34.2 Create a Data Model and Tabular Layout

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.

To create a data model and layout:

  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 Style page, type a Title for your report, select Tabular, 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 CUSTNAME CNAME, SUM(AMOUNT) SUM_AMT FROM SALES
    GROUP BY CUSTNAME
    ORDER BY SUM(AMOUNT) DESC
    

    Note:

    You can enter this query in any of the following ways:
    • Copy and paste the code from the provided text file called rank_code.txt in 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 34.1, "Prerequisites for This Example" describes the sample schema requirements for this example.
  9. On the Fields page, click the double right arrows (>>) to move all of the fields to the Displayed Fields list, then click Next.

  10. On the Totals page, click Next.

  11. On the Labels page, set the labels and field widths as follows, then click Next:

    Fields Labels Width
    CNAME Customer Name 35
    SUM_AMT Total Purchases 15

  12. On the Template page, click Finish to preview your report output in the Paper Design view. It should look something like this:

    Figure 34-2 Paper Design view for the ranking report

    Description of Figure 34-2 follows
    Description of "Figure 34-2 Paper Design view for the ranking report"