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Table Wizard Dialog Box

You can use the Table Wizard dialog box to create a page report tab with a table in it, create a library component with a table in it, or edit an existing table in a report. This topic describes the options in the dialog box.

Designer displays different options in the Table Wizard dialog box according to the type of the data resource used for the table: business view or query resource.

Table Wizard Dialog Box - Business View Based

When you use the Table Wizard dialog box to create or edit tables using business views in web reports/library components, Designer displays different screens in the dialog box according to the type of the table: group table or summary table; there is no such difference when you use the dialog box for creating or editing tables in page reports.

For Table in Page Report and Group Table in Web Report/Library Component

When you use the Table Wizard dialog box for creating or editing a table in a page report or creating or editing a group table in a web report/library component using a business view, you see the following screens in the dialog box (Designer displays some screens only when you use the dialog box for creating a table):

• Data Screen
• Display Screen
• Group Screen
• Summary Screen
• Filter Screen
• Style Screen

You see these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the business view for the table. You can select from all the predefined business views in the current catalog.

Inherit from the Parent

Designer displays and enables the option only when you use the dialog box for editing a table that is inside any of the following panels in a banded object: banded header panel, banded footer panel, group header panel, or group footer panel. Select it if you want the table to inherit the business view that its parent banded object uses.

Display Screen

Use this screen to specify the detail fields to display in the table.

Title

Specify the title for the table.

Resources

This box lists the resources in and related to the specified business view, which you can use as detail fields in the table.

Add button

Select to add the specified field in the Resources box to the table.

Remove button

Select to remove the specified field from the table.

Replace button

Select to replace the specified field in the table with the selected field in the Resources box. Designer displays this button only when you use the dialog box for editing a table.

Move Up button

Moves the selected field higher in the display order. Designer displays this button only when you use the dialog box for creating a table.

Move Down button

Moves the selected field lower in the display order. Designer displays this button only when you use the dialog box for creating a table.

Show Table Group Structure

Designer displays this button only when you use the dialog box for editing a table. Select it to show the group structure of the table.

Display Fields

This column shows the detail fields that you add to display in the table.

Display Name

This column shows the labels of the detail fields in the table, which by default are the display names of the added fields. You can select in the text boxes to edit the labels, or select the Auto Map Field Name checkboxes in the text boxes to automatically map the labels to the dynamic display names of the fields at runtime.

Sort Fields By

Select to the Sort Fields By dialog box to specify how to sort the detail data in the table.

Group Screen

Use this screen to specify the criteria for grouping data in the table.

Resources

This box lists the resources in and related to the specified business view, which you can use as group-by fields in the table.

Add button

Select to add the specified field in the Resources box as a group-by field in the table.

Remove button

Select to remove the specified group-by field from the table.

Replace button

Select to replace the specified group-by field in the table with the selected field in the Resources box. Designer displays this button only when you use the dialog box for editing a table.

Move Up button

Select to move the specified group to a higher group level.

Move Down button

Select to move the specified group to a lower group level.

Group By

This column shows the group-by fields on which you select to group data in the table.

Sort

This column shows how you specify to sort groups at each group level. You can select from the following options:

• Ascend
  Select to sort groups at the specified group level in an ascending order (A, B, C).
• Descend
  Select to sort groups at the specified group level in a descending order (C, B, A).
• No Sort
  Select to sort groups at the specified group level in their original order in database.
• Custom Sort
  Select to open the Custom Sort dialog box to set how to sort the groups at the specified group level.

Select N

Select to open the Select N dialog box to specify the Select N condition for the specified group level.

Summary Screen

Designer displays the Summary screen only when you use the dialog box for creating a table. You can use this screen to specify the summaries to calculate data in the table.

Resources

This box lists the resources in and related to the specified business view, which you can use to calculate data in the table.

Add button

Select to add the specified field in the Resources box to calculate data in the table.

Remove button

Select to remove the specified summary from the table.

Move Up button

Select to move the specified summary higher in the display order.

Move Down button

Select to move the specified summary lower in the display order.

Summarized Fields

This column shows the fields that you add to calculate data in the table.

Position

You can use the option together with the Column option to specify the location where to place a summary.

• Footer
  Select it to place the summary in the footer panel. If you add the summary for a specific group, Designer places it in the group's footer panel; if you add the summary for the Table level, Designer places it in the table footer panel.
  
• Header
  Select it to place the summary in the header panel. If you add the summary for a specific group, Designer places it in the group's header panel; if you add the summary for the Table level, Designer places it in the table header panel. Designer disables the option when the table type is Group above.

Column

You can use the option together with the Position option to specify the location where to place a summary.

• Detail
  Select it to place the summary and its name label in the first two detail columns.
• Summary
  Select it to place the summary in a separate summary column. Designer disables the option when the table type is Group Above.

Filter Screen

Designer displays the Filter screen only when you use the dialog box for creating a table. You can use this screen to narrow down the data to display in the table.

Designer displays the same options in the Filter screen as in the Edit Filter dialog box.

Style Screen

Use this screen to specify the style of the table.

Grow Report

Designer displays the option only when you use the dialog box for creating a table. Select the layout in which to create the table.

• Vertically
  Select to create a vertical table.
• Horizontally
  Select to create a horizontal table. Designer displays this layout only when you are creating the table in a page report.

Style

This box lists the styles that you can apply to the table. Select the style for the table.

• <Custom>
  This style contains no information. Designer uses it to support reports that was built with previous versions which did not bind any style, or when Designer cannot find the bound style in the style list.

Preview

This box displays a diagram illustrating the effect of the selected style on the table.

Inherit Style

Designer displays the option only when you use the dialog box for editing a table and the table is inside a banded object. Select it if you want the table to inherit the style of its parent.

Page Setup

Designer displays this button only when you use the dialog box for creating a table in a page report tab. Select it to open the Page Setup dialog box to specify page properties for the report tab.

For Summary Table in Web Report/Library Component

When you use the Create Table dialog box for creating or editing a summary table in a web report/library component using a business view, you see the following screens in the dialog box (Designer displays the Filter screen only when you use the dialog box for creating a table):

• Data Screen
• Columns Screen
• Summary Screen
• Filter Screen
• Style Screen

You see these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the business view using which to create the table. You can select from all the predefined business views in the current catalog.

Inherit from the Parent

Designer displays and enables the option only when you use the dialog box for editing a table that is inside any of the following panels in a banded object: banded header panel, banded footer panel, group header panel, or group footer panel. Select it if you want the table to inherit the business view that its parent banded object uses.

Columns Screen

Use this screen to specify the fields to create the columns in the table.

Resources

This box lists the resources in and related to the specified business view, which you can use to create columns in the table. You can create detail columns from detail objects, group columns from group objects, and summary columns from aggregation objects.

Add button

Select to add the specified field in the Resources box to create a column in the table.

Remove button

Select to remove the specified field from the table.

Select to replace the specified field in the table with the selected field in the Resources box. Designer displays this button only when you use the dialog box for editing a table.

Move Up button

Select to move the specified field higher in the display order.

Move Down button

Select to move the specified field lower in the display order.

Column

This column shows the fields that you add to create columns in the table.

Sort

For each group column, you can specify how to sort the groups at the group level using the following options:

• Ascend
  Select to sort groups at the specified group level in an ascending order (A, B, C).
• Descend
  Select to sort groups at the specified group level in a descending order (C, B, A).
• No Sort
  Select to sort groups at the specified group level in their original order in database.
• Custom Sort
  Select to open the Custom Sort dialog box to set how to sort the groups at the specified group level.

Select N

Select to open the Select N dialog box to specify the Select N condition for the specified group level.

Summary Screen

Use this screen to insert summaries to the header/footer panels of the table and groups.

Resources

This box lists the aggregation objects that you add to create summary columns in the table in the Columns screen.

Summarized Fields

This column shows the group objects that you add to create group columns in the table in the Columns screen.

Header

The checkboxes represent the table header and the group headers of the added groups. After selecting an aggregation object in the Resources box, you can select the checkboxes to insert it in the corresponding header panels.

Footer

The checkboxes represent the table footer and the group footers of the added groups. After select an aggregation object in the Resources box, you can select the checkboxes to insert it in the corresponding footer panels.

Filter Screen

Designer displays the Filter screen only when you use the dialog box for creating a table. You can use this screen to narrow down the data to display in the table.

Designer displays the same options in the Filter screen as in the Edit Filter dialog box.

Style Screen

Use this screen to specify the style of the table.

Grow Report

Designer displays the option only when you use the dialog box for creating a table. It shows in which layout to create the table, which can only be Vertically.

Style

This box lists the styles that you can apply to the table. Select the style for the table.

Preview

This box displays a diagram illustrating the effect of the selected style on the table.

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Table Wizard Dialog Box - Query Based

When you use the Table Wizard dialog box for creating or editing a table using a query resource, you see the following screens in the dialog box:

• Data Screen
• Display Screen
• Group Screen
• Summary Screen
• Filter Screen
• Style Screen

You see these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the table.

Data resource box

This box lists the predefined data resources in the current catalog. Select one and Designer automatically creates a dataset based on it for the table.

More Options/Less Options

Select it to show or hide the options for specifying a dataset for the table.

• New Dataset
  Select to create a dataset based on the current catalog data resources. If you select a query, Designer enables the Edit button at the bottom and you can select the button to edit the query in the Query Editor dialog box.
• Existing Dataset
  Select to use a dataset from the ones that you have created in the current page report. You can select Edit to edit the specified dataset in the Dataset Editor dialog box, or select <New Dataset...> to create a dataset in the page report using the New Dataset dialog box.

• Current Dataset
  Designer enables this option only when you use the dialog box for editing a table that is inside any of the following panels in a banded object: banded header panel, banded footer panel, group header panel, or group footer panel. Select it if you want the table to inherit the dataset from its parent.
  

Display Screen

Use this screen to specify the detail fields to display in the table.

Resources

This box lists the data fields in and related to the specified query resource, which you can use as detail fields in the table.

Add button

Select to add the specified field in the Resources box to the table.

Remove button

Select to remove the specified field from the table.

Replace button

Select to replace the specified field in the table with the selected field in the Resources box. Designer displays this button only when you use the dialog box for editing a table.

Move Up button

Select to move the specified field higher in the display order. Designer displays this button only when you use the dialog box for creating a table.

Move Down button

Select to move the specified field lower in the display order. Designer displays this button only when you use the dialog box for creating a table.

Show Table Group Structure

Designer displays the option only when you use the dialog box for editing a table. Select it to show the group structure of the table.

Display Fields

This column shows the detail fields that you add to display in the table.

Display Name

This column shows the labels of the detail fields in the table, which by default are the display names of the added fields. You can select in the text boxes to edit the labels.

Sort Fields By

Select to open the Sort Fields By dialog box to specify how to sort the detail data in the table.

Group Screen

Use this screen to specify the criteria for grouping data in the table.

Resources

This box lists the data fields in and related to the specified query resource, which you can use as group-by fields in the table.

Add button

Select to add the specified field in the Resources box as a group-by field in the table.

Remove button

Select to remove the specified group-by field from the table.

Replace button

Select to replace the specified group-by field in the table with the selected field in the Resources box. Designer displays this button only when you use the dialog box for editing a table.

Move Up button

Select to move the specified group to a higher group level.

Move Down button

Select to move the specified group to a lower group level.

Group By

This column shows the group-by fields on which you select to group data in the table.

Sort

This column shows how you want to sort groups at each group level. You can select from the following options:

• Ascend
  Select to sort groups at the specified group level in an ascending order (A, B, C).
• Descend
  Select to sort groups at the specified group level in a descending order (C, B, A).
• No Sort
  Select to sort groups at the specified group level in their original order in database.
• Special Group
  Select to open the User Defined Group dialog box to define grouping information.
• Custom Sort
  Select to open the Custom Sort dialog box to set how to sort the groups at the specified group level.

Special Function

This column shows the special functions that you select for the group-by fields of the Numeric, String, Date, and Time data types. Select a special function from the drop-down list to specify to which level to group the data of the specified field, or select Customize to set the function in the Customized Function dialog box.

Custom Sort

Designer enables this button after you have selected Custom Sort from the Sort column to define the sort manner of groups for the specified group level. Select it to specify how to sort the groups.

Special Group

Designer enables this button after you have selected Special Group from the Sort column to define a special group. Select it to specify how to group your information.

Select N

Select to open the Select N dialog box to specify the Select N condition for the specified group level.

Group Filter

Select to open the Group Filter dialog box to specify the group filter condition.

Summary Screen

Designer displays the Summary screen only when you use the dialog box for creating a table. You can use this screen to specify the fields on which to create summaries in the table.

Resources

This box lists the data fields in and related to the specified query resource, which you can use to create summaries in the table.

Add button

Select to add the specified field in the Resources box based on which to create a summary in the table.

Remove button

Select to remove the specified summary from the table.

Move Up button

Select to move the specified summary higher in the display order.

Move Down button

Select to move the specified summary lower in the display order.

Summarized Fields

This column shows the fields that you add to create summaries in the table.

Aggregate Function

This column shows the aggregate functions that you select to use for the summaries.

Distinct On

Designer enables this option and you should set it when you select DistinctSum as the aggregate function. Select the ellipsis to select the fields according to whose unique values to calculate DistinctSum in the Select Fields dialog box.

Break Field

This column shows the groups on which to calculate the summaries. If you add a summary for the Table level, the break field is null and Designer calculates the summary based on the whole dataset.

Position

You can use the option together with the Column option to specify the location where to place a summary.

• Footer
  Select it to place the summary in the footer panel. If you add the summary for a specific group, Designer places it in the group's footer panel; if you add the summary for the Table level, Designer places it in the table footer panel.
• Header
  Select it to place the summary in the header panel. If you add the summary for a specific group, Designer places it in the group's header panel; if you add the summary for the Table level, Designer places it in the table header panel. Designer disables the option when the table type is Group Above.

Column

You can use the option together with the Position option to specify the location where to place a summary.

• Detail
  Select it to place the summary and its name label in the first two detail columns.
• Summary
  Select it to place the summary in a separate summary column. Designer disables the option when the table type is Group Above.

Chart Screen

Designer displays the Chart screen when you use the dialog box for creating a table, and enables the options in the screen when you have added at least one group and one summary for this group in the table. You can use the screen to create a chart together with the table, which Designer places above the table in the report body.

No Chart

Select if you do not want to create the chart.

Bar Chart

Select to create a Clustered Bar 2-D chart together with the table.

Line Chart

Select to create a Line 2-D chart together with the table.

Pie Chart

Select to create a Clustered Pie chart together with the table.

Category

This drop-down list contains the group-by fields of the table on which you have added summaries. Select the field you want to display on the category (X) axis of the chart.

Series

This drop-down list contains the fields that you add as the group-by fields of the table. Select the field you want to display on the series (Z) axis of the chart.

Show Values

This drop-down list contains the summaries which are calculated based on the field you choose to display on the category axis of the chart. Select the value you want to display in the chart.

Filter Screen

Designer displays the Filter screen only when you use the dialog box for creating a table. You can use this screen to narrow down the data to display in the table.

Designer displays the same options in the Filter screen as in the Edit Filter dialog box.

Style Screen

Use this screen to specify the style of the table.

Grow Report

Designer displays the box only when you use the dialog box for creating a table. It lists the layouts in which you can create the table.

• Vertically
  Select to create a vertical table.
• Horizontally
  Select to create a horizontal table.

Style

This box lists the styles that you can apply to the table. Select the style for the table.

• <Custom>
  This style contains no information. Designer uses it to support reports that was built with previous versions which did not bind any style, or when Designer cannot find the bound style in the style list.

Preview

This box displays a diagram illustrating the effect of the selected style on the table.

Inherit Style

Designer displays the option only when you use the dialog box for editing a table and the table is inside a banded object. Select it if you want the table to inherit the style of its parent.

Page Setup

Designer displays this button only when you use the dialog box for creating a table in a page report tab. Select it to open the Page Setup dialog box to specify page properties for the report tab.

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