You was 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.

1- Put grid around each number of shares for easy reading. 

2- Get the totals for each column and row.

3- Change the cell color to red if its value is greater than 2000 and do the same for rows and columns subtotal.

You 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.

 

	More Resources by Google:

Highlight the “Reports” item and click on the "create" icon.

Build a new report manually.

Add a new "sql object" in the “data model.”

Use "query builder" and include the "customers" and "portfolio" tables.

Set their table relationship.

Select the columns.

Check the query, and close the window.

Click OK to exit.

The sql statement is generated.

Click “OK.”

Open the "q_1" property palette and change the name to a more meaningful naming convention.

Close the window.

Click on the “report wizard” icon.

Type your title and checkmark the "matrix" radio button.

Click “NEXT.”

Select last_name as a "matrix row field."

Select “Stock_symbol” as a "matrix column field."

Select the sum of the shares_owned as a "cell."

Make subtotals for rows and columns.

No label for the sum of the shares owned.

Make any label changes if needed.

Use a template report and click “finish.”

This is the customers portfolio report.

Use the layout report editor to change the report layout.

Click on the “Layout Model” icon.

Change the size of each item.

Use the "select parent frame" icon to go to the parent's column and resize it.

When finished resizing, click on the “run” icon to run the report.

Change the name item alignment to left or right.

Select the cells and change their alignment and format mask.

Do the same for the columns' subtotals.

Navigate through the report.

Select the cells, “right click” and open the "conditional formatting" option.

Click “new” and change the shares owned value to red if it is greater than 2000.

Click “OK.”

Check the report.

Go to the last page, change the alignment and mask format for the row's subtotals;  and change the color if their values are more than 7,000.

Go to the first page.

Do the same for the columns' subtotal; and change the color if their values are more than 10,000.

After testing the report output, highlight the report and save it as report number 4 in the iself folder.

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

Good Luck!