Creating a Report with Line Items
You can use the Table Wizard to create a report with all the Line Items.
Using Invoice as an example, the following explains how to create a report with Line Items:
- Add a blank line after
for-eachINV_RECORD_NO - INV_TITLE
operator and leave your cursor. - Click Table Wizard on the Word BI Publisher Ribbon.
- Select Table as your Report Format and click Next.
- Select /DATA_DS/Inv/LineItem as your Data Set (or the name that you had given your Line Item data set).
- Select the fields that you want to add to the table. Since this is for the Invoice line items, you must only add fields that are specific to the line items.
If you need to add a field for "group on" (for example, Inv_Li_Record_No), the grouping process is similar to the process explained in the preceding section. Since you have grouped the records by Invoice in the preceding section, you can leave the value blank.
The order of the selected columns must match the order that you want in your table, except for the column that you use for grouping, which is outside the table. In the "Which fields do you want to show in your report" window, match the order as shown here:
Inv Li Record No
--> In Li RecordInv Li No
-->Inv Li NoInv Li Desc
--> Inv Li DescInv Li Unit Price
--> Inv Li Unit PriceInv Li Quality
--> Inv Li QualityInv Li Amount
--> Inv Li AmountInv Li Uom
--> Li UomCode
--> CodeInvItem
--> Item - In the "How would you like to group your report" window, leave every option as is because you have already grouped your data by Invoice in the preceding section.
- In the "Which fields would you like the user to sort the data" window, within each table, sort the lines by Inv_Li_No (Invoice Line Item Number). Specify that this is a Number so that it is sorted correctly.
- Click Finish.
The Table Wizard inserts the table and the necessary code:
for-eachINV_RECORD_No - INV_TITLE
Inv Li No | Inv Li Desc | Code | Item | Inv Li Quantity | Inv Li Uom | Inv Li Unit Price | Inv Li Amount |
---|---|---|---|---|---|---|---|
F INV_LI_NO | INV_LI_DE SC | CODE | ITEM | INV_LI_QUANTITY | INV_LI_UOM | INV_LI_UNIT_PRICE | INV_LI_AMOUNT E |
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You must run the report to see what information is generated. While the data is correct, you need to work on formatting the data. See Formatting Data for details.
Related Topics
Adding BI Fields to RTF File Header or Footer
Last Published Saturday, July 13, 2024