Now, your client is a stock’s broker that keeps track of its customers’ stock transaction.   You have been hired to write them 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 requirement for date is MM-DD-YY, for dollars is $99,999.90 and for quantity number is NNN.N0.

You will learn how to:  use report wizard, use object navigator, use report builder, save report, use “data model”, use 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.

Open the "Report Builder" tool.

Highlight "Database Objects."

Choose "File," then "Connect."

Login as “iself” password schooling, then click “CONNECT.”

Highlight the "untitled" report.

Choose “File,” and select “Save as.”

Go to the "iself" folder, and save it as report number 1 stock history ("rpt01_stock_history").

Double click on the "Data Model" icon.

Click on the "sql" icon.

Then drag the plus sign cursor and click it anywhere in the “Data Model” screen.

Query the “Stocks” table sorted by the symbol column.

Click “OK.”

On the “SQL” box, right click and select “property palette.”

Change the name to a more meaningful naming convention. 

This is the query.

Close the window.

Do the same for the "groups" box.

Choose "Report wizard."

Type the report Title.

Choose the style you need.

Notice! The report style would be displayed on the left screen.

Choose a different style to display its report style.

Checkmark the "Tabular" style.

Click “NEXT.”

Click “NEXT” again.

Select all the columns to be displayed.

Click “NEXT.”

Click “NEXT.”

Click “NEXT” again.

Change the labels, if needed.

Use the default template and click “finish.”

Here is the report.

Format the report layout.

To resize an object , select it and drag its handler to the preferred size.

To move an object, select and drag it while the cursor is on the object.

This is a simple report.

Click on the "next page" or "previous page" icon to navigate through the report.

Do the same with the "first page" or "last page" icon.

Use the “zoom in” and “zoom out” icon to preview the report.

To change the "format mask" of a column, the column should be selected.

Apply the “$” sign, "add decimal place," and the “right justify” format to the all currency columns (Todays Low, Todays High, and current price)

Apply commas to the “traded today” column.

Make any adjustment you like.

Select the "trade date" column and open its "property palette."

Change the date "Format Mask" property and make it “year 2000 complaint.”

Notice! The date format was changed.

Navigate through the report pages.  And then save the changes.

Now, you should practice this over and over, until you become a master at it.

Good Luck!