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Insert Table Dialog Box Properties

This topic describes how you can use the Insert Table dialog box to insert a table to a report. Server displays the dialog box when you drag Table from the Components panel to the destination.

Table Title

Specifies a title for the table.

Font button

Specifies the font properties of the table title. After you select the button, Server displays the following dialog box for you to edit the font properties:

  • Font
    Select the font face of the title.
  • Font Style
    Select the font style of the title: regular, bold, italic, and bold italic.
  • Size
    Specify the font size of the title.
  • Align
    Specify the position of the title to be left, right, center, or justify.
  • Font Color
    Specify the font color of the title.

    To change the color, select the color indicator. Server displays the color palette. Select a color, or select More Colors to access the Color Picker dialog box in which you can specify a color within a wider range. You can also type a hexadecimal RGB value to specify a color, for example, #9933ff.

  • Background Color
    Specify the background color of the title.
  • OK
    Select to apply any changes you made here and exit the dialog box.
  • Cancel
    Select to close the dialog box without saving any changes.

Data Source

Specifies the business view in the current catalog on which the table will be built.

  • <Inherit from the Parent>
    Specifies to inherit data from the business view used by the parent object. Available only when the table is to be inserted into any of the following panels in a banded object: banded header panel, banded footer panel, group header panel, and group footer panel.

Filter

Opens the Query Filter dialog box to specify the filter which you want to apply to the selected business view.

Table type drop-down menu

Specifies the type of the table. The tabs available in the dialog box differ according to the selected table type. When a group table type is selected, you can define the table in the Details, Group and Summary tabs respectively; when the summary table type is selected, only the Columns tab is available.

  • Group Above
    Creates a table with group information above the detail row.
  • Group Left
    Creates a table with group information left to the detail row.
  • Group Left Above
    Creates a table with group information left above the detail row.
  • Summary Table
    Creates a table with only group and summary information.

OK

Inserts a table and closes the dialog box.

Cancel

Cancels the insertion and closes the dialog box.

Help button

Displays the help document about this feature.

Close button

Ignores the setting and closes this dialog box.

The tabs in the dialog box are different according to the following table types:

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For Group Left, Group Above, or Group Left Above

The dialog box consists of the following tabs: Details, Group and Summary.

Details

Specifies the detail fields that you want to display in the table.

Insert Table dialog - Details

Resources

Displays all the group objects Group Object and detail objects Detail Object in the selected business view.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

The order can be one of the following:

  • Predefined Order
    Select if you want to sort the resources in the order as in the Business View Editor of Designer.
  • Resource Types
    Select if you want to sort the resources by the resource type. Namely, category objects come first, then group objects, then aggregation objects, and at last detail objects.
  • Alphabetical Order
    Select if you want to sort the resources in alphabetical order. Logi Report sorts the resources that are not in any category first, and then the categories. It also sorts the resources in each category alphabetically.

Search button

Launches the search bar to search for objects.

See the following properties in the search bar:

Quick Search Toolbar

  • Text box
    Type the text you want to search in the text box. Server lists the values that contain the matched text.
  • Close button Close button
    Select to close the search bar.
  • Search Options More Options button
    Select the button and Server displays more search options.
    • Highlight All
      Select if you want to highlight all matched text.
    • Match Case
      Select if you want to search for text that meets the case of the typed text.
    • Match Whole Word
      Select if you want to search for text that looks the same as the typed text.
  • Previous Text Previous button
    Select to go to the previous matched text when you have selected Highlight All.
  • Next Text Next button
    Select to go to the next matched text when you have selected Highlight All.

Add Item button

Adds the selected object to be displayed in the table.

Remove Item button

Removes the selected object that is added.

Field

Lists the group and detail objects that have been added to the table as the detail fields.

Label

Specifies the text for the labels of the detail columns, which by default are the display names of the added objects. You can select a text box to edit the label, or select the Auto Map Field Name checkbox beside the text box to automatically map the label to the dynamic display name of the object.

Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Sort Fields By

Opens the Custom Sort dialog box to specify how to sort data in the table.

Group

Specifies the fields to group the data.

Insert Table dialog - Group

Resources

Displays all the available group objects Group Object you can use to group the data in the table.

Sort button

Sorts the group objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the search bar to search for group objects.

Add Item button

Adds the selected group object as a group field.

Remove Item button

Removes the selected group object.

Field

Lists all the group objects that have been added as the group fields.

Sort

Specifies the sort order for groups at the specific group level.

  • Ascend
    Groups will be sorted in an ascending order (A, B, C).
  • Descend
    Groups will be sorted in a descending order (C, B, A).
  • No Sort
    Groups will be sorted in the original order in database.
  • Custom Sort
    Opens the Custom Sort dialog box to set how groups will be sorted.
Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Summary

Specifies the fields on which to create summaries.

Insert Table dialog - Summary

Resources

Displays all the available aggregation objects Aggregation Object you can use to create summaries in the table.

Sort button

Sorts the aggregation objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the search bar to search for aggregation objects.

Add Item button

Adds the selected aggregation object as the summary field.

Remove Item button

Removes the selected aggregation object.

Field

Lists the groups that have been added in the table and the aggregation objects added to summarize data in each group.

Row

Specifies to put the summary field in the header or footer row. If the summary is calculated on a group-by field, it will be put in the group header or footer of the corresponding group; if the summary is calculated on the table, it will be put in the table header or footer. Available only when the table is Group Left type.

Column

Specifies to put the summary field in the specified detail column. If no column is selected, the summary field will be displayed in a separate summary column. Available only when the table is Group Left type.

Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

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For Summary Table

The dialog box consists of the following tabs: Columns and Summary.

Columns

Specifies the fields to be displayed as the columns of the table.

Insert Table dialog - Summary Table - Columns

Resources

Displays all the group and aggregation objects in the selected business view.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view objects are listed for this user.

Search button

Launches the search bar to search for objects.

Add Item button

Adds the selected object to be displayed in the table.

Remove Item button

Removes the selected object that is added.

Column

Lists the objects that have been added to the table.

Sort

Specifies the sort order for groups at the specific group level.

  • Ascend
    Groups will be sorted in an ascending order (A, B, C).
  • Descend
    Groups will be sorted in a descending order (C, B, A).
  • No Sort
    Groups will be sorted in the original order in database.
  • Custom Sort
    Opens the Custom Sort dialog box to set how groups will be sorted.
Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Summary

Specifies to insert aggregations to the header/footer rows of the table and groups.

Insert Table dialog - Summary Table - Summary

Resources

Displays the aggregations selected in the Columns tab.

Summarized Fields

Displays the group fields selected in the Columns tab under the Table node.

Header

Represents the table header or the group header of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding header rows.

Footer

Represents the table footer or the group footer of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding footer rows.

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