Your report lists details. The Summary page contains a table with a summary of all the details (for example, Invoices) as well as charts to add graphical information.
To add a summary page to your report, using Invoice as an example:
- Add Project information.
In preceding sections, you have set your template to loop through each Invoice. In order to create a summary page, you need to include the following information:
- Using Word, insert a page break before the "for-each code" at the top of the document. Do not use the page break command in BI Publisher.
- Add a title to the Summary page (for example, Invoice Report).
- Click the field icon (ab|Field) to open the field browser and add information about the project, if you have not done so in your SQL statement.
- Add additional information about the Project below the title (in a table) such as the Project number, Project name, Start/End dates and Initial/Revised budgets.
- Format dollar values as numbers with the formatting $#,##0.00;($#,##0.00). You can format dates as type Date using date formatting options such as: MM/dd/yyyy
- Add Summary table.
A summary table contains the Invoice data that goes in the report. You can use the Table Wizard, similar to the process in the "Creating a Report with Line Items" section.
- Place the cursor on a new line under the table on the title page, where you want your table of Invoices to appear.
- Click Table Wizard on the Word BI Publisher Ribbon.
- Select Table as your Report Format and click Next.
- Select /DATA_DS/Inv as your Data Set (or the name you used in your Invoice data set).
- Select the fields that you want to add to the table. Since this is for the Invoice, you must only add fields that are specific to the Invoices and not the Invoices Line Items.
You do not need to group because your SQL statement provides one line per Invoice.
- Sort by Invoice Record Number, in the "Which fields would you like to use to sort the data?" window.
- Click Finish. The Table Wizard inserts the table and the necessary code.
- Format the data. See Formatting Data for details on how to format the data.