ProvideX Report Writer v7.50 & v8.00. Presented by: Jane Raymond
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1 ProvideX Report Writer v7.50 & v8.00 Presented by: Jane Raymond
2 Presentation Outline Overview V7.50 & V8.00 Enhancements Simplifying the Designer New report features Sample Reports and Programs Bundles and Packages The Future Questions and Answers
3 Overview ProvideX Report Writer Add-on for designing and generating reports. Creates and manipulates layout of report like a spreadsheet application. Features: Data drag & drop Column/row sizing Formula definition Cell formatting Sorting rules Data groupings Data filters External parameters Outputs to printer, PDF, HTML, ProvideX Viewer, Clipboard
4 Report Writer Enhancements V7.50 Field descriptions Easy Row/Column selection Deleting report definitions Sort order case sensitivity Calculated fields Locked footers Filler line Enhanced font User-interface for parameters V8.00 File History Enhanced menus & cell selection Row/column adjustment Bulk edit cell attributes Access to Views Update tracking Designer options Paper size option Scale-to-fit Translation fields Report Header & Trailer
5 Simplifying the Designer Making it easier for you to design your reports
6 File History Select from recently updated report definitions Last 10 updated report definitions listed at bottom of Files menu File history stored in the pvxreport.ini file Designing a Report
7 Update Tracking Date/time/user stamp added to report definition
8 Access to View Maintenance Direct access to View Maintenance from within the Report Designer Suppressible Options: Select a View Update Current View (i.e. the view currently selected for the report) View Maintenance Defining the Data / Selecting the Input Source
9 Field Descriptions Element names in the data pane now include a description (if available) Makes it easier for users to identify data fields that do not have meaningful names Includes parameters, data elements and calculated fields Creating the Report Layout / Selecting Report Elements
10 Creating the Report Layout / Editing the Layout Easy Line/Column Selection Click on ruler area to select an entire line, column or the entire report Right click anywhere on ruler or layout area for a pop-up menu
11 Creating the Report Layout / Formatting Adjusting Line/Column Dimensions Original method Drag the edge of the line or column in the ruler area to change the size Assignment method Select the lines or columns and right-click to access both the Line Height and Column Width items on the pop-up menu Enter the measurement to be applied
12 Bulk Edit Cell Attributes Edit several formatting attributes of a range of cells at one time Select a single cell to view all the attributes of that cell Creating the Report Layout / Formatting
13 Creating the Report Layout / Formatting Bulk Edit Cell Attributes Different font attributes (name, style, size or orientation) can be set individually Changes can be applied to alternate cell definitions at the same time
14 Deleting Report Definitions Delete option added to File menu File browse dialogue lists.pvr files, but any kind of file can be deleted Can delete from both client and server Can specify [wdx] in the path name Designing a Report / Deleting Report Definitions
15 Designer Options Set preferences to govern the Report Designer environment Available from Options menu Settings can be saved Stored in pvxreport.ini Designer Options
16 Designer Options Designer Options Auto Display Automatically display HTML and PDF reports when generated in the Report Designer using the default browser and PDF reader. Numeric Format Specify the default numeric format mask to use for group functions. Testing Parameters Test mode restricts the number of records processed when a report is generated. Specify the number records to be processed and turn test mode on and off by clicking the Use test mode option here or on the main Designer panel.
17 Designer Options Designer Options Default Row Height Set the default line height (in inches or cm) for new reports and new lines. An Auto setting will determine the default line height based on the size of the default font. (Default is Auto.) Units of Measure Display the Designer layout using metric (centimeter) units. Default Column Width Set the column width (in inches or cm) for new reports and new columns. Default is ½ inch or 1 cm depending on the Metric Ruler setting.
18 Designer Options Font Specify the default font, font size and font style to use for new reports. Designer Options
19 New Report Features New things your reports can do
20 Sort Order Case Sensitivity Custom sort segments can be specified as case insensitive Upper/lower case letters sorted together Defining the Data / Sort Sequence
21 Calculated Fields Virtual report field A named formula whose value is evaluated and stored after each data record is read Derived from expressions created using data source elements, parameters, literals and other calculated fields Defining the Data / Calculated Fields
22 Defining the Data / Calculated Fields Calculated Fields Access from the Data menu Variable Name Description Numeric or Text Max. length (incl. scale) Select Formula Enter the formula User-friendly formula interface Sequence reflects order of evaluation
23 Defining the Data / Calculated Fields Calculated Fields Listed in the data pane where they can be dragged and dropped on the report layout Can be used to create group functions Can be used on both sides of a comparison in a filter definition Use them as sort segments in a custom sort Use them to define other calculated fields
24 Translation Fields A type of calculated field Different values based on different conditions For example, translate a boolean value from 1 and 0 to Yes and No Each translation field has a set of conditions and corresponding translation values, as well as a Default value (with no associated condition) that is used if no conditions are true Defining the Data / Calculated Fields
25 Defining the Data / Calculated Fields Translation Fields Defining a translation field: Select Translation from the Function list Click to define the condition Enter a literal value or an expression Priority 3 Press + to add more translation values
26 Locked Footers Group option to lock footers to the bottom of the page Multiple sequential groups can be grouped together at the bottom Creating the Report Layout / Data Groupings
27 Creating the Report Layout / Filler Line Filler Line Fills the space between the last detail or summary line printed and the page footer (or page bottom)
28 Filler Line Add the Filler line section Optionally use the filler line with each group footer and the detail line Creating the Report Layout / Filler Line
29 Filler Line Fill in column lines, background colours, etc. to the bottom of the page Fills the gap by printing a single line whose y-coordinates are stretched from the last printed line to the top of the page footer or the bottom of the page Creating the Report Layout / Filler Line
30 Report Header New report section Printed once at the beginning of the report Use for title page, opening message, etc. If printed as separate page, you can include the page header and footer, centre the contents, include a blank page, or add to the page count. Creating the Report Layout / Report Header and Trailer
31 Report Trailer New report section Printed once at the end of the report Use for closing message, blank page, etc. If printed as separate page, you can include the page header and footer, centre the contents, or suppress printing it if the page count is uneven Creating the Report Layout / Report Header and Trailer
32 Enhanced Fonts v7.50 Vertical fonts Vertical up (90 ) Vertical down (270 ) Most fonts (except raster fonts) Supported on printer, viewer and PDF output Tx v8.00 Ability to specify non-resident fonts Default font used in section headers of report layout Ability to change selected font attributes using the cell bulk edit utility. Creating the Report Layout / Formatting
33 Page Setup - Paper Size Setting Specify a paper size for your report Select from standard paper sizes Default setting uses current printer default Applies to printer, viewer and PDF output Creating the Report Layout / Page Setup
34 Creating the Report Layout / Page Setup Page Setup Paper Size Setting Generating a Report Report Generator opens the output device Papersize=formNum is added to the OPT= clause when opening *WINPRT*, *VIEWER* or *PDF* unless paper size is set to Default Your program opens the output device Use GetPageSetup$( ) method to return the string value for the OPT= clause to OPEN the output device
35 Creating the Report Layout / Page Setup Page Setup - Scale-to-Fit Option Column width, line height and font size are adjusted either up or down so the report will fit the page size
36 Page Setup - Scale-to-Fit Option Margins are maintained if set, or default to ½ inch if not set Caution Select fonts that scale well Define images with a Resize option Creating the Report Layout / Page Setup
37 Improved Parameter Interface Seamless interface between the developer s parameter entry interface and the Report Writer Parameter interface may be: Program;Label Panel library and panel Default (uses built-in RW interface) Defined in Report Options/Custom Interfaces Report Options / Custom Interfaces
38 Improved Parameter Interface Program interface ENTER Rpt$, Status$ [,P1$,,P18$],ERR=stmtref Panel interface NUM(ARG_1$) is the Report object identifier ARG_2$ is Status$ ARG_3$ to ARG_20$ are the parameters Report Writer User Interfaces / Custom Parameter Interfaces
39 Object-Oriented Interface Object Interface New and updated properties, methods and classes to support all the new features: LastUpdate$, ScaleToFit, GetPaperSize(),SetScale(), CalcFieldCount(), AddCalcField(), RemoveCalcField(), ClearCalcFields(), GetCalcField(), GetCalcFieldList$(), GetCalcFieldEvaluationString$(), GetCalcFieldIolist$(), EvaluateCalcFields(), GetConditionDescription$(), etc.
40 Sample Reports and Programs Sample reports available in App2007 on the Direxions 2007 CD: Also see DoReport, RWuserlogic.pvc, reportparams, and reportsort programs
41 Bundles & Packages As of v8.00, the Report Designer will be included as part of the ProvideX Professional and ecommerce bundles Still available as add-on package with site or per-user licensing
42 The Future Possible items for consideration: More Detail groups, page breaks in Detail section, new border styles, more Designer options, 1 of nnn paging, embedded Views, dynamic charts, etc. The great majority of enhancements for the Report Writer are derived from suggestions by you If you have any ideas, wishes or suggestions, please let us know...
43 Questions and Answers
44 End of Presentation THANK YOU!
ProvideX Report Writer
ProvideX Report Writer Presented by: Jane Raymond Presentation Overview ProvideX Report Writer System Requirements Designing a Report Generating a Report Object-Oriented Interace ProvideX Report Writer
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