When you are creating a single-query report, such as this one, you can use the Report Wizard to create the data model and layout simultaneously.
Launch Reports Builder (or, if already open, choose File > New > Report).
In the Welcome or New Report dialog box, select Use the Report Wizard, then click OK.
If the Welcome page displays, click Next.
On the Report Type page, select Create Paper Layout Only, then click Next.
On the Style page, type a Title for your report, select Group Above, then click Next.
On the Data Source page, click SQL Query, then click Next.
On the Data page, enter the following
SELECT statement in the Data Source definition field:
SELECT SALES_REP_ID, CUSTOMER_ID, SUM(ORDER_TOTAL) TOTAL FROM ORDERS GROUP BY SALES_REP_ID, CUSTOMER_ID
You can enter this query in any of the following ways:
Copy and paste the code from the provided text file called
summary_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.
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 9.1, "Prerequisites for This Example" describes the sample schema requirements for this example.
On the Groups page, click SALES_REP_ID and click the right arrow (>) to move this field to the Group Fields list, then click Next.
On the Fields page, click the double right arrows (>>) to move all of the fields to the Displayed Fields list, then click Next.
On the Totals page, click TOTAL in the Available Fields list, then click Sum. Given the data model you are using, this step will create two summary columns for you:
SumTOTALPerSALES_REP_ID sums the total of TOTAL for each value of SALES_REP_ID (that is, for each sales representative).
SumTOTALPerReport sums the total of TOTAL for the entire report (that is, for all sales representatives).
Still on the Totals page, click % of Total. Given the data model you are using, this step will create two columns for you:
TotalTOTALPerCUSTOMER_ID calculates dollars for each customer (CUSTOMER_ID) as a percentage of the total dollars for each sales representative (SALES_REP_ID).
TotalTOTALPerSALES_REP_ID calculates dollars for each sales representative (SALES_REP_ID) as a percentage of the total dollars in the entire report.
On the Labels page, change the labels as follows, then click Next:
On the Template page, make sure Beige is selected under Predefined Template.
Click Finish to display your report output in the Paper Design view.