Report Designer 50 Guide Eng

How to make a report using
‘Report Designer’
- Part 1. Basic report using database connection
M2Soft Co. Ltd.

Definition of Sample Report
 General view of sample report.
Report Designer Version File Definition
Report Designer 5.0u User Define
System OS Report Type
Windows 95 / 98 / ME / 2000 / XP Table Form
Name of Report for exercise Database Connection
Sales List ADO - ODBC (DSN:M2Soft_e) used
 Choosing a right Report type in Report Designer is

crucial to present data correctly. Data Source
M2Soft_e.mdb (Automatically set
 Please refer to the Manual for more details.
when installing RD)
Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.
DB - 2
Start Report Designer
 Let’s Begin! Please follow the steps below
Click here
Installed Directory of Report Designer
../Program Files/M2Soft/Report Designer 5.0u
Directory of Report Designer Example Files
../Program Files/M2Soft/Report Designer 5.0u/Examples
DB - 3
Report Designer Editor Layout
 Report Designer Editor = Word Processor + SQL
Menu Bar
Tool Bar
Work Area
Project Management
Window
Status Bar
DB - 4
Create a New Report
 Create a new report – Menu Bar or Tool Bar
DB - 5
Creating Report Dialog Box
 File Definition / Report Form / DB Connection
File Definition
User Define
Create a report by the users’ preference
Wizard
Create a report according to pre-defined steps
Report Type
Grouped by data presentation property DB Connection
Please refer to the Manual for more details. Databases

ADO / RDAGENT / NET
External Data
Select User Define – Table Form - ADO
FILE / XMLFILE
DB - 6
New Report
 New Page on Work Area / Menu Activated
General Steps of
Creating Reports
1. Drawing Report Form
2. Data Fetch
3. Connect Data to the Form
Create a report
according to steps above.
DB - 7
Drawing Report Form
 Create objects – Text Frame, Table
Table Text Frame Steps of Inserting Objects
1. Select an object to be
inserted
2. Create by Click & Drag
DB - 8
Drawing Report Form
 Input text – Title, Header
Input Text
Title
1. Place a cursor where
Header you want to type in.
2. Type In
If a cursor is in ‘Selection’
mode, only an object will
be selected.
Change to ‘Text Frame’
mode or simply double
click on a place where you
want to type in to
enter text correctly.
DB - 9
Drawing Report Form
 Edit Form
Selection Mode
Middle Alignment
Font Type
Center Alignment
Font Size In ‘Text Frame’ mode, block

areas by dragging a mouse
and edit the whole blocked
Select Multiple Object by area simultaneously.
Shift + Mouse Click
Middle Alignment by Page
DB - 10
Drawing Report Form
 Edit Form
Report Type - Table
• Header Section
Header of a Table
• Repetition Section
Automatic Repetition Row
according to data
Blue Line : Above – Header Section
Below – Repetition Section
Data can be displayed in any

section, Header or Repetition
Section
DB - 11
Data Fetch
 Select ‘Connect Database’ from Menu Bar
Once the report form connect

to Database, SQL can be
edited.
DB - 12
Data Fetch
 ‘Connect Database’ Dialog Box and Database Connection Message
4. Confirm the connection string 5. Confirm Successful

1. Create a ‘Connecting String’ created by Wizard Database Connection
2. Select OLE DB Provider for ODBC Drivers 3. Use Data Source Name – Select M2Soft_e
DB - 13
Data Fetch
 Select ‘Query Definition’ from Menu Bar
DB - 14
Data Fetch
 Create a short SQL by using the Query Wizard
1. Select Table – ‘From’ Section 2. Select Column – ‘Select’ Section 3. Select Sorting – ‘Order By’ Section
Select DaySales from the Table List

Add all columns from DaySales Table
Add SaleDate in Alignment
SQL Statement -> SELECT * FROM DaySales ORDER BY DaySales.SaleDate

DB - 15
Data Fetch
 Verification of SQL and Viewing Record
SQL Result
DB - 16
Connect Data to the Form
 Select ‘Connect to Dataset’ from Menu Bar
DB - 17
 ‘Connect to Dataset’ Dialog Box
Fetched Data Field Report Form
Lastly connect dataset to the form.

Fields selected from Here is how to do …
SQL ‘SELECT’ section
are shown here
DB - 18
 Connect Data to the Form – 2 methods to connect.
1. Select a block to connect a data
2. Select a field name

from the field list
3. Click ‘Apply’ Button

(2nd method)
3. Select a next block to
connect a data
(1st method)
DB - 19
Final Form - Basic
 Final Form
Run Viewer
Run Viewer
DB - 20
Viewer Result
 Result at Viewer
DB - 21
Memo
 Memo
DB - 22
- Part2. Basic Report using File Connection
(Data File: All csv type Stream. txt, Web Script Language (e.g. asp, jsp, etc.) stream, ...)
M2Soft Co. Ltd.

Report Designer 5.0u User Define
System OS Report Type
Name of Report for exercise Database Connection
Sales List File
 Choosing a right Report type in Report Designer is

crucial to present data correctly. Data Source
 Please refer to the Manual for more details. Sale_199802.txt
File - 2
Start Report Designer
 Let’s Begin! Please follow the steps below.
Click here
Installed Directory of Report Designer
../Program Files/M2Soft/Report Designer 5.0u
Directory of Report Designer Example Files
../Program Files/M2Soft/Report Designer 5.0u/Examples
File - 3
Report Designer Editor Layout
 Report Designer Editor = Word Processor + Data
Menu Bar
Tool Bar
Work Area
Project Management
Window
Status Bar
File - 4
Create a New Report
 Create a new report – Menu Bar or Tool Bar
File - 5
Create a New Report Dialog Box
 File Definition / Report Form / DB Connection
File Definition
User Define
Create a report by users’ preference
Wizard
Create a report according to pre-defined steps
Report Type
Grouped by data presentation property DB Connection
Please refer to the Manual. Database

ADO / RDAGENT / NET
External Data
Select User Define – Table Form - File
FILE / XMLFILE
File - 6
New Report
 New Page on Work Area / Menu Active
General Steps of
Creating Reports
1. Creating Report Form
2. Data Fetch
3. Connect Data to the Form
Create a report
according to steps above.
File - 7
Creating Report Form
 Create objects – Text Frame, Table
Table Text Frame Steps of Inserting Object
1. Select an object to insert
2. Create by Click & Drag
File - 8
Creating Report Form
 Input text – Title, Header
Input Text
1. Place a cursor where

Title
you want to type in
Header
2. Type In
If a cursor is in ‘Selection’
mode, only an object will
be selected.
Change to ‘Text Frame’
mode or simply double
click on a place where you
want to type in to
enter text correctly.
File - 9
Drawing Report Form
 Edit Form
Selection Mode
Middle Alignment
Font Type
Center Alignment
Font Size In ‘Text Frame’ mode, block

areas by dragging a mouse
and edit the whole blocked
Select Multiple Object by area simultaneously.
Shift + Mouse Click
Middle Alignment by Page
File - 10
Drawing Report Form
 Edit Form
Report Type - Table
• Header Section
Header of a Table
• Repetition Section
Automatic Repetition Row
according to data
Blue Line : Above – Header Section
Below – Repetition Section
Data can be displayed in any

section, Header or Repetition
Section
File - 11
Data Fetch
 Select ‘File Connection’ from Menu Bar
File - 12
Data Fetch
 Enter a path of a data file to be loaded
1. Local .txt file 2. FTP Server .txt file 3. Web Server .jsp file
File - 13
Data Fetch
 Data File
Field Delimiter
This Data File is composed of 5 Fields,

‘^’ is used as field delimiter.
Field Delimiter can be set by users.
Fields of Data File are the same as

Columns of Database.
Result Set of JSP, ASP should be same

as above data file format when a
web browser source is viewed
Field1 Field2 Field3…
File - 14
Data Fetch
 Field Definition 1
1. Select ‘Field Definition’ Tab 2. Type in ‘Field delimiter’ and click Add 3. Edit Field Definition
Edit ‘Field Name’, ‘Field Type’, ‘Length’

4. Completed Field Definition
•To use a data file, repeat above field definition steps for
each fields.
•Field Names are the same as the name of columns in

database.
File - 15
Data Fetch
 Field Definition 2
2. Create fields according to

1. Select ‘Field Definition’ Tab number of fields in a data file 3. Edit Field Definition
After setting ‘Field Delimiter’, set

a ‘Number of Column’ according
to the number of fields in data files
and click field definition edit window.
File - 16
 Select ‘Connect to Dataset’ from Menu Bar
File - 17
 Connect to Dataset Dialog Box
Fetched Data Field Report Form
Field Names from

Lastly connect dataset to the form.
‘Field Definition’
Here is how to do …
is shown here.
File - 18
 Connect Data to the Form – 2 methods to connect
1. Select a block to connect a data
2. Select a field name

from the field list
3. Click ‘Apply’ Button

(2nd method)
3. Select a next block to

connect a data
(1st method)
File - 19
Final Form - Basic
 Final Form
Run Viewer
File - 20
Viewer Result
 Result at Viewer
File - 21
- Part 3. Editing the report created
M2Soft Co. Ltd.

Report Designer 4.0 User Define
System OS Form type
Sample Form
Use Form File created in Part1 & Part2 (using Database, Data Stream, XML File)
Form to create
Edit the list form using functions and menu
 Please refer to the Manual for more details.

BASIC - 2
Edit Form
 Data editing and Print editing
Data editing
Perform sub sum/ group sum/ total sum by using a summary functions to Data Source
Print editing
Conditional print control, Cell merge control, show empty form without data, etc.
How to edit a form in Report Designer
To edit in Report Designer

1. Use is as you would in Word Processor
2. Use it as you would in Excel
User friendly GUI of Report Designer makes it easier to call methods and functions
BASIC - 3
Using function
 Add Functions to the form created by previous steps
- sum by date(by customer/product), sum by page, total sum
- Page Break by specific condition ( by SaleDate)
- control number of repetition + draw blanks
Preparing summary :
Set text format amount =SaleQuantity * SaleAmount
- Flexible print attribute

by size of SaleAmont
Print repetition data

- Use only one
- Merge cells
BASIC - 4
Function 1 – Data Operation
 Operation SaleAmount(SaleQuantity * SaleAmount)
1. Add row – after locate ‘SaleQuantity’ column, Add row by clicking ‘insert right side’ button
2. Summary check – after selecting repetition of row, in ‘connect to dataset’ dialog box
click ‘summary’ check box to enable ‘preparing summary’ tab
Summary
Insert right side
BASIC - 5
 Operation SaleAmount(SaleQuantity * SaleAmount) (Continue…)
3. Preparing summary – click ‘apply’ or ‘OK’ button after entering

‘SaleQuantity * SaleAmount’ in preparing summary section
SaleQuantity * SaleAmount
BASIC - 6
 Operation SaleAmount(SaleQuantity * SaleAmount) – result
Data by produced from ‘preparing summary’ section
Next practice:
How to change font attribute
and color by condition
(when SaleAmount > 100)
BASIC - 7
Function 2 – Using ‘preparing summary’
 Set print attributes by Sale Amount 1
Possible to change print attribute by using iif(), changerowattr() in summary funtions
Iif(DaySale.SaleQuantity*DaySale.SaleAmount>100,
changerowattr(DaySale.SaleQuantity*DaySale.SaleAmount, “FA@FC”, “B@255,0,0”),
DaySale.SaleQuantity*DaySale.SaleAmount)
BASIC - 8
Function 2 – Using ‘preparing summary’
 Set print attributes by Sale Amount 2 - Result
If Quantity > 100 ,

print row by Bold, Red color
Next practice :
If change only cell of Quantity,
use changeattr() instead of
changerowattr( )
BASIC - 9
Function 3 – subsum/total sum by ‘preparing summary’
 Sub sum/total sum – sum by date 1
When editing group sum/ total sum, use summary section.

1. Move cursor to repetition part and add summary section by ‘add summary section’
BASIC - 10
 Sub sum/total sum – sum by date 2
2. preparing summary – set operation to get total sum by sum() in preparing summary
3. summary condition – select by SaleDate condition in ‘by field values’
sum(SaleQuantity * SaleAmount)
BASIC - 11
 Sub sum/total sum – sum by date - Result
Sum by SaleDate
Next practice:
How to show sum by page
and total sum
BASIC - 12
 Sub sum / total sum – Result sum by page and total sum
It is easy to add in a row to calculate sum by page and total sum,

by adding a new ‘summary section’ for each condition you want to perform
Preparing summary1 – sum by SaleDate

(by field values – SaleDate)
Preparing summary2 – sum by page

(by condirion – insert every page)
Preparing summary3 – Total sum

(by condition – insert the last page)
BASIC - 13
 Sub sum / total sum – Result of sum by page and total sum
1st page • • •
Sum by
SaleDate
Sum by page
Total sum
• • • the last page

BASIC - 14
Function4 – Text format
 Text in sum/total sum 1
To add in a title text for each row

1. Select cells by Click & Drag, and click ‘merge cells’ from table edition bar.
2. Type in ‘Total Sum ‘ and ‘Sub Sum’ as shown below.
Merge cells
BASIC - 15
You can set non-fixed text in ‘sum by SaleDate‘ row.

1. Connect SaleDate dataset in a cell to show date
2. select ‘Alignment-Text format’ from menu tool bar
BASIC - 16
3. select text format in the text format dialog box

Also custom setting of text format is possible by enter in additional text to the text box
Text format
Edition
BASIC - 17
 Text in sum/total sum - Result
1st page • • •
• • • the last page
• • • pages • • • How to print only one record ?
BASIC - 18
Funtion5 – operation repetition data
 Editing repetition of data – ‘merge cell’ / ‘use only once’
1. After selecting dataset connection, select cell you want to edit

2. Select either ‘merge cell’ or ‘use only once’ checkbox
BASIC - 19
Funtion5 – operation repetition data
 Editing repetition of data – Result of using ‘Merge cell’
Next practice:
How to break page by a specific
condition?
BASIC - 20
Function6 - Conditional Page Break
 To break page by a specific condition
1. Alignment – select page break condition

2. Select a Field to use for page break – the field should already aligned (Order by)
BASIC - 21
Funtion6 - Conditional Page Break
 To break page by specification condition - Result
1st page
2nd page 3rd page • • •
How to set the size of a table same in each page?

BASIC - 22
Function7 – Set Table Attribute
 Set Table Attribute
‘Table-Set Table Attribute’ can give options to number of repetition by page (control number of Record by page),
Cross-tab, table as multi level , draw blanks.
BASIC - 23
Function7 - Set Table Attribute
 Set Table Attribute
1. Show only 15 Records in a page by selecting 15 in ‘Number of repetition’

2. Draw blank table at the bottom, instead of empty space when number of record is less than 15
by using ‘Draw blanks’ option
BASIC - 24
Function7 - Set Table Attribute
 Set Table Attribute - Result
1st page
2nd page • • •
• • • last page
How to print sum at the bottom of the table?

BASIC - 25
Funtion8 - Detail option of summary section
 Inserting a sum after blanks
To set summary section appear at the bottom of table,

check ‘insert summary after blanks’ in each summary section.
BASIC - 26
Funtion8 - Detail option of summary section
 Inserting a sum after blanks - Result
1st page
3rd page • • •
• • • last page
BASIC - 27
Summary – Form Editing
 How to edit a form with Report Designer
Actual form to be made in a project might be more complex than example forms shown above
1. Complex SQL to get desired data sets.
Works fine as long as SQL syntax from the database is correct.
2. Complex form of tables and layout may be used.
Powerful and easy to use Table Editing functions will be useful for users
Just by using the previous steps, users can create most report form they might need.
But ‘Report Designer’ offers more powerful functions and methods for power users.
Form
1 2Data
3Data
4
Form Edition Form
5
Creation Definition Connection (Menu/Function) Completed
BASIC - 28
How to create a Report using
-Part 4. Operating Report Designer with Web
M2Soft Co. Ltd.

Form File
 Developer creates a form file by Report Designer Editor
The following report is created by choosing ‘database’ as a report creating method and ‘default’
as a report decorating method. Form files which created by Report Designer would have “mrd” as an extension.
For web reporting, form developer first needs to create a mrd file then upload it to the server (WAS) via FTP.
The mrd file would be called via URL on the web.
Web - 2
Preview
 Resulted report by pressing “Run Viewer” menu from editor
(Screen result by running rdviewer.exe)
The following is a screen shot, running mrd on rdviewer.exe. You can get the same result on the web,
only running on activeX control instead of rdviewer.exe is different.
Web - 3
System Architecture
 System Architecture of Report Designer for Web Reporting
Web - 4
Web Reporting - Sample Source 1
 Basic - Definitions
Web reporting means showing the produced final report as it is embedded in web browser (IE)
using Report Designer ActiveX control (OCX). (Plug-in Style)
Report Designer ActiveX is defined in an object tag of web source.
Report Designer ActiveX provides about 80 APIs and you may use them by writing you own
codes in JavaScript or VB Script.
Web reporting is defined by “FileOpen” method and the method takes a mrd file path value and
parameter values of user inquiry conditions as its arguments.
Default output form size is auto-adjusted according to the size of Report Designer ActiveX
control within a web browser.
Web - 5
 Basic - HTML Source
// Calls mrd file via ‘FileOpen’ function
// RD OCX
// Definitions
// Auto-installation/auto-upgrade is supported
Web - 6
 Basic – Output Screen
Web - 7
 Advanced 1 - Definitions
Improving the look and feel of the final output screen provided to end users can be done by
some of properties and methods provided by Report Designer ActiveX.
Web - 8
 Advanced 1 - HTML Source
// Cancel the auto-adjustment

// Configure the output screen ratio as the same as the original paper size
// additions // Set the RD OCX background color as white
// Hide the RD OCX bottom status bar
Web - 9
 Advanced 1 – Output Screen
Web - 10
 Advanced 2 - Definitions
Since the top toolbar of Report Designer ActiveX is a bit crude, you can hide it and put nicely
designed customized menu button images to reshape the look and feel of the toolbar.
Web - 11
 Advanced 2 - HTML Source 1 (Some parts are omitted)
// Organize
// components of
// menu to
replace // the
original RD
// OCX toolbar
// Each image calls a necessary function by onClick event
Web - 12
 Advanced 2 - HTML Source 2 (Some parts are omitted)
// A function which would be called by clicking on a specific menu image

// from the newly organized menu bar from the previous page, recalls the
// method provided by RD OCX.
// It’s possible to call RD OCX method directly when an image is clicked.
// Hide the top toolbar of RD OCX from screen
Web - 13
 Output Screen of HTML Source 3
Web - 14
Web Reporting - Parameter Delivery
 Parameter Delivering Method – By /rp
(Classifies the values of parameters by the delivered order)
// Delivers the parameters as a second argument

// to the FileOpen Method
You may give various values of parameters as a second argument to the FileOpen method for
such as user inquiry values, printing options or database information.
You can use approximately 100 types of inner classification parameters provided by Report
Designer to classify the values of parameters with different properties. You can use them in
conjunction with others. (Refer to the manual or help for the details of inner classification
parameters)
The following 2 samples demonstrates the two ways of passing user inquiry values to the inner
query of mrd.
- /rp : maps the values of parameters passed by a /rp classification parameter according to the
delivering order
- /rv : maps the names of inner defined variables with the names of parameters passed by a /rv
classification parameter
Web - 15
Web Reporting - Parameter Delivery 1
 Parameter Delivery (By /rp) – Query Definition
Web - 16
 Parameter Delivery (By /rp) - WEB Source
// $1 $2 ...
Web - 17
 Parameter Delivery 2 (By /rv) – Query Definition
Web - 18
 Parameter Delivery 2 (By /rv) - WEB Source
// Maps with the names of variables used in the query definition
Web - 19
Applied Cases
 Applied Screen on WEB
HTML with an OCX viewer

attached as a frame
Web - 20
Applied Cases
 Source Code (JSP)
Web - 21
Memo
 Memo
Web - 22

Report Designer 50 Guide Eng

Transféré par

Informations du document

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

Report Designer 50 Guide Eng

Transféré par

Droits d'auteur :

Formats disponibles

How to make a report using

M2Soft Co. Ltd.

Report Designer Version File Definition

Report Designer 5.0u User Define

System OS Report Type

Windows 95 / 98 / ME / 2000 / XP Table Form

Name of Report for exercise Database Connection

Sales List ADO - ODBC (DSN:M2Soft_e) used

 Choosing a right Report type in Report Designer is

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Installed Directory of Report Designer

../Program Files/M2Soft/Report Designer 5.0u

Directory of Report Designer Example Files

../Program Files/M2Soft/Report Designer 5.0u/Examples

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Grouped by data presentation property DB Connection

Please refer to the Manual for more details. Databases

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

1. Drawing Report Form

3. Connect Data to the Form

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Table Text Frame Steps of Inserting Objects

2. Create by Click & Drag

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Font Size In ‘Text Frame’ mode, block

Middle Alignment by Page

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Report Type - Table

Data can be displayed in any

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Once the report form connect

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

4. Confirm the connection string 5. Confirm Successful

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Select DaySales from the Table List

SQL Statement -> SELECT * FROM DaySales ORDER BY DaySales.SaleDate

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Fetched Data Field Report Form

Lastly connect dataset to the form.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

1. Select a block to connect a data

2. Select a field name

3. Click ‘Apply’ Button

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

M2Soft Co. Ltd.

Report Designer Version File Definition

Report Designer 5.0u User Define

System OS Report Type

Windows 95 / 98 / ME / 2000 / XP Table Form

Name of Report for exercise Database Connection

Sales List File

 Choosing a right Report type in Report Designer is

 Please refer to the Manual for more details. Sale_199802.txt

Copyright ⓒ 2005 by M2Soft Co., Ltd. All rights reserved.

Installed Directory of Report Designer

../Program Files/M2Soft/Report Designer 5.0u