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Case Study
In this case study we look at reports,
which will show you how to enhance your skills in using Oracle Report Builder.
In
these Hands-On, your client is a stock broker that keeps track of its customer
stock transactions. You have been
assigned to write them reports based on their reports layout requirements.
-
Hands-On Report Builder
(Internet
Applications Tool)
Hands-On 01(Reports)
- Manuscript
In these Hands-On, your client is a
stock broker that keeps track of its customer stock transactions. You have been assigned to write the reports based on their
reports layout requirements.
Your client wants you to create a
simple listing report to show list of the stock trades by using stocks table for
their brokerage company
The user layout format mask
requirements are:
For date MM-DD-RR (Year 2000
complaint).
For dollars $99,999.90.
For quantity NNN.N0.
See Figure 1.
Your tasks are:
1-
Write
a tabular report.
2-
Apply
user layout Format mask.
3-
Run
the report.
4-
Test
the repot.
FYou
will learn how to: use report
wizard, object navigator, report builder, “date model”, property palette,
work on query and group box, see report style, use tabular style, navigating
through report’s record, change the format mask for dollar, numeric and date
items.
Figure
1
Hands-On 02(Reports)
- Manuscript
They
ask you to define a control break on their stocks symbol and company name from
previous report and also to print only one company on a page.
See Figure 2.
Your
tasks are:
1-
Modify
Hands-On report 01 to the “Group Left” style.
2-
Apply
template to the user report.
3-
Run the
report.
4-
Test the
repot.
FYou
will learn how to: use report
wizard, use report style “group left”, use template, use pre-viewer, use
zoom in and out, use the body section in the layout model in the object
navigator, and change repeating object’s property palette.
Figure
2
Hands-On 03(Reports)
- Manuscript
They
have to mail their customers to inform them of the status of their current
market value position. They ask you
to create a report that outputs mailing labels.
First they ask you to generate mailing labels with three columns and then
change it to 1.5” X 3.5” label format.
See Figure 3.
Your
tasks are:
1-
Create a
report to generate three column labels.
2-
Extract
customer’s name and address from their database.
3-
Change
the report to generate two column labels.
4-
Apply
template to the user report.
5-
Run the
report.
6-
Test the
repot.
FYou
will learn how to: use report style
“mailing label,” use the “query builder,” generate three columns label,
change the font and size, change it to two columns label, use handlers on the
layout model.
Figure
3
Hands-On 04(Reports)
- Manuscript
They
need to get the summary report of their customers shares owned.
They like to have the output format be the same as spreadsheet format.
You are assigned to create a grid style of data output as a spreadsheet,
with rows that present customers name and columns that present stock’s symbol.
The intersection of these two entities is a cell that shows the number of
shares that customer has on that stock.
This
report should show the number of shares of stock’s holders by each customer in
each of the stocks. Make sure the
cell format mask is NNN,NN0. You
should use the customer and portfolio table, and put grid around each number of
shares for easy reading. You should
also get the totals for each column and row.
They
want you to change the cell color to red if its value is greater than 2000 and
do the same for rows and columns sub-total.
See Figure 4.
Your
tasks are:
1-
Create a
matrix report.
2-
Put grid
around each cell.
3-
Use user
layout format mask for cells and sub-totals as NNN,NN0.
4-
Calculate
the subtotal for rows and columns.
5-
Highlight
the cells with any color (ex: red) if their values are significant.
6-
Highlight
the sub-total cells with any color (ex: pink) if their values are significant.
7-
Apply
template to the report.
8-
Run the
report.
9-
Test the
repot.
FYou
will learn how to: use query
builder, set table relationship, change properties from property palette, use
report style matrix, make subtotal for rows and columns, use the “select
parent frame” icon, create grid, use the conditional formatting.
Figure
4
Hands-On 05(Reports)
- Manuscript
They need to write a letter to all
customers who own Oracle shares for a good news of split of their shares.
You are asked to write a “Form Letter” to sent to each customer who
own Oracle (orcl) shares. You are supposed to notify them of a stock split and tell
them the number of shares the broker hold for them, their size of the split and
the post-split amount and their current stock market values.
See Figure 5.
Your
tasks are:
1-
Create a
“Form Letter” report.
2-
Extract
customer’s information from their database.
3-
Generate
the report only for Oracle’s share holders.
4-
Apply
template to the user report.
5-
Run the
report.
6-
Test the
repot.
FYou
will learn how to: use the report
style “form letter,” and the “query builder,” set table relationships,
define column from the “query builder,” use sub-query, use of data model,
layout model, use of boilerplate, write the letter and pass the column to the
letter.
Figure
5
Hands-On 06(Reports)
- Manuscript
Your
users want to send to their customers their portfolio information at the end of
each month. Based on their
requirements, you should create a master-detail report that shows the portfolio
holdings of each customer of the stock broker company, including their current
stock market value.
As
a user requirement, you should use format mask NNN,NN0 for shares owned and
$99,999.09 for their stock market value.
You
should also print each customer stock’s information on a separate page so
company can mail them to its customer.
See Figure 6.
Your
tasks are:
1-
Write a
“Group above” report.
2-
Print
detail share holders record (symbol, shares owned, and its current market value.
3-
Apply
user layout Format mask.
4-
Calculate
the customer’s current stock market value.
5-
Run the
report.
6-
Test the
repot.
FYou
will learn how to: use a
master-detail report, build a new report manually, create multiple “sql
query,” create data link, use the formula column, use the summary column, use
the report “group above” style, use object navigator, layout model, main
section, and use property palette
Figure
6