 3-Bottom Left 4-Bottom Right

Figure 61: Picture Alignment

Value Description 0-Top Left To align the picture to the top left corner of the image control area.

1-Top Right To align the picture to the top right corner of the image control area.

2-Center To align the picture in the center of the image control area.

3-Bottom Left To align the picture to the bottom left corner of the image control area.

4-Bottom Right To align the picture to the bottom right corner of the image control area.

ShapeType This option will be available if you select a shape control. The value set for the property will decide shape of the control.

Value Description 0-Rectangle This will give a rectangular shape to the selected object.

1-Ellipse This will give an elliptical or circular shape to the selected object.

2-Round Rectangle This will make the selected rectangle’s edges rounded.

Figure 62: Shapes

Effect of 0-Rectangle

Effect of 1-Ellipse

Effect of 2-Rounded Rectangle



Style Please refer to chapter ‘Working with Control Methods.’

SummaryDistinctField Please refer to chapter ‘Working with Control Methods.’

SummaryFunc This option will be available if you select a field control from the layout pane. It sets the type of the summary function used to process the selected field’s values. You can use this function to create sub totals, grand totals, and other summary values.

Figure 63: Summary Function

Value Description 0-Sum This will calculate the total of all values within the specified

summary region (group, page report).

1-Avg This will calculate the average of all values within the specified summary region (group, page or report).

2-Count This will calculate the count of all values within the specified summary region (group, page or report).

3-Min This will calculate the minimum of all values within the specified summary region (group, page or report).

4-Max This will calculate the maximum of all values within the specified summary region (group, page or report).

5-Variance This will calculate the variance of all values within the specified summary region (group, page or report).

6-PopVariance This will calculate the population variance of all values within the specified summary region (group, page or report).

7-StdDeviation This will calculate the standard deviation of all values within the specified summary region (group, page or report).

8-PopStdDeviation This will calculate the population standard deviation of all



Value Description values within the specified summary region (group, page or report).

9-DistSum This will calculate the total based on the distinct values of another field within the specified summary region (group, page or report).

10-DistAvg This will calculate the average based on the distinct values of another field within the specified summary region (group, page or report).

11-DistCount This will calculate the distinct count based on the distinct values of another field within the specified summary region (group, page or report).

12-DistVariance This will calculate the variance based on the distinct values of another field within the specified summary region (group, page or report).

13-DistPopVariance This will calculate the population distinct variance based on the distinct values of another field within the specified summary region (group, page or report).

14-DistStdVariance This will calculate the standard deviation based on the distinct values of another field within the specified summary region (group, page or report).

15-DistinctPopStdVariance

This will calculate the population standard deviation based on the distinct values of another field within the specified summary region (group, page or report).

SummaryGroup Please refer to chapter ‘Working with Control Methods.’



SummaryRunning This option will be available if you select a field control from the layout pane. It determines whether the summarization will be accumulated or reset for each level (detail-, group- or page).

Figure 64: Summary Running

Setting this property as ‘1-RunGroup’ or ‘2-All’ will make Intellicus Studio print a running summary of the field at the group or report level.

Value Description 0 - None To calculate a running summary.

1 - RunGroup This will calculate a running summary. Each value is the sum of the current value and all preceding values (within a same group).

2-All This will calculate a running summary for all values.

Note: When using the summary functions with a field, the ‘CanGrow’ and ‘CanShrink’ properties are disabled for the field.

SummaryType This property will appear in the property pane if a field control is selected from the layout pane. It specifies the level at which the summarization can be used on the fields.

Figure 65: Summary Types

The following summary types are available: • Sub total—Group level, for each group



• Grand total—Report level, for all records in the report

• Page total—Page level, for each page

• Page count—Total number of pages printed

If the summarized field is placed ahead of its summary level (Placing a page total in the page header or a report grand total in the report header), the containing section and the following sections will not be printed until the summary value is resolved / calculated. While using the summary functions on a field, the ‘CanGrow’ and ‘CanShrink’ properties are disabled for the selected field.

Value Description 0-None No summarization will take place.

1-GrandTotal This will specify a report level summary, and evaluate the summary function for all records in the report.

2-PageTotal This will specify a page level summary, and evaluate the summary function for all records on each page.

3-SubTotal This will specify a group level summary, and evaluate the summary function for all records in each group level.

4-PageCount This will specify a Page Count field.

Text Please refer to chapter ‘Working with Control Methods.’

Top This property is available for a field control. This sets the distance of the control from the top edge of the report page. The unit of measure is pixels.

Value Please refer to chapter ‘Working with Field Properties.’



Visible This property defines if the control would appear at run time or not.

Value Description True The control would appear at run time.

False The control would not appear at run time.

Width This property is available for a field control. This sets the width (left to right) of the control. The unit of measure is pixels.

WordWrap Please refer to chapter ‘Working with Control Methods.’

Version This option will be available in the properties pane when you select the ‘Main Report’ option from the Report Explorer window. It defines the products version and build number.

WaterMark This property will appear in the property pane when you select the ‘Main Report’ option from the Report Explorer window. It adds a specified image to the report's background. The ‘watermark’ image can be positioned, sized, aligned and placed on specified pages by using the other watermark properties. When you select this property in the property pane, Open dialog box will appear for you to choose and select the file to be used as watermark.

Note: .jpg and .gif image type can be used with Watermark. After setting an image, if you do not want the image to appear, change the value of property WaterMarkPrintOnPages to zero.



WaterMarkAlignment This property will appear in the properties list when you select the ‘Main Report’ option from the Report Explorer window. It defines the watermark's general vertical and horizontal positions when it is added to the ‘Canvas’.

Figure 66: Watermark Alignment

Value Description 0-ddPATopLeft To align the watermark to the top left margin of the page.

1-ddPATopRight To align the watermark to the top right margin of the page.

2-ddPACenter To align the watermark in the center of the page.

3-ddPABottomLeft To align the watermark to the bottom left margin of the page.

4-ddPABottomRight To align the watermark to the bottom right margin of the page.

WaterMarkPrintOnPages This property will appear in the properties pane when you select the ‘Main Report’ option from the Report Explorer window. Specify the number of pages on which watermark should be printed.

XLBackground This property will appear in the properties pane when you select a section header of footer. Value selected for this property will determine if background color will be available or not when report is exported in Excel.

Value Description True To display background color when report is exported in Excel.

False To hide background color when report is exported in Excel.



XLColumn Set value for this property if this report will be exported to MS Excel format. Value set in this property decides the column in which selected control will be rendered.

Figure 67: XL Column

The exact column will be calculated based on location of the control in the section and values set in XLCellHeight and XLCellWidth properties.

XLColumnSpan Set value for this property if this report will be exported to MS Excel format. Value set in this property decides the number of cells to be kept blank before rendering the next control on its right.

Figure 68: XLColumnSpan

Figure 69: ColumnSpan set to 3

For example, value in column A is long and may extend 5 columns, set this property to 5. This will ensure that value of the next field is placed in column F. If the data is smaller in width and does not expand all the columns, format is copied in all the columns.



XLRow Set value for this property if this report will be exported to MS Excel format. The value set in this property will decide relative row number in which the control should be placed. It actually works like previous row count plus the value set here.

Figure 70: XLRow

The exact row number will be calculated based on location of the control in the section and values set in XLCellHeight and XLCellWidth properties.

Note: To decide the actual row in which this control will be placed, Intellicus adds the value of XLRow in the row number in which control of the previous record was placed. For example, for a control placed in detail section, if last record was placed in row 5, XLRow = 1 will make sure next record is placed in row 6, that is, (5 + 1).

XLRowSpan Set value for this property if this report will be exported to MS Excel format. It is used to define number of rows to be kept blank below the cell. Format is copied in all the columns. The exact count of row will be calculated based on location of the control in the section and value of XLCellHeight and XLCellWidth properties.

Figure 71: XLRowSpan



Figure 72: RowSpan set to 2

For example, after cell A1, to keep cells A2 and A3 empty, set XLRowSpan to 3. This will ensure that value of the next record is placed in row A4.

XMLTagName Set value for this property if this report will be exported to XML format. Use this property to specify the tag-name for selected control. This tag name will be used when this report is exported in XML.

Figure 73: XMLTagName

If by default the property is kept blank. In this case, field name is used as tag name.

XMLType Set value for this property if this report will be exported to XML format. Value set in this property decides if the control should be included in XML output or not. • EXCLUDE: To exclude this control from XML Output.

• ELEMENT: To include this control as an element of XML.

• ATTRIBUTE: To include this control as an attribute of XML.

XMLType set as ELEMENT, CDATA as true and XMLTagName set as ProductNumber.

XMLType set as ATTRIBUTE.

This field is set as element, with CDATA as false.



Figure 74: XMLType

By default the property does not have any value. In this case, the value is considered as element.

XMLCdata Set value for this property if this report will be exported to XML format. Value set in this property decides if the control should be included in XML output or not. Leave this as TRUE if data for this field may contain character(s) that violets XML Specifications. When it is set to TRUE, data is placed in CDATA.

Note: This property can be used only if XMLType is ELEMENT.

Working with SQL Editor


55 Working with SQL Editor This chapter will explain the utility of SQL Editor for creating reports. You can use this editor to simplify the query generation for the reports. You can use SQL Editor to generate a query to retrieve data from the connected database and then use this data to create a report. Using this editor, you can select different database objects, create queries, check the queries for any errors and save them for later use. To access SQL Editor, click Tools > SQL Editor.

Figure 75: SQL Editor



You can resize the individual panes for a better view by clicking the border between two panes and dragging it vertically or horizontally. Just below the title bar, SQL Editor displays date and time when the schema was refreshed.

Warning: If you do not define an SQL query, you will not be able to create a report through the Layout Editor.

Using the SQL Editor Using the SQL Editor involves the following tasks: Selecting Schema/ Database/ Owner You can select the owner of the objects to be listed, from a combo box at the top left corner of the SQL Editor dialog box.

Figure 76: SQL Schema

Selecting Database Objects Check boxes for selecting Procedure, Synonym, Table, and View are provided in the SQL Editor. On selecting the required (schema) objects, the procedure, table, synonym, and view names will appear in the list pane adjacent to it. You can select these names and drag it to the diagram pane.



Figure 77: Selecting Database Objects

You can perform multiple selections using the following methods: • Use <ctrl><click> to select random values

• Use <shift><click> for a continuous range of values, or,

• Simply click and drag individual values.

Important: Before you use a procedure, make sure that it does not perform any unwanted data manipulation in the connected data source.

Creating Join Conditions Joins can be used to unite some or all of the data from two or more tables into one comprehensive structure. You can perform joins using the diagram pane. To do this:

1. Click the value(s) from a database Field List. 2. Drag it to the required field.

3. When the cursor takes shape, release the click. The join will be indicated as an arrow symbol between the selected fields.



Figure 78: Performing Joins

Note: When you select two tables, Intellicus may automatically create join between the two. This would happen because a Primary Key - Foreign Key relation was already created in the database and Enable Autolink Foreign Key checkbox (Options > Custom Design) is selected (checked). In this case, respective condition will also be added in WHERE clause of the query. If Enable Autolink Foreign Key checkbox is clear (not checked), Join will not be automatically created.

Using SQL Parser The formatted SQL statement is provided at the bottom of the SQL Editor dialog box. The values in this formatted SQL statements are populated as per the selections performed in the pane(s) given above it. This facilitates quicker generation of SQL statements and allows editing the same as per requirement.



Figure 79: SQL Parser

The various options covered under this parser are defined under six categories with the help of tabs. Designing an SQL Statement The Design tab contains a complete SQL statement divided into its clauses, according to the objects chosen from the diagram pane.



The SQL clauses available in this tab are: Select Clause In the Select clause, the columns selected from the diagram pane are displayed. This allows quick selection and removal of the columns from the select clause. You can also edit this clause by directly writing into that box. Addition of a column using the SQL clause box will reflect on the selections performed in the diagram pane. But removal of a column might not be reflected in the diagram pane.

Tip: You can press <ctrl><spacebar> to seek context sensitive list of values in all clauses.

Where Clause In the Where clause, every condition is a row, and the following options are available:

Option Description

Open This option helps in grouping the conditions by using opening braces.

Operand 1 This is a combo box with all available column names. This will also display the parameters (report, system) defined in the report.

Operator This is a combo box, which contains the comparison operators that you may use to compare operand 1 with operand 2.

Operand 2 This is a combo box with all available column names and parameters. It can be used for comparison with the operand 1 chosen earlier.

Close This option helps in grouping the conditions by using closing braces.

Relation You can relate the current condition with the next condition using ‘AND’ or ‘OR’ logical operators.

Group by Clause In the Group By clause you can provide grouping criteria for the SQL statement. Having Clause In the having clause you can define conditions, similar to those defined in the Where clause.



Order by Clause In the Order By clause you can provide sorting (ascending/ descending) criteria for the SQL statement.

Important: For a report with grouping, the order by clause must have the columns in the same order as of the respective sections in the layout editor.

Writing Power SQL When you switch from the Design tab to the Edit tab, the SQL in the Design tab is constructed and displayed as a complete SQL statement in the later. Using the Edit tab, you can view and write complex SQL statements that cannot be defined using the Design tab.

Figure 80: Editing SQL Statement

To prevent a complex query (defined in the Edit tab) from being over written, when you switch over to the Design tab, make some changes, and get back to Edit tab; You will be prompted with a dialog.

Figure 81: SQL Overwrite Prompt

If you select Yes your changes in the Edit tab will be over written, because the SQL in the Design tab will be reconstructed. If you select ‘No’ then the SQL in the Edit tab will remain intact and shall be used as the final SQL.



Note: The SQL statement in the Edit tab will be used as the final SQL for compilation.

Important: If SQL is manually specified in Edit tab (not constructed using design tab), its field details will not be available in Filter tab.

Find Button The Edit tab has a find button. For long queries (refer to the figure on previous page), you can search the query for a search string to reach the location quickly. Dynamic SQL Queries Using parameters To include a parameter in the SQL Query, specify a parameter enclosed within <% and %>. Example: To dynamically decide where clause:

SELECT * FROM EmpTbl WHERE <%PrmWhrCls%>

Using javascript code block Use javascript code block enclosed by <@% and %@> to create a dynamic SQL Query. After execution, the code block should return a string that will be replaced in the SQL query. You can use following in the code block: • if else

• Parameter value and parameter data type

Syntax of Code block

<@% >

[Executable block, which returns a string]

<%@>



Syntax to use parameter in code block

params("parameterName").getAttribute()

Attributes: "Value" to get value of the parameter and "DataType" to get data type of the parameter.

Examples Example 1. Check if parameter "prmEmpNo" exists. If it does and its value is not blank, return the value, else return nothing.

Select * from emp where 1=1

<@%

if(params("prmEmpNo") != null &&

params("prmEmpNo").getValue() != "")

{

return " AND empno in <%prmEmpNo%>";

}

else

{

return "";

}

%@>

Example 2. Check if parameter "prmSelectTable" exists. If it doesn't, return table name as "emp" else (if it exists) value of the parameter to be used as table name.

Select * from

<@%

if(params("prmSelectTable") == null)

{

return "emp";

else

return params("prmSelectTable").getValue();

}

%@>

Example 3. Construct WHERE clause dynamically (for LOCATIONTYPEID and REGNID fields).



select LOCTIONID, LOCTIONNAME,LOCTYPEID,REGNID from

LOCATIONMASTER where 1=1

<@%

var v_Str;

v_Str = '';

var v_Str1;

var v_Str2;

var v_Str1='';

var v_Str2='';

if(params("prmloctype") != null &&

params("prmloctype").getValue() != "")

{

v_Str1 = " AND LOCATIONTYPEID in (<%prmloctype%>)";

}

else

{

v_Str1 = "";

}

if(params("prmRegion") != null &&

params("prmRegion").getValue() != "")

{

v_Str2 = " AND REGNID = <%prmRegion%> ";

}

else

{

v_Str2 = "";

}

v_Str = v_Str1 +v_Str2;

return v_Str;

%@>



Stored Procedures Use this in case the data comes using a Stored Procedure. If you select Procedure check box from Object list appearing on top left of the SQL Editor, Design tab will automatically get disabled and Stored Procedure tab will be enabled.

Figure 82: Selecting a Stored Procedure

You will be required to drag selected Stored Procedure into parser. It will populate the Stored Procedure Parameters. You need to map either value or user defined parameters under UDFParams column. Compiling SQL When you select the Result tab, the defined SQL statement will be compiled. Record-set will be displayed in case of successful completion. If there was any error, same tab will display the error. This would help you in finding the exact location of error(s), and rectify them before using the SQL results in the Layout Editor.



Figure 83: SQL Compilation

If the SQL has used a parameter, you will be prompted to provide the values of the parameter. Viewing SQL Results The Result tab will display the result based on the SQL statement in the Edit tab. If the SQL statement has used a parameter, you will be prompted to provide the values while viewing the results.

Figure 84: SQL Results

Applying Filters At report run time, a user may wish to receive the data that makes sense to him/her at that time. On this tab, you can set filters so that user can provide filter values at report run time.



Figure 85: Applying filters on SQL

To add filters Select a field by clicking it (Press and hold Ctrl key and click fields to select multiple fields) to from Available Fields. Click > button to move the fields to Selected Fields list. At report run time, Adhoc tab of Input Parameter Form will have 3 rows having all of the selected fields as as dropdown. Use >> to move all the fields to Selected Fields list. To un-select a field, click the field from Selected Fields list and click < button. Click << button to empty Selected Fields list. • Qualifier: When SQL is typed in Edit tab, fields may not be prefixed with

table name and so, Available Fields list also don't have table names prefixed. Select a field and specify table name to associate it with a table. This is especially useful when you get the same field name from two tables and wish to differentiate one from another.

• Max Rows: The maximum number of records to be fetched from the database. Number specified here would appear by default on input parameter form at run time. User can change it if required at run time.

• Suppress Duplicates: Check this checkbox to get only one record if record has multiple records having completely duplicate values.

To setup default value for filter

1. Select the field name from the table.



2. Specify / select values the selected field from other columns. Details are provided after these steps.

• FieldName: The field name for which default value(s) is being set.

• Type: Select Adhoc to use the fieldName for accepting the value. Select UserParameter get value using a pre-set user parameter.

• Data Type: Specify data type of the filter parameter.

• Parameter: If Type is UserParameter, specify the parameter name.

• FetchData: Select this check box for the field if filter type is Adhoc and you want data should be fetched from the database. In this case value box for this field will appear as a drop-down box.

• Criteria: Select criteria for the field.

• Value1, Value2: Based on selected criteria, specify value1 or value1 and Value2. For example, for “Between” as criteria, you need to provide two values.

• Mandatory: Select this checkbox if it is mandatory for user to provide value for this field at runtime.

Figure 86: Report parameters page during report run time



Sorting at Run Time This tab is used to specify levels of sort at run time.

Figure 87: Options for sorting at runtime

• Prompt: Select this check box to get sort dialog box at report-run time.

User will be able to provide sorting options on the dialog box.

• Count: Select the number of sort levels to be made available to user. For example you want user to be able to provide three sort choices at run time (e.g. by Country, State and county), select 3.

• Qualifier: When SQL is typed in Edit tab, fields may not be prefixed with table name and so, Available Fields list also don't have table names prefixed. Select a field and specify table name to associate it with a table. This is especially useful when you get the same field name from two tables and wish to differentiate one from another.

• Disable Forced Sorting: If due to any reason, result-set received from data-source is not sorted as per need (like groping), Intellicus server will sort the data. Check this checkbox to stop Intellicus from doing so.

Important: Data sorting performed by Intellicus becomes significantly time-intensive process when a record-set has large volume of records. In that case, we recommend not to Prompt and check Disable Forced Sorting. This will make sure Intellicus uses data as it is received from data-source.



The fields listed in Available Fields are the fields that will come from database. The fields listed in Selected Fields will be available for sorting at run time. • To move a field from Available Fields list to Selected Fields list, select a

field from Available Fields list and click > .

• Click >> to move all the fields to Selected Fields list.

• To move a field from Selected Fields list to Available Fields list, select a field from Selected Fields list and click < .

• Click << to remove all the fields from Selected Fields list.

Based on the number selected in Count check box, that many dropdown boxes will appear on an input form at the run time. You can select fields that should appear by default along with default order (ascending or descending). In Default Fields select the field, and the sort order. Click ‘x’ button to delete that row. Pressing enter key in last row will append a row at the bottom. Select a row and Use Up or Down arrow button to modify the sequence of field-appearance.

Removing Tables from SQL Editor To remove a table from the SQL Editor, right-click the table and select Delete Table. If you have defined a join on the tables, you need to first delete the join.

Figure 88: Delete Table



Removing a Join To remove a join condition, select a join condition by clicking under the where clause and press <delete> on the keyboard.

Figure 89: Removing a Join

The Join will be removed.

Working with Parameters


66 Working with Parameters Parameters are the conditions provided for the retrieval of reports. Intellicus Studio uses these parameters as special fields of a report; you can provide the parameter value at runtime and retrieve the related data from the database. You can also create report parameters for a specific report or create system parameters that can be used in any report.

Parameters Dialog box The Parameters dialog box is used to setup and work with parameters for an open report. The dialog box lists all the parameters setup for the open report.

Figure 90: Report Parameters Dialog Box

On the right side, the box has buttons to initiate / carry out various tasks related to Parameters: • Add: To add a parameter for the report.

• Modify: To make changes in selected parameter.



• Delete: To delete selected parameter.

• Import: To import a pre-set (saved earlier) parameter.

• Export: To export (save) the selected parameter.

• Ok: To save the changes and close the Parameters dialog box.

• Cancel: Abandon the changes made and close the Parameters dialog box. Clicking the Cancel button will not have any effect on Exported parameters.

Up and Down buttons: To shift selected parameter up in the list or down in the list, click the up button or down button respectively. The parameter list contains information related the parameter. To make required piece of information visible, scroll towards right / left or maximize the parameter window.

Importing Parameters You can import one or more parameter that were set and stored earlier. Parameter can be imported in any of the following ways: • By Reference: A reference of the parameter is stored in the report. You

always get the latest details of parameters (especially values, in case of Combo type parameters).

• By Value: The selected parameter is stored as part of the report. You get details that were latest at the time of importing the parameter (especially values, in case of Combo type parameters).

To import a parameter,

Figure 91: Importing a parameter



1. Click Import button on the Parameters dialog box. The Import dialog

box opens. 2. Select the parameters you want to import. To select a parameter, check

the check box Selected in the respective row. 3. To select a parameter to be imported by reference, select the check box

By Ref in the same row. 4. Click the Import button.

Selected parameters are imported to the open report.

Creating Report Parameters To create parameters, click menu Tools Parameters to open the Parameters dialog box. On Parameters dialog box, click Add button. The options in this dialog box are given below.

Note: In case there exist parameters defined earlier, it will be shown in the above dialog box.

Name: Specify a name to uniquely identify this parameter. Prompt: Specify the name that should appear on screen at run time. Data Type: Select the type of value user will provide at run time. • Char: Value that may include alphabets, numbers and special characters.

• Number: Value that may include digits and decimal point.

• Date: A date or part of date, like day, month, year.

• Boolean: Value as True or False.

Size: Specify number of digits or characters that this parameter should accept. This is not applicable for parameters of type Boolean or Date.



Format: Select the suitable format in which user should provide value for this

parameter. Use the button to open Data Format dialog box. Based on the format you have selected, a format string will appear in the entry box. Format string characters for date and time:

Characters Use Example (Friday, December 26, 2008, 17:46:13 hours)

dd Date 26 ddd Day in 3 characters Fri dddd Complete day name Friday HH Hour of time in 2 digits 17 (or 05) mm Minute of time in 2 digits 46 MM Month in number in 2 digits 12 MMM Month name in 3 characters Dec MMMM Complete month name December ss Seconds in 2 digits 13

yy Year in 2 digits 08 yyyy Year in 4 digits 2008 a time in 12 hours format - -

Default Value: Specify a value that is most likely to be provided for this parameter at report run time.



Figure 92: Parameter Details Dialog Box



Default Value for Date type Parameter When you select parameter for data type as Date, the Default Value entry box changes to a dropdown box.

Figure 93: Options for default value of date parameter

You can specify a value in this dropdown box as well as select a value from the options: • CURRENT_DATE

• MONTH_START_DATE

• YEAR_START_DATE

You can take the default date ahead / behind the date falling on any of the options set. For example, you can set default date as 3 days after CURRENT_DATE, or 5 days before month start. You can do that by specifying CURRENT_DATE + 3 and MONTH_START_DATE – 5 respectively. At run time the date that will appear will have default date appropriately. Input Type: Select amongst Textbox, Combo and Options. • TextBox: For the user to key in the parameter value.

• Combo: For the user to select one or multiple values from a drop-down box. Select Multiselect checkbox so that user can select multiple values from the box.

• Options: For the user to select values represented as options. Select Multiselect checkbox to have value options in the form of checkboxes. Keep Multiselect checkbox clear to have options in the form of radio buttons.



Input type for Boolean type parameters Boolean type parameters are represented as check boxes and have only two states: Checked and Clear. To setup a Boolean type parameter,

1. Select data type as Boolean. 2. Within the Value area’s Checked field, specify value to be passed when it

is checked. 3. In Unchecked specify value to be passed when it is not checked.

Mandatory: Select this check box if it is a must to specify a value for this parameter. Visible: Select this check box to make this parameter appear on input form at runtime. Keep this unchecked (clear) if value for this parameter will come from other report or report should use default value only. Restrict to List: Applicable for parameters with input type Combo. Select this checkbox to force input of parameter value from available options only. If kept clear, user can specify a value or can select value(s) from available options. Forced: Select this checkbox to apply user level data restrictions on the parameter. Through this, individual users are forced to provide / select parameter values from pre-allowed values set for each user.



Setting Combo Source This is applicable when input type for the parameter is Combo or Option. Values that should appear, can be Pre defined or received from database using an SQL. To set pre-defined values

Figure 94: Pre Defined options for a Combo Parameter

1. Under Combo Source, select Pre Defined option. 2. In Display entry box, specify the value that should be displayed to the

user at run time. 3. In Value entry box, specify the value that should be used (passed as

filter). 4. Click button to add it in list. Repeat the steps 2 and 3 for each option.

Select Display Parameter Name checkbox, if user may use the parameter as a control on a report.

Note: Display Parameter Name has no effect when the Parameter Object is used in Adhoc Report.

• To delete an option from list, select the value and click button.

• To move a value up in the list, select the value and click button.



• To move a value down in the list, select the value and click button.

To get values from an SQL

Figure 95: Defining an SQL for a Combo Parameter

1. Under Combo Source, select SQL option. 2. In SQL, specify SQL to be used to get data. To create SQL on SQL Editor,

click SQL Editor button. 3. After having specified the SQL, click Verify SQL button. If the SQL is

valid, the fields it returned will be listed in Display Column and Value Column.

4. In Display Column, select the field whose value should be displayed to the user.

5. In Value Column, select the field whose value should be used (passed as filter).

Select Display Parameter Name, if user may use the parameter as a control on a report.

Note: Display Parameter Name has no effect when the Parameter Object is used in Adhoc Report.



Multi Select Parameters

Figure 96: Multi Select Parameters

Select the checkbox on Multi Select tab header if user may need to select / specify multiple values for this parameter. Select List / Check box list Select List will appear when Multi Select is Combo. Check box list will appear if Multi Select is Option. • Pass Values using tables: Select this checkbox when you want to pass

parameter values through a table. This is done specially when number of values that can be passed (total number of bytes of selected values) as part of stored procedure or SQL is more than allowed.

• Enclosed By: Specify the character that would be used to enclose the set of values. This will depend on the database.

• Separator: Specify the character that would be used to separate two values. This will depend on the database.

• Maximum selectable values: Specify the maximum number of values that can be selected / given for this parameter.

Setting multiple default values One may wish to set multiple default values for a multi-select parameter. Out of all the available values, one set as default will appear as selected at runtime.



Figure 97: Selecting Multi-select Default values

• Selected: For having specific values appear selected at run time, click

Selected option and select those values from the list (appearing on the right).

• All: All values appear selected at run time.

• None: No values appear selected at run time.

Tree View Tree view represents parameter values in hierarchical form. The SQL used to get parameter need to include all the fields that will be used in the tree. The leaf is set as Display Column under Combo Source. Branches are set under Tree View Details. For example, for a three level (two branches, one leaf), you will set two levels in Tree View Details and leaf in Combo Source. Intellicus Studio supports two type of tree view setup: • Flat: Select this when you are using a flat database structure. When Flat is

selected, the leaf is set as Display Column under List Source. Branches are set under Tree View Details. For example, for a three level (two branches, one leaf), you will set two levels in Tree View Details and leaf in List Source.

• Hierarchical: Select this when the database has hierarchical relationship. In Oracle, for example, when database has hierarchical relationship, the SQL uses Start with and connect by clause.

Example query for Oracle

select child "NODEID",parent "PARENTNODEID",level

"NODELEVEL",child "NODEVALUE"

from test_connect_by

start with parent is null



connect by prior child = parent

At run time, user will be able to select • One or multiple child nodes under a parent

• Parent node along with child nodes

• Parent node without having need to select child nodes

Check Tree View tab header. For Source Type, select Flat or Hierarchical based on database. When Flat is selected, In the first row of LEVELS, select the field that should appear topmost in the tree view. To have second branch, set the fields in second row.

Figure 98: Setting tree view option

An empty row will be auto-appended once you complete with present level entry. Click

to delete respective row.



At report’s run time, following dialog box will appear for the user to select parameters.

Figure 99: Tree view appears like this at run time

Note: Tree view is not available for Search Options.

Search Options If a user (at run-time) specifies parameter in a text box, there are chances that he/she may provide a value that does not exist in the database. So, you can make the parameter offering all possible values as a combo-box. When you have many (hundreds) of possible values, then combo-box is of little help. You need to allow the user to filter the value that he / she wants to be offered to select from. For example, from all the product numbers, user should be able to select “product numbers of the products belonging to this category and that product line. This is made possible using Search Options. Setup a parameter with Input Type as Combo and Combo Source as SQL. Specify SQL that will be used to get the record set. Click Search Options button on Parameter Details dialog box. Here, the fields that you will use to apply filter criteria (to get list of options in the combo) are specified.



Figure 100: Setting up Search Options for user parameter

To set conditions but get all the records on Result tab Make sure Searchable checkbox is selected. Now,

1. After selecting the right field for Display Column and Value Column under Combo Source, click Search Options button to expand the area.

2. Select a column in Column Name. 3. Select its Data Type. 4. Select Prompt Text that should appear at run time. Repeat steps 2 to 4

to set multiple conditions. An empty row will be auto-appended once you complete with present level entry. Click

to delete respective row. To get conditions and also get filtered records on Result tab Make sure Searchable checkbox is selected. Now,

1. After selecting the right field for Display Column and Value Column under Combo Source, click Search Options button to expand the area.

2. Select a column in Column Name. 3. Select its Data Type. 4. Select Prompt Text that should appear at run time. 5. Select Operator to set filter condition and provide Value1 (and Value2

based on condition). An empty row will be auto-appended once you complete with present level entry. Click

to delete respective row.



Note: After setting filters with Search Options, when you open Multiple Default Values area, you will get list of values filtered based on conditions set here.

At run time, you will be presented with the Report Parameters dialog box.

Figure 101: Report Parameters dialog box

User will click Search button on this dialog box to get Search dialog box.

Figure 102: Specify values to filter values

On Search dialog box’s Search tab, you will provide filter options. Number of results displayed on the Result tab will depend on the value specified in Max Rows. On Results tab, you will be presented with only those values that satisfied the filter criteria given on the Search tab. You should select one value and click Ok to proceed.

Click here to get more rows Click Go to get results

on Results tab.



Figure 103: User should select a value.

Linked parameters A report may need multiple parameter values. In this case, value displayed for a parameter may depend on value specified in other parameter. For example, values displayed in "Cities" will depend on value selected in "States". You can link a parameter with a SQL combo type parameter. General steps to get filtered list by Linking parameters

Figure 104: Linking parameters

1. Select Linked Parameter tab header. 2. Select the parameters to be linked with the parameter being created. 3. For the SQL being created for SQL Combo Source, specify name of the

parameters being linked enclosed by <% and %>. For example, to get list of belonging to state selected in another parameter, specify this SQL in SQL box of this parameter:

Select CityNM from FinData where FinState=<%State%>

At run time, Parameter Input form will appear having these two parameters. At that time user will specify value for State. This value will be used to fetch values for this (for example CityNM) parameter. This combo will have only the cities belonging to the value provided for State.



Exporting a parameter On Parameters dialog box, select the parameter that you want to export. Click the Export button. Export dialog box opens up. Specify the name you want to give to the parameter. Click the Export button. The parameter gets exported.

Figure 105: Exporting a parameter

Note: Exported parameter is stored in the Repository and is made available for all the reports.

Parameters Form Layout When a report has run time parameter(s), Input Parameters Form (IPF) appears on screen at report run time. Layout of the IPF can be set on Parameters Form Layout dialog.

Figure 106: Parameters Form Layout dialog

To get this dialog,



• On menu bar, click Tools > Parameters Form Layout option.

• On toolbar, click button.

Use this dialog to specify: • Description: Description that should appear on Input Parameter Form when

it is displayed at runtime.

• No. of Parameters in a row: Number of parameters that should appear in a row on Input Parameter Form.

Click OK to save the changes and close the dialog. Click Cancel to abandon the changes and close the dialog. When you preview the report in Studio having 3 or more parameters, Input parameter form having up to 3 parameters in a row will appear.

Figure 107: IPF having description and 3 parameters in a row.



Using Report Parameters in SQL Editor The parameter that you defined through the parameter window can be used under multiple options as required. In SQL editor you can use this parameter along with the column list as long as it conforms to the SQL syntax.

Important: Make sure that you use the parameter in the SQL enclosed between ‘<%’ and ‘%>’.

When you execute this SQL, the supplied parameter values will replace the parameter defined between ‘<%’ and ‘>%’ symbols. It is important to use single quotes while using these parameters. For example:

Select * from table1 where name = ‘<%parameter%>’

Using Report Parameters in Layout Editor You can also use the defined parameters through the field window of the Layout Editor. To use the parameters, refresh this window (View Refresh Field List) and drag the parameter fields to the Report Layout window in the Layout Editor.

Using System Parameters You can use system parameters to display date and time, or other values on the report. Previously defined parameters will be visible in the field list window of the Layout Editor. You can simply drag them on the layout window. The system parameters are global parameters that can be used in any report, as per the requirements. Apart from the parameters defined by you, there a set of other system parameters that Studio supports:

• SYS_DATE: Provides system date. • SYS_TIME: Provides system time. • SYS_LOCALE: Provides report output language. • SYS_REPORT_FORMAT: Provides Report output format. • SYS_REPORT_ID: Report ID of currently executing report.



• SYS_CATEGORY_ID: Provides the category under which the report is running. • SYS_REPORT_NAME: Provides the name of the report name stored in repository. • SYS_USER_PARAMS: Provides the string of user parameters with values. • SYS_SORT_PARAMS: Provides the string of sort parameters. • SYS_REQUEST_ID: A unique ID allotted by report server to the report. • SYS_PAGENO: Current Page no. • SYS_FILTER_PARAMS: All filter parameters and values. • SYS_GROUPBY: All “group by” parameters in Adhoc reports. • SYS_USERID: The user ID using which user logged into Studio. • SYS_ORGID: The ORG ID of the user who has logged into Studio. • SYS_FIRST_RECORD: Returns -1 if current record is the first record in result-set.

Returns 0 for other records. This is useful to check "First record" or "Not first record" conditions during scripting.

• SYS_LAST_RECORD: Returns -1 if current record is the last record in result-set. Returns 0 for other records. This is useful to check "Last record" or "Not last record" conditions during scripting.

Parameter Input Dialog box in Studio: When will it appear Parameter input dialog box will appear in following cases:

1. When you open the report or refresh the fields (and its data source is stored procedure).

2. When you change the data-type of any parameter and click OK button of the Parameter List Dialog.

3. When you click the Preview Tab to preview the report. 4. When you click the OK Tab of SQL Editor.

Once parameter values are set, they are available till the report is open. A parameter’s value is set to Null when its data type is changed. Parameter input dialog box will not appear in the following cases: If the data source is SQL then –

1. While opening a report having parameters. 2. Refreshing the fields of an open report having parameters added. 3. Verify SQL of Chart/Cross-tab.

Working with Charts


77 Working with Charts Charts are pictorial representation of data, which make it quicker and easier to analyze large volumes of data. Charts can also be used to denote a trend, measure facts and figures over a period of time, etc. Intellicus Studio provides the facility to display a chart with the report output. You can choose the most suitable chart type from the different type of chart types offered for including in the report. Charts contain a lot of options, but use of these options would depend on the following factors: • Type of chart chosen: When you plot a bar chart, make sure that you select

numeric data for at least one of the axes.

• Number of fields chosen for the charts: To plot a bar chart you need data for at least two series. In addition, a pie chart would always show only one data series and is useful when you want to emphasize a significant element.

Important: In case of bound charts, chart is plotted depending on the section where chart component is placed. This is because the data made available for chart depends on data source used for report. In case of unbound charts, this is not the case. In whichever section you place the chart, entire records received, will be considered for plotting the chart. This is because the data made available for chart comes from its own data source.

To create a chart:

Click icon from the toolbar and click-and-drag the mouse inside the Layout window of the Layout Editor to mark an area. Alternatively, you can also do this: on Insert menu, click Chart option. Mouse pointer will change to +. Now click and drag the mouse to mark an area.

Working with Charts


Figure 108: Bound Chart Confirmation

Click Yes for a bound chart and No for an unbound chart. In both the cases a default chart will be created in the marked area. To customize the chart you need to right-click on the chart and select the Properties menu item.

A Bound Chart In a bound chart report, SQL statement used for the current report will be used as the base data for the chart. All other steps would remain the same (as explained for unbound reports).

An Unbound Chart You need to specify data source for the data to be represented as a chart. To do this, right-click on the chart and invoke the properties dialog box. This properties dialog box contains many tabs under which you have to provide the details to create the chart. These tab screens serve as a wizard to create a chart. Simply select a tab and enter the details. This screen also contains a chart preview pane and the selected control’s description.

Data Source tab On data source tab you will carryout three activities: • Getting Data

• Selecting fields to plot on chart

• Data Formats

Working with Charts


Figure 109: Unbound Chart Data Source

Setting connection details Data source is defined here for an unbound chart. Also, preferences of connection to be used at run time, is also setup here. Connection Name: Select the connection name to use for to get data for chart. Select Query: Select the query object to be used for this chart. Select a query and click Verify SQL button. The query stored as part of the selected query object is displayed in SQL Query. SQL Query: If query object is not selected in Select Query, specify a query here. Click the SQL Editor button to open the SQL Editor dialog box to design a query.

Note: The SQL Editor opened from here will have Sort and Filter tab disabled.

Verify SQL: Click this button to check the SQL for errors. This button can also be used as refresh button for the fields that are defined for retrieval using the SQL provided above. For example, once you have selected the fields from the Fields to add in the

Working with Charts


chart, and have switched over to some other tab, when you return to this tab the fields that are not selected will not be displayed. Runtime Connection: Select the data connection to be used at run time. At runtime data will be fetched from that connection. • Use Parent’s: Select this option to select the database connection that the

parent report has used.

• Use Engine Default: Select this option to use the connection that was marked as default from the Intellicus Report Engine Connection Manager dialog.

• Use Named: Using which, you can provide the named (configured connection) to fetch data for the cross-tab report. This will override the default connection.

Setting data mapping On this tab, fields to be placed on Group axis (X-axis) and Value axis (Y-axis) are set. Fields received from query are listed in the Available Fields.

Figure 110: Data mapping field of chart dialog box

Working with Charts


Placing a field on Value Axis

Click the field and click button near Value Fields title. Selected field will be listed under Value Fields. If other than the default, select function to be applied on field. Multiple fields can be placed on this axis.

To remove a field, click the field listed in Value Fields and click button. Placing a field on Group Axis

Click the field and click button near the Group Fields title. Selected field will be listed under the Value Fields. Multiple fields can be placed on this axis. In that case, you can select the grouping by clicking Merge Values check box.

To remove a field, click the field listed in the Group Fields and click button.

Working with Charts


Setting Data formats On this tab, we set data format for fields placed on Group Axis.

Figure 111: Setting data format

X-Axis Field: Select the field for which data format is being setup. Date Group By: For a date type field, select group option here. Num Group By: If the field is of number type, specify a number indicating group. For example, to form group of 1-5, 6-10, specify 5. Format (Date): For a date type field, specify format here. Format (Num): For a number type field, specify format here. Display Field: Select a field here if a different field should be displayed on axis. Label Interval: Specified as a number, label will appear on every ‘n’th value. For example, if you specify 2 and axis has Date set by month, Labels for Jan, March, May, etc will appear. TOP(N): To include only few top values in the chart. For example, in a chart having sales summary field, specify 20 to include records having top 20 figures of sales summaries.

Working with Charts


Chart – Settings Tab Chart type, visual effects and legend related settings are done on Settings tab. This tab has three sub-tabs: • General

• Effects

• Legends

General Tab Select Chart type from the list available. Click the respective chart type to select it.

Figure 112: Chart Settings – General Tab

Title • Text: Specify text that will appear as title of the chart.

• Font: Font properties for the title text.

• Fore Color: Select text color for the chart.

Chart Margins

Working with Charts


Specify space to be kept blank from Left, Right, Top and Bottom edges of chart component.

Figure 113:Chart > Settings > General tab

Auto Format: Select (check) this check box to automatically apply these formatting aspects: • Multicolor

• Label Angle (Axis > Style)

• Chart Margins (Settings)

• Angle (Series > Point labels)

Theme: To apply pre-configured color combination (theme) on the chart.

Title

Chart Bottom margin

Chart Right margin

Chart Top margin Chart Left margin

Working with Charts


Effects tab

Figure 114: Chart Settings - Look and feel effects

3D chart: Select this checkbox to have the chart having three-dimensional effect. 3D Depth: Set depth of the third dimension.

Figure 115: Chart Settings > Effects tab

3D Wall Gradient: Select this checkbox if you want gradient effect on wall. Embedded in HTML: The way chart should be embedded when report is viewed as HTML. Select Image (Jpeg) to embed image as a JPEG format image. Select Flash to embed image as a flash animation. Animation time: Applicable when Embedded in HTML is set as Flash. Specify time in second for which animation should continue.

Chart area Plot area

Alternate color effect on plot area

3D wall gradient

Horizontal Grid

Stacked bar: Accumulated

Working with Charts


Stacked Bar: Applicable for bar charts. Select Side by side to place bars one besides other, Accumulated to place bars one above other, select Percentage to have accumulated in percent form. Grid Style: Select the grid style among options – Horizontal, Vertical, Both or Secondary Y-axis. Select colors for Chart area (Chart Area Color), plot area (Plot Area Color) and alternate color for plot area (Alternate Plot Area).

Working with Charts


Legends tab Legend related settings are done on Legend tab of the Settings tab.

Figure 116: Setting - legends

Figure 117: Settings > Legends tab

Legend Visible: Select to make legends to appear (visible) on chart.

Legend Color: Dark shade set for Back Color

Legend is Visible and is aligned on Right in the chart area

Legend Color: Light shade set for Fore Color

Width of the box is set using Width property

Working with Charts


Font: Select font properties for legend text. Legend Margin Align: Select placement option for legend text from Left, Right, Top or Bottom. Width and Height: Setup width (top and bottom alignment) and height (left and right alignment) of legend box.

Tip: You may need to change chart margins (Settings > General tab on Chart Properties dialog) to get actual effect of Width / Height of Legend box.

Legend Color Select color options for Back color of legend box and Fore color of legend box.

Working with Charts


Series Tab Series tab of Chart Properties dialog box has behavior and formatting settings for Series. This tab is divided in 5 sub-tabs: • General

• Border

• Marker

• Point Labels

• A chart type specific tab (Gauge, OHLC, CandleStick or Split-pie)

For all of these sub-tabs, select either <<All Series>> or respective series before making settings. Some of the entry boxes may not be applicable on the selected chart type and so it will be disabled. To move a series up or down, click the respective series and click Up arrow or Down arrow available on the right of series selection box. As you shift the highlight on chart types tabs specifically required for the highlighted (selected) chart type appears. When you select <<All Series>>, the chart type selected on Settings tab’s General sub-tab gets selected.

Working with Charts


General tab

Figure 118: General tab of Settings

Figure 119: Series > General tab

Legend Text: Specify text for legend of this series. Hyperlink: Specify hyperlink properties to make this series a clickable hyperlink. When you click this series, it will open a URL or report as specified. Tooltip: Specify tool tip that will appear when you hover the mouse on series. Tool tip can be static or dynamic. To have a dynamic tooltip, specify field within <% and %>. Axis: Select the axis on which this series should be placed.

Fill Pattern: Diamond

Fill Pattern: ‘None’ gives colored bar.

Transparency set to 5%

Working with Charts


Fill Pattern: Select pattern for selected series. Multiple Colors: Select (check) this check box to have multiple colors for series. Select the color you want for selected series. Gradient Fill: Select (check) this check box to have gradient effect on chart series. Transparency: Select transparency settings by dragging the slide button towards the left or right side. 0 is opaque, 100 is completely transparent. Null Values (line charts): Select how a null value should be handled on chart. • Convert to Zero: To consider Null as zero. Line of the chart will pass

through the point plotting zero value.

• Ignore: For not considering the value to be plotted on chart. Line from previous point will not be plotted further touching point. Another line will be plotted from next point.

• Trend: For not considering the value to be plotted n chart. But line from previous point will be plotted to connect next point, depicting the trend. Line will not break like that in Ignore.

Working with Charts


Border tab

Figure 120: Border tab under Series

Figure 121: Series > Border tab

Visible: Select (check) this checkbox if border should be visible. Line Style: Select line style from drop down options. Line Weight: Specifies thickness of line in pixels. Select color of border by clicking the Color button.

Visible is checked, so border appears.

Line Style is Dot – Dash.

Line Weight is set to 2.

Working with Charts


Marker tab This is applicable for following chart types: • Area

• Line charts

• Curve

• Curve Area

• Scatter

Figure 122: Marker tab on Series

Figure 123: Series > Marker tab

Shape: Select shape of the marker from the drop down. Size: Select size of markers. Step: Specify difference in value (steps) to be kept between two markers. For example, if you provide 2 here, market will be placed at every 2nd data point.

Marker’s shape is Circle, Size is 5 and step is 1 (to appear on every data point.

Working with Charts


Point Labels tab These are the markers that appear on chart and near the series and display value.

Figure 124: Point labels on Series tab

Figure 125: Series > Point Labels

• Visible: Check this to make point labels visible.

• Font: Select font properties for text of point labels.

• Angle: Specify angle of point label.

• Horizontal Offset: Specify horizontal distance (in pixel) from series from where point label’s text will start.

• Vertical Offset: Specify vertical distance (in pixel) from series from where point label’s text will start.

• Data Format: Select the format for the data from the available options.

Visible is checked, Angle is 0, Horizontal offset is 10 and vertical offset is 10.

Working with Charts


Gauge tab

Figure 126: Gauge tab on Series

Figure 127: Series > Gauge tab

Dial • Start Angle: Specify angle at which dial should start. This is specified in

degrees and from left to right.

• End Angle: Specify angle at which dial should end. This is specified in degrees and from left to right.

• Label: Select Outside to place labels outside the dial area. Select Inside to have labels inside the dial.

• Scale: Inside to display scale inside the dial area. Select Outside to display it outside the dial.

Start Angle set to 0. Provide negative angle to start from left, lower than center.

End Angle is set to 180. Provide more than 180 to end on right, lower than center.

End Style is Arrow Head.

Base is set to 5, which forming a circle at the base.

Zone set to Single, with gradient.

Working with Charts


Needle, Marker Select Needle to have a needle starting from center like automobile dials. Select a marker to have a marker indicating the point. • Length: Specify length of needle in terms of percent of radius.

• Base: Specify base width in terms of percent of radius.

• Begin Style: Select any one from Line and Pointer.

• End Style: Select end style for needle.

Zones Your dial may have multiple zones. This increases readability of the chart. Single zone To have single zone, select Single checkbox, select Gradient Start color and End color. Multiple Zones For each zone, specify Start Value, End Value and Color. To get color picker, click the button in Color column. New row appears automatically. To delete a row, select it and click X button on top-left of the table.

Working with Charts


OHLC tab This tab will appear when you select OHLC as chart type.

Figure 128: OHLC tab on Series

• Positive Color: Select the color that should plot positive difference.

• Negative Color: Select the color to plot negative difference.

• Line Width: Specify line width.

Candle Stick This tab will appear when you select Candle Stick as chart type.

Figure 129: Candle Stick tab on Series

• Positive Color: Select the color that should plot positive difference.

• Negative Color: Select the color to plot negative difference.

Working with Charts


Pie tab

Figure 130: Pie tab on Series and its effect on pie chart

Figure 131: Series > Pie tab

Split Pie: Check the checkbox to get split-pie appearance. Pie Labels • Label: Check (select) this checkbox to get Labels on Pie chart.

• Value: Check (select) this checkbox to get actual values on Pie chart.

• Percentage: Check (select) this check box to get value as percent of total (of values) on Pie chart.

• Format: Appears automatically as per checkboxes selected above.

Split Pie is checked.

In Format specify \n to get next item on next line.

Percent is checked.

Value is checked.

Working with Charts


Charts – Axis tab Make look and feel related settings for X axis, Y Axis and secondary Y Axis on this tab. Scale

Figure 132: Axis - Scale on Chart properties dialog box

Figure 133: Axis > Scale tab

Auto Scale: Select this to let application decide the scaling at report run time. If Auto Scale is clear (unchecked), • Max. Value: Maximum value to be shown on Y-axis.

• Min. Value: Minimum value to be shown on the Y-axis.

• Scale Unit: The unit to be considered for calculation or Minor step and Major step.

• Minor Step: Scale Unit multiplied by number specified here.

Minor Step. (Unit Scale x Minor step). It is 5000in this figure.

Major Step (every xth minor step). In this figure it is 3, means every 3rd minor step should be a major step.

Scale starts with Min. Value. It is 0 in this figure.

Working with Charts


• Major Step: Specify value as every xth minor step.

Example: • Minimum Value: 0

• Longer line at: 100, 200, 300, etc.

• Shorter line at: 20, 40, 60, 80, etc.

• Maximum Value: 500

Give values this way: • Minimum Value:0

• Maximum Value: 500

• Scale unit: 2

• Minor Step: 10 (so you will get shorter line at 2x10, 4x10, 6x10, etc.)

• Major Step: 5. (so, you will get longer line at 100, 200 – 5th minor step, etc).

Working with Charts


Style

Figure 134: Style tab on Axis

Title • Text: Specify title text for the selected axis.

• Font: Set font properties for the title text.

• Color: Select color for the title text.

Label These are value names (like Jan, Feb, etc.) • Font: Select font properties for Label.

• Angle: Select angle for label text.

• Format: (not applicable for text labels) select format for label.

• Color: Select color for title text.

Working with Charts


Grid

Figure 135: Grid tab on Axis

For Major Grid and Minor Grid, • Visible: Select this checkbox to make Major Grid visible.

• Style: Select style for grid from dropdown.

• Width: Specify width (in pixels).

• Color: Select color for respective grid line.

Quick Chart Use this feature when you want to create a bound chart and the fields that you want to place on the chart are already placed on detail section. Quick Chart feature auto-sets the fields for X-axis and Y-axis (value axis). To use this feature,

1. From the fields placed on the detail section, select the fields that are to be placed on chart. To select multiple fields, press and hold down shift key and click the fields.

2. Click the Chart button from the toolbar and place the chart control on layout designer.

From the selected fields, those with data-type text and date are auto-set for x-axis and those with data-type number are set for y-axis (value axis). All other settings for the chart control can be carried out from the Chart Properties dialog box.

Working with Sub Reports


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REPORTS

88 Working with Sub Reports Sometimes report designers face report design needs like: • Data for report coming from two data sources

• Data presentation needs like chart in detail section

• A part of report uses SQL and another uses XML

• Master – Detail type of report having fields positioning constraints

Use sub-report component of Studio to handle such needs. For a sub-report component: • Newly designed report, or

• A pre-designed report

can be used. A pre-designed sub-report can be: • Embedded in the parent report

• Referenced from reports deployed in repository

Data for sub-report A sub report can use: • XML source as well as SQL source

• Data from parent report’s connection, a separate connection or Intellicus server’s default connection



CROSS

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REPORTS

Creating a Sub Report To create a sub report:

1. From Insert menu, click the option Sub report. The cursor changes to a

cross (+) symbol.

2. Click the layout pane and drag your mouse to mark an area.

Figure 136: Creating Sub Report

To edit the sub report, from Edit menu click the Sub Report option. This will invoke a window for designing a sub report. All the designing methods discussed in the Layout Editor are available to the sub reports. Using a pre-designed report as a Sub Report Embedding an un-deployed report You can embed a pre-designed sub-report in the main report. To embed a report,

1. Create a sub-report holder in a report or a sub report. 2. Right click on the sub report holder and select the Edit SubReport option.



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Figure 137: Edit Sub Report

This displays the Create a Sub-Report from dialog box.

Figure 138: Create a Sub-Report from Dialog Box

1. Select the Existing Report option. 2. Click the Browse option from the list. 3. Click OK. 4. In the Open dialog box, select the parent report from which you want to

insert the sub report. 5. Click Open. The following dialog box is displayed.



CROSS

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REPORTS

Figure 139: Insert Sub Report from Existing Report This dialog box displays the list of pre-designed reports.

6. Select the sub report to be included and click Open. The sub report is embedded in the current report.

Note: To embed a deployed sub-report, download it from the server, save it locally and embed it in your main report.

Referencing When a sub-report is referenced, its name and category details are placed in parent report. Actual report is referred at run time.

Tip: Use Referenced report when a sub-report may be used in multiple parent reports. Also, it is a good idea to use referenced report when a sub-report may undergo frequent changes.

1. Create a sub report holder in a report or a sub report. 2. In SubReportType property, select Referenced. 3. In Source property, select the report.



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REPORTS

Value in CategoryName and ReferencedReportname property will auto-appear based on value in Source property. Converting an embedded sub-report to referenced When an embedded sub-report is changed to referenced, Intellicus Studio will upload that report on Intellicus server in user specified folder and mark it as referenced.

1. Select the sub-report component. 2. In SubReportType property, select Referenced. Click Yes on Confirm

convert dialog box. 3. In Upload to Server dialog box, specify category (folder) and report

name. 4. Click Upload.

Sub-report type is changed to referenced. Creating a new report to be used as sub-report

1. Create a sub-report holder in a report or a sub report. 2. Right click on the sub report holder and select the Edit SubReport

option. 3. In Create a new Sub-report from dialog box, select New Report and

click Ok. A new window will open to create a new sub-report. Create the report. Click Save button to save the work. Click Close button to return to main report.

Note: A sub-report may need to use parameters of main report. If that is the case, create a new sub-report using wizard. This way you can use parameters of main report in sub-report also.

Using Stored Procedures with Sub Report The method of using stored procedures in sub reports is the same as used in parent report.



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REPORTS

Fetching Sub Report Data from Other Databases To generate sub reports, you can either use the database connection of the parent report, or use another (configured) connection. To do this, from the Tools menu click Report Properties option from the sub report layout window. This would invoke a dialog box, as shown below. This dialog box is resizable.

Figure 140: Tick indicates that the connection status as active.

The database connections mentioned here are configured connections1 in the report engine. These connections were defined while configuring the Intellicus Report Engine.

Important: To let the sub reports use the parent report’s database connection, you need to select for all sub reports check box from the database connection window.

Selecting the Source Connection From the Engine tab you can define the database (connection) to be used to fetch data for the sub report.

1 To view these configured connections, right-click on the report engine icon from the system tray (from the

system on which the report engine is installed), and select the Configuration menu item.



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REPORTS

You can choose from the following options available in this dialog: Use Patent’s: This option will appear (and in selected state) when you are working for a sub-report. Use Engine Default: This option will use the connection, which was marked as default on the Database Connections dialog. This option will appear as default selected by default when you are working with a report that is not a sub report. Use Named: Select this option to provide the named (configured) connection to fetch data for the report. This will override the default connection. Sub Report Summary information Using the Summary tab you can specify summary information for the sub-report.

Figure 141: Sub Report Summary Tab

Simply enter the information relevant to the report in this dialog.

Working with Cross-Tab Reports


CROSS

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REPORTS

99 Working with Cross-Tab Reports Intellicus Studio provides the facility to create Cross-Tab reports. The Cross-Tab reports are also known as matrix reports that convert three column data into matrix data. To create a Cross-Tab report you need to select at least three columns from the database to define: • Column heading

• Row Heading, and,

• Data field — intersection of column and row on common criteria.

Creating a Cross-Tab Report To create a Cross-Tab report, from the Insert menu, click Cross-Tab. Your cursor will change to a cross (+) symbol. Click and drag the mouse to mark an area for the Cross-Tab report in any section of the layout editor. When you release the click, you will be prompted for creating a bound or an unbound report.

Figure 142: Creating Cross-Tab Report

Bound Cross-Tab Report: On selecting Yes, Cross-Tab report will use: 1) parent report’s SQL statement, and, 2) parent report’s connection. Unbound Cross-Tab Report: By selecting No, you can define a database connection for Cross-Tab report as well as write a customized SQL statement for data retrieval.



CROSS

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Important: In case of bound cross-tabs, cross-tab is created depending on the section where cross-tab component is placed. This is because the data made available for cross-tab depends on data source used for report. In case of unbound cross-tabs, this is not the case. In whichever section you place the cross-tab, entire records received, will be considered for creating the cross-tab. This is because the data made available for chart comes from its own data source.

To do settings for bound or unbound reports, right-click on the report and select the Properties menu item. On doing this, a tabbed dialog box will appear. This dialog has four tab pages that would help you do the required settings. Explanation given in the tabs is for both: unbound and bound reports. But wherever a difference occurs, a note has been provided.



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Defining the Data Source In the Data Source tab you need to define the source database whose data will be used in creating the cross-tab report.

Figure 143: Cross-Tab Data Source

Note: If you are creating bound Cross-Tab report the Connection Name and the SQL Query fields will be disabled. Rest of the options remains the same.



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Connection Name: This list will contain the database connection names defined earlier. Select the connection name to be used for creating the cross-tab report. Select Query: This drop down box lists all the query objects available in the repository. Select a query object to use. SQL Query: Here you have to type the SQL that would retrieve the required fields from the database. These fields will then be used to denote the column headings for the cross-tab report. Remember to select those fields that have something in common. For example: To get the department wise salary of employees, select employee name/code, department, and salary in the select statement. SQL Editor button: Click this button to get SQL Editor dialog box. This dialog box has features to design an SQL by drag and drop as well as by typing a query.

Note: The SQL Editor opened from here will have Sort and Filter tab disabled.

Verify SQL button: Click this button to check the SQL for errors. This button can also be used as a refresh button for the fields that are defined for retrieval using the SQL provided above. For example, once you have selected the fields from Available Fields to add in the cross-tab, and have switched over to some other tab, when you return back to this tab the unselected fields will not be displayed. Available fields: This displays fields that were retrieved from the database as a result of the SQL entered in the SQL Query field. Selection window: This window contains layout for the cross-tab. To define the data in this cross-tab, simply select a column from the Available Fields and drop it on the pertinent column. You can either select individual or multiple columns. To select random columns use the CTRL key and click on the columns you want in your report. Now drag all selected columns at once. To select a regular range of columns, select one column and while keeping the <SHIFT> key pressed, select the column that is last in the range.



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Formatting a Cross-Tab Report Format tab enables you to format the Cross-Tab using different foreground and background colors for distinctive display of column values. This will also allow you to select or unselect the columns used in the Cross-Tab report display. To change the format for any column, you have to first select the column from the selection window and then do the settings.

Figure 144: Cross-Tab Format

The options provided in this dialog will be available for formatting depending on the column name selected from the selection window. For example, if you select a summary field column from the selection window, a new field called Summary Type will be displayed on the dialog, which remains hidden when



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other types of fields are selected. Also, when Grand Total column is selected, the section selection field is not available for selection.

Note: Options available on Format tab depends on type of cell (row header, column header, summary field, row total or column total) selected for formatting. For example, some of the formatting options will not available when you select Row total or column total.

Align: Based on the summary value, set the alignment to left, right, or center. Title: Specify the title that will appear for column headers for summary values. Back color: Click this field and select the background color from the displayed palette. This would take effect on the selected item on cross-tab. Fore color: Similar to the background color selection, you can change the foreground (font) color of the selected item on cross-tab. Display Field: Select the field that should be displayed for selected item on cross-tab. For example, field being used is "product number", but field being displayed is "product name." Visible checkbox: Clear this checkbox if you want to use the field on cross-tab but don’t want to place it on cross-tab as selected item. For example, you need a row summary but you do not want summary cell. And you want a summary cell, but do not want row summary. Repeat on each page checkbox: If cross-tab may extend to multiple pages, check it to repeat headers on all pages.



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XL – On Span: If your cross-tab data row gets repeated, select the right option among: • First Cell: To get data value only in the first header.

• Repeat: To get data value in all headers including total’s cell.

• Merge: To get data value only in one header and merge all other cells into one.

Figure 145: Effect of XL - On Span (First Cell, Repeat and Merge)

Font: Open Font dialog box and specify font properties for text that will appear in selected cross-tab item. Format (Date): For date type data, set the format in which data should be presented. Date Group By: For date type data, select the group option. There will one column for each group. Group can be formed by date, week, month and year. Format (num): For number type data, specify the format in which data should appear. Num Group By: For number type data, specify the group option. There will be one column for each group.

Note: If there is no data for a range, that row / column will not appear on cross-tab.

TOP (N): To include only few top values in the cross-tab. For example, in a cross-tab having sales summary field, specify 20 to include records having top 20 sales summaries. Height (not applicable to column headers): Enter the height of row in pixels). Width (not applicable to row headers): Enter the width of column (in pixels). Data Format: For selected summary cell, select the format in which the data should be represented.



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Summary function: The function to be applied to calculate the summary. Summary Level (Applicable to row summary and column summary): Set data record to calculate summary based on the actual data records. Select respective header to calculate summary based on rows / columns of that header appearing on cross-tab. Caption: Name to be given to header of selected column, row or summary. Position (Applicable to row summary and column summary): Set Before to have summary as first row (row summary) or first column (column summary). Set After to have summary as last row (row summary) or last column (column summary). Hyperlink This is to associate another report or a URL with the selected cross-tab item. Click Hyperlink button to open Hyperlink Options dialog. Conditional Formatting This is to setup conditional formatting for the selected cross-tab item. Click the Conditional Formatting button to open Conditional Formatting dialog box. If you want to apply section-wise format settings, select the required section from the section selection list box. This will also allow you to select or unselect the column values from the Cross-Tab report.



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Selecting General Settings You can use the Settings tab for distinctive display of the Cross-Tab report. You can format the background and the border for the selected Cross-Tab report. This would help in easy differentiation between different values on the Cross-Tab.

Figure 146: Cross-Tab Settings

Title: Specify text that will appear on top-left corner of the cross-tab. Include in CSV Value set in this dropdown box will decide if this cross-tab should be rendered when report output format is CSV.



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• Never: Exclude cross-tab component

• Once: Select this to render the first instance of cross-tab component, ignore all other instances. For example, when placed on group header or footer, it will render cross-tab only for the first group.

• Repetitive: Render cross-tab for all of its occurrences.

Background Specify background formatting related properties. • Style: Set it as Opaque to apply background color. Keep it Transparent for

not applying background color.

• Scheme: You can select the scheme to apply to the cross-tab report display. This contains predefined format settings for the cross-tab reports.

• Color: Click button to get color picker and set the background color for cross-tab component.

Border Select the checkbox to apply border to cross-tab. Set other properties: • Style: Select a border style from the drop-down.

• Width: Specify border width.

• Color: Select border color.

Keep together If cross-tab may extend to multiple pages, check Horizontally to make sure last column is not split between two pages, check Vertically to make sure last row is not split between two pages. Row Colors To apply an alternate color, select Alternate BackColor checkbox and select the color using the box next to it. To apply an alternate text color, select Alternate ForeColor checkbox and select the color using the box next to it.



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Level: Applicable when cross-tab has multiple row levels, for example, Country and within country, cities. Select the level where alternate color should be applied. Providing a Runtime Connection Runtime tab will enable you to select the database connection for the Cross-Tab report. The data source name chosen from the ‘Data Source tab’ is used to create the Cross-Tab layout. However, to populate the data in the report, you need to use the named (configured) connections in the report engine. As the report layouts created by using the Intellicus Studio can be run on any computer (other than the one on which the report engine is installed), it becomes mandatory to connect to the database using the name with which the database connection was configured in the report engine.

Figure 147: Cross-Tab Runtime Connection



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The database connections mentioned here are configured♦ connections in the report engine. Use Parent’s: Select this option to select the database connection that the parent report has used (this will appear as selected by default if you are working with a sub-report). Use Engine Default: Select this option to use the connection that was marked as default from the Intellicus Connection Manager dialog (this will appear as selected by default if you are working with a report that is not a sub-report). Use Named: Select this option to provide the named (configured) connection to fetch data for the report. This will override the default connection.

♦ To view these configured connections, right-click on the report engine icon from the system tray (from the

system on which the report engine is installed), and select the Configuration menu item.

Working with the Script Editor


1100 Working with the Script Editor Intellicus provides facility to write scripts for field properties and field events using the Script Editor. This enables you to define your own constructs for report generation. To get the Script Editor dialog box, click the option Scripting from Tools menu.

Figure 148: Script Editor

You can use the following objects and their properties to control the behavior of the report at runtime. These report objects are accessible in a specific hierarchy as explained below:



Figure 149: Report Object Hierarchy

The objects or events in the code editor are dependent on each other, for one object there is a specified set of events and vice-versa.

Context-Sensitive Help The Script Editor also provides context-sensitive help that assists in correct code (syntax) formation. As you type the code in the Script Editor, the context-sensitive help keeps popping up selection list of various fields and objects that may fit into the syntax.

Figure 150: Context-Sensitive Help

Accessing Fields You can access the report fields in ‘rpt.Fields’ collections. You can use this collection to write code in the Script Editor to access fields (controls) in the layout pane. Each event in the Script Editor has a specific purpose; you should not write a code that does not pertain to the object / event under which it has been written.



To add a new code under the Data Initialize event of the Intellicus Report Layout, the syntax is:

rpt.fields.add “<MyField>”;

Warning: Make sure that the added field does not already exist; else, a fatal error will occur.

Code script for the value property of the fields can be given under ‘OnFetchData’ event of Intellicus Report Layout.

rpt.fields("SomeFieldName").value="<SomeValue>";

Accessing Layout Objects The layout objects are the controls that are added to the report layout region. [See also: Working with Layout Editor, Chapter 3], you can access these objects through control’s collection members of the sections collection.

rpt.sections("Detail").Controls("imgLogo").visible = false;

Important: You will not be able to access the database using code (scripts).

Conditional Formatting You can achieve conditional formatting through Scripting too. You can format a displayed row value if the values of that row satisfy a given condition. For example, if you need to compare the database field (say ‘dbfield’) with a field in the previous row, and encircle it in red if it is different, add a text box (say ‘text box’) in the report header and set its visible property (from the Properties list) as ‘False’. Set its text property (from the Properties list) to any arbitrary value (say ‘-999’) that can never be attained by the field to be compared with. Now, add a shape (say "shape1") around the ‘dbfield’ and set its color and shape to a red ellipse. The same can be achieved using the Script Editor as follows:



1. From the Tools menu, click Scripting. 2. Select object as Detail. 3. Select event as OnFormat. 4. Type the following JavaScript:


Code:

function OnFormat()

{

if ( (

rpt.Section("ReportHeader").Controls("txtBox").text !=

"_99999" ) &&

( rpt.Fields("dbValue").value !=

rpt.Sections("PageHeader").Controls("txtBox").text ) )

{

rpt.Sections("Detail").Controls("Shape1").visible =

true ;

}

else

{

rpt.Sections("Detail").Controls("Shape1").visible =

false ;

}

rpt.Sections("PageHeader").Controls("txtBox").text

= rpt.Fields("dbField").value;

}

Conditional Suppressing Of Rows You can suppress the display of certain rows as per your requirement, like some column containing NULL values can be suppressed (hidden) from getting displayed on the report. There are two methods to do this:

• Select the control and set the visible property (Property window) value as false, and assign a 0 (Zero) value to the height property (Property window) of the control.

• Go to Tools > Scripting; select the object as Detail, and the event as OnFormat, and write the following code:




Code:

function OnFormat()

{

if ( rpt.Fields("Name").value == null )

{

rpt.Sections("Details").visible = false;

}

else

{

rpt.Sections("Details").visible = true;

}

if ( rpt.Fields("Name").value == null )

{

rpt.Sections("Details").height = 0;

}

else

{

rpt.sections("Details").height = 285;

}

}

Important: To dynamically change the height of a section through a program, the ‘CanGrow’ property (Properties list) of Detail Section should be set to ‘False’. If it is set to ‘True’, then the report section will override your (height) value to adjust the height of the section.

Conditional Calculation You can calculate values in the report by giving conditions for calculation. For example, there are two fields in a report Account_type and Amount. There can be two account types say ‘A’ and ‘B’. If you want to sum ‘A’ and ‘B’ separately, write a JavaScript in the Script Editor as:

Object: Report Event: OnDataInitialize,



Code:


{

rpt.Fields.add("valueA");

rpt.Fields.add("valueB");

}

function OnFetchData(eof)

{

if ( rpt.Fields("STATUS").value == "A" )

{

rpt.Fields.("valueA").value =

rpt.Fields("CUST_NO").value

rpt.Fields(valueB").value = 0;

}

else

{

rpt.Fields("valueB").value =

rpt.Fields("CUST_NO").value;

rpt.Fields("valueA").value = 0 ;

}

rpt.Sections(“Detail”).Controls(“extTYPE”).dataField=”valueA

”;

rpt.Sections(“Detail”).Controls(“txtORDER_NO”).dataField =

“valueB”;

}

This script will add two new fields in the report containing summated values for ‘A’ and ‘B’ account types.



Compiling scripts After typing in the script, you can compile the script to make sure it will run without error and you will be able to achieve the results that you want, using the script. To compile the script, click the Compile button available on bottom-left side of the dialog box.

Figure 151: Syntax Error in the script

If the script has any syntax error, it is listed in a pane opening between script pane and buttons. You can remove the errors and click the Compile button to make sure the script is error-free.



Find and Replace Script Editor dialog box offers Find and replace functionality. Click the Find button on the toolbar of Script Editor or press Ctrl + F on the keyboard to switch on the functionality. You have options to search up and search down. Selecting Match Case will conduct a case sensitive search. Selecting Match whole word only will not find the words where the search string is part of a word. A click on Find Next button will start search.

Figure 152: Find and Replace feature on Script Editor

If you want to carry out find and replace, select Find and Replace check box. Clicking Replace will replace the next occurrence of the search sting. Clicking Replace All will search for all the occurrences of the search string.

Working with Control Methods


1111 Working with Control Methods This chapter provides information on various methods (functions) and properties used for the controls defined in the layout pane. Controls are the various elements that can be drawn, dragged, and defined under various sections in the layout pane.

Field Control Properties The controls defined in the layout section have certain default properties applied to them. You can change these properties either through the Properties list, or by using the Script Editor. Some of the properties given below have been explained in the previous sections, a reference to the same has been provided through links. ApplyI18ForDataField This property is available at report level. Select Report from Report Explorer window to set value for this property.

Value Description True To apply internationalization on the report.

False For not applying internationalization on the report.

Alignment [See also: Working with Report Controls]



CanGrow This option will appear in the properties pane if you select a field control from the layout pane. This property determines whether Intellicus Studio should increase the height of the field based on its value size (length).

Value Description True To increase height of the control and shift all controls below it to adjust with

the increase in height.

False To clip the text to fit within the control's predefined height.

Important: The increase in height might cause the section height to increase. The section's ‘CanGrow’ property should be set to ‘True’ to avoid clipping the section.

To perform the same using the Script Editor, type the following code:

rpt.sections("Detail").controls("txtName").multiLine = true;

rpt.sections("Detail").controls("txtName").canGrow = true;

rpt.sections("Detail").controls("txtName").canShrink =

false;

CanShrink This property will be available in the properties list when you select a field control. It determines whether Intellicus Studio should decrease the height of the control based on the value of the field.

Value Description True To decrease the height of the field to exactly fit the contents and shift the

control below it upward to adjust with the decrease in height.

False The field will take the exact area defined by its preset coordinates.



ClassName This property will be available in the Properties list when you select a control from the layout pane. It defines the control’s global styles. The global styles are specified in the styles drop down box. To perform the same using the Script Editor, type the following code:


Code:

function OnFormat()

{

rpt.sections("Details").controls("txtName").className =

"heading2";

}

DataValue You can utilize this property only through the Script Editor. It is populated at runtime with the value of the bound field, as retrieved from the data source. You can set the ‘DataValue’ of the calculated fields at runtime. Intellicus Studio will format the value according to the output format of the control and place the result in the text property. To perform the same using the Script Editor, type the following code:

Object: Detail Event: OnBeforePrint

Code:

function OnBeforePrint()

{

// set the datavalue of the calculated field

// The datavalue will be formatted based on the output and

// the result will be in the text

rpt.sections("Detail").controls("txtPCTTotal").dataValue =

ParseInt(rpt.sections("Detail").controls(txtSales").dataValu

e); /

parseInt(rpt.sections("Detail").controls('txtGrandTotal").da

taValue;

}



Hyperlink This property will appear in the properties pane when you select a control from the layout pane. It defines a ‘hyperlink’ for a field; once this ‘hyperlink’ is set; you can follow the specified link by clicking it at run-time.

Note: The hyperlink can link any properly formatted HTML URL.



Code:

function OnFormat()

{

rpt.Sections("Detail").Controls("txtLink").hyperLink =

"www.<yourcompany>.com";

rpt.Sections("Detail").Controls("txtLink").text = "Click to

see your web site";

}

IncludeInCSV This property is available at control level and group level. Set value for this property when the report is going to be exported in CSV. Value specified for this property will decide if the selected control will be added on CSV output or not.

Value Description Never The selected field will not be included in CSV output.

Once Selected item will appear only once in the report. For example, page headers and page footers.

Repetitive Selected items will appear once for each occurrence in the report. For example, controls in the detail section.

Blank Report server will assume default values. Repetitive for detail section, Once for page header, Never for Report Header, Report Footer, Page Footer, Group Header and Group Footer.



Multiline This will appear in the properties list if you select a control from layout pane. It determines whether the contents of the field should wrap across multiple lines.

Value Description True The field text is NOT limited to a single line.

False The field text is limited to a single line regardless of the height or ‘CanGrow’ property.


rpt.sections("Detail").controls("txtName").multiLine = true;



false;

OutputFormat You can utilize this option only from Script Editor. It defines the ‘mask string’ that is used to format the value of the data into the text property. It uses the Windows standard ‘Format’ function settings. To perform the same using the Script Editor, type the following code:

Object : Report event : OnReportStart

function OnReportStart()

{

rpt.Sections("Detail").Controls("txtPROD_NO").outputFormat =

"#,###0.00";

} Style This property will appear from properties pane when you select a control from layout pane. It defines a ‘style string’ for the specified field. The ‘style’ string can be used to override a global style, or set a particular ‘style’ for the specified field.



Important: If an invalid CSS style string is used, the style string will be ignored.



Code:

function OnFormat()

{

if ( (

parseInt(rpt.sections("Details").controls("txtBalance").data

Value) > 0 )

{

rpt.sections("Details").controls("txtBalance").style

=

"font-family :SimSun: font-weight " bold : text-

align:center; Color :rgb(255,0,0)";

}

else

{

rpt.sections("Details").controls("txtBalance").style =

"font-family :SimSun: font-weight " normal : text-

align:center; Color :rgb(0,0,0)";

}

}



SummaryDistinctField This property will be available in Properties list when a control is selected from the details section. This property is used only when the ‘SummaryFunc’ value is one of the ‘distinct summary functions’. The ‘SummaryDistinctField’ property sets or returns the name of the field used in a distinct summary function. The summary function will process the ‘DataField’ values based on the distinct value of this field.

Note: When using the summary functions with a field, the ‘CanGrow’ and ‘CanShrink’ properties are disabled for the same field.

SummaryDistinctValue You can utilize this option through the Script Editor. The ‘SummaryDistinctValue’- allows processing distinct summary function where the distinct value is unbound. You can set the property for each record at run-time. The changes in the value will decide how the summarized data will be calculated.


SummaryFunctions [See also: Working with Report Controls] SummaryGroup This option will be available if you select a field control from the layout pane. It defines the name of the group header section that will reset the summarized field value.




SummaryRunning [See also: Working with Report Controls] SummaryType [See also: Working with Report Controls] Text You can utilize this option through the Script Editor. It defines the text string to be displayed in the field. To perform the same using the Script Editor, type the following code:


Code:

function OnFormat()

{

if ( rpt.Sections("Detail").Controls("txtItem").text ==

"" )

{

rpt.Sections("Detail").Controls("txtItem").text =

"None";

}

}

VerticalAlignment [See also: Working with Report Controls]



WordWrap This option will be available in Properties list if you select a control from the layout pane. It defines whether or not the label's caption will wrap.

Value Description True To wordwrap the text. To select this option, Multiline property must

also be set to ‘True’.

False If the value is longer that the width of the control, it will be clipped.



Code:

function OnFormat()

{

rpt.sections("Detail").controls("txtItem").wordWrap = false;

}

Zero Value This property is available for field controls. Set the value that should appear on the report in case value for the field control is zero.

Working with Field Properties


1122 Working with Field Properties The ‘Fields Collection’ is a collection of field objects used to bind controls and summary fields, and to group sections to a data source. The ‘Fields Collection’ is initialized to all the fields available in the data source’s recordset before the ‘datainitialize’ event is fired. Runtime calculated fields can be added to the report's ‘Fields Collection’ in the ‘datainitialize’ event by using the ‘Add’ method. In addition, their values can be calculated in the ‘FetchData’ event. For example, consider that there are price and qty fields in a database. Then,

function OndataInitialize()

{

rpt.fields.add("Amount");

}


{

rpt.fields.("Amount").value =

parseInt(rpt.fields("Qty").value *

parseFloat(rpt.fields("Price").value);

}

Methods Add Adds a new custom field to the report's ‘Fields Collection’. The return type is ‘RptField object’. Syntax: Function Add(Name As String) As Object

Parameters Type Description Name String New field name, used as a key in the collection.

Working with Field Properties




{

rpt.fields.add("Amount");

}

Fields Reference The following field properties are applicable to the field controls placed in the layout pane. Name Sets or Returns the name of the field. It should be unique within the collection, and is used as a key of the field in the collection. To perform the same using the Script Editor, type the following code:


{

rpt.fields.add("OrderID");

}

Tag Sets or returns a user defined value associated with the field object. Value Sets or returns the current value of the field object. To perform the same using the Script Editor, type the following code:


{

rpt.Fields.("Amount").value =

parseInt(rpt.Fields("Qty").value *

rpt.Fields("Price").value);

}

Working with Report Events


1133 Working with Report Events Intellicus Studio processes the report by initializing the data sources, and then triggering events for report header section. This is followed by the page header section, report groups section, details section, report footer section, and the page footer section. Intellicus Studio continues the processing while caching the pages in its internal page cache. The stream mode of output helps in viewing the first few pages of a long running report immediately.

Important: To achieve this, the report must not contain any forward reference, such as a Grand Summary field in the report header.

Report Events Intellicus Studio provides facility to customize the events using the Script Editor. Coding is done in JavaScript syntax, and is event based. The following table lists the events that are passed at report level.

Important: You need to make sure that the code pertaining to a particular event is written within the appropriate event only.

Event Description OnReportStart This event is fired before report objects such as fields and

sections are constructed. (Before the report starts to execute itself)

OnReportEnd This event fires after execution of the report.

OnPageStart This event is fired before displaying every page. This event does not ensure that the previous page’s display has been completed.

Working with Report Events


Event Description

OnPageEnd This event is fired after the display of every rendering.

OnHyperlink (Button, Link)

This event is fired when the end user clicks on the hyperlink on the report output. The mouse button and the URL are passed in as parameters.

OnDataInitialize This event is fired after the report is loaded, or SQL statement is fired or SQL fields are created. In this event, new report fields can be added and existing fields removed.

OnFetchData (eof) This event is fired after each row of the report SQL statement is fetched from the database. In this event, the report field’s data can be accessed for calculation and manipulation.

OnNoData This event is fired when zero rows are fetched from the report SQL statement.

OnPrintProgress (PageNumber)

This event is fired when the printing progresses to next page. The printing process refers to sending the page data to the printer driver and not printing the page on the paper.

OnError (Number, Description, Scode, Source, HelpFile, HelpContext, CancelDisplay)

This event is fired when any error occurs while running the report. In this event, the error messages can be changed or can be suppressed.

Working with Section Events


1144 Working with Section Events This chapter explains various section events and their properties.

Section Events Intellicus passes three events at section level for all sections. The sequence of events depends on the summary objects and their section dependencies. The event sequence is: Format This event is fired after the data is loaded and bound to the fields, but before the section is laid out for printing. You can use this event to modify the layout of the section or any of the controls on it.

Note: This is the only event in which you can modify the height of the section.

BeforePrint It is fired before the section is rendered to the ‘Canvas’ object. You can use this event to modify the values of the controls before they are printed. Any changes that are made here will not affect the height of the section.

Important: It is recommended, NOT to access any report fields in this event. If you need the value of a field in this event, you should use a hidden control to store the value temporarily in the format event.



AfterPrint It is fired after the section is rendered to the ‘Canvas’ object. You can use this event to update any counters that you need to use after the report is completed.

Section Properties Most of the properties have been explained in the previous chapters. A reference has been provided to you for the same, wherever required. BackColor [See also: Working with Report Controls] CanGrow This property will appear in the properties list if you a section (except page header/ footer) from the layout pane. It determines whether the section height will expand, if any of its contained controls grow beyond its area.

Value Description True The section contents will not be clipped to the height of the section.

False The section contents will be clipped to the height of the section.

Note: This property does not apply to PageHeader and PageFooter sections.





CanShrink This property will be available in the Properties list if you select any section (except page header/ footer) from the layout pane. It determines whether the section height will be adjusted to fit its contents.

Value Description True The section will shrink beyond the minimum value defined by its Height

property.

False The section will not shrink beyond the minimum value defined by its Height property.



false;

Note: This property does not apply to PageHeader and PageFooter sections.

ColumnCount This option will be available in the properties list only when the details section is selected. It defines the number of columns in the report. This property can be used to print labels, or phonebook style listings. The width of each column equals the ‘PrintWidth’ of the report divided by the number of columns. You can use the ‘ColumnLayout’ property to force associated group headers and footers to follow the same column format as their detail section. To perform the same using the Script Editor, type the following code:

rpt.sections("Detail").columnCount = 3 ;

rpt.sections("Detail").columnDirection = 1;



ColumnDirection [See also: Working with Report Controls] ColumnLayout This property will appear in the properties list if the group header/ footer section is selected. It determines whether a group header section should use the same column layout as of its detail section.

Value Description True The number of columns in a detail section will be reflected in the associated

group headers and footers.

False The number of columns in a detail section will not be reflected in the associated group headers and footers.

Note: This property applies to group header and group footer sections only.


rpt.sections("GHLocation").columnLayout= false

ColumnSpacing This option will be available in the Properties list if you select the detail section only. It defines the space between columns (in twips) in a multicolumn report. To perform the same using the Script Editor, type the following code:

rpt.sections("Detail").columnSpacing= 0.5 * 1440

DataField [See also: Working with Report Controls]



GrpKeepTogether [See also: Working with Report Controls] Height This option will be available in the Properties list if you select any section from the layout pane. It defines the section's height in twips.

Important: A section's height can only be changed using the ‘Format’ event, the ‘ReportStart’ event, or before the report is run. Changing the height will not automatically reposition the controls inside the section.


rpt.sections("Detail").height = 2*1440

KeepTogether This option will be available in the properties pane if you select any section (except page header/ footer) from the layout pane. It determines whether a whole section should print on the same page.

Value Description True The section will print on the same page without any page breaks.

False The section will split across two or more pages.


rpt.sections ("Detail").keepTogether = false;

Name You can utilize this option only through the Script Editor. It sets or returns the unique identifying name of the section.



NewColumn This property will appear in properties list if detail section is selected from layout pane. This property determines whether Intellicus Studio should insert a column-break before and/ or after printing the section.

Note: This property does not apply to report header, report footer, page header, and page footer sections.

Value Description 0-None No page-break before the section.

1-Before Start printing the section on a new page.

2-After Start a new page after printing the section.

3-Before and After Page-break before and after a section. Start printing the section on a new page and start a new page after printing it.



Code:

Section : Report Level

event : OnDataInitialize


{

rpt.fields.add("rNumber");


}

Section : Detail

event " OnFormat();

function onFormat()

{

rpt.fields("rNumber").value =

parseInt(rpt.fields("rNumber").value) + 1 ;

if ( rpt.fields("rNumber").value == 6)

{



rpt.section("Detail").newColumn = 2


}

else

{

rpt.section("Detail").newColumn = 0 ;

}

}

NewPage This property will appear on properties list if you the details section from the layout pane. It determines whether Intellicus Studio should insert a page-break before and/ or after printing the section.

Note: This property does not apply to page header or page footer sections.

Value Description 0-None No page-break before the section.

1-Before Start printing the section on a new page.

2-After Start a new page after printing the section.

3-Before and After Start printing the section on a new page and start a new page after printing it.


Object : Repot event : OnDataInitialize


{

rpt.Fields.add("Pre_Val");

rpt.Fields("Pre_Val").value=0;

}

Object : Detail event : OnFormat

function OnFormat()



{

rpt.Fields("Pre_Val").value =

parseInt(rpt.Fields("Pre_Val").value) + 1 ;

if ( parseInt(rpt.Fields("Pre_Val").value) == 6 )

{

rpt.Sections("Detail").newPage = 2;

rpt.Fields("Pre_Val").value = 0 ;

}

else

{

rpt.Sections("Detail").newPage = 0 ;

}

} PrintAtBottom You can utilize this option from the Script Editor only. It determines if the group footer or report footer be printed at the bottom of the page. If ‘PrintAtBottom’ is set to ‘True’ and the report will have page footer, and the group footer or report footer will be printed above it.

Warning: Setting more than one section to print at the bottom will cause the subsequent footer sections to be printed on separate pages.


Object: GroupFooter1 Event: OnFormat

Code:

rpt.sections("groupFooter1").printAtBottom = true;



Visible Visible property determines whether the section is to be printed or not.

Value Description True The section will be printed.

False The section will not be printed.


if (rpt.sections("Detail").controls("txtAccount").dataValue

== null )

{

rpt.sections("Detail").visible = false

}

XLCellHeight This property is applicable when a report is going to be exported in MS Excel. When value for XLColumn and XLRow is not set, value set in this property decides height of cell. XLCellWidth This property is applicable when a report is going to be exported in MS Excel. When value for XLColumn and XLRow is not set, value set in this property decides width of cell. XLBackground This property is applicable when a report is going to be exported in MS Excel.

Value Description True Background will be applied in MS Excel output.

False Background will not be applied in MS Excel output.

Previewing and Exporting Reports


1155 Previewing and Exporting Reports This chapter will provide information on viewing a created report on the screen, along with the facilities provided on the Preview tab. After having created the report you can preview the report to see how it would print on paper. For previewing a report, Intellicus provides two viewers to choose from: • JVISTA

• CVISTA

Generally you can view reports using CVISTA as Intellicus Studio’s default Viewer for report preview. View reports using JVISTA viewer (Intellicus Viewer), when in actual scenario reports will be viewed in Intellicus Viewer. How to set Viewers Choice of viewer to be used for preview is set from Options dialog box. From Tools menu, click Options > Custom Design tab.

Figure 153: Setting the viewer choice for Report Preview



1. In Viewer drop down box, select the viewer. 2. If you have selected JVISTA, specify the path of JRE. 3. Click OK to save the changes and close Options dialog box.

How to Preview When a report needs to be previewed,

1. Select the Preview tab on the main window. This will generate the output of the report for preview.

2. You will be prompted for report parameters (if defined) before generating the report.

3. After the Preview page is displayed, click the Refresh button on the standard toolbar. This will refresh the values that have since changed in the fields, if any.

When viewed in CVISTA

When you preview a report in CVISTA, the report will appear on Preview Tab.

Figure 154: Report Preview Toolbar when report viewed in CVISTA

Use of buttons is given below in the order of the appearance of buttons from left to right. • Table of contents: This will be displayed when the report contains grouping

options. This will display a tree-like structure containing the group heading as the main branch.

• Search: To search for a text on report output.

• Open: To open a previously saved report output.

• Save: To save the opened report output.

• Print Report: To print the open report output using printers setup with the workstation where Intellicus Studio is running. When you click this button, Print dialog box appears for you to specify print preferences before you actually print the report.

• Print Report Direct: To print the open report output using the default printer setup with the workstation where Intellicus Studio is running.



• Print At Server: To print report using any of the printers installed on the machine running Intellicus Server. Printer selection and other preferences are specified using Print At Server dialog box.

• Arrow buttons: To reach to the 1st page, the previous page, the next page and the last page.

• Cancel: To cancel report generation.

• Report Export: To export open report in other formats. Clicking a button will export it in respective formats, namely pdf, html, MS Excel, CSV and text. Based on the export format selected, you may be given a dialog box to provide required information. You can click the last button to get a screen to select report type and then go ahead with report export.

Figure 155: Select the report format and continue

Select a report format, provide values if it asks for, and click Continue to proceed with report export.

When viewed in JVISTA

When a report is viewed in JVISTA, it opens in a new window. It also has all the functionalities that are available on the CVISTA’s toolbar.

Figure 156: Report Preview Toolbar when report viewed in JVISTA (Intellicus Viewer)

For detailed description on what you can do on JVISTA viewer (Intellicus Viewer) please refer to the document IntellicusEndUserReference.pdf.



Report Building Blocks Each report has different sections and groups under which the contents are arranged. These sections and groups include the building blocks for a previewed/ printed report. Report Sections A report section contains a group of controls that are processed and printed as a single unit. The following section types are defined in the Intellicus Studio:

Figure 157: Report Sections

Report Header

The values of the controls/ fields defined in this section will be printed in the beginning of the report. It is generally used to print a logo, report title, print date, a summary table, and a chart. Generally, it contains any information that should appear only once at the beginning of the report.

Important: The report header gets printed after the page header of first page .



Tip: A report header can be made to span across multiple pages. You need to insert a page break control within the header contents.

Report Footer

The values of the controls/ fields defined in this section will be printed at the end of the report. It is used to print a summary of the report, grand totals, or any information that needs to appear at the end of the report.

Important: The report footer appears before the page footer on the last page.

Page Header

The values of the controls/ fields defined in this section will be printed at the top of each page in the report. This is the first section that gets printed, except when the page contains a report header section. The page header section is used to print column headers, page number, page title, or any information that needs to be printed at the beginning of each page.

Page Footer

The values of the controls/ fields defined in this section will be printed at the bottom of each page in the report. It is used to print page totals, page numbers, or any other information that needs to be printed once at the bottom of each page.

Groups

A group is defined to segregate records that are based on some common value. You can calculate sub totals for each group and make the report easier to read and understand. You can also have multiple nested groups, where each group has a header and a footer section. A group header appears at the beginning of a new group of records. A group footer appears at the end of a group of records. You may use a group footer to display the total for a group.



You need to define a group through the SQL Editor [See also: Working with SQL Editor], by using group by clause.

Warning: Incase of Stored procedures, you must provide the ordered data through SQL Editor. Intellicus will NOT sort the incoming records for performing grouping of the records.

Detail

The detail section is the body of the report that prints once for each record in the underlying data source.

Importing crystal report In Intellicus


1166 Working with Design Templates All the reports designed for an organization may need uniform appearance. For example, • All of them may need to have company logo or a watermark

• Specific formatting for text in column titles and report rows (detail section)

• Page numbers in a specific way,

• Contact address of the company at the bottom, etc.

To have the same formatting for one hundred reports, you as a designer would need to actually set the reporting on each control placed on all the one hundred reports. To save this time, and reduce chances of errors, Intellicus offers feature of templates. All you need to do is, create a template and apply that template to the reports. When you design a report layout with Report Wizard, you might have noticed Apply Template dropdown box on the Style tab.

Figure 158: Apply Template on Report Wizard



The options that appear in the Apply Template dropdown box are the template files that are installed while you install Intellicus. You can use any of the template files for applying on the report. Using Studio, you can also design your own templates. A template that you have designed will appear in the Apply Template dropdown box. This in turn, you can use with any of the report that you design. Template files have extension ’.irt’ and can be opened in Studio for modification.

How does it work When a template is used while creating a report layout (.irl file), studio picks up some of the information from the template. Template files have two types of controls: • Dynamic Controls: These controls transfer some of the properties to the

actual controls placed on .irl file. The properties that will be transferred will depend on the type of control and section where the control is placed. For example, on expense statement, formatting of departmental expense summary, etc.

• Static Controls: These controls are copied as it is from .irt file and placed on .irl file. For example, text controls like copyright messages, graphical objects like line and box, etc.

In addition to the above, a template also inherits a set of report level properties to the irl: • Report Properties: PrintWidth, DocumentName, ScriptLanguage.

• Watermark properties: Watermark, WartermarkAlignment, WatermarkPrintOnPages.

• Page Setting properties: LeftMargin, RightMargin, TopMargin, MirrorMargins, PaperSize, PaperHeight, PaperWidth, Orientation, Collate, Duplex, Gutter, PaperBin.

Control-names of dynamic controls are reserved to irt files. Names of all type of controls start with letters IRT_ .



Controls by sections (dynamic controls) Intellicus studio offers number of controls that can be used in respective sections in report template. Properties from these controls will be automatically applied to the actual controls in the report layout file.

Report Header

IRT_ReportHeader_Title Use this control to specify standard formatting and placement (top offset from start of the section) for Report title that is placed on Report Header.

Page Header

IRT_PageHeader_Label Use this control to specify standard formatting and placement (top offset from start of the section) for Page Header. IRT_PageNo Use this control to specify standard formatting and placement (top offset from start of the section) for page number in page header section.

Group Header

IRT_GroupHeaderX_TextBox Use this control to specify standard formatting and placement for textbox placed in respective group header. As far as templates are concerned, studio supports up to 5 groups. Control for group header of group level 2 will be IRT_GroupHeader2_TextBox and likewise.



Detail section

IRT_Detail_TextBox Use this control to specify standard formatting and placement (top offset from start of the section) for textbox type of controls placed in detail section.

Figure 159: A template opened in Studio

IRT_Detail_Date Use this control to specify standard formatting and placement (top offset from start of the section) for date type controls placed in detail section.



IRT_Detail_Number Use this control to specify standard formatting and placement (top offset from start of the section) for number type controls placed in detail section.

Group Footer

IRT_GroupFooterX_Summary Use this control to specify standard formatting and placement (top offset from start of the section) for textbox placed in respective group footer. The control will be placed below the field that is being totaled. As far as templates are concerned, studio supports up to 5 groups. Control for group footer of group level 2 will be IRT_GroupHeader2_Summary and likewise.

Page Footer

IRT_PageNo Use this control to specify standard formatting and placement (top offset from start of the section) for page number in page footer section.

Report Footer

IRT_ReportFooter_Label Use this control to specify standard formatting and placement (top offset from start of the section) for Report Footer. Examples of dynamic controls Having a page number in Page footer In report template, place the control IRT_PageNo and apply the formatting you want to apply on it.



Having group headers and group footers In report template, create two groups. In outer group header (group header 2) place control IRT_GroupHeader2_TextBox. In inner group header (group header 1) place control IRT_GroupHeader2_TextBox. Having summary in the group footer and page number in page footer In report template create a group. In group footer, place the control IRT_GroupFooter1_Summary. In page footer, place the control IRT_PageNo. About Static Controls A static control can be placed anywhere on the report template. It will be exactly copied to the report layout (irl file) from respective template (irt file). Static controls are generally text controls like copyright message, or graphic controls like line, box or picture. Names of these controls are prefixed with IRT_. Examples of static controls The examples given below are some of the practical uses of static controls: • A line in report header section below the report header. Name can be

IRT_Ln.

• An image on Report Header, a copyright or disclaimer or address information in the report footer. Names can be IRT_logo, IRT_cpright, IRT_co_addrs.

• A box (around a checkbox) in detail section. Name can be IRT_Bx.

• Oval or box shapes for OCR forms. IRT_Ovl.



Working with Templates To design a new report template, you can: • Design a template and save as .irt file.

• Open an existing template, make changes, rename and save it.

To create a new template

1. In Studio click the New button from the toolbar. 2. Click the Blank Report button on Wizard. If you have just launched Studio

and you get the Welcome dialog box, uncheck Use Wizard checkbox and click Ok.

3. Work with the template creation. 4. To save the template, click Save As button to get the Save As dialog box. 5. Choose location as <Folder path>\Intellicus\Studio\Templates\SimpleTabular. 6. Save the file as type .irt. 7. Click the Save button. The process of creating a template is the same as that of creating a report layout. This may involve, • Adding sections

• Placing dynamic controls and static controls on different sections of the template

• Setting properties of controls, including other activities.



To open a template

Template files are stored at folder path: <Folder path>\Intellicus\Studio\Templates\SimpleTabular.

Figure 160: Opening a template file

1. From the File menu, click Open. The Open dialog box appears. 2. In the File Name text box, specify “*.irt” to get a list of template files

available in the active folder. 3. Browse the folder where template files are stored. Default folder is <Folder

path>\Intellicus\Studio\Templates\SimpleTabular. 4. From the list, select the file on which you want to work and click Open. The

dialog box disappears and the file opens in Studio. Important notes about usage of template Here are some important notes about usage of templates. • Template can be applied to a report only through Wizard.

• In case the wizard is reloaded and a few fields are added, a new group is formed, etc, the new controls, sections will net inherit the effect of the template, until the template is reapplied.



• In case the wizard is reloaded and a new template is applied, static controls placed on the report based on previously applied template will continue to remain. New effects will be available based on new template. The dynamic controls will have effects based on new controls.



1177 Importing crystal report in Intellicus Intellicus Desktop Studio can import reports designed in Crystal Reports. This feature eliminates the need to re-design the entire report (which was already designed in Crystal) in Intellicus Studio. Crystal Report import feature takes care of major time spender activities of report designing like writing queries, placing individual controls and setting properties for them, inserting formulas, inserting groups and page setup information.

Prerequisites Report Import feature of Intellicus will be enabled on a workstation having Crystal Reports 8 or higher installed on it.

Import Steps To import a crystal report layout in Intellicus Desktop studio,

1. From File menu, point to Import and click option Crystal Report. Open dialog box appears.

2. Select a crystal report file to import. Save As dialog box appears. 3. Specify information required to save the report. Report is imported and

report conversion history dialog box appears. On Conversion History dialog box, click OK to proceed. Click Save to save the conversion history in a file. The report is imported in Intellicus and is ready to be modified.



Figure 161: Conversion history dialog box

Figure 162: Report in Crystal

Figure 163: Report in imported in Intellicus



The Imported report The imported report looks just like any other report designed in Intellicus Studio. You will observe that many of the report components on crystal report layout are imported in the IRL as it is along with their property values. Following information will not be imported from a crystal report template to Intellicus report: • Connection information

• OLAP Grid Object

• Blob Field Object

• Cross-tab Object

• Conditions

• Conditional formatting

• Grid & Rules settings

• Picture

• OLE

• Notification

Formula fields with formula script are imported as-it-is and needs to be re-written in JavaScript syntax. For controls that are imported, • Properties that are available in Crystal but not in Intellicus are not imported.

• Properties that are available in Intellicus but not in Crystal, are imported with default value.



Scripting Scripts are imported as it is (in the form of comments) and can be viewed and edited using Script editor in Intellicus. Scripts are imported in respective sections on OnFormat event. Imported script will have following structure: <control name> <property name> <script code>. Page Settings Supported page sizes are: A4, B5, Letter and Legal. If the paper size specified in crystal report is other than any of these four, Default paper size will be set in the imported report. Following page settings are imported from a crystal report layout to IRL:

Property Name (Crystal) Property Name (Studio)

Paper Size Paper Size

Orientation Orientation

Top Margin Top Margin

Left Margin Left Margin

Bottom Margin Bottom Margin

Right Margin Right Margin

Following properties existing in Crystal are not imported in Intellicus: • PaperSource

• PrinterDuplex

Note: If default printer is selected, then default page setting specified in the default printer is selected, no the one specified in report. Presently supported paper sizes are: PaperA4, PaperB5, PageLetter and PaperLegal. Any other paper size will be treated as default paper size.



Sections All the sections available in crystal report layout are imported in Intellicus. Dimension of sections and controls within sections are imported and placed as they were in crystal report layout.

Note: If the report being imported had multiple section headers and footers, Intellicus will merge all the section headers into one and all the section footers into one.

A section has section properties. At the time of import, properties of the first section (including formatting related properties) are imported. From other sections, only controls along with their respective properties are imported. Following properties and their values are imported when a section is imported in Intellicus.


Suppress Visible

Print At Bottom of page

New Page Before NewPage

New Page After NewPage

Keep Together KeepTogether

Background Color Backcolor

SectionHeight Height

BackStyle

Following properties existing in Crystal are not imported in Intellicus: • Suppress

• ResetPageNumberAfter

• SupressIfBlank

• UnderlaySection

• GroupCondition

• HideForDrillDown

• HorizontalGap

• NumberOfTopOrBottomNGroups

• RepeatPageNumberAfter



• SortDirection

• TopOrBottomNSortField

Data for the report A crystal report may have fields that are coming from one or multiple databases. An Intellicus report can get data only from one data connection. If the report being imported has fields coming from multiple databases, the report will get imported and the fields that have lost connection with their database in Intellicus, will behave as labels. If the crystal report has one or more tables and no stored procedures, report layout as well as SQL part will be imported. If crystal report has stored procedure, import process has following limitations: • If the crystal report has one or more tables and no stored procedures, report

layout as well as SQL part will be imported.

• If the crystal report has both – table and stored procedure, then only report layout will be imported SQL will not be imported.

• If the crystal report has a stored procedure (that does not have parameter(s)), only report layout will be imported SQL will not be imported.

• If the crystal report has only stored procedure with one or more parameters, report layout as well as SQL part will be imported.

• If the crystal report has multiple stored procedures, only report layout will be imported, SQL will not come.

• For MS Access data source, query does not convert properly.

• If Record Selection Formula is specified in crystal report, then during conversion, record selection formula is appended in SQL query as it is. You need to convert it in proper SQL syntax at later stage.

• If crystal report is designed using linking manager and record selection formula is specified in crystal report then imported SQL in IRL should be checked for validity. This is because record selection formula can have any SQL script syntax that can be different then what we have in IRL.



Label When a label object is imported, following properties are imported along with their values:


Text Caption

Common

Suppess Visible

Horizontal Alignment Alignment

Maximum No. Of Lines Multiline

Border

Line Style Line Style

Drop Shadow Border Shadow

Border Color BorderTopColor

Background Color BackColor

ForeColor Forecolor

BackStyle BackStyle

RightLineStyle

Size

Height Height

Width Width

Top Top

Left Left

Font

Font Font

Following properties existing in Crystal are not imported in Intellicus • TextRotationAngle

• Hyperlink

• CanGrow

• CharacterSpacing

• CloseAtPageBreak

• FirstLineIndent

• Keeptogether

• LeftIndent



• Linespacing

• LineSpacingType

• SupressIfDuplicated

Field When a field object is imported, following properties are imported along with their values. This is applicable to data fields, parameter fields, formula fields, running total and SQL expression field.


Text Text

Common

Suppress Visible

Horizontal Alignment Alignment

Can Grow CanGrow

Border

Line Style Line Style

Drop Shadow Border Shadow

Border Color BorderTopColor

Background Color BackColor

ForeColor Forecolor

BackStyle BackStyle

RightLineStyle

Size

Height Height

Width Width

Top Top

Left Left

Font

Font Font

Data

DataField DataField

(received from object model) DataSize

Output Format OutputFormat

Running Total Properties

FieldToSummarize DataField

Type of Summary Summary Func

Reset Never SummaryRunning

Reset on Change of Group Summary Running + Summary Group




Formula Properties, SQL Expression

Formula Expression Expression

Return Type Return Type

Parameter Properties

Prompting Text Prompt

Value Type Param Input Type

Allow Multiple Values Multi select default value

Default value Default Value

Special Field Properties

Data date, Print Date Data Field + Tag (Import as system fields)

Date Time, Print Time Data Field + Tag (Import as system fields)

Page Number Summary Type + Summary Running + Tag

Total Page Count Summary Type + Summary Running + Tag



Following properties existing in Crystal are not imported in Intellicus: • AmPmType

• CharecterSpacing


• CurrencyPositionType

• CurrencySymbol

• DateCalendarType

• DateEraType

• DateFirstSeperator

• DatePrefixSeperator

• DateSecondSeperator

• DateSuffixSeperator

• DateWindowsDefaultType

• DecimalSymbol

• DisplayReverseSign

• HourMinuteSeperator

• HourType

• Hyperlink

• LeadingDayPosition

• LeadingDaySeperator

• LeadingDayType

• RoundingType

• ThousandsSeperator

• ThousandSymbol

• Timebase

• UseLeadingZero

• FirstLineIndent

• EnableTightHorizontal

• KeepTogether

• LeftIndent



• LineSpacing

• LineSpacingType

• RightIndent

• RightLineStyle

• SuppressIfDuplicated

• TextRotationAngle

• UseOneSymbolPerPage

• UseSystemDefaults

• MaxNumberOfLines (Multiline)

• ZeroValueString

The summary fields in Crystal Reports and Imported in Intellicus: • STAverage

• STCount

• STDistinctCount

• STDMedian

• STDMode

• STMaximum

• STMinimum

• STPopStandardDeviation

• STPopVariance

• STSampleStandardDeviation

• STSampleVariance

• STSum

The summary fields available in Crystal Reports and not supported in Intellicus are: • STDCorrelation

• STDCovariance

• STDNthLargest

• STDNthMostFrequent

• STDNthSmallest



• STDPercentage

• STDPercentile

• STDWeightedAvg

Crystal report has a set of special fields. These fields are not supported in Intellicus: • File Author

• File Creating Date

• File path and name

• Group Number

• Group Selection Formula

• Modification Date

• Modification Time

• Record Number

• Record Selection Formula

• Report Comments

• Report Title

• Total Page Count

For a formula field, following properties are not exported: • DiscreteOrRangeKind

• EditMask

• EnableNullValue

• EnableRangeLimit

• EnableShowDescriptionOnly

• EnableSortBasedOnDesc

• MaximumValue

• MinimumValue

• NumberOfCurrentRanges

• PickListSortMethod

• PlaceInGroup



Line When a line object is imported, following properties are imported along with their values:


Style LineStyle

Width LineWeight

Color LineColor

Suppress Visible

Left Left

Right Right

Top Top

Bottom Bottom

Following properties existing in Crystal are not imported in Intellicus: • ExtendToBottomOfSection

Box Following properties and their values are imported when a line object is imported.


Style Shape

Width Width

Height Height

Fill Color BackColor

Line Color Line Color

Suppress Visible

Left Left

Right Right

Top Top

Bottom Bottom

Following properties existing in Crystal are not imported in Intellicus: • HasDropShadow

• ExtendToBottomOfSection




Sub Report Sub report is imported as embedded. Its position and dimension information is imported. Crystal does not have concept of referenced report. Following properties are not imported in the report: • Backclor

• BorderColor

• BottomLIneStyle


• EnableOnDemand

• HasDropShadow

• KeepTogether

• LeftLineStyle

• RightLineStyle

• TopLineStyle

Charts Charts are imported as bound charts. Fields placed on Group axis, as well as on Value axis are imported as it is. Chart type Charts of following chart type are imported: • Side by side Bar Chart (Normal)

• Stacked Bar Chart (Normal)

• Side by Side Bar Chart (3D)

• Stacked Bar Chart (3D)

• Line Chart (Normal)*

• Stacked Line Chart (Normal)

• Line Chart (Marker)*

• Stacked Line Chart (Marker)*

• Stacked Area Chart (Normal)*



• Stacked Area Chart (3D)*

• Pie Chart (Normal)

• Pie Chart (3D)

• Radar Chart

*Imported properly when only 1 series is plotted. Charts of following chart type are converted to their generic chart type after import:

Source chart type Converted chart type

Percent Bar Chart (Normal) Bar Chart

Percent Bar Chart (3D) Bar Chart

Percent Line Chart (Normal) Line Chart

Percent Line Chart (Marker) Line Chart

Percent Area Chart (Normal) Area Chart

Percent Area Chart (3D) Area Chart

Multiple Pie Chart Pie Chart

Proportional Pie Chart Pie Chart

Doughnut Chart Bar Chart

3D Riser Chart Bar Chart

3D Surface Chart Bar Chart

Stacked Radar Chart Radar Chart

Notes

3D charts of Crystal are not imported. In Intellicus 3D is a visual effect only. Only Bar charts having horizontal orientation are imported.

Frequently Asked Questions


1188 Frequently Asked Questions

How can I deploy my reports for the Report Engine?

Intellicus provides the facility for uploading ‘.irl’ files to a file system or to a database. The mode of operation is configurable either to file system mode or database mode.

Can there be a user-defined parameter to generate a report? Can these parameters be passed from within the native application?

User-defined parameters form the basic feature of a reporting tool. Yes, Intellicus supports user-defined parameters and these values can be supplied by one of these methods:

1. At design time: Set by the designer, as the default value 2. At run time: Set by the native application through programming 3. Also at run time: Set by the end user using the Web interface

Tip: Intellicus Web Client generates dynamic user interface forms for accepting runtime user parameter values.

Does Intellicus produce HTML output?

Yes, Intellicus produces CSS-based and frameset-enabled HTML output. DHTML-based table of contents is also provided.

How should I put values directly into the text controls on the layout?

Set the required value to the DataValue property of the control. This applies the output format of the text control to the set data.

Support


1199 Support For problems with installation, configuration or while using the application, you may email a description of the problem to [email protected], with your contact details and full details of the problem. Although we have taken care to capture and incorporate all aspects of Intellicus Reporting Tool in the documents, if you find any inconsistencies or discrepancies please inform us on [email protected] . Website http://www.Intellicus.com Our website is updated periodically with the product updates, white papers, product extensions, press releases and much more. FTP ftp://ftp.Intellicus.com You can download the product upgrades and sample reports from this site.

Appendix


Appendix

Access

Field Window, 34

Fields, 39

Layout Window, 34

Property Window, 34

Report Explorer, 33

SQL Editor, 79

Accessing

Charts, 101

Axis

Color, 111

Chart Border

Color, 108

Line Style, 108

Line Weight, 108

Charts

Axis Settings, 110

Border, 108

Bound Charts, 102

Data Source, 102

Database Connection, 103

Effects, 104

Grid, 112

Legend, 105, 107

Margins, 105

Marker, 109

Scale, 110

Split Pie, 108

Stacked Charts, 104

Types, 103

Unbound Charts, 102

Using Database Query, 103

Controls

Displaying Parameter Values, 41

Displaying Serial Number, 41

Inserting Page Numbers, 41

Label, 38

Text, 38

Crosstab

Background display, 127

Bound, 122

Datasource, 122

Format, 124

Selecting Connections, 128

Unbound, 122

Events

AfterPrint, 152

BeforePrint, 151

Data Initialize, 132

DataInitialize, 147

FetchData, 147

Format, 151

OnDataInitialize, 150

OnError, 150

OnFetchData, 133, 150

OnHyperlink, 149

OnNoData, 150

OnPageEnd, 149

OnPageStart, 149

OnPrintProgress, 150

OnReportEnd, 149

OnReportStart, 149

Fields Functions

Add, 147

Count, 75

Name, 57, 148, 155

Tag, 148

Value, 148

Gridlines

Steps, 111

Insert

Objects, 40

Joins, 81 Marker

Shape, 109

Size, 109

Step, 109

Multiple Connections

Appendix


Charts, 113

Sub-report, 119

Note

Convention, iii

Properties

SummaryRunnning, 74

Property

Alignment, 59

BackColor, 60

BackStyle, 60

CanGrow, 135, 140, 142, 144, 152

CanShrink, 140, 144, 152

Canvas, 76, 77, 151

ClassName, 140

ColumnLayout, 153

DataField, 14, 41, 143

DataValue, 141

Font, 65

ForeColor, 66

LineStyle, 68

NewPage, 156

OutputFormat, 142

PictureAlignment, 71

ShapeType, 71

Style, 142

SummaryDistinctField, 41, 143

SummaryDistinctValue, 144

SummaryFunc, 42

SummaryFunction, 41

SummaryFunctions, 72

SummaryGroup, 42, 43, 144

SummaryRunning, 41, 42, 43

SummaryType, 41, 42, 43, 74

Version, 76

WaterMark, 76

WaterMarkAlignment, 76

WaterMarkPrintOnPages, 77

WaterMarkSizeMode, 77

Report Sections, 35

Creation, 35

Re-ordering, 37

Scale

Logbase, 111

Script Editor

Objects and Events, 132

Section

Report Groups, 149

Sections

Detail, 41, 63, 153, 164

Group Footer, 66, 67, 158, 163

Group Header, 66, 67, 144, 153, 163

Page Header, 68, 149, 152, 162, 163

Report Header, 149, 162, 163

Series

Chart Axis, 106

SQL

Database Connection, 12

Xpath, 14

SQL Editor

Remove Join, 88

Remove Table, 88

SQL Parser, 82 Stored Procedures, 118 Tabs

Preview, 160

Values

0-ddTXLeft, 59

0-None, 41, 74, 75

0-Sum, 41, 72

, 73

10-DistinctAverage, 73

11-DistinctCount, 73

12-DistinctVariance, 73

13-DistinctPopulationVariance, 73

14-DistinctStandardVariance, 73

15-DistinctPopulationStandardVariance, 73

1-Average, 72

1-ddBKNormal, 60

1-ddSRGroup, 43, 74

1-ddTXRight, 59

1-GrandTotal, 75

1-Group, 74

2-All, 41, 42, 74

2-Count, 72

2-ddSRAll, 74

2-ddTXCenter, 59

Appendix


2-PageTotal, 75

3-Minimum, 72

3-SubTotal, 75

4-Maximum, 72

4-PageCount, 41, 75

5-Variance, 72

6-PopulationVariance, 73

7-StandardVariance, 73

8-PopulationStandardVariance, 73

9-DistinctSum, 73

Table of Figures


Table of Figures Figure 1: Login dialog box .....................................................................................2 Figure 2: Report Engine configuration dialog box ......................................................3 Figure 3: Successful test .......................................................................................3 Figure 4: Intellicus Studio Main Window ..................................................................4 Figure 5: Explorer Pane ........................................................................................5 Figure 6: Fields List ..............................................................................................5 Figure 7: Properties pane......................................................................................6 Figure 8: Intellicus menu bar.................................................................................7 Figure 9: Welcome Dialog Box ............................................................................. 15 Figure 10: Connecting to a Database .................................................................... 17 Figure 11: Connect to dialog box.......................................................................... 18 Figure 12: Specifying XML Source ........................................................................ 19 Figure 13: Field List............................................................................................ 20 Figure 14: DataField Value .................................................................................. 20 Figure 15: Report Wizard .................................................................................... 22 Figure 16: SQL Source Tab.................................................................................. 23 Figure 17: Fields Tab.......................................................................................... 24 Figure 18: Group Tab ......................................................................................... 25 Figure 19: Totals Tab ......................................................................................... 26 Figure 20: Style Tab........................................................................................... 27 Figure 21: Sub Reports Tab................................................................................. 28 Figure 22: Report Settings .................................................................................. 31 Figure 23: Grid Settings...................................................................................... 34 Figure 24: Options > Custom Design .................................................................... 35 Figure 25: Connection ........................................................................................ 38 Figure 26: Sub Report Summary Tab .................................................................... 39 Figure 27: Color and layout mode ........................................................................ 40 Figure 28: The layout editor ................................................................................ 41 Figure 29: Creating Sections................................................................................ 43 Figure 30: Inserting groups – summary fields are also placed................................... 44 Figure 31: Reordering Groups.............................................................................. 45 Figure 32: Adding Fields ..................................................................................... 48 Figure 33: Properties Dialog Box .......................................................................... 49 Figure 34: Formula Fields Dialog box .................................................................... 53 Figure 35: Formula Field Expression dialog box ...................................................... 54 Figure 36: Conditions dialog box .......................................................................... 57 Figure 37: Specifying Conditions .......................................................................... 58 Figure 38: Styles dialog box ................................................................................ 61 Figure 39: Selecting styles and border for a format................................................. 62

Table of Figures


Figure 40: Conditional Formatting Dialog box......................................................... 64 Figure 41: Hyperlink options dialog box................................................................. 65 Figure 42: Report Parameters area of Hyperlink options dialog box ........................... 66 Figure 43: Report Navigation Panel in HTML Viewer ................................................ 67 Figure 44: System parameters area of Hyperlink Options dialog box.......................... 67 Figure 45: Context view in SQL Editor's Edit tab, also, Context help is on................... 69 Figure 46: Notifications dialog box........................................................................ 72 Figure 47: Notification Details (New Notification) dialog box..................................... 74 Figure 48: Properties List .................................................................................... 77 Figure 49: Alignment.......................................................................................... 78 Figure 50: Back Color ......................................................................................... 79 Figure 51: Back Styles........................................................................................ 79 Figure 52: Different kind of borders applied on controls ........................................... 81 Figure 53: Column Direction ................................................................................ 83 Figure 54: Report Print Directions......................................................................... 83 Figure 55: Data Fields ........................................................................................ 84 Figure 56: ForeColor (text color) applied on a control.............................................. 86 Figure 57: Group Keep Together .......................................................................... 87 Figure 58: Line Style .......................................................................................... 88 Figure 59: Line of various thickness...................................................................... 89 Figure 60: New Page .......................................................................................... 89 Figure 61: Picture Alignment ............................................................................... 92 Figure 62: Shapes.............................................................................................. 92 Figure 63: Summary Function.............................................................................. 93 Figure 64: Summary Running .............................................................................. 95 Figure 65: Summary Types ................................................................................. 95 Figure 66: Watermark Alignment.......................................................................... 98 Figure 67: XL Column......................................................................................... 99 Figure 68: XLColumnSpan................................................................................... 99 Figure 69: ColumnSpan set to 3........................................................................... 99 Figure 70: XLRow ............................................................................................ 100 Figure 71: XLRowSpan...................................................................................... 100 Figure 72: RowSpan set to 2 ............................................................................. 101 Figure 73: XMLTagName ................................................................................... 101 Figure 74: XMLType ......................................................................................... 102 Figure 75: SQL Editor ....................................................................................... 103 Figure 76: SQL Schema .................................................................................... 104 Figure 77: Selecting Database Objects ................................................................ 105 Figure 78: Performing Joins............................................................................... 106 Figure 79: SQL Parser ...................................................................................... 107 Figure 80: Editing SQL Statement ...................................................................... 109 Figure 81: SQL Overwrite Prompt....................................................................... 109 Figure 82: Selecting a Stored Procedure.............................................................. 113

Table of Figures


Figure 83: SQL Compilation ............................................................................... 114 Figure 84: SQL Results ..................................................................................... 114 Figure 85: Applying filters on SQL ...................................................................... 115 Figure 86: Report parameters page during report run time .................................... 116 Figure 87: Options for sorting at runtime............................................................. 117 Figure 88: Delete Table .................................................................................... 118 Figure 89: Removing a Join ............................................................................... 119 Figure 90: Report Parameters Dialog Box ............................................................ 121 Figure 91: Importing a parameter ...................................................................... 122 Figure 92: Parameter Details Dialog Box ............................................................. 125 Figure 93: Options for default value of date parameter.......................................... 126 Figure 94: Pre Defined options for a Combo Parameter.......................................... 128 Figure 95: Defining an SQL for a Combo Parameter .............................................. 129 Figure 96: Multi Select Parameters ..................................................................... 130 Figure 97: Selecting Multi-select Default values.................................................... 131 Figure 98: Setting tree view option..................................................................... 132 Figure 99: Tree view appears like this at run time................................................. 133 Figure 100: Setting up Search Options for user parameter ..................................... 134 Figure 101: Report Parameters dialog box ........................................................... 135 Figure 102: Specify values to filter values............................................................ 135 Figure 103: User should select a value. ............................................................... 136 Figure 104: Linking parameters ......................................................................... 136 Figure 105: Exporting a parameter ..................................................................... 137 Figure 106: Parameters Form Layout dialog......................................................... 137 Figure 107: IPF having description and 3 parameters in a row. ............................... 138 Figure 108: Bound Chart Confirmation ................................................................ 142 Figure 109: Unbound Chart Data Source ............................................................. 143 Figure 110: Data mapping field of chart dialog box ............................................... 144 Figure 111: Setting data format ......................................................................... 146 Figure 112: Chart Settings – General Tab............................................................ 147 Figure 113:Chart > Settings > General tab.......................................................... 148 Figure 114: Chart Settings - Look and feel effects................................................. 149 Figure 115: Chart Settings > Effects tab ............................................................. 149 Figure 116: Setting - legends ............................................................................ 151 Figure 117: Settings > Legends tab.................................................................... 151 Figure 118: General tab of Settings .................................................................... 154 Figure 119: Series > General tab ....................................................................... 154 Figure 120: Border tab under Series ................................................................... 156 Figure 121: Series > Border tab......................................................................... 156 Figure 122: Marker tab on Series ....................................................................... 157 Figure 123: Series > Marker tab ........................................................................ 157 Figure 124: Point labels on Series tab ................................................................. 158 Figure 125: Series > Point Labels....................................................................... 158

Table of Figures


Figure 126: Gauge tab on Series ........................................................................ 159 Figure 127: Series > Gauge tab ......................................................................... 159 Figure 128: OHLC tab on Series ......................................................................... 161 Figure 129: Candle Stick tab on Series................................................................ 161 Figure 130: Pie tab on Series and its effect on pie chart ........................................ 162 Figure 131: Series > Pie tab.............................................................................. 162 Figure 132: Axis - Scale on Chart properties dialog box ......................................... 163 Figure 133: Axis > Scale tab ............................................................................. 163 Figure 134: Style tab on Axis............................................................................. 165 Figure 135: Grid tab on Axis.............................................................................. 166 Figure 136: Creating Sub Report ........................................................................ 168 Figure 137: Edit Sub Report .............................................................................. 169 Figure 138: Create a Sub-Report from Dialog Box................................................. 169 Figure 139: Insert Sub Report from Existing Report .............................................. 170 Figure 140: Tick indicates that the connection status as active. .............................. 172 Figure 141: Sub Report Summary Tab ................................................................ 173 Figure 142: Creating Cross-Tab Report ............................................................... 175 Figure 143: Cross-Tab Data Source .................................................................... 177 Figure 144: Cross-Tab Format ........................................................................... 179 Figure 145: Effect of XL - On Span (First Cell, Repeat and Merge) ........................... 181 Figure 146: Cross-Tab Settings.......................................................................... 183 Figure 147: Cross-Tab Runtime Connection ......................................................... 185 Figure 148: Script Editor ................................................................................... 187 Figure 149: Report Object Hierarchy................................................................... 188 Figure 150: Context-Sensitive Help .................................................................... 188 Figure 151: Syntax Error in the script ................................................................. 193 Figure 152: Find and Replace feature on Script Editor ........................................... 194 Figure 153: Setting the viewer choice for Report Preview....................................... 219 Figure 154: Report Preview Toolbar when report viewed in CVISTA ......................... 220 Figure 155: Select the report format and continue ................................................ 221 Figure 156: Report Preview Toolbar when report viewed in JVISTA (Intellicus Viewer) 221 Figure 157: Report Sections .............................................................................. 222 Figure 158: Apply Template on Report Wizard...................................................... 225 Figure 159: A template opened in Studio............................................................. 228 Figure 160: Opening a template file.................................................................... 232 Figure 161: Conversion history dialog box ........................................................... 236 Figure 162: Report in Crystal............................................................................. 236 Figure 163: Report in imported in Intellicus ......................................................... 236

Documents

User Manual - Intellicusirelease.intellicus.com/documents/old/IntellicusStudioUserManual.pdf · Intellicus Studio User Manual ii • Working with Field Properties gives information