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Enterprise Reporter 3.5.1 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter Appendix: PowerShell cmdlets

Adding a New Grouping to a Report Layout

Groupings are set in a report layout using group bands. Each group band needs to be configured with applicable settings to group the information in your report in a meaningful manner.

To add a new grouping to a report layout
1
In My Reports, select the report, then click Edit report.
2
To edit the existing layout, click the Layout button, then click the Edit button.
For more information, see Changing the Layout .
3
In the Designer pane, right-click the location on the report where you want to insert a grouping header.
4
Click Insert Band and click Group Header to create a group header band.
5
Click the group header band and click on the > icon to open the Group Header Tasks dialog box.
6
Click next to Group Fields to display the Group Field Collection Editor.
7
Click Add to add a new group field to the collection.
In the Group Field properties panel, click the Field Name drop-down arrow and select the data field for grouping.
Repeat this step for each level of grouping required.
8
Click OK to save the grouping collection.
9
Optionally configure group header settings such as Keep Together and Repeat Every Page to control how the groupings are displayed in the report.

Adding a New Column to a Table

When creating or modifying a report, there are many instances where you will want to edit a table. The default report template has tables created in each band.

To add new cells to a table
1
In My Reports, select the report, then click Edit report.
2
To edit the existing layout, click the Layout button, then click the Edit button.
For more information, see Changing the Layout .
3
Click the band that contains the table control to be edited.
4
Click the table.
5
Right click and select Insert | Column To Right.
- OR -
Right click and select Insert | Column to Left.
6
Click the new column.
7
In the Property Grid, set the applicable properties.
8
To bind the new column to a data field, select the data field from the Fields List tab and drag it on top of the column.
For more information, see Binding a Data Field to a Control .

Formatting Rules: Hiding or Showing a Field Based on Data Values

Formatting Rules:
Hiding or Showing a Field Based on Data Values

This advanced option is used when you want to control the display of data based on the value of the data. For example, if the value of the data to be displayed in a field is null, you may wish to suppress it. There are many other formatting rules that can be applied based on the value contained in the data. For more information, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.

In this section, we are going to illustrate formatting rules using an example of hiding/showing a table cell control based on a data value.

To hide or show a field based on data values
1
In My Reports, select the report, then click Edit report.
2
To edit the existing layout, click the Layout button, then click the Edit button.
For more information, see Changing the Layout .
3
Click the table cell in the report that is to be shown or hidden based on the value of the data it contains.
4
On the Property Grid, scroll to the Appearance section and click the Formatting Rules property.
5
Click to open the Formatting Rules Editor.
6
Click Edit Rule Sheet to create a new rule.
7
Click to add a new formatting rule.
8
In the Behavior section, click the Condition field.
9
Click next to the Condition field and set a conditional expression for the rule.
There are multiple expressions that can be created. For setting a condition on a data value, select the data field from the list, select operator and value to be compared.
Example: [Domain Name (Domain)] == ‘ABC’
10
Click OK to save the condition.
11
To show the table cell based on the condition, set the Formatting | Visible behavior to Yes.
- OR -
To hide the table cell based on the condition, set the Formatting | Visible behavior to No.
12
Click Close.
13
To apply this formatting rule to the table cell, click the rule and click the > icon to add the rule to the list for “Rules Applied to This Control”.
14
Click OK.

Creating a Calculated Field

Calculated fields are data fields that can be created to perform calculations over different data fields in your report.

To create a calculated field
1
In My Reports, select the report, then click Edit report.
2
To edit the existing layout, click the Layout button, then click the Edit button.
For more information, see Changing the Layout .
3
Click the Fields List tab.
4
To add a new calculated field to the field list, in DataSet1, right-click the Table folder and click Add Calculated Field.
The new calculated field is created under the Table folder.
5
To open the Collection Editor, right-click the new calculated field, and click Edit Calculated Field.
6
Enter a name in the (Name) property.
7
In the calculated field properties, select the appropriate field type.
Possible field types include String, DateTime, TimeSpan, Byte, Int16, Int32, Float, Double, Decimal and Boolean.
8
To open the Expression Editor, click Expression property and click .
9
Set the applicable expression and click OK.
The calculated field value is based on the results of the expression. The expression can be created using functions, operators, data fields, constants and parameters. For example, to create a full name field from two fields (First and Last Name) use “”.
For more information, see the Report Designer User Guide (Developer Express), located in the folder where you installed the Report Manager.
10
Click OK to save the calculated field.
11
Drag and bind the calculated field to any control for display in report layout.
For more information, see Binding a Data Field to a Control .
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