3.3.1 Creating a Table-Based Report

Walkthrough

To create a report using the Table Wizard, follow the steps below:

1. Choose 'Table Wizard'. In Step 1, select 'Order details' within 'Orders'. Click 'Next' to proceed.

 

To search for col­umns, type in the 'Search' box above the panel.

2. In Step 2, you can select detail columns. By default, all the columns from the query are automatically selected. For this example, remove them all.

 

Note that you can also derive new columns from existing columns. See Creating an Expression Column for more information.

To search for a col­umn, start typing the desired column name into the menu.

3. In Step 3, use the menus to group by 'Company' and 'Product'.

 

4. In Step 4, select 'Total' as a Summary Column and set 'Sum' as the aggregation function. (See Editing Data Binding for a list of aggregation functions.)

 

5. In Step 5, add a condition for “Discount is greater than 0,” and click 'Append' to insert the condition. (See the Filtering section for more information on setting conditions).

 

6. In Step 6, you can add a ranking condition to groups which have been summarized. Rank the Top 5 Customers by Sum(Total).

 

7. Click 'Finish'. To edit this report further, skip to Editing Report Elements.

 

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