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Banded Wizard Dialog Box

You can use the Banded Wizard dialog box to create a page report tab with a banded object in it, or edit an existing banded object. This topic describes the options in the dialog box.

Designer displays different options in the Banded Wizard dialog box according to the type of the data resource you use for the banded object: business view or query resource.

Banded Wizard Dialog Box - Business View Based

When you use the Banded Wizard dialog box for creating or editing a banded object using a business view, Designer displays the following screens in the dialog box (Designer displays some screens only when you use the dialog box for creating a banded object):

Designer displays these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the banded object.

Banded Wizard for business view - Data

Business view box

This box lists the predefined business views in the current catalog. Select one and Designer automatically creates a dataset based on it for the banded object.

More Options/Less Options

Select to show or hide the options for specifying the dataset you want to use.

  • New Dataset
    Select to create a dataset based on a business view in the current catalog.
  • Existing Dataset
    Select to use a dataset from the ones that you have created in the current report.
  • Current Dataset
    Designer enables this option when you use the dialog box for editing a banded object and the parent object containing the banded object already applies a dataset. Select it if you want the banded object to inherit the dataset from its parent.

Edit

Select to edit the specified business view in the Business View Editor dialog box or dataset in the Dataset Editor dialog box.

Display Screen

Use this screen to specify the detail fields you want to display in the banded object.

Banded Wizard for business view - Display

Resources

This box lists the available data fields that you can use as detail fields in the banded object.

Add button Add button

Select to add the specified field in the Resources box to the banded object.

Remove button Remove button

Select to remove the specified field from the banded object.

Replace button Replace button

Designer displays this button when you use the dialog box for editing a banded object. Select it to replace the specified field in the banded object with the selected field in the Resources box.

Move Up button Move Up button

Select to move the specified field higher in the display order.

Move Down button Move Down button

Select to move the specified field lower in the display order.

Show Banded Group Structure

Designer displays this option when you use the dialog box for editing a banded object. Select it to show the group structure of the banded object.

Display Fields

This column shows the detail fields that you add to display in the banded object.

Display Name

This column shows the labels of the detail fields in the banded object, which by default are the display names of the added fields. You can select in the text boxes to edit the labels, or select the Auto Map Field Name checkboxes in the text boxes to apply the display names of the fields and map the labels to the dynamic display names of the fields at runtime if the Server administrator defines them.

Sort Fields By

Select to open the Sort Fields By dialog box to specify how to sort the detail data in the banded object.

Group Screen

Use this screen to specify the criteria for grouping data in the banded object.

Banded Wizard for business view - Group

Resources

This box lists the available data fields that you can use as group-by fields in the banded object.

Add button Add button

Select to add the specified field in the Resources box as a group-by field in the banded object.

Remove button Remove button

Select to remove the specified group-by field from the banded object.

Replace button Replace button

Designer displays this button when you use the dialog box for editing a banded object. Select it to replace the specified group-by field in the banded object with the selected field in the Resources box.

Move Up button Move Up button

Select to move the specified group to a higher group level.

Move Down button Move Down button

Select to move the specified group to a lower group level.

Group By

This column shows the group-by fields on which you select to group data in the banded object.

Sort

This column shows how you want to sort groups at each group level. You can select from the following options:

  • Ascend
    Select to sort groups at the specified group level in an ascending order (A, B, C).
  • Descend
    Select to sort groups at the specified group level in a descending order (C, B, A).
  • No Sort
    Select to sort groups at the specified group level in their original order in database.
  • Custom Sort
    Select to open the Custom Sort dialog box to set how to sort the groups at the specified group level.

Select N

Select to open the Select N dialog box to specify the Select N condition for the specified group level.

Summary Screen

Designer displays the Summary screen when you use the dialog box for creating a banded object. You can use this screen to specify the summaries to calculate data in the banded object.

Banded Wizard for business view - Summary

Resources

This box lists the available data fields that you can use to calculate data in the banded object.

Add button Add button

Select to add the specified field in the Resources box to calculate data in the banded object.

Remove button Remove button

Select to remove the specified summary from the banded object.

Move Up button Move Up button

Select to move the specified summary higher in the display order.

Move Down button Move Down button

Select to move the specified summary lower in the display order.

Summarized Fields

This column shows the fields that you add to calculate data in the banded object.

Position

This column shows the position of the summaries. Designer places the summary added for a group level in the group's footer panel; if you add a summary for the Banded Object level, Designer places it in the banded footer panel.

Column

This column shows where to place the summaries. By default, Designer places the summaries and their name labels in the first two detail columns.

Dataset Filter Screen

Designer displays the Dataset Filter screen when you use the dialog box for creating a banded object. You can use this screen to filter the dataset the banded object applies.

Designer displays the same options in the Dataset Filter screen as those in the Edit Dataset Filter dialog box.

Banded Wizard for business view - Filter

Style Screen

Use this screen to specify the style of the banded object.

Banded Wizard for business view - Style

Style

This box lists the styles you can apply. Select the style for the banded object.

  • <Custom>
    This style contains no information. Designer uses it to support reports that was built with previous versions which did not bind any style, or when Designer cannot find the bound style in the style list.

Preview

This box displays a diagram illustrating the effect of the selected style on the banded object.

Inherit Style

Designer displays this option when you use the dialog box for editing a banded object and the banded object is inside another banded object. Select it if you want the banded object to inherit the style of its parent.

Page Setup

Designer displays this button when you use the dialog box for creating a banded object in a page report tab. Select it to open the Page Setup dialog box to specify page properties for the report tab.

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Banded Wizard Dialog Box - Query Based

When you use the Banded Wizard dialog box for creating or editing a banded object using a query resource, Designer displays the following screens in the dialog box (Designer displays some screens only when you use the dialog box for creating a banded object):

Designer displays these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the banded object.

Banded Wizard - Data

Data resource box

This box lists the predefined data resources in the current catalog. Select one and Designer automatically creates a dataset based on it for the banded object.

  • <New XXX...>/<Add XXX...>
    Select to create or add a data resource of the same type in the catalog.

More Options/Less Options

Select to show or hide the options for specifying the dataset you want to use.

  • New Dataset
    Select to create a dataset based on a data resource in the current catalog.
  • Existing Dataset
    Select to use a dataset from the ones that you have created in the current report.
  • Current Dataset
    Designer enables this option when you use the dialog box for editing a banded object and the parent object containing the banded object already applies a dataset. Select it if you want the banded object to inherit the dataset from its parent.

Edit

Select to edit the specified query in the Query Editor dialog box or dataset in the Dataset Editor dialog box.

Display Screen

Use this screen to specify the detail fields you want to display in the banded object.

Banded Wizard - Display

Resources

This box lists the available data fields that you can use as detail fields in the banded object.

Add button Add button

Select to add the specified field in the Resources box to the banded object.

Remove button Remove button

Select to remove the specified field from the banded object.

Replace button Replace button

Designer displays this button when you use the dialog box for editing a banded object. Select it to replace the specified field in the banded object with the selected field in the Resources box.

Move Up button Move Up button

Select to move the specified field higher in the display order.

Move Down button Move Down button

Select to move the specified field lower in the display order.

Show Banded Group Structure

Designer displays this option when you use the dialog box for editing a banded object. Select it to show the group structure of the banded object.

Display Fields

This column shows the detail fields that you add to display in the banded object.

Display Name

This column shows the labels of the detail fields in the banded object, which by default are the display names of the added fields. You can select in the text boxes to edit the labels.

Sort Fields By

Select to open the Sort Fields By dialog box to specify how to sort the detail data in the banded object.

Group Screen

Use this screen to specify the criteria for grouping data in the banded object.

Banded Wizard - Group

Resources

This box lists the available data fields that you can use as group-by fields in the banded object.

Add button Add button

Select to add the specified field in the Resources box as a group-by field in the banded object.

Remove button Remove button

Select to remove the specified group-by field from the banded object.

Replace button Replace button

Designer displays this button when you use the dialog box for editing a banded object. Select it to replace the specified group-by field in the banded object with the selected field in the Resources box.

Move Up button Move Up button

Select to move the specified group to a higher group level.

Move Down button Move Down button

Select to move the specified group to a lower group level.

Group By

This column shows the group-by fields on which you select to group data in the banded object.

Sort

This column shows how you want to sort groups at each group level. You can select from the following options:

  • Ascend
    Select to sort groups at the specified group level in an ascending order (A, B, C).
  • Descend
    Select to sort groups at the specified group level in a descending order (C, B, A).
  • No Sort
    Select to sort groups at the specified group level in their original order in database.
  • Special Group
    Select to open the User Defined Group dialog box to define grouping information.
  • Custom Sort
    Select to open the Custom Sort dialog box to set how to sort the groups at the specified group level.

Special Function

This column shows the special functions that you select for the group-by fields of the Numeric, String, Date, and Time data types. Select a special function from the drop-down list to specify to which level to group the data of the specified field, or select Customize to set the function in the Customized Function dialog box.

Custom Sort

Designer enables this button after you have selected Custom Sort from the Sort column to define the sort manner of groups for the specified group level. Select it to specify how to sort the groups.

Special Group

Designer enables this button after you have selected Special Group from the Sort column to define a special group. Select it to specify how to group your information.

Select N

Select to open the Select N dialog box to specify the Select N condition for the specified group level.

Group Filter

Select to open the Group Filter dialog box to specify the group filter condition.

Summary Screen

Designer displays the Summary screen when you use the dialog box for creating a banded object. You can use this screen to specify the fields on which to create summaries in the banded object.

Banded Wizard - Summary

Resources

This box lists the available data fields that you can use to create summaries in the banded object.

Add button Add button

Select to add the specified field in the Resources box based on which to create a summary in the banded object.

Remove button Remove button

Select to remove the specified summary from the banded object.

Move Up button Move Up button

Select to move the specified summary higher in the display order.

Move Down button Move Down button

Select to move the specified summary lower in the display order.

Summarized Fields

This column shows the fields that you add to create summaries in the banded object.

Aggregate Function

This column shows the aggregate functions that you select to use for the summaries.

Distinct On

Designer enables this option and you should set it when you select DistinctSum as the aggregate function. Select the ellipsis Ellipsis button to select the fields according to whose unique values to calculate DistinctSum in the Select Fields dialog box.

Break Field

This column shows the groups on which to calculate the summaries. If you add a summary for the Banded Object level, the break field is null and Designer calculates the summary based on the whole dataset.

Position

You can use this option together with the Column option to specify the location where to place a summary.

  • Header
    Select to place the summary in the header panel. When you add the summary for a specific group, Designer places it in the group's header panel; if you add the summary for the Banded Object level, Designer places it in the banded header panel.
  • Footer
    Select to place the summary in the footer panel. When you add the summary for a specific group, Designer places it in the group's footer panel; if you add the summary for the Banded Object level, Designer places it in the banded footer panel.

Column

You can use this option together with the Position option to specify the location where to place a summary.

  • Detail
    Select to place the summary and its name label in the first two detail columns.
  • Summary
    Select to place the summary in a separate summary column.

Chart Screen

Designer displays the Chart screen when you use the dialog box for creating a banded object, and enables the options in the screen when you have added at least one group and one summary for this group in the banded object. You can use the screen to create a chart together with the banded object, which Designer places in the banded header panel.

Banded Wizard - Chart

No Chart

Select if you do not want to create the chart.

Bar Chart

Select to create a Clustered Bar 2-D chart together with the banded object.

Line Chart

Select to create a Line 2-D chart together with the banded object.

Pie Chart

Select to create a Clustered Pie chart together with the banded object.

Category

This drop-down list contains the group-by fields of the banded object on which you have added summaries. Select the field you want to display on the category (X) axis of the chart.

Series

This drop-down list contains the fields that you add as the group-by fields of the banded object. Select the field you want to display on the series (Z) axis of the chart.

Show Values

This drop-down list contains the summaries which are calculated based on the field you choose to display on the category axis of the chart. Select the value you want to display in the chart.

Filter Screen

Designer displays the Filter screen when you use the dialog box for creating a banded object. You can use this screen to narrow down the data to display in the banded object.

Designer displays the same options in the Filter screen as those in the Edit Filter dialog box.

Banded Wizard - Filter

Style Screen

Use this screen to specify the style of the banded object.

Banded Wizard - Style

Style

This box lists the styles you can apply. Select the style for the banded object.

  • <Custom>
    This style contains no information. Designer uses it to support reports that was built with previous versions which did not bind any style, or when Designer cannot find the bound style in the style list.

Preview

This box displays a diagram illustrating the effect of the selected style on the banded object.

Inherit Style

Designer displays this option when you use the dialog box for editing a banded object and the banded object is inside another banded object. Select it if you want the banded object to inherit the style of its parent.

Create a Banded Report

Designer displays this option when you use the dialog box for creating a banded object. Select it if you want to create a restricted version of a flow layout report, one that can contain a single banded object only. This layout option is intended to provide compatibility with Report Version 7 report templates.

Create a Flow Layout Report Containing a Banded Object

Designer displays this option when you use the dialog box for creating a banded object. Select it if you want to create a report that contains a banded object mapped to the specified dataset.

Page Setup

Designer displays this button when you use the dialog box for creating a banded object in a page report tab. Select it to open the Page Setup dialog box to specify page properties for the report tab.

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