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Oracle® Reports Tutorial 10g Release 2 (10.1.2) B14364-01 |
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# 2 Adding Data to a Report

Estimated completion time: 15 minutes

Consider the scenario where you have to create a Web report for your company's human resources managers. This Web report must display salary information about each employee in a department. You already have an HTML page that matches the company's logo and colors. You need to add the necessary information to this page.

This chapter shows you how to use the Data Wizard in Reports Builder to add data to an existing HTML page as depicted in Figure 2-1. At the end of the chapter, you will have created a data model to make data available for use in a Web report.

Figure 2-1 Adding Data to an HTML Page

Description of "Figure 2-1 Adding Data to an HTML Page"

## 2.1 Opening the Web Page

The steps in this section show you how to open the Web page template we have provided, called `emprev.htm`. First, you will open the Web page in your Web browser so that you can see what our template looks like.

Note: If you do not have this file, refer to the Prerequisites section, in the Preface.

To open the sample HTML page in your Web browser

- In your Web browser (for example, Netscape or Internet Explorer), choose File > Open, and navigate to `emprev.htm`. The `emprev.htm` file is the sample file that we have provided in this Tutorial``.

To open an existing HTML page in Reports Builder

1. Open Reports Builder.

   Note: If you are using UNIX, navigate to the directory where Reports Builder is installed, and then execute `runbuilder.sh`.

2. In the Welcome dialog box, click Open an existing report, then click OK.

3. In the Open dialog box, navigate to the folder where the tutorial sample files are located. For example, `d:\Reports_Tutorial`.

4. Find the `emprev.htm` file and click Open.

The EMPREV report is displayed in the Object Navigator.

Figure 2-2 Object Navigator Displaying an Existing HTML Page

Description of "Figure 2-2 Object Navigator Displaying an Existing HTML Page"

## 2.2 Using the Data Wizard to Add Data to a Sample Web Page

When building a report, you must first build a data model by selecting the data that you want to use in the report.

The steps in this section describe the procedure to use the Data Wizard to build a data model for your Web report. This data model makes the data from the sample schema available to use in your report.

To add data to an existing HTML page

1. Open the Data Wizard to define a layout and add a data model.

   1. In the Object Navigator, double-click the Data Model node.

   2. In the Data Model view, right-click the canvas, then choose Data Wizard from the pop-up menu.

2. If the Welcome page displays, click Next.

3. On the Query name page, click Next to accept the default name.

4. On the Data Source page, make sure SQL Query is selected, then click Next.

   Note: On the Data Source page, you can choose any data source you wish to use in your report. For more information about using pluggable data sources, see Oracle Reports online Help.

5. On the Data page, you can do either of the following:

   - Open the`tutorial_sql.txt` file in a text editor, copy the query, and paste it into the SQL Statement box. Then, proceed to Step 16.

   - Learn to use the Query Builder. To do this, follow steps 6 to 15.

6. To use the Query Builder, click Query Builder.

   Note: If you do not know the connection information for the database that contains the sample schema we have provided, contact your administrator.

7. In the Query Builder, double-click the EMPLOYEES table.

8. Double-click the EMPLOYEES table again, then click Close.

   Figure 2-3 Employees Tables Displayed in the Query Builder

   Description of "Figure 2-3 Employees Tables Displayed in the Query Builder"

   The EMPLOYEES table displays in the Query Builder as EMPLOYEES and EMPLOYEES A1. The link between MANAGER ID in EMPLOYEES and EMPLOYEE ID in EMPLOYEES A1 is automatically created because of the constraints that exist in the EMPLOYEES table.

   Note: You will notice that some of the column names are bold, and some are italicized. Column names that are in bold are primary keys and column names that are in italics are foreign keys.

9. In the EMPLOYEES table, select the check boxes for the following fields (you must select the fields in the following order):

   - EMPLOYEE_ID

   - FIRST_NAME

   - LAST_NAME

   - HIRE_DATE

   - JOB_ID

   - SALARY

   - DEPARTMENT_ID

10. In the EMPLOYEES A1 table, select the check boxes for the following fields:

    - EMPLOYEE_ID

    - FIRST_NAME

    - LAST_NAME

11. Click OK.

12. The query that Query Builder generates is displayed in the SQL Query Statement text box, and should look like the following:

        SELECT ALL EMPLOYEES.EMPLOYEE_ID
        , EMPLOYEES.FIRST_NAME,EMPLOYEES.LAST_NAME
        , EMPLOYEES.HIRE_DATE
        , EMPLOYEES.SALARY
        , EMPLOYEES.DEPARTMENT_ID
        , EMPLOYEES_A1.EMPLOYEE_ID
        , EMPLOYEES_A1.JOB_ID
        , EMPLOYEES_A1.FIRST_NAME, EMPLOYEES_A1.LAST_NAME
        FROM EMPLOYEES, EMPLOYEES EMPLOYEES_A1
        WHERE (EMPLOYEES.MANAGER_ID = EMPLOYEES_A1.EMPLOYEE_ID)

13. To restrict the retrieved data to only the employees in Department 100, add an AND clause, so that your query looks like this (new code is in bold text):

        SELECT ALL EMPLOYEES.EMPLOYEE_ID
          , EMPLOYEES.FIRST_NAME,EMPLOYEES.LAST_NAME
          , EMPLOYEES.HIRE_DATE
          , EMPLOYEES.SALARY
          , EMPLOYEES.DEPARTMENT_ID
          , EMPLOYEES_A1.EMPLOYEE_ID
          , EMPLOYEES_A1.JOB_ID
          , EMPLOYEES_A1.FIRST_NAME, EMPLOYEES_A1.LAST_NAME
        FROM EMPLOYEES, EMPLOYEES EMPLOYEES_A1
        WHERE (EMPLOYEES.MANAGER_ID = EMPLOYEES_A1.EMPLOYEE_ID)
        AND EMPLOYEES.DEPARTMENT_ID=100

14. Let us make the report look more organized by displaying the employee names with their last names first.

    Concatenate the EMPLOYEES.FIRST_NAME and EMPLOYEES.LAST_NAME fields into an alias called `emp_name`.

    The line of the query should now look like this:

        , EMPLOYEES.LAST_NAME ||', '|| EMPLOYEES.FIRST_NAME emp_name

15. Concatenate the EMPLOYEES_A1.FIRST_NAME and EMPLOYEES_A1.LAST_NAME fields into an alias called `mgr_name`.

    The line of the query should now look like this:

          , EMPLOYEES_A1.LAST_NAME ||', '|| EMPLOYEES_A1.FIRST_NAME mgr_name

16. Verify that your query is correct. The entire query should now look like this:

        SELECT ALL EMPLOYEES.EMPLOYEE_ID,
        EMPLOYEES.LAST_NAME||','|| EMPLOYEES.FIRST_NAME emp_name, EMPLOYEES.HIRE_DATE, EMPLOYEES.JOB_ID, EMPLOYEES.SALARY, EMPLOYEES.DEPARTMENT_ID, EMPLOYEES_A1.EMPLOYEE_ID,
        EMPLOYEES_A1.LAST_NAME||','|| EMPLOYEES_A1.FIRST_NAME mgr_name
        FROM EMPLOYEES, EMPLOYEES EMPLOYEES_A1
        WHERE (EMPLOYEES.MANAGER_ID = EMPLOYEES_A1.EMPLOYEE_ID)
        AND EMPLOYEES.DEPARTMENT_ID = 100

    Note: If you are not sure whether your query is correct, open the `tutorial_sql.txt` file from the example files we provided to you.

17. Click Next.

18. Now that we have selected the raw data, let us organize this data into groups by department manager name.

    On the Groups page, in the left column, click the MGR_NAME field, click the right arrow to move the field to the Group Fields list, then click Next.

19. Now, let us calculate some of our data. The Totals page displays some of the commonly-used calculations.

    On the Totals page, in the left column, click SALARY, then click Sum to display the sum of the Salary column in the Totals list.

20. Click Finish.

    Figure 2-4 Data Model View for the Report

    Description of "Figure 2-4 Data Model View for the Report"

Note: A report-level summary displays in the upper left-hand section of the Data Model view, but is not shown in this image.

## 2.3 Saving your Report as a JSP File

In Reports Builder, you can save your report using several formats. Since we are creating a JSP-based Web report, we will save our report in the JSP format.

To save your report as a JSP

1. Select your report in the Object Navigator, then choose File > Save As.

2. In the Save dialog box, change the report name to `emprev_``your initials`, change the type to Reports JSP (.jsp), and then click Save.

   Note: Be sure to include your initials so that you do not overwrite the files we have provided. Since JSP is the primary technology Reports Builder uses to publish reports to the Web, saving your report in the JSP format prepares your report for the later chapters in the tutorial.

3. Choose File > Close.

## 2.4 Summary

Congratulations! You have now created a data model that lets you include a report on your Web page. You now know how to:

- Open an existing Web page (HTML file) in Reports Builder

- Use the Data Wizard to specify data for a report

- Use the Query Builder to select data

- Save your report as a JavaServer Page (JSP)

To review your work, continue to Chapter 3, "Reviewing the Source Code of the Web Report". Otherwise, skip to Chapter 4, "Creating a Report Block for the Web Report" to continue building your report.