Topics: Hands-On 06: Group above
Based on the user
requirements, you should create a master-detail report that shows the
portfolio holdings of each customer of the broker company, including their
current stock's market value.
As user
requirements:
1- Use format
mask NN,NN0 for shares owned and $99,999.09 for stock’s market value.
2- Print each
customer’s stock information in a separate page so company can mail them to
each of its customer.
You 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, use property palette.
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Remove all of the
reports from the "object navigator."
Highlight each
report and click on the delete icon.
Be sure to save
them before removing them.
Create a new
report, using the “Build a new report manually” option.
Save the “UNTITLED”
report as report number 6 (customer portfolio).
Click on the "sql"
icon to create "sql query."
Type the customers
sql statement.
Create another sql
query.
Type the portfolio
sql statement.
Open the property
palette for each "query" and "group" and change their names to a more meaningful
naming convention.
Click on "data
link."
Notice that the
cursor is changed to a cross.
Move the cross
cursor to the "ID" item and drag it to the "customer_id" item of the portfolio
group.
Now, the link was
established.
Move the "customer_id"
item to the outside of the group box.
This will create a
control break on customer_id.
Click on the
"Formula Column" icon.
Drag the cross to
the Group portfolio and click on it again.
Open it’s property
palette.
Change the name.
Double click on the
PL/SQL Formula box.
Write a PL/SQL
block to calculate the customer stock market value.
Get the current
price for the current stock then calculate the market value.
Compile it.
Successfully
compiled.
Close the windows.
Click on the
"summary column" icon and move the cross cursor to the "group customer id" and
click on the box.
Open its property
palette.
Change the name.
Change "source" to
"CF market value."
Change the "reset
at" to the "group customer id"
Close the window.
Click on the report
wizard icon.
Type the title.
Checkmark the
"group above" style.
Move all the items
to "displayed groups" using the down arrow option.
Move all the items
that they need to be displayed to "Displayed fields."
Change the Labels
if needed. Click “NEXT.”
Select a template,
then click “Finish.”
Change the column
size and their format mask.
Align their labels.
Highlight the “Last
Name” label and press the "delete" function key.
Align the customer
last name.
Change its color.
Go to "object
navigator."
Expand the "Layout
Model" item.
Open the first
repeating group Property Palette from the “Body” item.
Change "maximum
records per page" to 1.
Close the window.
Now, it is one
customer per page.
Navigate through
the output report.
Make an adjustment
if needed.
Navigate through it
again.
After testing the
report output, highlight the report and save the changes.
Now, you should
practice this over and over, until you become a master at it.
Good Luck!
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