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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.

 

More Resources by Google:

Manuscript

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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