Monday, 5 May 2014

Title:  Report Design Aid Tips


Reports available within the PeopleSoft EnterpriseOne software provide the ability to view data on-line or as printed material, in an organized and useful format. In addition to predefined reports, the PeopleSoft EnterpriseOne software provides the Report Design Aid Tool (RDA), which allows for customization of  reports as well as creating new reports, or manipulating and converting data into or out of EnterpriseOne software tables. 
Report Design utilizes the Report Design Director and the Navigation Assistant to aid in report creation.  The Director allows for the creation of a report object and guides the user step-by step through the report creation process. Using the Director, one body section can be created which can be a group, tabular, or columnar section. Application reports include predefined report director templates to create application specific reports such as financial, fixed asset, or profit management reporting.

·                     Report object
·                     Report template
·                     Report versions
·                     Report sections

Columnar Section
The layout of a columnar section consists of column headings with the associated column values listed under the headings. The column heading (a constant) is linked to the column data (variable) and cannot be disconnected in the report. If one is deleted, the other is deleted also. This section will execute once per record.

Group Section
Group sections have a free-form layout. This section type has the most flexibility for object positioning. For data items, initially the constant and variable of the data field are linked. They can be disconnected and either the constant or the variable can be hidden or deleted.
Tabular Section
Within a tabular section, you can present data with spreadsheet functionality in columns, rows and cells. Tabular sections summarize and print data at the lowest level break. Level breaks are defined in the Data Sequencing for the tabular section. Automatic row description and subtotals are printed for each level break. A grand total is also printed at the end of the report. You can disable totaling for a specific column variable by checking the ‘Suppress at Totals’ box under the Advanced tab when you select the item's properties. Removing the row description will not print the description; instead it will print a blank line. It can be added back by selecting Column|Create|Row description column.
Note: A tabular section cannot be defined as a conditional section, cannot be used within a sub-section join and cannot have level break header or footer sections. 

Sub-Section Join
A sub-section join creates a parent-child relationship between two sections by joining the child section to a parent section based on like values. An option is also provided to join the child section at level breaks defined in the parent section. The parent and child sections cannot be tabular sections; they can be either columnar or group or a combination of both. The child section is printed each time after the parent section has printed. 
Page Header, Page Footer, Report Header, Report Footer
 A report can only have one of each of these sections.
Custom section

    Custom sections allow you to control, through event rules, the information that prints on a report. You can use custom sections to force a page break by creating a custom section with no objects, then activating Page Break after Print in that section’s Section Properties. You can use custom sections to print variable text. Custom Sections can also be used for sections that present the same information, but are formatted differently. You can call a custom section from any event rule except INIT_Section. If you try to call a custom section using INIT_Section, your report will not process.

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