Publishing Boardroom Reports with Developer Studio
Kathy Kendall
Information Builders
Information Builders Summit 2010 User Conference
June 2010
Author: Kathy Kendall
Company: Information Builders
Presentation Title: Publishing Boardroom Reports with Developer Studio
Presentation Abstract: All companies have a need to create comprehensive,
boardroom-quality documents that deliver the latest information on the overall state of
the business in a professional and engaging format. WebFOCUS can easily meet this
challenge and help streamline the process of creating these large scale reports. Come
see how you can combine and publish your reports with WebFOCUS.
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Overview:
In this lab you will be building a Quarterly Sales Compound Report that will be distributed to the top
executives of Century Electronics. You will to compile a boardroom quality compound PDF “booklet”
containing multiple reports, graphs, images and text elements to provide summary as well as detailed
sales information on the products they sell and the stores in their distribution channels. You will also add
a Table of Contents within the PDF Bookmarks that allow the executives to easily navigate to each of the
component reports as well as to select key values within the reports. The booklet has been designed so
that Century Electronics can schedule it for distribution on a quarterly basis using Report Caster as well as
place in on the corporate portal for easy access.
The individual component reports and graphs have been produced by a separate development team. You
will be compiling the components and building special control reports to customize heading elements
across the booklet pages. As the designer, it is your responsibility to bring all of this information together
and create a professional and appealing booklet that can be distributed electronically on a regular basis
with the latest quarterly data.
Your final results will be a PDF document that contains some of the pages displayed below:
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Step 1 – Create New Document
1) From the desktop start Developer Studio.
2) Create new procedure within the Compound PDFs application directory in
Projects on localhost.
a)
Right mouse click on Procedures folder.
b) Select New / Procedure.
c)
Define the procedure:
i)
Name your procedure QTR_SALES_CMPD.
ii)
Select to create with the Composer (Layout).
iii) Click on Open.
Document Composer will open with a new document as in the
screenshot below:
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3) Within the Properties Panel setup the Compound
Document properties.
a)
Set Bookmarks On.
b) Set Page Orientation to Landscape.
Step 2 – Define document styling
We will begin by defining the Page Master with the formatting we want common to all pages within our
document. Images, lines and text can be placed on the Page Master to create a common look throughout
the document.
1) Add a Page Master.
a)
Click on the arrow next to the New Page Layout
icon in the toolbar to open the options.
b) Select Add Page Master Layout.
Page Master will be added at the top of the
document and your positioning will be moved to the top. This Page Master will always display as
the first page of your document in design view. It does not display in our output document.
2) Add the company logo image.
a)
Click on the Image icon in the toolbar and use the
hairline pointer to draw a box on the
page in the top left corner where the
image should be placed.
b) Select centurylogo.gif as the source image.
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c)
Use the mouse pointer to drag the image to the top corner of the page. Notice that when using
the mouse pointer to drag the image placement is contained within the defined page margin
boundaries. You cannot drag outside the defined margins. You can use the arrow keys on your
keyboard to move objects outside the defined margins.
Tip: Hiding / Unhiding Properties Panel
You can hide the Properties Panel to allow you to view the entire report page and quickly unhide the
Panel to set Properties or use the Thumbnails.
To Hide the Properties Panel: Click on the X in the top right
corner of the Properties panel to hide Properties Panel and
provide a larger work palette.
The entire page will be visible in the composer palette as shown
in the screenshot below:
To Unhide the Properties Panel: Right Click on any object on the
page and select Properties.
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The Properties Panel will redisplay as in the screenshot below:
1) Create the header / footer line.
a)
Hide the Properties Panel to work on the full palette.
b) Click on the Line icon in the toolbar and use the hairline pointer to draw a horizontal line from
the left margin to the right margin of the page.
i)
Unhide the Properties Panel: Right
Click on the line object and select
Properties.
ii)
Set the color for the line to match the color scheme of the logo.
iii) Click in the Color properties cell.
You can use the selection dialogue to pick a color from the
existing options but for our purposes we will designate a
specific rgb color value to match our logo.
iv) Double click to open the attribute cell for edit and enter :
rgb(33,117,198)
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v)
Position the Line
Position: Left
0.521
Position: Top
1
vi) Size the line
Size: Height
.02
Size: Width
10
With the heading line in place your Page Master will look like the following screenshot:
2) Create the footer line.
a)
Right Click on the header line and
select Copy.
b) Right Click near the bottom left margin of the page and select Paste.
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c)
Position the Line
Position: Left
0.521
Position: Top
1
3) Add Prepared Date in left corner of the footer.
a)
Click on the Text Icon to add a text object to the page and use the hairline pointer to draw a
text element in the lower left corner of the page just below the footer line.
b) Double click on the text object to open for text edit
and enter text:
Prepared On:
c)
Right Click after the double space
and select
i)
Insert
ii)
Date
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iii) Today in your preferred format
Today’s date will display in the text object. This date is will be today – whatever that is for the
day you are running this report. It will not say May 23, 2010 on your report.
4) Add Page Numbers Text Object.
a)
Scroll right on the page so that the right margin is visible.
b) Click on the Text Icon to add a text object to the page and use the hairline pointer to
draw a text element in the lower right corner of the page just below the footer line.
c)
Double click to open the text object for editing.
d) Right click and select
i)
Insert
ii)
Page n of n
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The Page fields will display in the text object as in the screenshot
below:
e)
Right Justify the page field.
i)
Double click out of the text object to exit edit mode.
ii)
Click on the text object to reselect.
iii) Click on the Right Justify Icon.
f)
Refresh the Page Master to apply
updated styling to all pages.
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g)
Close the Properties Panel and scroll down to see Page Layout 1 with the Page Master styling
applied.
h) Click on the Save icon to Save the document
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Step 3 – Build the Cover Page
1) If you have hidden the Properties Tab, unhide using the menu
option View / Properties.
2) Define the Page Layout Properties.
a)
Click on Page Layout 1 to ensure it is selected.
b) Double click on text in the TOC description
property to open for edit.
c)
Enter text:
Quarterly Sales Report
3) Add Report Title.
a)
Click on the Text Icon to add a text object to the page and use the hairline
pointer to draw a text element in the center of the page.
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b) Double click on text object to
enter text edit mode.
c)
Type:
Century Electronics, Inc < Enter>
< Enter>
< Enter>
Quarterly Sales Report< Enter>
d) Style the font for line #1.
i)
Select the first line of text:
Century Electronics, Inc.
ii)
Click on the Font Styling
Icon.
iii) Scroll through the Size list and select
36pt.
iv) Click on OK.
e)
Style the font for line #2.
i)
Select the last line of text.
Quarterly Sales Report
ii)
Click on the
Font Style
Icon.
iii) Scroll through the Size list and select
24pt.
iv) Click on OK.
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Your page should look like the screenshot below:
f)
Position the title text box.
i)
Click outside of the text object to exit edit mode.
ii)
Click on the text object to select.
iii) Click on the Justify Center Icon.
iv) Align to the page.
(1) Click on the Align to page drop down.
(2) Select Align to center of page.
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Your page should look like the screenshot below:
g)
Set color for the entire text object.
i)
Select both lines of the text you have entered.
ii)
Click on the Font Style Icon.
iii) Click on the ecliptics button next to the Color drop down.
iv) Select the Custom Color tab.
v)
Use your mouse to drag the color control to the
following values:
Hint: you can also move the currently selected color
control using the arrow keys on your keyboard.
Red:
33
Green:
117
Blue:
198
vi) Click on OK to close the Color Pick Dialogue.
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You will see the color definition #2175c6 in the
defined color.
vii) Click on OK to close the Font Dialogue.
Your page should look like the screenshot below:
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4) Add the images.
a)
Click on the Image icon in the toolbar and use the hairline pointer to draw a box
on the page in the top left corner where the image should be placed.
b) Select TV.jpg as the
source image.
c)
Click on Open.
d) Use the Properties Panel to position the
image :
Position: Left
1.604
Position: Top
4.750
e)
Click on the Image icon in the toolbar and use the hairline pointer to draw a box on the
page in the bottom right below the report title text box.
f)
Select camera.jpg as the
source image.
g)
Click on Open.
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h) Position the image :
i)
Position: Left
7.601
Position: Top
4.934
Size the image by either using your mouse
pointer to drag the lower right corner of the
image or by updating the properties in the
Properties Panel.
Size: Height
1.563
Size: Width
1.351
Your page should look like the screenshot below:
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5) Add control report.
a)
Click on the Report icon and use the hairline pointer to draw a box in the top right
corner of the page.
b) Align the control report to the top right corner of the
page.
c)
i)
Click on the drop down next to the Align to
Center icon and select Align to right edge.
ii)
Click on the drop down next to the Align to
Center icon and select Align to top edge.
Right click on the new report object and select New Report.
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d) Select to open the data source:
centurysales.mas
The Report Painter will open displaying your new report:
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e)
Add the control field.
i)
Click on the SUM icon.
ii)
Double click on
ORDERNUM within the
field list to add the field
to the report palette.
iii) Right click on the field in
the palette and select
Visible to turn visibility
for this field off
(NOPRINT).
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f)
Set Report Options:
i)
Click on the Options icon in the toolbar.
ii)
Format Options
(1) Click on the Format Tab.
(2) Change the page margins from <not set>
to 0.00 by clicking on the down arrow in
the numeric control for each of the
margin controls.
iii) Define WHERE clause
(1) Click on the Where/If tab.
(2) Click on the Assist button to build the
where clause.
(3)
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(3) Within the Expression Builder double click on the field YEAR to place it in the Column to
filter.
(4) From the Logical Relation drop down select equals.
(5) From the Compare Type dropdown select Parameter.
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(6) Double click on <Please Specify> within the Compare Value and use define the
parameters within the Variable
Editor.
(a) Within the Accept List –
Values with which to
populate the variable with:
select Dynamic list.
(b) From the Source File list
select century sales.mas.
(c) From the Values for Return
Fields select YEAR.
(d) From the Values for
Displayed Fields select
YEAR.
(e) Click on OK.
You will return to the Expression builder and repeat these steps to add a condition for
QUARTER.
(7) Double click on the field QUARTER to place it in the Column to filter.
(8) From the Logical Relation drop down select equals.
(9) From the Compare Type dropdown select Parameter.
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(10) Double click on <Please Specify> within the Compare Value .
(a) Within the Accept List
– Values with which to
populate the variable
with: select Dynamic
list.
(b) From the Source File
list select century
sales.mas.
(c) From the Values for
Return Fields select
QUARTER.
(d) From the Values for
Displayed Fields select
QUARTER.
(e) Click on OK.
You will return to the Expression Builder.
(11) Click on OK to exit the Expression
Builder.
(12) Click on OK to exit Report Options.
g)
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g)
Add Quarter and Year fields to the Page Heading.
i)
Click into the Page Heading area on the report palette.
ii)
Double click on the QUARTER field in the field list.
iii) Double click on the YEAR field in the field list.
iv) Click on the Right Justify Icon in the toolbar to right justify
the header text .
v)
Set the font.
(1) Set the font size: triple click anywhere within the Page Heading to select the entire text
block.
(2) Click on the drop down within the font selection box on the tool bar and select 18 pt.
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Your report should look like the screenshot below:
h) Run the report
i)
Click on the Run icon in the toolbar.
ii)
From the field dropdowns in the Autoprompt screen select
Year = 2006
Quarter = Q2
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Your report results should look like the screenshot below:
i)
Click on the X in the top right of the output window to close
j)
Select File / Close and save the current report.
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You will return to Document Composer and see your report in place on the page.
k)
Run the compound report.
i)
Click on the Run icon in the toolbar.
ii)
From the field dropdowns in the Autoprompt screen select
Year = 2005
Quarter = Q1
Notice the value in your cover page is set to your selection:
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iii) Close the report window and return to the report palette
For development purposes we will set default values for YEAR and QUARTER so that we do not
need to respond to the prompt each time we run.
l)
Set control field defaults
i)
Right click on the control report and
select Open Procedure Viewer.
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ii)
Within the Procedure Viewer click on the connector to
the left of the report object and select.
(a) Dialogue Mngr
(b) Dialogue Mngr
iii) Enter the following code into the text editor:
–DEFAULT &QUARTER = ‘Q2’;
–DEFAULT &YEAR = ‘2006’;
iv) Close the Dialogue Manager object and select Yes to
update the procdure.
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You will return to the Procedure Viewer.
v)
Click on the Report Object and select Run to see
the defaults in place.
vi) Your results should look like the screen shot below:
vii) Close the WebFOCUS Report window.
viii) Close the procedure in Procedure
Viewer.
ix) Select Yes to save the changes you have
made.
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m) Run the compound report.
i)
Click on the Run icon in the toolbar.
ii)
Notice you are no longer prompted and the report displays the default date information in
your cover page:
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Step 3 – Build the Sales Summary
1) Insert new page layout.
a)
Right click on the cover page layout and
select Insert new page after.
b) Click on the Refresh icon to
apply Page Master styling to
the new page.
c)
Copy the control report.
i)
Right click on the control report.
ii)
Select Copy.
d) Scroll down to see the new page layout you just added.
e)
Right click in the upper right
corner of the page and select
Paste.
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f)
Customize control report for new Page
Layout.
i)
Double click on control report you
just copied to the new page layout
to open in Report Painter.
ii)
Remove the Dialogue Manager
object that sets the date defaults
Right clicking on the object and
selecting Delete.
iii) Click Yes to confirm delete.
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iv) Double click on the Report object to open.
v)
Add 2nd heading line:
By default the painter adds a blank space after field
markers so the first line of the heading will end in a
trailing blank. The second line will also need a trailing
blank so the two lines align with right justify together
correctly.
(1) Click on page header.
(2) Hit END key on keyboard to get to end of line.
(3) Hit enter to add line 2.
(4) Enter text:
Sales Summary <SPACE>
vi) Close the report in the Report Painter.
vii) Return to Document Composer.
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The report palette will look like the screenshot below:
g)
Position the control report:
Position: Left
7.792
Position: Top
.271
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i)
Set up Page Properties.
(1) Select the page from the Properties object list.
(a) Click on the Properties object drop down.
(b) Scroll up and select the Page Layout3.
(2) Update TOC properties:
TOC description:
TOC level:
Sales Summary
2
6) Add the summary reports.
a)
Add the Product Summary
Report:
i)
Click on the Report icon
and use the hairline
pointer to draw a box in
the top right corner of
the page.
ii)
Position the report
Position: Left
0.771
Position: Top
1.49
iii) Size the report
Size: Height
2.624
Size: Width
5.208
iv) Set TOC level to 0.
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v)
Right click on the report object and
select
Reference and existing Procedure
vi) Select source file
QTR_SALES_SUMMARY_PRODUCT.FEX
The page will look like:
b) Add the Store Summary Report:
i)
Click on the Report icon and use the hairline pointer to draw a box in
the bottom left corner of the page.
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c)
Right click on the report object and select
Reference and existing Procedure
d) Select source file
QTR_SALES_SUMMARY_STORES.FEX
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The page will look like the screenshot
below:
e)
Align new report with
Product Summary Report
“Make this object like that one – select this then CTRL Click to select that one”
i)
Click on the new report.
ii)
Ctrl Click the Products report.
iii) Click on Make same size.
iv) Click on Align left.
f)
In the Parameters panel set TOC level to 0.
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7) Add the summary graphs.
a)
Add the Sales Summary Product
Pie:
i)
Click on the Graph icon and
use the hairline pointer to
draw a box in the top right
corner of the page.
ii)
Select the source file.
(1) Right click on the new graph object and select
Reference existing procedure.
(2) Select
QTR_SALES_SUMMARY_PRODUCT_PIE.FEX.
(3) Click Open.
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iii) Set Graph Properties.
(1) Position
(a) Left:
6.208
(b) Top:
1.26
(2) Size
(a) Height:
3.125
(b) Width:
4.427
(3) Set TOC level to 0.
The report palette will look like the screenshot below:
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b) Add the Sales Summary Store
Pie:
i)
Click on the Graph icon and
use the hairline pointer to
draw a box in the top right
corner of the page.
ii)
Size and position the graph
relative to the Product
Summary graph.
(1) Click on the bottom
Graph, hold down CTRL key and click on the top graph. C
Click on THIS relates to CTRL click on THAT
(2) Click on Make Same Size.
(3) Click on Align Left.
(4) Click on report page – off of the graphs to deselect.
(5) Click on the new graph to select.
(6) Use the up arrow key on your keyboard to move the bottom of the new graph to just
above the footing line.
iii) Set Graph Properties.
(1) Position
(a) Left:
6.208
(b) Top:
4.333
(2) Size
(a) Height:
3.125
(b) Width:
4.427
(3) Set TOC level to 0.
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iv) Reference the graph fex.
(1) Right click on the new graph object and select
Reference existing Procedure
(2) Select the source file.
(a) Click on
QTR_SALES_SUMMARY_STORES_PIE.FEX
(b) Click Open.
The report palette will look like the screenshot below:
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v)
Run the report.
(1) Use the bookmark control to open the Quarterly Sales Report.
(2) View the Sales Summary page.
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Step 4 – Build Store Details Pages
We will now add a new Page Layout for the Store Details report. We will use the control report
we modified for the Sales Summary Page to display the custom information on these new pages.
2) Insert new page layout.
a)
Either click on the New Page Layout icon or click on the
drop down to the right of the New Page icon and select
Add New Page Layout.
b) Click on the Refresh icon to apply Page
Master styling to the new page.
c)
Copy the control report - Right click on the control report
and select Copy.
d) Scroll down to see the new page layout
you just added.
e)
Right click in the upper right corner and
select Paste.
f)
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f)
g)
Position the control report.
Position: Left
7.792
Position: Top
.271
Customize control report for new Page Layout.
i)
Double click on control report to open in Report Painter.
ii)
Update the 2nd line of the heading:
(1) Change Sales Summary to Store
Details .
(2) Make sure to preserve the
trailing space at end of the line.
iii) Save changes – click on Save Icon.
iv) Close the report and return to Document Composer.
When you return to Document Composer your page will look like the
screen shot belowL
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h) Define new Page Layout properties.
i)
Click on the Page Layout.
ii)
Within the Properties panel define:
(1) Flow margins
Bottom:
1
Top:
1
Notice the flow margin lines that appear on the
page layout.
(2) Set TOC Parameters
TOC Description Details
TOC level
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i)
Add the Store Detail Report.
vi) Click on the Report icon and use the
hairline pointer to draw a box in the center
of the page.
vii) Right click on the new report and select
Reference Existing Procedure.
viii) Select the report source:
QTR_SALES_DETAIL_STORES.FEX
ix) Click Open.
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The report will display within the report object on your page:
x)
Define Report Parameters
(1) Position
Left:
1.229
Top:
1
(2) Size and Overflow: Flowing
(3) Size
Height:
5.938
Width:
8.463
(4) TOC
Description:
By Store
Level
3
Number of sort 1
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xi) Run the report.
(1) Use the bookmark control to navigate to
(a) Quarterly Sales Report
(b) Details Pages
(c) By Stores Pages
(2) Scroll through or use the bookmarks to make view the report page for TV City
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8) Add an overflow page layout .
a)
Right click anywhere on the Page Layout and select Add New Overflow Page.
b) Click on the Refresh icon to apply Page Master styling to the new page.
c)
Copy the control report - Right click on the control report and select Copy.
d) Scroll down to see the new overflow
page layout you just added.
e)
Right click in the upper right corner and
select Paste.
f)
Position the report using the Properties panel
Position: Left
7.792
Position: Top
.271
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g)
Run the report.
i)
Use the bookmarks to open to the EMart Store Details.
ii)
Notice the control report displaying on the overflow pages.
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Step 5 – Build Product Details Pages
We will now add a new Page Layout for the Product Details report. We will use the control
report we modified for the Stores Detail Pages to display the custom information on these new
pages.
3) Insert new page layout
a)
Either click on the New Page Layout icon or click on the drop down to
the right of the New Page icon and select Add New Page Layout.
b) Click on the Refresh icon to apply Page Master styling to the new
page.
c)
Copy the control report - Right click on the control report and
select Copy.
d) Scroll down to see the new page
layout you just added.
e)
Right click in the upper right
corner and select Paste.
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f)
Customize control report for new Page Layout.
i)
Double click on control report
to open in Report Painter.
ii)
Update the 2nd line of the
heading:
(1) Change Store Details to
Product Details.
(2) Make sure to preserve the
trailing space at end of the line.
iii) Save changes – click on Save Icon.
iv) Close the report and return to Document Composer.
When you return to Document Composer your page should look like the screen shot below:
v)
Position the control report so it displays in the same
position as the other pages:
Position: Left
7.792
Position: Top
.271
vi) Define Page Layout Parameters:
(1) Flow Margins
(a) Bottom:
1
(b) Top:
1
(2) TOC level
0
g)
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g)
Add the Product Detail Report
iii) Click on the Report icon and use the
hairline pointer to draw a box in the
center of the page.
iv) Right click on the new report and select
Reference Existing Procedure.
v)
Select the report source:
QTR_SALES_DETAIL_STORES.FEX
vi) Click Open.
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The report will display within the report object on your page:
vii) Define Report Parameters
(1) Position
Left:
.656
Top:
1
(2) Size and Overflow: Flowing
(3) Size
Height:
6.042
Width:
0.479
(4) TOC
Description:
By Product
Level
3
Number of sort 9
9) Add an overflow page layout.
a)
Right click anywhere on the Page
Layout and select Add New Overflow
Page.
b) Click on the Refresh icon to apply Page Master styling to the new page.
c)
Copy the control report from the current Page Layout - Right click on
the control report and select Copy.
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d) Scroll down to see the new overflow page layout you just added.
e)
Right click in the
upper right corner
and select Paste.
h) Customize control report for new
overflow Page Layout.
i)
Double click on control report to
open in Report Painter.
ii)
Update the 2nd line of the heading:
(1) Add “con’t ” after Product
Details.
(2) Make sure to preserve the trailing space at end of the line.
iii) Save changes – click on Save Icon.
iv) Close the report and return to Document Composer.
f)
Position the report using the Properties panel
Position: Left
7.792
Position: Top
.271
g)
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g)
Run the report.
i)
Use the bookmark control to navigate to
(1) The Quarterly Sales Report
(2) Details Pages
(3) By Product Pages
ii)
Use the Product Report bookmarks to jump to the product page displaying information for
Camcorders / DVD Camcorders / DVD Easycam Camcorder-3CCD Pro.
Congratulations! You’re done!
Q&A
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