Introduction
A drill-down report lets you get more detailed information at a different level of data aggregation. The most common methods of drilling-down use the mouse or a button to call another report, graph, or form.
Hands-on
You client likes what you did on the previous Hands-On and ask you to use the report on the “Stock History” report. This should give them an option to get customers list (Customers List) for each company.
They ask you to create a drill down report on the company’s stock information so they get more detailed information about that company’s shares holders. Your report (Stock History) should have push button to call company’s shares holder from previous Hands-On (Customers List). The report should show for the security shown on the screen all customers of that security, the amount of their position, and the total number of shares held.
See Figure 10.
You will learn how to: use push button to execute another report, use or pass parameter, use the “select parent frame” icon, use or open objects property, compile report, use the boilerplate, write and compile PL/SQL trigger, use “runtime pre-viewer.”
Drill-Down Report
A drill-down report lets you get more detailed information at a different level of data aggregation. The most common methods of drilling-down use the mouse or a button to call another report, graph, or form.
Open the Reports Builder tool.
Open a Report Module
In the ‘Object Navigator’ window, go to the Main menu and choose “File,” select “Open” to open an existing report (REPT02) from the “iself” folder.
Save a Report Module
Save it as report number 10 (REPT10). You do this to leave the REPT02 module untouched.
Run a report
In the Object Navigator, on the vertical toolbar, click on the ‘Run’ icon to run the report.
Browse a report
Navigate through the report. Notice that there are black spaces under the SYMBOL and COMPANY column. That is a perfect place to add a push button to list the company's shares holders.
Create a push button
To do that: In the Live Pre-viewer, click on the "Layout Model" icon. In the ‘Report Editor - Layout Model’ window, select the company item, and click on the "Parent Frame" icon until the handlers do not change. Then drag the handler to make more free space to work with.
Once again, click on the COMPANY item, and click only once on the "Parent Frame" icon. Then drag the handler as far as the first one.
Click on the Push Button icon on the vertical toolbar and move the cross cursor to the “Layout Editor” under the SYMBOL and COMPANY columns and then click and drag to make a push button on a suitable size.
Right click on it and open its property. In its property palette, type “Customer's list” on the text box, change the “Type” item to "PL/SQL” and then double click on the “PL/SQL trigger’ item.
PL/SQL for push button
A Program Unit window will be opened. In its PL/SQL section, write a PLSQL statement to call the previous report that was created from the previous hands-on. Use the binding variable to pass the company symbol as a parameter. Write all the exception.
(PL/SQL)
PROCEDURE U_1ButtonAction
IS
BEGIN
-- make sure that REPT09 has already been compiled successfully.
srw.run_report (‘c:PARAMFORM=NO SYMBOL=’
:symbol)
EXCEPTION
WHEN srw.run_report_failure THEN
srw.message (1002, ‘Could not run the Detail Report Customers List’);
WHEN others THEN
srw.message (1003, ‘Unknown problem, please see your developer.’);
END;
Compile the PL/SQL block
Compile the trigger. If the output is successfully compiled, then close the window.
Close the property palette.
Close the “Layout Model” window.
Compile a report
Make sure that the REPT09 has already been compiled.
(File > Administration > Compile file…)
Run the new report.
Runtime Pre-viewer
To test the Push Button, you should use the "Runtime Pre-viewer” option. To use the "Runtime Pre-viewer” option, go to the Main menu, choose the ‘View’ sub-menu, select the ‘Runtime Pre-view…’ option, and the Pre-viewer screen will be appeared. Notice that your Push Button color was changed.
Now, click on "Customer's List" to run the report.
Navigate through the report pages and then click on the Customer's List to see the company's shares holders.
After the testing was done, close the windows and save the changes (REPT10).
Questions:
Q: Describe a drill-down report.
Q: How do you use a push button in the report?
Q: How do you execute a report form another report?
Q: How do you pass parameter from one report to another?
Q: How do you compile a report?
Q: How do you write a PL/SQL trigger?
Q: How do you compile a PL/SQL trigger?
Q: You client likes what you did on the previous Hands-On and ask you to use the report on the “Stock History” report. This should give them an option to get customers list (Customers List) for each company.
A drill-down report lets you get more detailed information at a different level of data aggregation. The most common methods of drilling-down use the mouse or a button to call another report, graph, or form.
Hands-on
You client likes what you did on the previous Hands-On and ask you to use the report on the “Stock History” report. This should give them an option to get customers list (Customers List) for each company.
They ask you to create a drill down report on the company’s stock information so they get more detailed information about that company’s shares holders. Your report (Stock History) should have push button to call company’s shares holder from previous Hands-On (Customers List). The report should show for the security shown on the screen all customers of that security, the amount of their position, and the total number of shares held.
See Figure 10.
You will learn how to: use push button to execute another report, use or pass parameter, use the “select parent frame” icon, use or open objects property, compile report, use the boilerplate, write and compile PL/SQL trigger, use “runtime pre-viewer.”
Drill-Down Report
A drill-down report lets you get more detailed information at a different level of data aggregation. The most common methods of drilling-down use the mouse or a button to call another report, graph, or form.
Open the Reports Builder tool.
Open a Report Module
In the ‘Object Navigator’ window, go to the Main menu and choose “File,” select “Open” to open an existing report (REPT02) from the “iself” folder.
Save a Report Module
Save it as report number 10 (REPT10). You do this to leave the REPT02 module untouched.
Run a report
In the Object Navigator, on the vertical toolbar, click on the ‘Run’ icon to run the report.
Browse a report
Navigate through the report. Notice that there are black spaces under the SYMBOL and COMPANY column. That is a perfect place to add a push button to list the company's shares holders.
Create a push button
To do that: In the Live Pre-viewer, click on the "Layout Model" icon. In the ‘Report Editor - Layout Model’ window, select the company item, and click on the "Parent Frame" icon until the handlers do not change. Then drag the handler to make more free space to work with.
Once again, click on the COMPANY item, and click only once on the "Parent Frame" icon. Then drag the handler as far as the first one.
Click on the Push Button icon on the vertical toolbar and move the cross cursor to the “Layout Editor” under the SYMBOL and COMPANY columns and then click and drag to make a push button on a suitable size.
Right click on it and open its property. In its property palette, type “Customer's list” on the text box, change the “Type” item to "PL/SQL” and then double click on the “PL/SQL trigger’ item.
PL/SQL for push button
A Program Unit window will be opened. In its PL/SQL section, write a PLSQL statement to call the previous report that was created from the previous hands-on. Use the binding variable to pass the company symbol as a parameter. Write all the exception.
(PL/SQL)
PROCEDURE U_1ButtonAction
IS
BEGIN
-- make sure that REPT09 has already been compiled successfully.
srw.run_report (‘c:PARAMFORM=NO SYMBOL=’
:symbol)
EXCEPTION
WHEN srw.run_report_failure THEN
srw.message (1002, ‘Could not run the Detail Report Customers List’);
WHEN others THEN
srw.message (1003, ‘Unknown problem, please see your developer.’);
END;
Compile the PL/SQL block
Compile the trigger. If the output is successfully compiled, then close the window.
Close the property palette.
Close the “Layout Model” window.
Compile a report
Make sure that the REPT09 has already been compiled.
(File > Administration > Compile file…)
Run the new report.
Runtime Pre-viewer
To test the Push Button, you should use the "Runtime Pre-viewer” option. To use the "Runtime Pre-viewer” option, go to the Main menu, choose the ‘View’ sub-menu, select the ‘Runtime Pre-view…’ option, and the Pre-viewer screen will be appeared. Notice that your Push Button color was changed.
Now, click on "Customer's List" to run the report.
Navigate through the report pages and then click on the Customer's List to see the company's shares holders.
After the testing was done, close the windows and save the changes (REPT10).
Questions:
Q: Describe a drill-down report.
Q: How do you use a push button in the report?
Q: How do you execute a report form another report?
Q: How do you pass parameter from one report to another?
Q: How do you compile a report?
Q: How do you write a PL/SQL trigger?
Q: How do you compile a PL/SQL trigger?
Q: You client likes what you did on the previous Hands-On and ask you to use the report on the “Stock History” report. This should give them an option to get customers list (Customers List) for each company.
They ask you to create a drill down report on the company’s stock information so they get more detailed information about that company’s shares holders. Your report (Stock History) should have push button to call company’s shares holder from previous Hands-On (Customers List). The report should show for the security shown on the screen all customers of that security, the amount of their position, and the total number of shares held.
See Figure 10.
See Figure 10.
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