Simple Folder
: from Single Table
Complex
Folder: Join two simple folders
Custom Folder
: SQL query WHERE ORDER BY Having Group By
1)Connect to
the Admin Edition
2)Create
Business Area and Create Simple Folder
3)Connect to
the Desktop Edition and Create new Workbook by select
the Business Area whatever we have created.
4)Once we
select the Business Area it will shows the folders which we have in the
Business Area
select folder and Columns => Select Next
button and Finish Button
Note:- In the
Business Area we have more than one Simple folder we can select only one simple
folder columns not multiple folder
2)If we want
to select columns from Multiple folders
then we will go for creation of
Complex Folders.
VenodrID
VendorName Cdate SiteID SiteCode Cdate City
======= ========== ===== ====== ======== ===== ====
1)Create Two
Simple Folders in Admin Edition
2)Select the
Primary key from Simple Folder => Right click=>New join
Select the Join Condition.
Note: for Outer join select Options Button
for multiple join conditions select
Multi Item Button
3)System will
create the join condition between the Simple folder we can find that end of the
Simple folder.
4)Go to
Desktop Edition and Create Workbook by select Business Area select the columns
from multiple folders and design the
Format.
Sort Options :
1)Right Click
on the Workbook column name
=>
Item Properties =>to change the
Column Name
=>
Group Sort =>To make grouping
=> Sort Low to High =>Ascending order
=>
Sort high to Low =>Descending order
=>
Format Data => To format the Data
=>
Format Heading => Format the Heading
=>
Format Exception =>To give the Format Conditions
Add Title to the Workbook:
1)Go to Tools
Menu=> Options=> Table Tab=>Check the Title Check Box
Double click on the Title Text enter the
Title
2)Select the
Button called Insert button to Insert
Date , Time, Parameter valued and so on
Custom Folder:
SQL Query
1)go to Admin
Edition
2)Right click
Business Ares => New Custom Folder
=> New Folder
From Database to Create Simple Folder
3)Go to
Desktop edition and select the Business
Area
we can find both Simple and Custom Folder
Note: Once we
select column from Custom Folder Simple folders will be disabled we can not select the Column from simple folders.
4)Select the
Column and Select Finish Button.
Creation of Custom Folder
1)Go to Administrator Edition Select the Business area =>Right
Click
select the option called New Custom Folder
2)Enter
the Select Statement whatever is valid
3)Define the
Workbook in the Desktop Edition by selecting the Business area.
Grouping the Records:
If we would
like to apply any group by clause then we will select Column name
=>Right
Click => Group Sort which will group the records based on the column
Attach the Title
Go to the
Tools menu Options field =Select the Tab called Table check the
check box
called Title => Double click on that and enter the Title.
Select Insert button to insert the Data , Time and
as well as Parameter Values.
Attach the parameters:
Select Tools
Menu Parameters option
select the new
button select the column name for comparison select the relation
and specify
the condition.
To Display the
parameter value in the Title then go to title Select Insert button
insert the
Parameter name .
Item Classes :
Item class is
nothing but list of values which will be attach to the parameter to
Select single
value or multiple values.
Go to Admin
Edition select Item classes tab =>Right Click select Item classes
Select the
Folder . and select the column name
So that we can
use that LOV for that folder and as well as for the selected column.
Go To Desktop
Edition attach the parameter
Check the
check box called Allow users to enter multiple values.
So that user
can select multiple values at a time otherwise single value.
Complex Folders :
Joins Simple
Folders by using Join Condition
For Ex :ap_invoices_all simple folder
ap_invocie_distributions_all Simple
Folder
Use the Join
condition between both the Folder select data from both the tables.
Go to Desktop
edition select the columns from both the folders whatever are required and design the work sheet
Display the Total:
select Tools menu Totals option to display the Grand
total and as well as the
Sub Total
select the
Group function and column Name and select either Grand total or Subtotal.
Press OK
From Vendor ID
To Vendor ID
Attach the Parameters and Conditions:
1)Go to Tools
Menu =>Parameters=>New
Select the Column Name and Define the
Parameter
Use Parameter in the Condition:
1)Go to Tools Menu=>Conditions=>New
Select Condition , Item And Value
2)If we
would like to provide multiple
conditions by using either AND (or) OR
we will use the Add Button
3)Double click
on the AND it will be changed to OR
LOV Creation:
Go to Admin
Edition select Business Area => Folder
Right
Click=> Item Classes =>Select column Name.
2)Go to the
Desktop Edition Parameters attach the parameter
will be displayed LOV.
Display Total:
1)Go to
Tools=>Total option => New button
select group function and Column Name
select either Grand Total or Sub Total (If
it subtotal At what level)
2)Enter the
Prompt as per that value will be displayed
Display Formula Columns:
1)Tools menu=>Calculations
options=>New
select the Function an pass the Arguments
select column in the Workbook
Layout
Register User Defined Functions:
1)Go to Sell
Prompt create Function with return value compile successfully.
2)Go to Admin
Edition => Tools=>Register PL/SQL Function=>
Enter the Function Name (If package function
enter package name also)
3)Go to
Arguments tab enter the Parameter details also.
4)Select Validate
button and Ok button.
5)go to
Desktop Edition Tools=>Calculations=>All function
where we can find the function whatever we
have registered.
6)Select the
function pass the parameter we can get the result.
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