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Saturday, March 31, 2012


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
WHERE vendor_id between :from id and :to 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

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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If you are facing any issues while copying the Code/Script or any issues with Posts, Please send a mail to or message me at @apps88 or +91 905 957 4321 in telegram.
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