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Topics:  Hands-On 09: Parameters

Now, you should create a simple report to list the name of customers including their shares owned.

The user wants to execute this report just against a specific company’s symbol.  They want to use company’s symbol as a parameter to pass to the report and at the end it calculates also the totals and average of shares sold for the company.

You will learn how to:  use the “group above,” use the “query builder,” set table relationship, create and use binding variable, calculate total and average shares, delete the object from layout.

 

More Resources by Google:

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

Use the “report wizard.”

 

Un-checkmark the "welcome" screen.

 

Type the report title and checkmark the "group above" radio button..

 

Use the "query builder."

Include the "customers" and "portfolio" tables.

 

Set their table relationships.

Checkmark all the columns that the report needs.

Click “OK.”

 

Here is the sql statement..

Add more where condition statement.

The colon next to the symbol (:symbol) means: pass a symbol as a parameter to the report.

 

This message should be displayed.

Click "OK."

 

Select the "Stock Symbol" item as a "group fields."

 

Select all the items.

 

Calculate the total and average shares sold for a company.

 

Change the label if needed.

 

Run the report.

 

The parameter form is opened.

Enter the company’s symbol.

Run the report.

 

Hold the control key and click on these objects.

Then press the "delete" function key to remove them.

Objects were removed.

 

Do all the items format mask adjustment.

 

Go to the “Object navigator” and highlight the “UNTITLED” report and save it as report number 8.

 

Remove report 7 from "object navigator."

 

Run the report with different company symbol.

Run the report.

 

This company doesn't exist.

 

Run the report against different companies.

 

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

 

Good Luck!

 

 
 
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