Report Tab

In this section:

You use the Report tab to modify report properties, change the style of rows and columns on your report, or create filters. The Report tab contains the following groups: Filter, Report, Traffic Lights, Style, and Links. The Report tab is located at the top of the App Studio interface and is available only when you are creating or working with a report. The Report tab is shown in the following image.

Report tab


Top of page

x
Filter Group

In this section:

You use the Filter group to define filter fields when creating a report. The Filter group is shown in the following image.

Filter group

The commands are:

Filter

Filters fields using Where, If, Where Total, and Limits screening options. You can access the Expression Builder by selecting Where, If, or Where Total from the Filter drop-down menu.

Using the Expression Builder, you can create expressions quickly by selecting fields, relations, operators, and values from lists. You can base selection criteria on a specified value, a variable value, or a field value. For more information, see Using the Expression Builder.

If you selecting Limits, the Retrieval Limits dialog box opens, where you can set the Record Limit and Read Limit values. This enables you to set how much data is displayed or previewed.



x
Using the Expression Builder

The Expression Builder enables you to create expressions quickly by selecting fields, relations, operators, and values from lists. You can base selection criteria on a specified value, a variable value, or a field value.

You can access the Expression Builder by clicking Where, If, or Where Total from the Where/If drop-down menu. The Expression Builder dialog box displays.

The Expression Builder is divided into four sections. The Data section is located in the upper-left of the Expression Builder. The Criteria section is located to the lower-left of the Expression Builder. The Advanced section is located in the lower-right of the Expression Builder. The Expression Grid is located to the upper-right of the Expression Builder.

The Data section displays a list of all fields in the data source. Double-click or drag the field into the Expression Grid to build an expression using the options provided. You can also drag fields to the Criteria section and the Advanced section, once it is enabled.

The Criteria section displays which expression you are working on, as well as which expressions, of the same type, you have already created. If you double-click a field and it is added to the Expression Grid, the field will be shown in the Criteria section. Alternatively you can drag a field into the Criteria section begin working on a new expression. Dragging more than one field into the Criteria section allows you to create multiple of whatever type of statement you selected (Where, If, or Where Total). For example, if you clicked Where to open the Expression Builder, then dragging more than one field into the Criteria section will create multiple Where expressions. Selecting an expression in the Criteria section will show you the details of that expression in the Expression Grid and/or the Advanced section.

Note: The type of expression you are creating is shown next to the Criteria section.

The Advanced section is where, instead of creating an expression using the Expression Grid, you are creating it using syntax. This is for if you do not want to use the Expression Grid to create an expression. The Advanced check box is only available to be checked once a field is in the Criteria or Expression Grid. Once the Advanced check box is checked, the Advanced section, the Function button, and the Variable button are available for use.

The Expression Grid is where you build an expression using the drop-down options available. You can add more fields to the Expression Grid to make a more complex expression by using OR and AND.



x
Reference: Expression Builder Dialog Box

The Expression Builder dialog box has the following sections:

Data section

Displays a list of all of the fields in the data source. Double-click or drag a field to add it to the Expression Grid.

Expression Grid

Create an expression by using the drop-downs in correlation with a field.

You can delete expressions from the Expression Grid using the Delete key or right-click Delete option when either the And/Or or Column to filter columns are selected. If you use the Delete key or right-click Delete option on any other column, it will only delete that column option. You can only delete entire expressions, using the Expression Grid, when there are multiple expressions present. If you want to delete a single expression, you must do it from the Criteria section.

And/Or

Displays the keyword used in the expression listed in the Expression list box. You must select more than one field for the expression to activate this option.

Parentheses

Allows you to add either one, two, or three parentheses before and after an expression.

Column to filter

The field you clicked or dragged in from the Data section. This field can be changed after being added by clicking the drop-down list and selecting a different field.

Logical Relation

Displays a list of possible relations between the selected data source field and the value, parameter, or other field that WebFOCUS will compare it to. Select a relation to activate the Compare Type column.

The following relations are available from the drop-down list:

  • equals
  • does not equal
  • is greater than
  • is greater than or equal to
  • is less than
  • is less than or equal to
  • is
  • is not
  • contains
  • does not contain
  • matches the pattern
  • does not match the pattern
  • is like
  • is not like
  • is missing
  • is not missing
  • includes
  • excludes
  • is from
  • is not from
  • is in literal list
  • is not in literal list
  • is in external file of literals
  • is not in external file of literals
  • none

Note: The is and is not relations are only available for an IF statement. The matches the pattern, does not match the pattern, is like, is not like, is in literal list, is not in literal list, is in external file of literals, and is not in external file of literals relations are only available for a WHERE statement.

Compare Type

Indicates the nature of the comparison you wish to make to the field selected in the field section.

The following is a list of the available Compare Types and a brief description of what each is:

  • Value is a set value the user creates, using the Multiple or Single Value Builder, in the Compare Value section.
  • Field is a selected field the user specifies, using the Multiple or Single Value Builder, from the Compare Value section.
  • Parameter is a parameter created by the user, using the Variable Editor, in the Compare Value section.
  • Parameter (Dynamic) is a parameter option that allows a user to multiselect values using a button. This option automatically generates the required syntax so that the Variable Editor does not need to be invoked.
  • Parameter (Static) is a parameter option that presents a value list to select from. This option automatically generates the required syntax so that the Variable Editor does not need to be invoked.
  • Parameter (Simple) is a parameter option that prompts the user to enter a value. This option automatically generates the required syntax so that the Variable Editor does not need to be invoked.
  • Function is a function created by the user, from the Compare Value section, using the Function Arguments dialog box.
  • Import Values is a list of values, created by the user, using the Multiple or Single Value Builder, in the Compare Value section.

    Note: The external file should be a text file with new line delimiters.

  • Other allows you to enter your own expression.

    Note: After choosing Other and double-clicking on Compare Value to enter a value, you will be prompted with the following warning message.

    If using a literal value, it must be enclosed in single quotes. 
    Please use "Compare Type" "Value" instead for quotes to be added automatically.

    You can choose to not show this message again by selecting the option at the bottom of the warning window.

Compare Value

Specifies the literal value, parameter, or other field to which the selected field is compared.

The choices available here are dependent on the selection you make in the Compare Type column.

Criteria

The Criteria section shows the different expressions you created. Selecting an expression in the Criteria section will show you that expressions details in the Expression Grid and/or the Advanced section.

Advanced check box

This option can only be checked if there is an expression in the Criteria or Expression Grid section. This option will enable you to use the Advanced section, the Function button, and the Variable button.

Advanced section

In this section you can type an expression out rather than using the Expression Grid.

Function

Only available when Advanced is checked. Opens the Functions Arguments dialog box to assist in the creation of an expression that is being made with the Advanced section.

Variable

Only available when Advanced is checked. Opens the Functions Arguments dialog box to assist in the creation of an expression that is being made with the Advanced section.

Delete

Deletes an expression.

Up

Moves an expression up one.

Down

Moves an expression down one.



x
Procedure: How to Display Records Based on Specified Values

In the Expression Builder dialog box:

  1. Select a field name from the Data section.

    The field is added to the Expression Grid.

  2. Select a relation from the Logical Relation column.
  3. In the Compare Type column, select Value.
  4. Double-click the Compare Value column. The Multiple Value Builder dialog box opens.
  5. Click the Select a field button and select a value from the list.
  6. Double-click the value to add the value to the list.

    Note: Repeat this process to add other values to the list.

  7. Click OK.

The values are shown in the Compare Value column.



x
Procedure: How to Display Records Based on a Variable Value

In the Expression Builder dialog box:

  1. Select a field name from the Data section.

    The field is added to the Expression Grid.

  2. Select a relation from the Logical Relations column.
  3. In the Compare Type column, select Parameter (Dynamic).

    This creates a Multiselect OR parameter. If you want to make a single select parameter, double-click the Compare Value column to open the Variable Editor and change the Variable Type to Single Select.



x
Procedure: How to Display Records Based on Field Values

In the Expression Builder dialog box:

  1. Select a field name from the Data section.
  2. Select a relation from the Logical Relations column.
  3. In the Compare Type column, select Field.
  4. Double-click on Compare Value to open the Single Value Builder.
  5. Double-click a field from the Data Source section to move it to the Value List.
  6. Click OK to close the Single Value Builder. The field is added to the Compare Value column.


x
Procedure: How to Display Records Based on Imported Values From an External File

In the Expression Builder dialog box:

  1. Select a field name from the field list.

    The field is added to the Expression Grid.

  2. Select a relation from the Logical Relation column.
  3. Select Import Values from the Compare Type list options.
  4. Double-click the Compare Value column.

    The Multiple Value Builder opens.

    Note: A Single or Multiple Value Builder opens, based on your Logical Relation selection. In the Multiple Value Builder, you may select more than one value. In the Single Value Builder, only one value may be selected.

  5. Click the Select File button to import values from an external file.
  6. Select a text file from your local machine and click Open.

    Note: The external file should be a text file with new line delimiters.

    The imported values are loaded into the Data Source area of the Multiple Value Builder.

  7. Double-click an imported value to add it to the Values List.
  8. Click OK to close the Multiple Value Builder dialog box and return to the Expression Builder.

    The imported values are added to the Compare Value area.



x
Procedure: How to Select Multiple Values and Fields

In the Expression Builder dialog box, you can select multiple values or fields to be used for record selection criteria by selecting options in the And/Or column. The And/Or column is only available if you have more than one Column to Filter.

  1. Select more than one field name from the fields window and drag them to the Expression Grid.

    Note: For every Column to Filter after the topmost one, And is already selected for you.

  2. Click the down arrow in the And/Or column. Select one of the following:
    And

    To start a new expression that will be combined with the previous expression by the keyword AND.

    Or

    To start a new expression that will be combined with the previous expression by the keyword OR.

  3. Select remaining criteria from the other columns in the Expression Builder to complete the expression.
  4. Click OK.

Note: When the keyword And is used, WebFOCUS only selects data that meet both conditions. When the keyword Or is used, WebFOCUS selects data that meet either condition.


Top of page

x
Report Group

How to:

You use the components of the Report group to customize your reports. For example, you can add a header and footer to your report and include row and column totals. You can also sort the data on your report. The Report group is shown in the following image.

Report group

The commands are:

Header & Footer

Adds a header, footer, or both to your report. You can define a Report Header, Page Header, Page Footer, or Report Footer.

Column Total

Displays column totals in the report. You can select No Totals, Column Totals, or Summarize.

Row Total

Displays row totals in the report. You can select Row Total or Off.

Precision Report

Converts your report to a precision report.

Compound Document

Converts your report to a Compound document. The original report remains unchanged while a copy of that report is placed on the Document canvas.

Universal Concatenation

Retrieves data from unlike data sources in a single request. Opens the Universal Concatenation dialog box, where you can add the additional data sources to concatenate. For more information, see How to Concatenate Data Sources.

Sorted Data

Assumes that the data is already sorted in the database. If the data you are accessing is already in the correct sort order, you can prevent WebFOCUS from resorting it. This feature provides a fast method of retrieving data if it is already stored in the order required for display, and no further sorting is required.

Custom Field Placement

Allows sort fields to be moved from their default location.



x
Procedure: How to Concatenate Data Sources

Universal concatenation specifies how to combine data from sources with dissimilar Master Files.

  1. Create the main request.

    This contains all the formatting for the resulting report and names the first file to be concatenated. It also contains all printing and sorting information. The fields printed and the sort fields must exist as real or DEFINE fields in each file.

  2. On the Report tab, in the Report group, click Universal Concatenation.

    The Universal Concatenation dialog box opens.

  3. Click the Add Source button to add additional data sources.

    The Open File dialog box appears.

  4. Select a Master File and click OK.

    If there are temporary HOLD files associated with the procedure, HOLD files are available from the Open dialog box.

    The selected data source is added, showing the Report Field Resolutions and Filters. Additionally, the Define Tool is activated.

    Note: If the field names for the selected data source are not the same names and formats as the fields being printed and sorted in the main request, the Universal Concatenation dialog box indicates that you need to define these fields with status icons.

  5. Create or modify a field for the universal concatenation with the Define Tool.
    • Click the Define button from the Universal Concatenation toolbar.

      or

    • Double-click the field name from the Additional Data Sources window.

    The Define Tool opens.

    Note: The Define Tool opens automatically if the Create all needed fields for a data source when launching the Define tool option is selected. This creates the missing defines for the data source. A message appears before the Define tool opens, stating which DEFINEs will be created and require expressions, followed by a list of the created DEFINE fields. This option is off by default.

    • Create the DEFINE expression using the selected universally concatenated Master File, generating the required DEFINEs for the data source to have the same field names and formats as the fields used in the main request.
    • Click OK to close the Define tool.

      The DEFINE expression is written in the procedure ahead of the TABLE request.

  6. Create selection criteria for the universal concatenation with a Filter.

    You may create a filter through a WHERE clause.

    • Select the Where button from the Where/If drop-down menu.

      The Expression Builder opens.

    • Create selection criteria and click OK to close the Report Options dialog box.
    • To modify or view the filter, double-click the filter expression from the Additional Data Source window to open the Report Options dialog box.
  7. Click OK to close the Universal Concatenation dialog box and add the MORE command to the procedure.

Top of page

x
Traffic Lights Group

How to:

You use the Traffic Lights group to set styling and hyperlinks conditions. The Traffic Lights group is shown in the following image.

Traffic Lights group

Traffic Lights

Sets the current condition for styling and hyperlinks. Options include:

  • None. This option displays a preview of the report with no visible conditional styling. This is the default.
  • Forecast. This option lets you apply conditional styling to the predictive analytics shown in a forecast column. For more information, see Overview of Forecasting.
  • Add/Edit Conditions. This option opens the Condition List dialog box. From this dialog box, you can define new conditions, and then apply styling to them.

The styling you add to a condition appears as a preview in the Report canvas when you select the condition in the Traffic Lights drop-down list box.



x
Procedure: How to Use the Traffic Lights Feature to Set Conditional Styling

This procedure shows how you can use the Traffic Lights feature to set styling in your report based on conditions that you define. This example will use a red background to highlight revenue amounts that are less than 500.

  1. On the Home tab, in the Content group, click Report.

    The Report Wizard opens.

  2. Click Create Report.

    The Report Wizard - Select Procedure Location window opens.

  3. Select a location for your report and click Next.

    The Report Wizard - Select a master file window opens.

  4. Select the wf_retail.mas data source and click Finish. The Report canvas opens.
  5. Select the Customer Full Name, Product Name, and Revenue fields and click Run on the Quick Access toolbar to view the report with no conditional styling.
  6. Return to the Report canvas to create a condition for the Revenue field, for which you will later specify styling.
  7. On the Report tab, in the Traffic Lights group, click the drop-down list box and select Add/Edit Conditions. The Condition List dialog box opens.
  8. Click New. The Edit Condition dialog box opens. In the Condition field, a default name COND0001 is specified for your new condition, which you can change as required.
  9. Complete the Edit Condition dialog box as shown in the following image.
    • Select Revenue for the field.
    • Select is less than for the Relation.
    • Select Value for the Compare Type.
    • Type 500 for the Value.

  10. Click OK to save your new condition and close the Edit Condition dialog box. You are returned to the Condition List dialog box. Notice that the new condition COND0001 is now listed.
  11. Click OK.
  12. Select COND0001 from the Traffic Lights drop-down list box to specify styling for the new condition.
  13. On the Report tab, in the Style group, set the background color to red. Note that the red background displays as a preview in the Report canvas when COND0001 is selected.
  14. Click Run on the Quick Access toolbar to view the report with conditional styling. Note that only the Revenue amounts below 500 appear with the red background, as shown in the following image.


Top of page

x
Style Group

In this section:

You use the tools in the Style group to apply stylistic changes to a report, including data, title, and all other components of the report. The Style group is shown in the following image.

Style group

The commands are:

Change Theme

Changes the theme of the report from a list of available style sheets.

Manage Theme

References or embeds an external StyleSheet or applies no styling to your report. The WebFOCUS StyleSheet is applied by default. When you click this button, the StyleSheet Selection dialog box opens.

Save Theme

Saves your current theme options.

Scope

Indicates the scope to which your changes will apply. For example, if you choose Report, your style changes will be applied to the whole report. If you choose Footing, your changes will be applied to the footer only. You can use the Scope function to apply styling to different areas of your report. The Scope options available from the Report tab are:

  • Report
  • Title
  • Data
  • Report Header
  • Report Footer
  • Page Header
  • Page Color
  • Page Footer
  • Subhead
  • Subfoot
  • Subtotal
  • Subtotal Tag
  • Across Title
  • Across Data
  • Column Totals
  • Report Totals (Report)
  • Report Totals (Title)
  • Report Totals (Data)
  • Recap
  • Cell
  • Page Color
  • (Selected Item)

Note: The (Selected Item) scope is only available when you select a text or field item. The type of item selected will come before (Selected Item). For example, if you have text selected in the Page Footer, the Scope would display Page Footer (Selected Item).

Bold

Applies bold font formatting to the highlighted text or text within a selected object.

Italic

Applies italic font formatting to the highlighted text or text within a selected object.

Underline

Underlines the highlighted text or text within a selected object.

Left

Aligns the highlighted text or text within a selected object to the left.

Center

Aligns the highlighted text or text within a selected object to the center.

Right

Aligns the highlighted text or text within a selected object to the right.

Default

Aligns the highlighted text or text within a selected object to the default alignment option. This aligns numbers to the right and text to the left.

Report Width

Sets report width options.

Copy Style

Copies the current style settings, enabling the Paste Style button.

Paste Style

Pastes the copied style settings.

Font Name

Changes the font of the highlighted text or text within a selected object. Fonts are listed in alphabetical order.

Font Size

Changes the font size of the highlighted text or text within a selected object. Font sizes range from 8 to 72 (whole numbers only).

Color

Changes the font color of the highlighted text or text within a selected object. Applies the color change to the selected Scope. Opens the Color dialog box, where you can select the font color.

Background Color

Changes the background color of the highlighted text or text within a selected object. Applies the color change to the selected Scope. Opens the Color dialog box, where you can select the background color.

Defaults

Resets the style settings of the highlighted text or text within a selected object to the default (original) style.

Borders/Grid

Turn on or disable borders and grid lines. You can apply borders and gridlines to HTML, Excel, and PDF reports. For all other report types, this option is disabled.

User Style

Enables you to set User Format Style Blocks, if available.

Related Information:



x
Using the StyleSheet Selection Dialog Box

The StyleSheet Selection dialog box enables you to reference or embed an external style sheet, use the default WebFOCUS StyleSheet, or apply no styling to your report. You may also save and include multiple style sheet. The StyleSheet Selection dialog box is accessible from the Style group on the Report canvas ribbon.

The StyleSheet Selection dialog box provides the following capabilities:

To open the StyleSheet Selection dialog box, on the Report tab, in the Style Group, click Manage Theme.

Note: The StyleSheet Selection dialog box opens to the Include StyleSheet File section, since every procedure has existing embedded styling by default. You may click Change Options and choose to embed or reference an external StyleSheet, use the WebFOCUS default StyleSheet, or turn off all report styling, as described in the procedures below.



x
Procedure: How to Include a StyleSheet in a Report

Since every procedure has existing styling, the Include StyleSheet File section opens by default.

When a StyleSheet is included, part of the styling is embedded in the report. You may include StyleSheets up to an INCLUDE depth of three in your report, with the last selected StyleSheet having precedence.

  1. On the Report tab, in the Style group, click Manage Theme.

    The StyleSheet Selection dialog box opens.

  2. Click the Add new item button.

    The Open File dialog box opens.

  3. Select a StyleSheet file and click OK.
  4. Optionally, you may select to include additional StyleSheets, up to an INCLUDE depth of three in your report.

    Note: The last selected StyleSheet has precedence in the report. You may use the arrows to reorder the arrangement of StyleSheets.

    The following syntax will be added to the procedure for the included StyleSheets.

    ON TABLE SET STYLE *
         INCLUDE = citrus,
    $
         INCLUDE = teal,
    $
         INCLUDE = olive,
    $
    ...
  5. Click Finish to close the StyleSheet Selection dialog box.
  6. Optionally, you may apply styling options from the Report canvas and save the StyleSheet code using the Save Theme command, in the Style group. on the Report tab.


x
Procedure: How to Apply an External Cascading Style Sheet (CSS)

In addition to including StyleSheets to your report, you may apply an external Cascading Style Sheet to your report. An external Cascading Style Sheet (CSS) is an extension to HTML that enables you to specify formatting for an HTML document. To link the CSS to the report, use the External Cascading Style Sheet URL field in the StyleSheet Selection dialog box.

Note: An external Cascading Style Sheet is only applicable when using the HTML report output format.

  1. On the Report tab, in the Style group, click Manage Theme.

    The Stylesheet Selection dialog box opens.

  2. Type a name of the customized StyleSheet (.css) in the External Cascading StyleSheet URL input field.

    Note: The external CSS (cascading style sheet) file should be saved in an alias on the web server.

  3. Optionally, you may include StyleSheets to be added to the report.

    Note: A CSS file is separate from a StyleSheet file and can exist on its own.

  4. Click Finish to close the StyleSheet Selection dialog box.


x
Procedure: How to Embed a StyleSheet in a Report

Embedding a StyleSheet stores your style information within the report, from which you can read an existing file as a starting point, start with a empty style, or leave the current StyleSheet contents without any modifications.

  1. On the Report tab, in the Style group, click Manage Theme.

    The StyleSheet Selection dialog box opens.

  2. Click Change Options to change the StyleSheet Selection dialog box options. The StyleSheet Selection dialog box displays.
  3. Accept the default, Normal Embedded Styling, and click Next.
  4. To read an existing file as a starting point:
    1. Select Initialize with the contents of a pre-existing file.

      Note: Preserve referenced StyleSheets so any “INCLUDE=name” will not be deleted is selected by default. When a StyleSheet is included, a reference of the StyleSheet is added to the report syntax as INCLUDE=name. This reference is added to the existing style information already in the TABLE request.

    2. Click Next.

      The StyleSheet File Selection dialog box appears.

    3. Select a Predefined Template file to use as your starting point and click OK.

      The selected StyleSheet file is shown as the origin embedded StyleSheet file. Optionally, you may include additional StyleSheets or add an External Cascading StyleSheet (CSS).

    4. Click Finish to close the StyleSheet Selection dialog box.

    The selected StyleSheet code is imported into the procedure and overwrites any existing styling in the report.

  5. To start with an empty style:
    1. Click Change Options to change the StyleSheet Selection dialog box options.
    2. Keep Normal Embedded Styling selected and click Next.
    3. Select Start fresh with an empty StyleSheet.

      Note: Preserve referenced StyleSheets so any INCLUDE=name is selected by default. When a StyleSheet is included, a reference of the StyleSheet is added to the report syntax as INCLUDE=name. This reference is added to the existing style information already in the TABLE request.

    4. Click Next.

      The Include StyleSheet File section opens indicating that the origin of the embedded StyleSheet file is unknown.

      Tip: You may select StyleSheet files to embed to your currently empty style.

    5. Click Finish to close the StyleSheet Selection dialog box.
    6. Click OK to close the StyleSheet Selection dialog box.

    Starting with an empty style clears any styling from the report and initializes a procedure with the WebFOCUS default style code (basic styling that is used when styling is not specified).

  6. To leave Report canvas generated styling untouched:
    1. Click Change Options to change the StyleSheet Selection dialog box options.
    2. Keep Normal Embedded Styling selected and click Next.
    3. Select Leave current StyleSheet contents without modification.

      Note: Preserve referenced StyleSheets so any INCLUDE=name is selected by default. When a StyleSheet is included, a reference of the StyleSheet is added to the report syntax as INCLUDE=name. This reference is added to the existing style information already in the TABLE request.

    4. Click Next.

      The Include StyleSheet File section opens indicating that the origin of the embedded StyleSheet file is unknown.

      Tip: You may include StyleSheets to be added to the report.

    5. Click Finish to close the StyleSheet Selection dialog box.
  7. Optionally, you may apply styling options from Report canvas and save the StyleSheet code.


x
Procedure: How to Apply the Default WebFOCUS StyleSheet

The WebFOCUS Default Styling section applies the default StyleSheet to your report, with no styling visible in the procedure.

Note: The default WebFOCUS StyleSheet disables any styling options in the report. No further styling options of any kind can be applied to the report.

  1. On the Report tab, in the Style group, click Manage Theme.

    The StyleSheet Selection dialog box opens.

  2. Click Change Options to change the StyleSheet Selection dialog box options.
  3. Select WebFOCUS Default Styling and click Finish.

    Tip: To remove the default WebFOCUS StyleSheet and enable styling, click the Style File Selection button to open the StyleSheet Selection dialog box and select the Normal Embedded Styling option.



x
Procedure: How to Reset the Default Report Canvas Styling

To reset the default Report canvas styling in the StyleSheet Selection dialog box:

  1. On the Report tab, in the Style group, select Manage Theme.

    The StyleSheet Selection dialog box opens.

  2. Highlight the added StyleSheet files (.sty) listed in the Include StyleSheet File section and click Delete selected items (Del).


x
Procedure: How to Save a StyleSheet

After including StyleSheets and applying styling options from Report canvas, you may save the StyleSheet as a new StyleSheet file (.sty).

  1. On the Report tab, in the Style group, click Save Theme.

    The Save As dialog box opens.

  2. Type a name for the StyleSheet in the File name input field and click Save.

    The .sty file is saved in the working directory. You may browse to select a different location.

Tip: The saved StyleSheet can be included in other reports from the StyleSheet File Selection dialog box.



x
Reference: Usage Notes for the StyleSheet Selection Dialog Box

The following apply when using the StyleSheet Selection dialog box in Report canvas:

  • Applying StyleSheets through the StyleSheet Selection dialog box follows the same rules of WebFOCUS StyleSheet inheritance. For details, see WebFOCUS StyleSheet Attribute Inheritance in the Creating Reports With WebFOCUS Language manual.
  • When including or referencing a StyleSheet that is not in the current application, the StyleSheet gets copied to the working directory.

    If the StyleSheet already exists in the current application, it does not get overwritten.

    To refresh an existing StyleSheet, you must copy the new StyleSheet to the working directory or remove the StyleSheet from the procedure, delete it from the working directory, and then add it back to the procedure.

  • The default location for StyleSheets that are Included or referenced in App Studio is (...\AppStudionn\ibi_html\javaassist\intl\locale\combine_templates), which contains a set of sample StyleSheets. You can also search other WebFOCUS locations for available StyleSheets.
  • When a StyleSheet is used in the procedure and the StyleSheet Selection dialog box is opened, it opens in the Include StyleSheet File section, enabling you to change the included StyleSheet. You may also change the StyleSheet options. This occurs even when the Defaults option (located in the Style group on the Report canvas ribbon in App Studio) is clicked.

    Note: If you go back and select to embed or reference a StyleSheet, or use the WebFOCUS default option, the StyleSheet that was in the report will get overwritten.

  • If the report does not have any styling, the StyleSheet Selection dialog box opens to the Change Options section. As is the case where the report code contains the command:
    ON TABLE SET STYLE OFF


x
Color Dialog Box

The Color dialog box lets you choose a color by selecting it from the color palette or entering a hexadecimal value



x
Procedure: How to Access the Color Dialog Box
  1. On the Report tab, in the Style group, click Color or Background Color.

    The Color dialog box displays.

  2. Click Default to restore the formatting back to its original state.
  3. Click Custom to access custom coloring.
  4. Click OK and click OK again to close the Color dialog box.


x
Borders Dialog Box

You use the Borders dialog box to add borders to your report.



x
Procedure: How to Add Borders to an HTML, Excel, or PDF Report

You can add borders to an entire report, a column, or another object area, such as a heading or footing.

Note: You must remove grids from the report, column, or object area before you can apply borders.

You can set borders to a report globally, so that they will apply to all objects you subsequently add to the report.

Note: Ensure that HTML, Excel, or PDF is selected as the report output format on the Format tab.

To set global borders:

  1. On the Report tab, in the Style group, click Borders/Grid and then click Borders.

    The Borders dialog box opens.

    Note: By default, the Make all borders the same option is selected.

  2. To specify border settings for the top, bottom, left, and right borders, click the Make all borders the same check box to disable that option. Make your border selections:
    • Select the following options from the Width drop-down list:

      OFF to turn borders off.

      LIGHT to apply thin border lines.

      MEDIUM to apply medium border lines.

      HEAVY to apply thick border lines.

    • From the Scope drop-down list, select a line style.
    • From the Color drop-down list, select a color. For more information, see How to Access the Color Dialog Box.

    After you select your border width, style, and color selections, you can see them in the Border Preview window in the Borders dialog box.

    Note: You can restore the original default borders by clicking the Default button.

  3. Click OK.

To apply a border to a column:

  1. Select the column you want to apply a border.
  2. On the Appearance tab, in the Style group, select an option from the Scope drop-down command. The options are:
    • Data and Title applies grids to the column title and data.
    • Data Only applies grids to the column data.
    • Title Only applies grids to the column title.
  3. On the Appearance tab, in the Style group, click Borders.

    The Borders dialog box opens.

  4. To specify border settings for the top, bottom, left, and right borders, select the Make all borders the same check box to turn off that option.
  5. Make your border selections:
    • Click the down arrow in the Width drop-down list box and select:

      OFF to turn borders off. (This is the default.)

      LIGHT to apply thin border lines.

      MEDIUM to apply medium border lines.

      HEAVY to apply thick border lines.

    • From the Scope drop-down list, select a line style.
    • From the Color drop-down list, select a color.

    After you select your border width, style, and color selections, you can see them in the Border Preview window in the Borders dialog box.

    Note: If the OFF option is selected in the Width drop-down list, no borders will be shown.

  6. Click OK.

To apply a border to another object area:

  1. On the Report tab, in the Style group, select an option from the Scope drop-down command The options are:
    • Report
    • Title
    • Data
    • Report Header
    • Report Footer
    • Page Header
    • Page Footer
    • Subhead
    • Subfoot
    • Subtotal
    • Across Title
    • Across Data
    • Column Totals
    • Report Totals (Report)
    • Report Totals (Title)
    • Report Totals (Data)
    • Recap
    • Cell
    • Page Color
    • (Selected Item)
  2. On the Report tab, in the Style group, click Borders/Grid and click Borders.

    The Borders dialog box opens.

  3. To specify border settings for the top, bottom, left, and right borders, select the Make all borders the same check box to turn off that option.
  4. Make your border selections:
    • Select the following options from the Width drop-down list:

      OFF to turn borders off. (This is the default.)

      LIGHT to apply thin border lines.

      MEDIUM to apply medium border lines.

      HEAVY to apply thick border lines.

    • From the Scope drop-down list, select a line style.
    • From the Color drop-down list, select a color.

    After you select your border width, style, and color selections, you can see them in the Border Preview window in the Borders dialog box.

    Note: If the OFF option is selected in the Width drop-down list, no borders will be shown.

  5. Click OK.


x
Width Options Dialog Box

The Width Options dialog box allows you to set how values will be handled if they extend the report cell. You can also enter a value to specify a limit for how large or small a value can be before these options take effect.



x
Procedure: How to Set Width Options for a Report
  1. On the Report tab, in the Style group, click Report Width.

    The Width Options dialog box displays.

  2. From the <not set> drop-down dialog box, select one of the following options:
    • Minimum
    • Maximum
    • Truncate
    • Wrap
  3. Indicate a value (in inches) by which to limit the width of the report.

    Note: This only applies to Truncate and Wrap.

  4. Click OK.

Top of page

x
Links Group

How to:

You use the Links Group to create drill-down procedures. The Links group is shown in the following image.

Links group

Hyperlink

Enables you to create a drill-down procedure.



x
Procedure: How to Create a Drill Down Procedure
  1. On the Appearance tab or Report tab, in the Links group, select Hyperlink.

    The Drill Down dialog box displays.

  2. Click the Add new item button on the Drill Down dialog box toolbar.

    The Drill Down fields are enabled.

  3. In the Drill Down dialog box:
    1. The Drill Menu Items field is automatically populated with a default drill-down name. You may rename it as needed, or delete the name if you are using only one drilldown.
    2. Select one of the following Drill Down Types from the drop-down menu:
      • Execute Procedure
      • Execute Guided Procedure
      • URL
      • URL from field
      • JavaScript
      • Refresh BI Portal

      Note: The Refresh BI Portal drill-down type will be displayed only when you are working with a report that was created in the Content development area.

    3. Double-click in the Source field.
      • If you selected the Execute Procedure Drill Down Type, the Open File dialog box opens.

        Select the procedure to drill to and click OK.

      • If you selected the Execute Guided Procedure Drill Down Type, the Guided DrillDown dialog box opens. For more information, see How to Create a Guided Drill Down Procedure.
      • If you selected the URL Drill Down Type, type a fully qualified URL to drill to.
      • If you selected the URL from field Drill Down Type, select a source field from the drop-down menu which contains the URL to drill to.
      • If you selected the JavaScript Drill Down Type, enter the function to drill to. In the Parameters field (Step 4 below), type the arguments for the function.
      • If you selected the Refresh BI Portal Drill Down Type, select Current page only or All pages in portal to refresh when the drilldown is triggered.
    4. Select a Target Frame from the drop-down menu:
      • _blank - opens the target procedure in a new window.
      • _self - opens the target procedure in the same window as the source. This is the default. In addition, it is the only option available if you selected the Refresh BI Portal drill down type.
      • _parent - opens the target procedure in the same frame as the anchor.
      • _top - opens the target procedure in the current window.
    5. Double-click in the Parameters field.

      The Parameters dialog box opens.

  4. Click the Add new item button on the Parameters dialog box toolbar.

    The Parameter fields are enabled.

  5. In the Parameters dialog box:
    1. The Parameter Name field may appear, depending on the Drill Down Type you selected. Select a name from the drop-down menu or, if no drop-down menu appears, type a parameter name.
    2. Select a parameter type from the drop-down list box:
      • Field - allows you to select a specific field from the Parameter Value drop-down menu.
      • Constant Value - allows you to specify a constant value for the parameter in the Parameter Value field.
      • Variable - allows you to specify a variable for the parameter in the Parameter Value field.
  6. Click OK.

    The Parameters dialog box closes and you return to the Drill Down dialog box.

  7. Click OK.

    The Drill Down dialog box closes.


WebFOCUS