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Toad Data Point 5.0 - User Guide

Report

Tutorial: Create a Toad Data Report

Use the Data Report Designer to design reports visually. Stored in .tdr files, data reports are "live" reports that can be refreshed dynamically. What makes them dynamic is that they contain the underlying queries for report data sets. Each time a data report is opened, its query runs and the latest data is retrieved. The dynamic nature of data reports makes them ideal for distribution to users who need to see changes to data without waiting for scheduled updates or for new reports to be distributed.

The process of creating a data report has the following steps:

Note: This procedure does not cover all of the possible steps of creating a data report. It only covers the steps required to create a report for the scenario. See About Designing Toad Data Reports for more information.

Scenario

Your company wants to improve its global sales, starting with countries where it has a customer base but averages low sales. You created a query that displays countries with less than $500,000 in sales per fiscal year, but now you need to create a report to help represent and evaluate the results. The data should be grouped per country and show the total and average sales for each country. In addition, you want the report to look similar to the rest of the company's documents, which use specific colors and fonts.

Note: This scenario uses the data generated in Visually Build a Query.

Step 1: Run the Toad Data Report Wizard

The Toad Data Report wizard creates an initial layout of the report based on options you select, including what columns to include, whether to group data, and the basic style.

To run the wizard

  1. Right-click the data grid in the Results tab and select Send To | Data Report Designer. The Toad Report Designer displays.
  2. Select Standard Report and click Next.
  3. Click to include all columns in the report and click Next.
  4. Select COUNTRY_NAME and click , and then click Next. This groups the data by the country name so that each country is listed as a heading and its sales per year display below it.

    Tip: You can create a secondary group by selecting another column and clicking again. A secondary group is not appropriate for this scenario, but it would be if the data included regions in each country or fiscal quarters. You would need to make the region or fiscal quarter a secondary group for the data to be organized appropriately.

  5. Select the Sum and Avg checkboxes for the SUM(SALES.AMOUNT) row, and then click Next. These options calculate the sum and average sales amount for each country.
  6. Select Outline 1 and click Next.

    Tip: The Outline and Align Left options are good choices if you grouped the data.

  7. Select Casual and click Next.
  8. Enter Countries with Sales Less Than $500,000 in the Report Title field, and then click Finish. The initial report layout displays in the Report window with the information grouped under bands. See Add Report Bands for more information for more information about bands.
  9. Click Preview to see what the report looks like in print. Previewing the report makes it easier to see how the bands and their content display in the printable report.

Step 2: Update Fields

You can move, rename, and update the category of a field.

To update the fields

  1. Complete the following steps to update the field category:
    1. Select the FISCAL_YEAR field in detailBand1.
    2. Click directly above the field.

    3. Click by the Format String field.
    4. Clear the Prefix field and click OK.
  2. Double-click the following fields and enter their new name:

    Field

    Band

    Name

    FISCAL YEAR groupHeaderBand2 Fiscal Year
    SUM(SALES.AMOUNT_SOLD) groupHeaderBand2 Sales Amount
    Avg groupFooterBand1 Average
  3. Select the following fields one at a time and make them wide enough to see the full text: Sum (groupFooterBand1), Average (groupFooterBand1), and Grand Total (reportFooterBand1).
  4. Select the following fields one at a time and drag them to the one inch mark on the ruler: Sum, Average, and Grand Total.
  5. Right-click the COUNTRY NAME field (not the COUNTRY_NAME field on the right) in groupHeaderBand1 and select Delete.

    Note: The COUNTRY NAME field is a label that precedes the COUNTRY_NAME field value. If you preview the report before you delete the COUNTRY NAME field, the country displays as 'COUNTRY NAME Argentina'. It is clear that Argentina is the country name, so this field is redundant.

  6. Select the COUNTRY_NAME field and drag it to align with the report title.
  7. Select the COUNTRY_NAME field and make it three inches wide to accommodate long country names.

Step 3: Use Styles to Format the Report Appearance

The Data Report Designer uses styles to format different objects and kinds of data. Once you define a style, you can apply it to similar fields to create a consistent and easy-to-update design.

To create, update, and apply styles

  1. Complete the following steps to update the report title style:
    1. Select the Styles field in the Properties pane.
    2. Click . The Styles Editor window displays.
    3. Select Title.
    4. Select the Foreground Color field, and then select MidnightBlue in the Web tab.

      Note: All colors in this scenario are from the Web tab.

    5. Select the Font field and click . The Font window displays.
    6. Select 22 in the Size field and click OK.
  2. Complete the following steps in the Styles Editor window to create and define four new styles:
    1. Click four times in the Styles Editor window to create four new styles.
    2. Set the following properties for the new styles:

      First Style

      Properties

      Name

      OddRow

      Background Color

      WhiteSmoke

      Border Color

      MidnightBlue

      Borders

      Bottom

      Font

      Tahoma, 10pt

      Second Style

      Properties

      Name

      EvenRow

      Border Color

      MidnightBlue

      Borders

      Bottom

      Font

      Tahoma, 10pt

      Third Style

      Properties

      Name

      TableHeading

      Background Color

      MidnightBlue

      Font

      Tahoma, 10pt, bold

      Foreground Color

      White

      Fourth Style

      Properties

      Name

      CountryName

      Font

      Tahoma, 14pt, bold

      Foreground Color

      Black
  3. Complete the following steps to apply the new styles:
    1. Expand the Styles field in the Properties pane.
    2. Select TableHeading in the Style field (under Styles) for the Fiscal Year and Sales Amount fields in groupHeaderBand2.

    3. Set the following fields for [FISCAL_YEAR] and [SUM(SALES.AMOUNT_SOLD)] in detailBand1:

      Field

      Property

      Even Style EvenRow
      Odd Style OddRow
    4. Select the COUNTRY_NAME field in groupHeaderBand1 and then select CountryName in the Style field.

Step 4: Update Bands and Add Controls

Bands group the information layout in the report and you can add controls to include additional tables, images, fields, and other items in the report. See Add Controls for more information about controls. For the scenario, you will expand bands, delete a band, and add a control.

  1. Right-click pageHeaderBand1 and select Delete.
  2. Complete the following steps to add a line under the report title:
    1. Select the groupHeaderBand1 and move it down half an inch.

      Tip: It is helpful to expand a band before adding controls to give you plenty of room in which to work.

    2. Drag Line from the Toolbox into reportHeaderBand1.
    3. Expand it to the width of the page.
    4. Drag and position it directly below the report title.
    5. Enter 2 in the Line Width field in the Properties pane.
  3. Select reportFooterBand1 and drag it down half an inch. This adds white space between the country information.ClosedClick here to see the Data Report Designer layout.
  4. Click Preview. ClosedClick here to see the report preview.
  5. To save the report, right-click the Data Report Designer tab and select Save File.

Manage Reports

About Managing Reports

Use the Report Manager to create and organize data reports, add existing Toad or Excel reports, or generate reports.

To create a report

  1. Select Tools | Reports | Report Manager from the menu.

  2. Right-click a folder and select Create Report.

  3. Complete the wizard and design the report. See About Designing Toad Data Reports for more information.

  4. Save the report.

  5. To add the report to the Reports Manager window:

    1. Navigate to the open Reports Manager window.
    2. Right-click the folder where you want to add the report, and select Add Existing Report.

To generate an existing report

  1. Select Tools | Reports | Report Manager from the menu.

  2. Double-click the existing report.

  3. Review the following for additional information:

    Direction

    Select the direction of variable from the list.

    Value

    Enter the value of the variable.

    Note: Enter a percent (%) in this field to generate all values.  

Tips:

  • To add an existing Toad or Excel report to the Report Manager, right-click the Report Manager window and select Add Existing Report.

  • To send a Toad or Excel report via email or to a shared folder or other location, right-click the report, select Send To, and then select an option.

  • To share reports with other users, specify a shared network directory in Network Share Options (Tools | Options | Environment | Network Share).

 

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