14.2 Use the Report Wizard to Create a Simple Report

When you create a report, you can either use the Report Wizard to assist you or create the report yourself. To build the simple report in this example, you can use the Report Wizard. Using the wizard enables you to define the layout for the report, as well as set the data definition.

To create a simple report:

  1. Launch Reports Builder (or, if already open, choose File > New > Report).

  2. In the Welcome or New Report dialog box, select Use the Report Wizard, then click OK.

  3. If the Welcome page displays, click Next.

  4. On the Report Type page, select Create Paper Layout Only, then click Next.

  5. On the Title page, select Group Left, then click Next.

  6. On the Data Source page, click SQL Query, then click Next.

  7. On the Data page, enter the following SELECT statement in the Data Source definition field:

    SELECT ALL CUSTOMERS_A1.CUSTOMER_ID, ORDERS.ORDER_ID, ORDERS.ORDER_TOTAL
FROM CUSTOMERS CUSTOMERS_A1, ORDERS
WHERE (ORDERS.CUSTOMER_ID = CUSTOMERS_A1.CUSTOMER_ID)
ORDER BY CUSTOMERS_A1.CUSTOMER_ID

    Note:

    You can enter this query in any of the following ways:

    • Copy and paste the code from the provided text file called formula_code.txt into the Data Source definition field.

    • Click Query Builder to build the query without entering any code manually.

    • Type the code in the Data Source definition field.

  8. Click Next.

    Note:

    If you are not already connected to a database, you will be prompted to connect to the database when you click Query Builder or Next. Ensure that you connect to a database that has the appropriate schema for this example. Section 14.1, "Prerequisites for This Example" describes the sample schema requirements for this example.

  9. On the Groups page, select CUSTOMER_ID and click the right arrow (>) to move this field to the Groups Fields list, then click Next.

  10. On the Fields page, click the double right arrow button (>>) to move all of the fields to the Displayed Fields list, then click Next.

  11. On the Totals page, click ORDER_TOTAL and click Sum, then click Next.

  12. On the Template page, select Predefined Template and click Beige, then click Finish to display your report output in the Paper Design view. It should look something like this:

    Figure 14-2 Paper Design view for the formula report

    Description of Figure 14-2 follows
    Description of "Figure 14-2 Paper Design view for the formula report"

  13. Save the report as formulareport_your_initials.rdf.