Now, you have been 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.

You will learn how to:  use the report style “Form Letter,” use 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.

Highlight the “Reports” item and create a new report.

Use the “report wizard” option.

Checkmark "Form Letter" and click on “next.”

Use "query builder" and include the “customers,” “portfolio,” and “stocks” tables.

Set table relationships between “customers” and “portfolio” tables.

Set table relationships between “portfolio” and “stocks” tables.

Select the columns you need.

A column needs to be added to the stocks table to calculate the stock market value using the current price.

Define the column on the portfolio box to double the shares number and select the column, too.

Define a column on the stocks box to calculate the stock market value and select the column, too.

Check the SQL statement, and close the window.

Select only the oracle shares holders.

Click “OK.”

This is the query.  More “Where Clause Condition” can be added here.

This sub query will make sure that the stock's market value is calculated based on the current stock's price.

Click “NEXT.”

Select all the columns that will be used in the letter.

Select the template of your choice and click on “FINISH.”

Click on the “Data Model” icon.

Open the “Q-1” property palette and change its name.

Open “report editor.”

Click on “repeating group” on “object navigator.”

Notice the handlers on “report editor.”

Drag the frame.

Click on the text boilerplate item and drag its handlers, too.

Write the company letter.

Now you hold <that many shares> and after the spilt that amount will be double.

Then print for them their current stocks market value as of that day.

Run the report.

Navigate through the report.

You can also change the text on the “live pre-viewer.”

Notice that the number of shares got double.

Put a dollar sign ($) next to the stock market values.

Navigate through all the Oracle's stock's holders.

After testing the output report, highlight the report and save it as report number 5 in the iself folder.

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

Good Luck!