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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 07(Reports) - Manuscript

They need their logo to be displayed at each new or old report.  They ask you to create a template that contains their logo.  Then run a report.

See Figure 7.

 

Your tasks are:

1-     Write a template containing your client logo.

2-     Run the report against the new created template.

3-     Test the report.

 

FYou will learn how to:  create or modify an existing template, save the template with new name, change the default, delete the logo, replace the new logo, save your template.

 

 

Figure 7

 

 

Hands-On 08(Reports) - Manuscript

Now, they need to improve on report appearance.  They ask you for any artistic changes.

Be creative and artistic to change the appearance of their reports.  Use boilerplate to change the title and draw graphic to their reports.  Your client wants you to use your imagination that has no limits.

See Figure 8.

 

Your tasks are:

1-     Modify the appearance of a report.

2-     Use your creative imagination.

3-     Run the report.

4-     Test the report.

 

FYou will learn how to:  use boilerplate, use your imagination that has no limit

 

 

Figure 8

 

 

Hands-On 09(Reports) - Manuscript

The user wants to execute this report just against a specific company’s symbol.  They want to use company’s symbol as a parameter to pass to the report.  Also the report should calculate the total and average of shares sold for the company at the end of report.  You should create a simple report to list the name of customers including their shares owned.

See Figure 9.

 

Your tasks are:

1-     Create a new portfolio report for each company.

2-     Use parameter to run the report for a specific symbol.

3-     Print the list of their customers and their number of shares.

4-     Print the total and average of shares sold for the company.

5-     Run the report.

6-     Test the report.

 

FYou will learn how to:  use the “group above,” use the “query builder,” set table relationship, create and use binding variable, calculate total and average shares, delete the object from layout.

   

Figure 9

 

 

Hands-On 10(Reports) - Manuscript

They like what you did on the previous Hands-On and ask you to use the report on the “Stock History” report.  This should give them an option to get customers list (Customers List) for each company.  They ask you to create a drill down report on the company’s stock information so they get more detailed information about that company’s shares holders.  Your report (Stock History) should have push button to call company’s shares holder from previous Hands-On 9 (Customers List).  The report should show for the security shown on the screen all customers of that security, the amount of their position, and the total number of shares held.

See Figure 10.

 

Your tasks are:

1-     Modify the “Stock History” report.

2-     Add the Push Button option to call the “Customers List” report.

3-     Write a trigger to execute the “Customers List” report.

4-     Run the report using “Runtime Pre-viewer.”

5-     Test the report.

 

FYou will learn how to:  use push button to execute another report, use or pass parameter, use the “select parent frame” icon, use or open objects property, compile report, use the boilerplate, write and compile PL/SQL trigger, use “runtime pre-viewer.”

   

Figure 10

 

Hands-On 11(Reports) - Manuscript

Since your parameter report on the Hands-On 9 is very handy for your client organization, they ask you to create a list of values (LOV) for the parameter so they can only select from the list rather than trying to remember the company symbol.

Also add more parameter to pass such as the destination of printer, and so on.

See Figure 11.

 

Your tasks are:

1-   Modify the “Customers List Parameter” Form.

2-   Add LOV to the “symbol” item.

3-   Add one more parameter “Destination Type” to the “customers List Parameter” Form.

4-   Run the report.

5-   Test the report.

 

FYou will learn how to: use parameter, modify parameter properties using property palette, use query builder, add more parameters to existing parameter form.

   

Figure 11

 
 
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