ubidesigner user guide - ubireport · 2016. 12. 27. · remote file management ... to manage file...

UbiDesigner User Guide

UbiReport v2.0

ICM Co., Ltd.

UbiReport v2.0 2

UbiReport v2.0 3

Contents

UBIREPORT INTRODUCTIONUBIREPORT INTRODUCTION ........................................................................................................................................................................................................ 88

1. UbiReport Features........................................................................................................................9

2. UbiReport User Guide .................................................................................................................11

3. UbiReport Support.......................................................................................................................12

CHAPTER 1 INSTALLATIONCHAPTER 1 INSTALLATION.......................................................................................................................................................................................................... 1133

CHAPTER 2 UBIREPORT STARTCHAPTER 2 UBIREPORT START.......................................................................................................................................................................................... 1188

1. Window .........................................................................................................................................19

1.1 SQL Editor ...........................................................................................................................19

1.2 Design Editor .......................................................................................................................20

1.3 Preview.................................................................................................................................21

2. Menu..............................................................................................................................................22

2.1 File .......................................................................................................................................22

2.2 Database ...............................................................................................................................23

2.3 Edit .......................................................................................................................................24

2.4 Design Option ......................................................................................................................24

2.5 Setup.....................................................................................................................................25

2.6 Tool ....................................................................................................................................25

2.7 Help......................................................................................................................................25

3. Tool Bar.........................................................................................................................................26

3.1 Main Tool Bar ......................................................................................................................26

3.2 Design Tool Bar ...................................................................................................................27

3.3 SQL Tool Bar .......................................................................................................................29

CHAPTER 3 CONNECTING WITH YOUR DATABASECHAPTER 3 CONNECTING WITH YOUR DATABASE ........................................................................................................................ 3300

1. Database Setup .............................................................................................................................31

1.1 Connection ...........................................................................................................................31

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1.2 Database...............................................................................................................................31

1.3 Data Source Information......................................................................................................32

2. Connecting to Your Database......................................................................................................32

CHAPTER 4 HOW TO USE DATA VIEWERCHAPTER 4 HOW TO USE DATA VIEWER ............................................................................................................................................................3344

1. Generating SQL Statements........................................................................................................36

2. SQL Query....................................................................................................................................37

3. Saving SQL...................................................................................................................................38

4. Save Data as Files.........................................................................................................................39

CHAPTER 5 SQL EDITORCHAPTER 5 SQL EDITOR ..................................................................................................................................................................................................................4400

1. Managing SQL Information........................................................................................................41

1.1 Adding SQL Information .....................................................................................................41

1.2 Editing SQL Information .....................................................................................................42

1.3 Argument Setup ...................................................................................................................43

1.4 Managing Database Information..........................................................................................45

2. Using the Graphical Mode ..........................................................................................................46

2.1 Selecting Tables and Columns .............................................................................................47

2.2 Making Composite Columns ...............................................................................................48

2.3 Making Where, Sort, Group, and Having Clauses ...............................................................50

2.4 Comments ............................................................................................................................54

3. Using the Text Mode ....................................................................................................................56

3.1 Writing and Confirming SQL Statements ............................................................................56

3.2 Adding Comments ...............................................................................................................57

CHAPTER 6 DESIGN EDITORCHAPTER 6 DESIGN EDITOR......................................................................................................................................................................................................5588

1. Choosing a Report Form.............................................................................................................59

1.1 Page Formatting...................................................................................................................62

2. Items..............................................................................................................................................64

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2.1 Basic Properties....................................................................................................................64

2.2 Text.......................................................................................................................................66

2.3 Line ......................................................................................................................................68

2.4 Circle....................................................................................................................................69

2.5 Rectangle..............................................................................................................................71

2.6 Image....................................................................................................................................73

2.7 Column.................................................................................................................................76

2.8 User-defined Column ...........................................................................................................80

2.9 Image Column......................................................................................................................85

2.10 Argument............................................................................................................................88

3. Common Items .............................................................................................................................91

3.1 Common Text .......................................................................................................................91

3.2 Common Image ....................................................................................................................94

4. Components ..................................................................................................................................97

4.1 Data Component...................................................................................................................97

4.2 Cross-tab Component.........................................................................................................103

4.3 Chart Component ...............................................................................................................111

4.4 Table Component ...............................................................................................................113

5. Sorting, Grouping, Suppressing................................................................................................127

5.1 Sorting................................................................................................................................127

5.2 Grouping ............................................................................................................................128

5.3 Suppressing ........................................................................................................................131

6. Expression...................................................................................................................................133

6.1 Functions ............................................................................................................................133

7. Formatting ..................................................................................................................................138

7.1 Format Setting....................................................................................................................138

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8. Page Link....................................................................................................................................140

9. Master Page Editing ..................................................................................................................142

10. Vertical Text..............................................................................................................................143

CHAPTER 7 PREVIEWCHAPTER 7 PREVIEW ........................................................................................................................................................................................................................114477

1. Argument Value Setting.............................................................................................................148

2. Functional Descriptions.............................................................................................................149

CHAPTER 8 FILE MANAGEMENTCHAPTER 8 FILE MANAGEMENT....................................................................................................................................................................................115522

1. Open............................................................................................................................................153

1.1 Opening Files from a Local PC..........................................................................................153

2. Saving..........................................................................................................................................154

3. Using Templates .........................................................................................................................155

3.1 Making a Template.............................................................................................................155

3.2 Making Reports by Using Templates .................................................................................156

4. Remote File Management..........................................................................................................157

4.1 Open File from Remote Server ..........................................................................................157

4.2 Saving on a Remote Server................................................................................................159

5. Editing File Source.....................................................................................................................161

CHAPTER 9 USING UBIREPORT ON THE WEBCHAPTER 9 USING UBIREPORT ON THE WEB ......................................................................................................................................116633

1. Setting up HTML/Batch Generator .........................................................................................164

2. HTML Generator.......................................................................................................................166

2.1 Including Common Items ..................................................................................................167

2.2 Including Images : Automatic Saving through FTP...........................................................167

CHAPTER 10 USING UBIREPORT ON APPLICATIONSCHAPTER 10 USING UBIREPORT ON APPLICATIONS ..............................................................................................................116699

1. Batch Generator.........................................................................................................................171

CHAPTER 11 EXERCISINGCHAPTER 11 EXERCISING ..........................................................................................................................................................................................................117744

1. Overview.....................................................................................................................................175

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2. Before We Start...........................................................................................................................177

3. Making a New Report................................................................................................................178

4. Connecting to database..............................................................................................................180

5. Selecting Tables from Database.................................................................................................181

6. Generating SQL Statements ......................................................................................................183

6.1 Using SQL editor in Graphical and Text modes.................................................................184

6.2 Designing using the Design Editor.....................................................................................185

7. Formatting ..................................................................................................................................190

8. Group, Sort, Suppressing ..........................................................................................................191

9. Editing the Master Page ............................................................................................................194

10. Saving Your Report File...........................................................................................................195

11. Preview / Print ..........................................................................................................................196

UbiReport v2.0 8

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1. UbiReport Features

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Data used in files or in UbiReport is managed by XML. Thus, it is easy to utilize

different types of data.

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You can edit multiple files at the same time.

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You can work with many different type of database and with many different SQL

statements at the same time.

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The graphical editor enables the user to generate SQL statements simply by

dragging items onto a report and clicking on appropriate columns. For more

complex statements, the user can switch to the text mode and write the SQL

statements directly.

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You can choose from various forms according to the characteristics of your report.

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General items that the user can define properties of such as text, lines, images, and

user’s options are provided. For a watermark, the user can control the level of

transparency.

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To make managing data easier, various items needed for a report such as charts and

tables are provided as components.

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Various embedded functions are provided to help generate SQL statements more

easily and more effectively.

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To manage file conveniently, user can use ‘FTP save’, ‘Open’ menu to save file at

local or server.

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By using Preview function, user can check data and shape of the form during

process.

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2. UbiReport User Guide

Chapter 1 explains how to install UbiReport step by step.

Chapter 2 explains the screen of each menu and tool bar.

Chapter 3 describes how to connect to your database in detail.

Chapters 4 through 10 explain in detail about the menu, the tool bar, the preview

function, file management, and the editor. Further explanation of hidden functions

is provided for advanced users.

Chapter 11 reviews what you have learned from previous chapters through an

example.

The index at the end of the manual will help you look up.

Any part of UbiReport that is not explained in this manual will be available on the

UbiReport homepage ( www.ubireport.com ). To use this information, you have to

register online after purchasing the product.

http://www.ubireport.com/

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3. UbiReport Support

· UbiReport Homepage : www.ubireport.com

· Email : [email protected]

· Fax : 02-538-2701

· Tel : 02-538-0600

http://www.ubireport.com/

mailto:[email protected]

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First, make sure that you have the product key handy from the UbiReport program

CD.

1. Insert the program CD.

2. Click on ‘Next’ to proceed in the UbiDesigner InstallShield Wizard screen.

3. Click on ‘Yes’ in the agreement screen and then click on ‘Next’ to go on.

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4. First, select the folder where the program is going to be saved and click on

‘Next’ to continue.

5. Select which components of the program you wish to install.

UbiDesigner is the package for the developer to use to develop desired reports

and UbiViewer is the package for the user to use to view the finished reports.

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6. Click on ‘Next’ to go on in the setup screen before copying files.

7. After finishing installation, click on ‘Finish’ at the last screen of Install Shield

Wizard.

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8. After installing UbiDesigner, you will see an icon for UbiDesigner on your

computer background. If you want to run the program, double-click on this

icon.

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1. Window

1.1 SQL Editor

①②

④③

⑤ ⑭

⑪

⑥

⑦

⑧ ⑩

⑨ ⑫

⑬

① Minimize/maximize and close buttons for the main window

② Main tool bar

③ Report name

④ Report file table status bar – Edit and save multiple reports at the same time.

⑤ SQL Name – You can have many SQL statements at the same time.

⑥ Connection name

⑦ Table list – If you click on a table from the table list, the column names and

types are displayed.

⑧ Column name / type list

⑨ Text mode / graphical mode toggle icon – Clicking on this will switch the SQL

editor back and forth between the text mode and the graphical mode.

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⑩ Edit window

⑪ SQL condition edit window – Define the conditions of SQL statements easily.

⑫ Editor status bar

⑬ Status bar

⑭ SQL tool bar

1.2 Design Editor

①②

④

③

① Design tool bar

② Component, band, item tab status bar

③ Properties – You can easily change properties of components, ban

④ Edit window (form design area)

ds, and items.

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1.3 Preview

①②

③

① Print / print after printer setup / flipping throu

② Preview window

③ Scale control window

gh pages

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2. Menu

2.1 File

Edit reports by opening report files with the jrf extension.

Save your current work in a report

file.

Save all report files currently open.

Use the built-in FTP to open files

saved on the server.

Save your work directly on the server

through FTP.

Open a template and make a new

report.

Save your report as a template that

you can use again later.

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2.2 Database Register data from the database with

an SQL name.

Edit, delete, and save the registered

SQL name.

Make comments about your SQL

information.

Query your database by argument to

print your report.

Make new columns by combining several

table columns.

Show database table information

including owner information, table

comments, and column comments.

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2.3 Edit

You can group your data from this

menu.

You can easily add SQL, chart, or

table components on to your report.

You can use many different kinds of

items such as text, diagram, image,

user column, common text, and common

image.

Locate items easily in the design

editor.

Align items easily in the design

editor.

You can do “Undo” and “Redo” many

times.

2.4 Design Option

Show or hide the band title to.

Edit parts of your report that you use

in many places such as the

background.

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2.5 Setup

You can add, delete, or edit text

used commonly in the design editor.

Select among the available languages

such as English, Korean, and

Japanese.

Select the system language.

You can add, delete, or edit images

commonly used in the design editor.

2.6 Tool

Set up your generators here.

You can look up or edit various kinds

of files including jrf, xml, bat, and

html files.

Generate batch files that can run

your reports independently.

Generate HTML to display your report

on the web.

2.7 Help

Display the content of help.

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3. Tool Bar

3.1 Main Tool Bar

The main tool bar of UbiReport is as follows. It is always located below the

menu bar and has menu items to manage reports files or your database.

- Create a new file

- Open a file

- Save a file

- Save all files

- Open a remote file

- Save a remote file

- Connect

- Data Viewer

- Close (Close UbiReport)

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3.2 Design Tool Bar

The following design tool bar items help you manage items and components and

are used in the design editor.

- Back

- Redo

- Copy

- Cut

- Paste

- Left aligned

- Right aligned

- Top aligned

- Bottom aligned

- Width alignment

- Height alignment

- Same interval

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- Same height

- Page left aligned

- Page centered

- Page right aligned

- Text

- Line

- Circle

- Square

- Image

- Column

- User column

- Image column

- Common text

- Common image

- Argument

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- Data component

- Cross-tab component

- Chart component

- Table component

- Display band name

- Edit master

3.3 SQL Tool Bar

The following items are used in the SQL editor and used for adding, deleting items,

etc.

- Add SQL information

- Edit SQL information

- Update DB information

- Composite column

- Argument

- Comments

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1. Database Setup

1.1 Connection

Name: Give a name for the database information you define.

1.2 Database

Vendor: Type in the name of your database vendor.

Driver: The default is the name of the driver supplied originally by your vendor. If

you are using a different driver, type in its name here.

The following are the basic drivers that major vendors supply.

- Oracle: oracle.jdbc.driver.OracleDriver

- Sybase: com.sybase.jdbc2.jdbc.SybDriver

- SQL Server: com.microsoft.jdbc.sqlserver.SQLServerDriver

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Database URL : Type in the URL of your database.

Follow these examples.

- Oracle: jdbc:oracle:thin:@IP_address:1521:SID

- Sybase: jdbc:sybase:Tds: IP_address:Port

- SQL Server: jdbc:microsoft:sqlserver:// IP_address: Port

User: Type in the name of the database user.

Password: Type in the password of the database user.

Character Set: Select the language you want to use.

KSC5601(Korean), US7ASCII(English), SHIFT-JIS(Japanese)

Basic Schema (Owner): It there is no table schema (owner) in an SQL statement,

the basic schema is recognized.

Comment Support: This is an option for Oracles users only and is for recognizing table

and column names as comments. If you select ‘Y’, it may slow down your query for

tables and columns.

※ How to connect to ODBC

Driver: sun.jdbc.odbc.JdbcOdbcDriver

Database url: jdbc:odbc:odbc_name

1.3 Data Source Information

Servelet Engine Name: Type in the name of the servelet engine name you are using

now or you will use in the future.

Data Source Name : Type in the data source name defined in each servelet engine.

※ For further details, consult your UbiGateway installation manual.

2. Connecting to Your Database

Click on the database name and then click on the connect button to connect to the

UbiReport v2.0 33

appropriate database.

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If you have followed instructions in the previous chapter and have connected to

your database properly, we’ll now try to query data from your database and check

your SQL statements.

Data Viewer consists of three part as shown above. The left window shows the

table list and column information about the selected table. The upper window is

for your SQL statements and the lower window is for data inquiry.

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1. Generating SQL Statements

To make a simple SQL statement, you have to type in all the columns of the

selected table. But, in Data Viewer, all you have to do is select your table from the

table list and drag it to the SQL window get the appropriate ‘select’ statements.

Each additional drag will create the appropriate statement in order.

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2. SQL Query

If there is one SQL statement in the SQL window, click on the query button to see

the data of the selected statement.

If there are several SQL statements in the SQL window, first select the SQL

statement as shown in the picture below and then click on the query button.

UbiReport v2.0 38

3. Saving SQL

You can save SQL in .sql files in Data Viewer. If you click on the SQL save

button after generating SQL statements correctly, you’ll get the following

window. Select the location for your file and your file type, type in the file name,

and click on the save button.

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4. Save Data as Files

In Data Viewer, you can save data in either the Excel or text format.

You can save SQL in .sql files in Data Viewer. If you click on the data save

button after generating SQL statements correctly, you’ll get the following

window. Select the location for your file and your file type, type in the file name,

and click on the save button.

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1. Managing SQL Information

1.1 Adding SQL Information

Using UbiReport, you can connect to more than one set of database at the same

time and you can have multiple SQL statements in one report. Therefore, you have

to give each SQL statement a unique name, and in the following chapter regarding

SQL binding, you get to use this name.

If you click on ‘Add SQL Information’ in either the tool bar or from the menu in

the SQL editor, you’ll get the following window.

Clicking on OK after typing in the SQL name will generate the information about

the SQL statement and the SQL statement will be added to the SQL list as shown

below.

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1.2 Editing SQL Information

You can delete SQL information you’ve add when adding SQL. Clicking on

[Database]→[Edit SQL Information] in the SQL editor or the tool bar will bring up

the following window. Select the one you want to delete, click on delete, and click

on OK.

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1.3 Argument Setup

If you need to use an outside argument or use a constant while writing an SQL

statement, set up the argument as shown below.

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In the above window, click on the ‘Add’ button to set an argument variable, set

the name and the data type, and click on the ‘OK’ button.

How to use an argument will be covered in detail later.

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1.4 Managing Database Information

Depending on the user, the database information may be different. In order to

use report files that contain the same table from different sets of database, you can

update the database information here.

DB information to change

Information of DB in use

Select the item you want to update from the database information list and click on

‘Update’ to update the change. If you want to check the updated information, click

on ‘OK’ to see the change in the report file.

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2. Using the Graphical Mode

The graphical SQL editor lets you create SQL statements by just dragging and

clicking. Thus, even users who are not familiar with SQL can generate reports

easily.

The following example uses Scott/tiger of Oracle.

“For each department where an employee, who makes more than the input

amount, belongs, I wish to get the salary sum. But, I want to exclude departments

whose salary sum is below $2,000”

The following is the complete SQL statement.

SELECT B.DEPTNO, B.DNAME, SUM(A.SAL)

FROM EMP A, DEPT B

WHERE A.SAL >= ? (input amount)

AND A.DEPTNO = B.DEPTNO

GROUP BY A.DEPTNO

HAVING SUM(A.SAL) > 2000

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2.1 Selecting Tables and Columns

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You have to select the tables first in order to generate SQL statements.

If you have followed the instructions in the previous chapter and have connected

to your database correctly, you’ll get the above table list from your database.

Select the table from which you want to generate SQL statements and drag it to the

space in the middle. (This white space is going to be called ‘SQL Canvas’ from

here on.)

Following the above instruction, drag all the tables you need on to SQL Canvas.

If you wish to delete a certain table, use the right button to click on the table and

do ‘Deselect Table’.

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Click on the columns you want from the tables you have selected. Clicking on

columns that are not selected will select those columns and similarly, clicking on

selected columns will deselect those columns. If you wish to select all the columns,

use the right mouse button and do ‘Select All’.

2.2 Making Composite Columns

Certain SQL statements may not be completed with just the columns from tables.

In some cases, you will need to use functions provided by your database.

For these cases, UbiReport lets you make composite columns.

Click on the composite column menu from the SQL tool bar or from the menu, go

to [Database]→[Composite Column]. You will get the following window.

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First, select the functions you want from the function list and then select the

columns you want to use in those functions.

For detailed information on specific functions, please consult the appropriate

manuals provided with your database.

If you have created composite columns that you need, then click on ‘OK’. The

composite column will be created in SQL Canvas as in the picture below.

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The name of the table is indicated as *COMPOSITE. This is a virtual table created

by UbiReport to show the newly created composite column.

2.3 Making Where, Sort, Group, and Having Clauses

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The ‘Where’ tab consists of four parts - Column, Operator, Value, and Logical.

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‘Column’ is the left side of the expression and ‘Value’ is the right side of the

expression. For these, you can put use columns, numbers, or arguments.

‘Operator’ shows the relationship between the left side and the right side of the

expression.

‘Logical’ shows the correlation between two expressions. If you give a value for

‘Logical’, then an expression is added automatically. You will then continue to

build condition clauses.

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You have learned how to set up arguments in 1.3 of this chapter. Set your

argument to Amt(Number) and use the right mouse button to click on the part where

you want to use your argument. You will see the above screen. Click on

‘Argument’ and you will see an argument list like the screen below. Click on the

argument you want to use from the list.

When you finish your ‘Where’ clause, you’ll get the following screen.

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The ‘Group’ tab consists of ‘Column List’ on the left and ‘Group Column List’ on

the right. ‘Column List’ displays all the columns of selected tables. Drag the

columns you want to group to ‘Group Column List’.

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The ‘Having’ tab has the same structure as the ‘Where’ tab and you can make

your ‘Having’ clauses the same way as ‘Where’ clauses.

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Any composite columns you have made will also appear on the column list, so

you can make ‘Having’ clauses the same way.

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The ‘Sort’ tab consists of ‘Column’ and ‘Direction’. Select the columns you want

to sort from ‘Column’ and choose the type (either ASC(Ascending) or

DESC(Descending)) of sorting you want from ‘Direction’.

2.4 Comments

Descriptive comments about your reports, SQL statements, and certain columns

will make your reports more understandable to other people. This can be helpful

for maintenance purposes or when you have to give report files to someone else to

manage.

For this purpose, “Comment Input Area” is provided.

Click on ‘Comment’ from the tool bar in the SQL editor or go to [Database]→

[Comment] from the menu to get the following “Comments Input Area” window.

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After finishing typing in your comments, click on the save icon in the upper

corner to save your comments and click on the close icon to close.

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3. Using the Text Mode

If you are experienced in SQL, then it may be more convenient for you to write

out SQL statements yourself. In the lower left corner, you will find the ‘Text

Mode’ button. Clicking on this will switch the editor to the text mode.

3.1 Writing and Confirming SQL Statements

For any work you have done in the graphical mode, its SQL statements will be

generated automatically when you switch to the text mode.

As explained before, you can select tables from the table list and move them to

the text area on the right side. Doing this will generate the appropriate ‘Select’

statements about the selected tables automatically.

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When you have finished writing your SQL statements, click on the ‘Confirm’

button to see your statements are correct. Only after you have confirmed your

statements as being correct you can save them. If you do not want to go through

this process, then check ‘Check Syntax’. If you have this item checked, then the

program will check the syntax of your statements before you proceed to anything

else.

3.2 Adding Comments

Adding comments in the text mode is the same as in the graphical mode. If there

are any comments you have made in the graphical mode, they will be carried over to

the text mode.

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1. Choosing a Report Form

A typical user designs many different types of reports. UbiReport offers 4

predefined page formats, Tabular, Free Form, Black Form, and Template, to help

you design your reports more easily and efficiently.

And, you can use different units of measurements for page margins and other

things including mm, inch, and pixel.

When you click on the design editor tab after finishing editing SQL, you will see

the above window where you can choose your report form.

There are 4 predefined sizes, A4, A5, B4, and B5, but using Free Size you can

choose a report of any size you desire.

One thing you should notice here is that even if you choose one of the four

predefined sizes, you can still type in different sizes in the User Define section.

In UbiReport, you can design reports that contain more data than what shows on

the screen when you are previewing them. When you use this feature, what you

see on the screen for preview is different from what you would get on paper when

you print your report and the sizes may be different as well.

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The size you define applies to the report design mode, so you can design any

report of a desired size. And, when you print, UbiReport will adjust your report

accordingly to fit the selected page size to include all the data and print properly.

However, it is recommended that you not change the size from the User define

section unless it is specifically needed.

In UbiReport, you can type in text vertically.

If you choose the text orientation to be vertical, then you can design vertical

reports.

Detailed instructions on designing vertical reports can be found in the vertical text

section.

The above design does not use a print header or a print footer.

If you drag down the yellow rectangle as shown in the above picture, you will get

a print header.

In this section, you can design data that will show when you print your report.

When you preview reports designed this way, you would only see data in the

UbiReport v2.0 61

master page, but when you print, you will all the data including data in the print

header section.

You can design print footers the same way as print headers.

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1.1 Page Formatting

The following are the four different formats.

TTaabbuullaarr

The tabular format basically consists of a data header (top) and a data area

(bottom) as shown in the figure above.

For example, we can apply this form to a report that has one title (data header)

with multiple or iterative data (data area) below.

FFrreeee FFoorrmm

Generally, ‘Free Form’ is useful for reports that have one row or data per page and

is often used when a specific form is defined in the page layout.

The following sample is a nice example of this format.

UbiReport v2.0 63

CCrroossss--ttaabb

The ‘Cross-tab’ format is useful when you design matrix-structured reports.

BBllaannkk FFoorrmm

When there is no set format you want to use and you want build a report from

scratch yourself, then this is the form to use. This form can be useful for reports

that consist of many charts.

TTeemmppllaattee

You can use this form if you want to use a template that has been made and saved

already. If you want to make many different reports of the same format, this is the

form to use.

UbiReport v2.0 64

2. Items

UbiReport provides the following various items to help you generate reports more

easily.

2.1 Basic Properties

IIDD

There is a unique ID for every item type. IDs are generated and give internally

and you may not change them.

TToopp--LLeefftt CCoooorrddiinnaatteess

Top left coordinates of an item in the page layout.

BBoottttoomm--RRiigghhtt CCoooorrddiinnaatteess

Bottom right coordinates of an item in the page layout.

WWiiddtthh

The width of an item.

HHeeiigghhtt

The height of an item.

FFoorreeggrroouunndd CCoolloorr

The color of an item.

If you click on the rectangular box on the right, you’ll get a list of available colors

you can choose from. You can also define a color by setting HSB and RGB values

as shown in the picture below.

UbiReport v2.0 65

UbiReport v2.0 66

VViissiibbllee

You can choose an item to be visible or invisible.

2.2 Text

This applies to all types of text used in reports.

Click on the text icon from the design tool bar and create a text box in your report

by dragging a rectangle in which your text will go. Double –clicking on this text

box will let you type in your text.

PPrrooppeerrttiieess

Besides basic properties, there are other unique properties pertaining to a text item.

BBaacckkggrroouunndd CCoolloorr


you can choose from.

TTrraannssppaarreenntt

If this is set to true, then your background color will show. If this is set to

false, then your background color will not show.

BBoorrddeerr CCoolloorr



BBoorrddeerr LLiinnee

You can either show or not show your border by setting this value to true or falst

respectively.

LLiinnee TTyyppee

UbiReport v2.0 67

You can choose which type of line you want to use. The following is the list of

available lines.

TThhiicckknneessss

You can select the thickness of your line from the list.

FFoonntt

You can select your desired font from the list.

FFoonntt SSttyyllee

You can select your desired font style (plain, italic, bold, italic & bold).

FFoonntt SSiizzee

You can select your desired font size.

HHoorriizzoonnttaall AAlliiggnnmmeenntt

You can choose your desired horizontal alignment from the list.

VVeerrttiiccaall AAlliiggnnmmeenntt

You can choose your desired vertical alignment from the list.

TTeexxtt

You can type in text that you wish to show in the selected cell of a table.

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2.3 Line

If you draw a line by dragging your mouse, you can draw either a horizontal line

or a vertical line. The width or the height of your line in this case is 0. If you

drag the middle red dot, your line will tilt. Now, you can use this line in any way

and in any direction you wish.

WWiiddtthh

You can set the width of your line by entering its directly here.

HHeeiigghhtt

You can set the height of your line by entering its value directly here. If a non-

zero value is entered for height, one end of the line will be raised to the specified

height forming a diagonal line as a result.




VViissiibbllee

If this is set to true, your line will show when you’re previewing your report. If

this is set to false, it will not show. This also holds when you print.

LLiinnee TTyyppee

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You can choose which type of line you want to use.

TThhiicckknneessss


LLiinnee DDiirreeccttiioonn

You can choose the line direction to be up or down from left to right when the

height of the line is a non-zero value.

2.4 Circle

WWiiddtthh

You can set the width of your circle by entering a value here.

HHeeiigghhtt

You can set the height of your circle by entering a value here.

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VViissiibbllee

If this is set to true, your circle will show when you’re previewing your report.

If this is set to false, it will not show. This also holds when you print.





You can either show or not show your background color by setting this to true or

false respectively.

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2.5 Rectangle

WWiiddtthh

You can set the width of a rectangle by entering a value here.

HHeeiigghhtt

You can set the height of a rectangle by entering a value.




VViissiibbllee

If this is set to true, your rectangle will show when you’re previewing your report.

If this is set to false, it will not show. This also holds when you print.

LLiinnee TTyyppee


UbiReport v2.0 72

TThhiicckknneessss






If this is set to true, then your background color will show. If this is set to false,

then your background color will not show.

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2.6 Image

If you insert an image item in the editor, the ‘Open Image File’ window will pop

up and you can choose which images you want to use.

WWiiddtthh

You can set the width of your image by entering a value here.

HHeeiigghhtt

You can set the height of your image by entering a value here.

VViissiibbllee

If this is set to true, your image will show when you’re previewing your report.

If this is set to false, it will not show.





UbiReport v2.0 74

You can either show or not show the border by setting this to true or false

respectively.

LLiinnee TTyyppee


LLiinnee TThhiicckknneessss


IImmaaggee UURRLL

If you click on the rectangular box on the right, you’ll get the following “Open

Image File” window. Choosing a different image to use from this window will

change the image.

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CCoonnttrraasstt CCoonnttrrooll

Clicking on the rectangular box on the right will bring up the filtering window.

You can control the contrast of your image.

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2.7 Column

If you insert a column item in the editor, the following column dialog window

will pop up and you can choose which columns you want to use.

WWiiddtthh

You can set the width of a column by entering a value here.

HHeeiigghhtt

You can set the height of a column by entering value here.



UbiReport v2.0 77


VViissiibbllee













You can either show or not show your border by setting this value to true or false

respectively.

LLiinnee TTyyppee

You can choose which type of line you want to use from the list.

UbiReport v2.0 78

TThhiicckknneessss

You can select the thickness of a line from the list.

FFoonntt

You can select a desired font for text from the list.

FFoonntt SSttyyllee

You can select a desired font style (plain, italic, bold, italic & bold).

FFoonntt SSiizzee

You can select a desired font size.





FFoorrmmaatt

If you click on the rectangular box on the right, you’ll get the following format

window and you can select the desired format.

UbiReport v2.0 79

AAuuttoo SSiizziinngg

If this is set to false, then the width of your column will stay as defined, but if this

is set to true, then the width of the column will be adjusted automatically to just fit

the content of the column.

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2.8 User-defined Column

If you insert a user-defined column item in the editor, the following expression

window will pop up and you can choose from columns and functions to create user-

defined columns.

WWiiddtthh

You can set the width of your user-defined column by entering a value here.

HHeeiigghhtt

You can set the height of your user-defined column by entering a value here.

UbiReport v2.0 81




VViissiibbllee














respectively.

LLiinnee TTyyppee


UbiReport v2.0 82

TThhiicckknneessss


FFoonntt


FFoonntt SSttyyllee


FFoonntt SSiizzee






EExxpprreessssiioonn

If you click on the rectangular box on the right, you’ll get the following

expression window and you can compose an expression to be inserted as a user-

defined column.

UbiReport v2.0 83

FFoorrmmaatt

If you click on the rectangular box on the right, you’ll get the following format

window and you can select the desired format.


If this is set to false, then the width of your user-defined column will stay as

UbiReport v2.0 84

defined, but if this is set to true, then the width of the column will be adjusted

automatically to just fit the content of the column.

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2.9 Image Column

If you insert an image column item in the editor, the following image URL

window will pop up and you can create an image column in your report.

WWiiddtthh

You can set the width of your image column by entering a value here.

HHeeiigghhtt

You can set the height of your image column by entering a value here.


UbiReport v2.0 86



VViissiibbllee








respectively.

LLiinnee TTyyppee


TThhiicckknneessss



If you click on the rectangular box on the right, you’ll get the following

expression window and you can select the image you want to use by entering its

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URL.


If this is set to false, then the width of your image column will stay as defined, but

if this is set to true, then the width of the column will be adjusted automatically to

just fit the content of the column.

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2.10 Argument

If you insert an argument item in the design editor, you’ll get the following

argument window and you’ll be able to use an argument you have created in the

SQL editor.

WWiiddtthh

You can set the width of your argument by entering a value here.

HHeeiigghhtt

You can set the height of your argument by entering a value here.


UbiReport v2.0 89



VViissiibbllee














respectively.

LLiinnee TTyyppee


UbiReport v2.0 90

TThhiicckknneessss


FFoonntt NNaammee


FFoonntt SSttyyllee


FFoonntt SSiizzee



You can choose your desired horizontal alignment.


You can choose your desired vertical alignment.

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3. Common Items

3.1 Common Text

If you insert a common text item in the editor, you’ll get the following common

item (common text list) window and you can use a common text in your report.

WWiiddtthh

You can set the width of your common text by entering a value here.

HHeeiigghhtt

You can set the height of your common text by entering a value here.



UbiReport v2.0 92


VViissiibbllee












BBoorrddeerr

You can either show or not show the border by setting this value to true or false

respectively.

LLiinnee TTyyppee


UbiReport v2.0 93



FFoonntt NNaammee


FFoonntt SSttyyllee


FFoonntt SSiizzee






UbiReport v2.0 94

3.2 Common Image

If you insert a common image item in the editor, you’ll get the following common

item (common iamge list) window and you can use a common image in your report.

WWiiddtthh

You can set the width of your common image by entering a value here.

HHeeiigghhtt

You can set the height of your common image by entering a value here.


UbiReport v2.0 95



VViissiibbllee








respectively.

LLiinnee TTyyppee




IImmaaggee UURRLL

If you click on the rectangular box on the right, you’ll get the ‘Open Image File’

UbiReport v2.0 96

window and you can choose your image to use in your report.

CCoonnttrraasstt CCoonnttrrooll

Clicking on the right rectangular box will bring up the filtering window and you

can control the image contrast from here.

UbiReport v2.0 97

4. Components

4.1 Data Component

Data components can express the result data from SQL queries. Therefore, one

data component always has one SQL information unit.

As shown below, a data component has a data header and a data area. The data

header usually has column names of the result data and the data area displays the

SQL query result data.

BBaanndd

A data component consists of two areas, a data header and a data area. Each of

these areas is called a band in UbiReport. Each band has its own properties, and

detailed information about these properties will be discussed later.

TTyyppee

A data component can contain another data component within itself. Here, we

will call the external data component the master data component (MDC) and the

contained data component the sub data component (SDC).

The following figure will depict the layout in the design editor.

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Sub Data Component

Master Data Component

4.1.1 Component Properties

A component has the following properties.

UbiReport v2.0 99

SSQQLL

SQL properties are mainly for SQL binding. You can have many SQL queries in

one report in UbiReport. Thus, you can use the result data of a SQL query by

mapping it to a data component.

HHoorriizzoonnttaall PPaarrttiittiioonn

Horizontal partition is a way of partitioning the data area. You specify a number

by which to partition your data and cascade it down.

The following example uses the horizontal partition of 1, which is the most

common case. If you have designed your report like the following in the design

editor…

the following is the result you get.

If we set the horizontal partition to 4 with the same example, you will get a

partition indicator like as shown below.

UbiReport v2.0 100

Partition Indicator Line

If you increase the data area to include your columns and do ‘preview’, you’ll get

the following result.

As it appears above, there are 4 rows of record set aligned horizontally from left

to right.

MMaaxxiimmuumm BBaanndd RRooww

This option lets you set a limit on the number of rows in a data

component. You can use this option when you have more data than

what you would want to display on your report.

[Screen 1]

UbiReport v2.0 101

If you set the maximum row to be 3 on [Screen 1]

DDuummmmyy BBaanndd

You can use a dummy band to fix the number of rows in a data component. For

example, if you have a few rows of data but still want to have more rows, you can

use a dummy band to insert blank rows in the data area.

If you fix the number of rows to 7 to [Screen 1]

4.1.2 Band Properties

DDaattaa HHeeaaddeerr BBaanndd

UbiReport v2.0 102

If there is a sub data component

within a band, you can expand the

component in according to the data

size of the sub data component.

DDaattaa AArreeaa BBaanndd

You can sort the data (ascending

or descending) by the specified

fields.

You can avoid getting the same

result repeated many times by

adding the appropriate columns

here.

UbiReport v2.0 103

4.2 Cross-tab Component

Cross-tab components links two different data elements. For example, you can

use a cross-tab component in the following example to report how many of each

product each customer bought.

BBaanndd

A cross-tab component consists of 3 bands, the cross header, the cross main, and

the cross footer. When a new cross-tab component is added, the cross header and

the cross footer are not visible on the screen since they’re minimized. If you want

to use them, drag the green rectangles to increase them.

UbiReport v2.0 104

CCrroossss hheeaaddeerr

You can specify the title of your cross-tab component.

CCrroossss mmaaiinn

You can match the columns of database tables and get the sum values.

CCrroossss ffooootteerr

You can specify sub-titles of your cross-tab component.

These bands have their own properties and we’ll explain them in the following

section.

4.2.1 Component Properties

A component has the following properties.

UbiReport v2.0 105

SSQQLL

SQL properties are mainly for SQL binding. You can have many SQL queries in

one report in UbiReport. Thus, you can use the result data of a SQL query by

mapping it to a cross-tab component.

SSQQLL BBiinnddiinngg

If you click on the above SQL binding button, the following SQL binding window

will pop up, binding master columns and sub columns, establishing binding between

data components.

PPrrooppeerrttiieess

If you click on the above properties button, you can change the structure of data in

the following window.

UbiReport v2.0 106

You can set properties about the header at the header tab.

Checking ‘Show Data Title’ will add a column to the header to which you can

write in information about data.

4.2.2 Band Properties

CCrroossss HHeeaaddeerr BBaanndd

UbiReport v2.0 107

Check this item if you have many rows and

they will be carried over to the next page.

If there is a sub data component within a

band, you can expand the component

according to the size of the sub data

component. .

Check if you want to make the

summary column visible.

Check this item if you want to have the

vertical header on each page if your rows

or columns get carried over to next pages.

Check this if you want ot have the

horizontal header on each page.

DDaattaa RRooww BBaanndd

UbiReport v2.0 108

Sort your data in a cross-tab component in

an ascending (ASC) or a descending (DESC)

order.

CCrroossss FFooootteerr BBaanndd

If there is a sub data component within aband, you can expand the componentaccording to the size of the sub datacomponent.

4.2.3 Properties

WWiiddtthh

You can set the width of your component by entering a value here.

HHeeiigghhtt

You can set the height of your component by entering a value here.

UbiReport v2.0 109




VViissiibbllee








respectively.

LLiinnee TTyyppee


TThhiicckknneessss



If you click on the right rectangular box, you’ll get the following expression

UbiReport v2.0 110

window and you can compose an expression to be inserted in the component.


If this is set to false, then the width of your component will stay as defined, but if

this is set to true, then the width of the component will be adjusted automatically to

just fit the content of the component.

UbiReport v2.0 111

4.3 Chart Component

4.3.1 Properties

WWiiddtthh

You can set the width of a chart by entering a value here.

HHeeiigghhtt

You can set the height of a chart by entering a value here.

SSQQLL

You can select an SQL query of your choice to use in your chart.

SSQQLL BBiinnddiinngg

UbiReport v2.0 112

If you click on the above SQL binding button, the following SQL binding window

will pop up, binding master columns and sub columns, establishing binding between

data components.

CChhaarrtt TTyyppee

You can choose which type of chart you wan to use. The available types are

Vertical Bar, Horizontal Bar, Line, and Pie.

GGrraapphhiicc TTyyppee

You can choose your chart to be 2-dimensional or 3-dimensional.

UbiReport v2.0 113

LLeeggeenndd VViissiibbllee

You can let your legend show or not show by setting this value to true or false

respectively.

CCaatteeggoorryy

You can select a field from the list to be the category for the chart.

SSeerriieess

You can select a field from the list to be the series for the chart.

VVaalluuee

You can select a field from the list to be the corresponding value for the chart.

MMoorree PPrrooppeerrttiieess

If you click on this properties button, the following properties window will pop up.

You can set more detailed properties of the title, value, category, and legend of your

chart.

4.4 Table Component

If you select a table component and bring it in the editor, you’ll get the following

UbiReport v2.0 114

window. Specify the number of rows and the number of columns of your table and

click on ‘OK’ to create your table.

4.4.1 Properties




VViissiibbllee





UbiReport v2.0 115








BBoorrddeerr


respectively.

LLiinnee TTyyppee




FFoonntt

You can select a desired font.

FFoonntt SSttyyllee


UbiReport v2.0 116

FFoonntt SSiizzee






TTeexxtt

You can type in text that you wish to show in the selected cell of the table.

4.4.2 Adjusting the Cell Size

Changing the size of a certain cell in a table component will change the size of

that cell only.

For example, if you change the cell size as shown above, the following is the

result you get.

UbiReport v2.0 117

If you want to change the size of all the cells in the left-most column, then select

all the cells and adjust the size.

4.4.3 Editing Cells

If you are familiar with word processors such as MS Word, you will find cell

editing in UbiReport easy. By being able to manage and edit cells easily, you’ll be

able to generate desired reports easily.

MMeerrggee

UbiReport v2.0 118

If you want to merge two cells into one cell, first select the cells you want to

merge by dragging over them, click on the right mouse button, and then choose

‘Merge’ from the menu. The following is the result.

CCeellll SSpplliitt

In order to split a cell, you need to select the cell to split and right click to select

‘Split’ in the pop-up menu just as in merging cells. You will be asked to enter the

number of rows and columns that you want to split the cell into.

UbiReport v2.0 119

After you enter the number of rows and columns, the table will appear as the

following.

You can also select more than one cell and split them in rows. The result will

appear as the following figure.

UbiReport v2.0 120

AAddddiinngg CCoolluummnnss

You need to be able to project actual binding data and columns on the table. You

can select a cell and right click to select “Add Column” from the pop-up menu to

add a column to the corresponding cell. As shown below, you will see the

following Column Dialog window pop up which will display the available columns


From the Column Dialog window, you can choose a column to be mapped into

the selected cell in the table. If you have selected more than one cell in the table,

you can go on choosing as many columns as cells by holding down the “CTRL” key

and those columns would appear on the table in the order in which they were

selected. The following is the result.

UbiReport v2.0 121

AAddddiinngg UUsseerr--ddeeffiinneedd CCoolluummnnss

You can add a user-defined column by right clicking on the cell in the table where

you wish to add and selecting “Add User Column” from the pop-up menu. The

Expression Dialog window will pop up as shown below.

We will skip how to build an expression in this section since it has already been

discussed in detail in the previous chapter about user-defined columns. After

UbiReport v2.0 122

writing an expression, click on ‘OK’ to see your user-defined column added as

shown below.

AAddddiinngg IImmaaggee CCoolluummnnss

You can add an image column by right clicking on the cell in the table where you

wish to add and selecting “Add Image Column” from the pop-up menu. You’ll get

the Image URL Expression Dialog window as shown below.

We will skip how to build an expression in this section since it has already been

UbiReport v2.0 123

discussed in detail in the previous chapter about image columns. After writing an

expression, click on ‘OK’ to see your image column added as shown below.

DDeelleettiinngg CCoolluummnnss

Deleting a column will erase everything in the selected cell including text,

columns, user-defined columns, and image columns.

You can right click on the cell that you want to delete and select “Delete Column”

from the pop-up menu.

Once you have successfully deleted the column, all the values that appeared on

the deleted cells are removed as shown below.

UbiReport v2.0 124

AAlliiggnniinngg HHeeiigghhtt

You can align the height of every cell in a table to that of a selected one.

First, right click on the cell that will serve as the basis for the desired height and

select “Align Height” from the pop-up menu.

Base Cell

The height of all other cells will be adjusted to that of the selected cell as a result

as shown below.

UbiReport v2.0 125

AAlliiggnniinngg WWiiddtthh

You do the same operation as aligning height except you’re aligning width this

time.

Base Cell

UbiReport v2.0 126

UbiReport v2.0 127

5. Sorting, Grouping, Suppressing

Sorting, grouping, and suppressing are ways to turn disperse data into useful

information.

5.1 Sorting

Sorting makes it easy to search and carry out arithmetic operations.

For example, when you’re trying to look up someone’s phone number, a phone

book that is sorted by name would make your life a lot easier than a phone book that

has no particular order.

You can sort by alphabet, numeric values, date, and Boolean in an ascending or

descending order.

You can also sort by group. For instance, after sorting by position, you can re-

sort the result by name.

You can select columns to be sorted and give a direction for each column (ASC

for ascending and DESC for descending) in the design editor as shown below.

Below is an example of a report which sorts by group. You can see that the

UbiReport v2.0 128

report is sorted by position in an ascending order first and then by name in a

descending order.

5.2 Grouping

Sometimes sorting may not be enough to generate an effective report.

You use grouping to divide data into groups.

Below is an example of how to use grouping effectively in a report.

UbiReport v2.0 129

In order to apply grouping, click on the ‘Edit Group’ button at the bottom of the

component tab in the design editor.

If you want to group by A.JOB for instance, simply click on and drag A.JOB from

‘Unselected Columns’ to ‘Selected Columns’.

UbiReport v2.0 130

You will find that ‘GROUP HEADER’ (Top) and ‘GROUP FOOTER’ (Bottom)

have been added in the design editor. You can check the result by previewing your

report.

You can also apply sorting while applying grouping to your data.

If you click on the data area, the band tab will be activated as shown below and

you’ll see the list of columns you can sort.

UbiReport v2.0 131

5.3 Suppressing

You can take advantage of suppressing to avoid unnecessary redundancy of data.

For example, you see that the position column in the previous figure is repeated.

You can eliminate this by using suppressing.

If you click on the data area, the band tab will be activated and you’ll see the list

of columns you can suppress.

Select the redundant column, A.JOB.

Now, you see a more intuitive and easy-to-read report that displays the subtotal

UbiReport v2.0 132

and the average income of each position group.

UbiReport v2.0 133

6. Expression

6.1 Functions

FFuunnccttiioonnss iinn tthhee SSQQLL EEddiittoor

- Composite Column These are functions you can use in an SQL query. However, certain functions

may or may not be usable depending on your DBMS, so you should find out which

functions your DBMS supports and which ones it doesn’t support.

Here is the list of the provided functions and their brief descriptions.

1. LOWER(S) – Converts the string S into lower-case.

2. UPPER(S) – Converts the string S into upper-case.

3. INITCAP(S) – Converts the initial letter of the string S into upper-case.

4. CONCAT(S1, S2) – Concatenates the strings S1 and S2. That is, a copy of S2

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is appended to the end of S1.

5. SUBTR(S, I1 [, I2]) – I2 characters starting from the I1th character of the string

S or the entire string starting from the I1th character of the string S are removed

from the string S. The result is returned.

6. NVL(S1, S2) – Returns the string S2 if the string S1 is null.

7. TO_CHAR(N/D, [fmt]) – Converts the numeric value N or the date value D

into a string of the [fmt] format.

8. DECODE(S1, S2, S3) – If the string S1 is equal to S2, then the string S3 will

be returned.

9. LENGTH(S1) – Returns the length of the string S1.

10. ROUND(N, I) – Rounds off the number N to I decimal places.

11. TRUNC(N, I) – Truncates all the decimal numbers beyond the Ith decimal

place.

12. MOD(I1, I2) – Yields the remainder of the integer I1 divided by I2.

13. MONTHS_BETWEEN(D1, D2) –Returns the month difference between the dates

D1 and D2.

14. TO_NUMBER(S) – Converts the string S into a numerical form.

15. COUNT(S/N) – Counts the number of characters/digits in the string S/the

integer N.

16. AVG(N) – Returns the average of the values resident in the column N.

Usually, the column N contains numerical values.

17. MAX(N) – Returns the maximum value among the values resident in the

column N. Usually, the column N contains numerical values.

18. MIN(N) – Returns the minimum value among the values resident in the


19. STDDEV(N) – Returns the standard deviation of the values resident in the


20. SUM(N) – Returns the sum of the values resident in the column N. Usually,

the column N contains numerical values.

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21. VARIANCE(N) – Returns the square of the standard deviation of the column

N. Usually, the column N contains numerical values.

22. TO_DATES(S[, fmt]) – Converts the strings in the column S into the [fmt]

date form.

23. ADD_MONTHS(D, I) – Adds I month(s) to the date D and returns the result.

24. NEXT_DAY(D, WEEK) – Given the weekday WEEK(Mon~Fri), computes

the nearest upcoming date with the same WEEK from the date D.

25. LAST_DAY(D) – Returns the last day of the month the date D belongs to.

26. ROUND(D[, fmt]) – Rounds off the date D to the [fmt] form.

27. TRUNC(D[, fmt]) – Truncates the date D to the [fmt] form.

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1. avg(C) – Computes the average of the values in the column C. Used with

grouping only.

2. bigger(N1, N2) – Determines if the number N1 is bigger than N2.

3. contain(S1, S2) – Determines if there is any occurrence of the string S2 in S1.

4. count(C) – Counts the number of rows in the column C. Used with grouping

only.

5. decode(S1, S2, R1, S3, R2, S) – Returns R1/R2 when the string S1 matches

S2/S3, or else S.

6. if(B, T, F) – Returns T if the condition B holds, or else F.

7. length(S) – Returns the length of the column S.

8. max(C) – Returns the maximum among the values in the column C. Used

only with grouping.

9. min(C) – Returns the minimum among the values in the column C. Used only

with grouping.

10. minus(N1, N2) – Returns the result of the number N1 minus N2.

11. page() – Returns the current page in case of printing.

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12. remainder(I1, I2) – Returns the remainder of the number I1 divided by I2.

13. substr(S, I1, I2) – Returns the characters from (I1+1)th to I2th index of the

string S.

14. sum(C) – Returns the sum of the column C. Used only with grouping.

15. this() – Returns the value of itself. Only for use in text/column items.

16. today() – Returns today’s date in the YYYY-MM-DD form.

17. totalpage() – Returns the number of total pages in case of printing.

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7. Formatting

You use formatting when you want to change the design of your report. That is,

if you want to change the expression of data, you can use formatting.

For example, you can express certain data in a foreign currency format, round off

a number to N decimal places, and change the date in a alternative format.

UbiReport supports decimals/integers, foreign currency symbols such as the US

dollar and the Japanese Yen, and various date formats.

7.1 Format Setting

Any changes made in the ‘Format Config’ window will be reflected in the ‘Item

Property’ window when a column or a user-defined column item is selected, as

shown below.

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If you click on the rectangular box next to ‘Format’, the ‘Format Dialog’ window

will pop up where you can choose from the existing formats or even define and test

your own formats.

You can check out the result immediately after setting the desired format.

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8. Page Link

Each item can have a link and it applies when you're previewing your report. If

you make a link for an item, then when you preview your report, the mouse pointer

will change to a hand and clicking on that item will move you to the right place

according to the link information.

If you check the 'Link' box from the properties window, you'll get the following

link setup window. There are two types of link you can have in UbiReport, a link

to a jrf file and a link to a web page. If you select 'Report', then you'll be able to set

up a link to a jrf file. The following is a link to a jrf file.

Type in the necessary information for a link in the above window.

If 'selflink' is checked, clicking on this type of link will give you the same report

with different values for specified arguments. If you uncheck this option, then 'link

file name' gets activated and you can type in the name of your jrf file that you want

to link to.

In the argument section, you have to specify all the arguments that you need to

provide for the file you're linking to. Note that the arguments must have the same

names in the file you're linking to. For the argument value, you can use numbers,

characters, or expressions. Double-clicking on the value field will bring up the

expression window.

You can make an expression in this window as you have learned already.

Clicking on this type of link when you're previewing your report will call up

specified pages with the specified arguments.

If you select a web page for your link from the combo box, then you can make a

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link to a web page. Type in the URL of the page you want. You can leave out

'HTTP://' here.

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9. Master Page Editing

Using a master page, you can add a picture to your report and modify the

background. You will need to use a master page when you’re trying to gather

many objects in your report such as the company logo, text, and pictures.

Let’s try, for example, to have a company logo in the background of a report.

You can select either ‘Design Option’ -> ‘Edit Master’ from the main menu or

click on the ‘Edit Master’ icon on the tool bar.

Once you get a master page open, select ‘Edit’ -> ‘Item’ -> ‘Image’ from the main

menu. Then, locate your image in the center of the master page with an

appropriate size. You can adjust the contrast of the image through the filtering

feature provided in the ‘Item Property’ on the left side.

If everything is in the right place, the result would be something like this.

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10. Vertical Text

In UbiReport, you can type in text vertically.

To generate a report with vertical text, select ‘Vertical’ for Text

Orientation from the following window.

Once the text orientation is selected as vertical, components

appropriate for vertical text will be generated in each page format.

However, please, note that the current cross-tab format does not

support vertical text.

If the text orientation is selected as vertical and the page format is

selected as tabular, then you will see the following initial design.

Data components in the master page are rotated 90 degrees

clockwise.

When you’re designing a vertical report, you start from the right

side of the page and list your data from right to left. Please, note

that the position information in the properties window shows the

position in relation to the top right corner.

You can use all the tools and features in vertical data components

that you would use in horizontal data components.

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If you add text items here or any other items where you would type

in text, the text would be vertical.

You would notice that the icons in the tool bar are a little different

when you are working with vertical components. These different

icons indicate vertical data components.

Note that you cannot use a cross-tab component in the vertical

mode.

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You can insert data components into vertical data components. You

can perform SQL joining or other tasks in vertical components as you

would in horizontal components.

You can design your report as the following using vertical

components.

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If you want to preview the report you have generated, click on the ‘Preview’ tab

in the lower left corner. Then, you’ll be able to see how your report looks, as

shown below.

1. Argument Value Setting

You may find that you need to apply an argument you have added in the SQL

editor in order to preview your report.

In this case, you will see the following argument window when you click on the

‘Preview’ tab. Give proper values for your argument and you’ll be able to prevew

your report.

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2. Functional Descriptions

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ill see the following

ow many copies to p

f the report as it is.

ing up the printing. When you click on this button,

window where you can specify which pages to print

rint.

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③ By clicking on this button, you can save the preview image. The following

window is what you will see when you click on the button.

You will see the following window when you click on the “Create” button after

selecting the scope and the size of the image to save. Then, you will be able to

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choose in which format (GIF or JPG) to save the image.

④ This button will move you quickly and accurately to the specific page you

want to look up.

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1. Open

1.1 Opening Files from a Local PC

If you want to open a file from a local PC, select ‘File’ -> ‘Open’ from the main

menu or click on ‘Open’ in the tool bar.

Select a file and open it. If you are not connected to any database at this time,

the following window will pop up and you will get connected to your database.

Once you get connected to you database, you will be able to edit a report in any

way you wish.

You can open several report files at the same time. Tabs of all open files will

help you switch among them easily.

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2. Saving

When saving a report file after you have generated or edited it, you can select

from ‘Save’, ‘Save As’, or ‘Save All’.

When you’re saving a new file, you should choose ‘Save’ and the appropriate

window will appear. You can save the new file from that window.

When saving an existing file after editing, you should choose ‘Save’ and the file

will be saved automatically.

If you want to save an existing file after editing but with a different name, you

should choose ‘Save As’. Then, the appropriate window will pop up where you

can type in a new name.

If you click on the ‘Save All’ button, all the open files you’re working on will be

saved. If there is a new file, the appropriate window will pop up asking for a file

name, but the existing files will be saved automatically.

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3. Using Templates

To make a report easily, you can apply templates including fixed report formats

you often use or similar report formats you need to complete your report.

3.1 Making a Template

Making a template is the same as making a report, but you have to specify it as a

template instead of a report when saving.

Let’s say, you bring a title, a page number, and logos from the master page into

your report design without any SQL statement, as shown below.

Let’s assume the title and other data are shown in the above report format.

If a template is made in this format, all the reports using this template will have

the same type of title font, size, etc.

To save the form, choose [File] [Save as Template] from the menu.

Then the template window will pop up where you can save this report as a

template.

In UbiReport, template files have the .tpl extension whereas report files have

the .jrf extension.

Type in the file name and click on the save button to save the file.

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3.2 Making Reports by Using Templates

To make a report using a template made in 3.1, go to [File] [Open Template]

from the menu.

Then, the template window pops up where you can choose your template.

Choose the template file you want and the chosen report will be opened.

If you click on the design editor tab from this report, the form saved as a template

will appear.

You can simply put in the title and SQL statements to finish your report.

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4. Remote File Management

4.1 Open File from Remote Server

Clicking on [Menu] -> [File] –> [Open Remote File] or clicking on the [Open

Remote File] button from the tool bar to will bring up the following window. You

can connect to the FTP server from this window.

Type in all the information including the site name, the FTP address, the user, the

password, the port, and the report directory and click on ‘OK’.

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If you get connected successfully, you’ll get the following window.

If you are connected to the FTP server, you can open report files saved on the

server and edit them and save them back on the server.

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4.2 Saving on a Remote Server

Click on the ‘save remote file’ button from the tool bar or go to [Save Remote File] from the menu bar.

From the ‘FTP Save’ window, click on ‘Setup’.

Type in all the information including the site name, the FTP address, the user ID,

the password, the port, and the report directory and click ‘OK’.

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If you get connected to the FTP successfully, you’ll get a list of directories of your

FTP server and you can save your report as a jrf file in the desired directory.

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5. Editing File Source

Go to [Tool] [File Editor] from the main menu and you’ll get the following file

editor.

This file editor provides the following usual tools that other document editors

provide.

- Opening / saving files and opening / saving remote files

- Undo, redo, cut, copy, paste

- Find, replace, line search

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This file editor can be useful because you can actually change your reports by just

editing XML without opening them first in UbiReport since jrf files are saved in the

XML format.

Using this editor, you can also edit JSP files and .bat files that can run

independently on your PC.

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If you want to provide service on the web using your generated reports, you need

not only your report files but also pages that use these files one the web.

UbiReport automatically generates these web pages as jsp files. The jsp file

generator is a tool that can help the developer generate jsp files more easily. Using

this tool, you can generate basic jsp files that open and run your report files as

applets. By editing these files, you can easily make web pages you need.

1. Setting up HTML/Batch Generator

Go to [Tool] [HTML/Batch Generator Setup] from the menu and you’ll get the

following window.

In the above window, type in the necessary information for each tab.

ServletURL1 : Url that can access the servlet that can deliver report forms to the

client.

ServletURL2 : Url that can access the servlet that can connect to DB and bring

back results.

Jrf dir : The directory where jrf files are saved.

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File url : The directory set up on the server to use UbiReport.

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2. HTML Generator

After you have finished setting up the HTML/batch generator, go to [Tool]

[HTML Generator] from the menu and you’ll the following generator window.

Title : This will appear as the title on your browser.

Code Base : This is the location of your HTML page.

Jrf File Name : Type in the name of the jrf file you have saved on the server.

Html File Name : Type in the name of the jsp file that calls up the web page.

After finishing setting up, click on the create button to generate the HTML file.

If your HTML file is created successfully, the above window pops up letting you

that your HTML file has been created. Clicking on ‘OK’ here will bring the

following file editor. You can edit your HTML file here and save it on the server.

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After finishing editing your file, click on ‘remote file save’ to save your file on the

server.

2.1 Including Common Items

To use common items we have discussed previously, a copy of the

commonitem.xml file you’re using has to exist on the server. Thus, use

commonitem.xml from the server and if you have any items to add, add them

properly to commonitem.xml on the server. This applies to all common items

including common text and common images.

2.2 Including Images : Automatic Saving through FTP

If your report, saved as a jrf file, contains images and you have also saved your

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file on the server, the images you have used in your report will also be saved on the

server. But, be careful not to overwrite old images. Saving a file on the server

that already has a file with the same name will overwrite that file including images

contained in that file.

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Running report files generated through UbiReport on applications requires the

same setup as running them on the web. Your report files are saved on the server

and the applications ask the server for the needed files. After applications get the

needed files, they extract data from database. Thus, it is not necessary at all to save

copies of report files on the client. For more detailed information on applications,

please consult UbiViewer User Guide provided along with this manual.

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1. Batch Generator

UbiReport can generate .bat files for your report files that can run independently.

Setting up the batch generator has been discussed previously.

Go to [Tool] [Batch Generator] from the menu and you’ll get the following

batch generator window.

For File Url, Servlet URL1, Servlet URL2, and Jrf File Directory, select one form

the list set up by the HTML/Batch generator. Type in the name of your report file

for ‘Jrf File Name’ and ‘Batch File Name’.

After you have set up properly, click on create button and you’ll get the following

message window letting you know that the batch file has been successfully created.

Clicking on the OK button in this window will bring up the batch file source.

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If the source is correct, close this window. The default folder for batch files is

the batsample directory of UbiDesigner.

above window is correct, click close to finish.

The following is an example of a batch file generated through this process.

If the batch generator generates a batch file using a report file, a batch file

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(Example.bat in this case) will be saved in the batsample directory as shown below.

Moving this file to the directory where UbiViewer is and running it will bring up

the following application.

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1. Overview

So far you have learned about the basic tools and features of UbiReport. In this

chapter, we’ll build a new report using what we have learned so far.

Following this example will familiarize you with the tools and features of

UbiReport. The tools and functions listed below will be utilized in this example.

- Making a new report

- Connecting to database

- Selecting tables from database

- Choosing columns

- Using condition clauses such as Where, Group by, Having

- Using the SQL editor in the graphical and text modes

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- Setting up arguments for SQL statements

- Designing using the design editor

- Grouping, sorting, and suppressing

- Saving report files

- Preview / print

- Viewing report files using a web browser

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2. Before We Start

Let’s assume that the table we use in this example is a table called Products in

Oracle. The layout of Products is as follows.

Product Categories Detailcategories

Productid Char Categoryid Char Detailcategoryid Char

Categoryid Char Categoryname Char Categoryname Char

Detailcategoryid Char Categoryid Char

Modelname Char

Unitcost Number

Description Char

Discountrate Number

Regdate Date

Orders OrderDetails

Orderid Char Orderid Char

Customerid Char Productid Char

Orderdate Date Quantity Number

Totalcost Number Totalcost Number

Unitcost Number

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3. Making a New Report

Go to [File] [New File] from the menu bar or click on the new file icon and

you’ll get NoName1 as shown below.

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4. Connecting to database

Double-click on the database you want to work with from the list and you’ll get

the following database connection window. If the connection is correct, click on

‘Connect’. If there is no connection listed, then go back to Chapter 3 and get

correct connection information.

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5. Selecting Tables from Database

Select the table for your SQL query and drag it to the right side. You’ll get a

window where you can type in the name of your SQL statement. Let’s put in

‘PRO_SQL1’ and click on ‘OK’.

When you’re done giving a name for your SQL statement, the Products table will

appear in Canvas Area. Following the same steps, drag the Categories table and

the Detailgategories tables to Canvas Area.

If you have completed dragging all three tables, the window will look like the

following.

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6. Generating SQL Statements

Select columns from the tables as shown below and join the three tables as the

following.

--CCoolluummnnss

A.PRODUCTID, A.MODELNAME, A.UNITCOST, A.DESCRIPTION,

A.REGDATE, B.CATEGORYNAME, C.DETAILCATEGORYID

FROM PRODUCTS A, CATEGORIES B, DETAILCATEGORIES C

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A.CATEGORYID = B.CATEGORYID

AND B.CATEGORYID = C.CATEGORYID

AND A.DETAILCATEGORYID = C.DETAILCATEGORYID

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6.1 Using SQL editor in Graphical and Text modes

If you have finished setting up your tables and columns, switch to the text mode.

Then, you’ll see the following SQL statements.

You can introduce additional columns or conditions if necessary.

Check ‘Auto Syntax Check’ in the text node and click on the design editor tab.

In the same way, make one more SQL statement named SALE_SQL.

SELECT B.QUANTITY , B.QUANTITY * B.UNITCOST "TOTALCOST",

A.ORDERDATE, B.PRODUCTID , B.UNITCOST

FROM SCOTT.ORDERS A, CARD.ORDERDETAILS B

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6.2 Designing using the Design Editor

Clicking on the design editor will bring up the following window. Select

‘Tabular’ since this report has repeated data. Leave the default values for other

fields and click on ‘OK’.

You will get the following window that contains a data component. Select the

data component while holding down the ‘Alt’ key and map your SQL to PRO_SQL1,

which we have already made.

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If SQL information mapping is complete, we’ll start designing.

First, increase the data area to cover just under the data header to the bottom of

the page. Next, put a text item at the top of your Master Page and type in ‘Product

Sales Report”. Place this text item in the middle of the page.

Now the format and the title are done.

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Next, we’ll compose the upper part of the report. First, bring a table component

with 4 rows and 3 columns to the top of the data area. If the table was created

correctly, type in the titles – “Category”, “Product ID”, “Unit Cost”, “Detailed

Category”, “Model Name”, and “Discount Rate”.

After typing in the titles, highlight the titles by adjusting the foreground and

background colors. Now, we’ll map tables to columns.

For those columns without titles, start mapping from top starting with the left.

Bring SQL information columns by adding columns.

The mapping order is B.CATEGORYNAME, A.PRODUCTID, A.UNITCOST,

C.CATEGORYNAME , A.MODELNAME, A.DISCOUNTRATE

Now, let’s design the lower part of the report.

First, bring another table component (2 X 2) below the current table component.

Shorten the first row of the table component and increase the second row all the way

down to the bottom of the data area.

Type in “Sales State” as the title of the first row and “Description” as the title of

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the second row. Map the right cell of the second row to the A.DESCRIPTION

column.

Since A.DESCRIPTION contains descriptions of products, we don’t know how

long they’re going to be. Thus, bring up the properties window for

A.DESCRIPTION and set ‘Auto sizing’ to true.

Once you are done with this, you’ll get the following design.

Now, let’s do daily sales. Add a data component on to the cell underneath ‘Daily

Sales’ and adjust the size of this data component to fit the size of the cell.

From here on, let’s call the first data component we introduced the master

component and the new data component the sub component.

Among properties of the sub component, set SQL information to SALE_SQL,

which you have already created. Now, let’s make information about SQL binding

between the master component and the sub component.

Select A.PRODUCT ID from the master column and B.PRODUCT from the sub

column and click on the ‘Add’ button.

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Be extra careful about binding the master column and the sub column since your

report calls sub data regarding master data. Now we have finished adding columns

to the sub component. Now, let’s add columns to the data area.

Add columns in the order of B.QUANTITY, A.ORDERDATE, B.UNITCOST,

TOTALCOST and try to size them well.

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7. Formatting

Now the report form is complete.

Now, let’s try to make the report be more readable and understandable by

formatting columns. The users of this report will probably want the usual formats

for dates (yyyy – mm - dd), numbers (999,990), and percentages (99.99%).

Select a column and select the format from the properties window. Change the

formats as shown below.

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8. Group, Sort, Suppressing

There may be a case where the user wants to see data starting from today, see the

total cost with no dates repeated, and the sales sum of each product. In this case,

we can use grouping, sorting, and suppressing to generate the desired report.

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Select the sub data component and click on the ‘Group Edit’ from the component

tab in the properties window and you’ll get the following ‘Group’ window.

Clicking on the ‘Add’ button here will create GROUP_A and you’ll get the list of

columns from the sub data component. Select B.PRODUCT and drag it to the

selected column side. Click on ‘OK’.

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‘Group Header’ and ‘Group Footer’ are generated as shown above. Since we

don’t need a group header, raise the data header all the way to the top of the group

header. In the group footer, let’s make the quantity sum and the amount sum.

Go to [Item]→[User Column] from the menu or click on user column icon from

the tool bar. Now, draw a user-defined column in the group footer. This will

bring up the expression window. Select ‘sum()’ from this window and select B.

QUANTITY.

Then, you’ll get “sum(:B.QUANTITY)” as shown above. If everything’s

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correct, click on ‘OK’.

In the same way, complete a user-defined column for the amount sum.

Set the format of these two user-defined columns to ‘#,##0’.

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Select the data area of the sub data component and click on the band tab. Then,

you’ll see ‘Sort’ and ‘Suppressing’.

Clicking below ‘Sort’ will list the columns. From this list, select

A.ORDERDATE and right click. Choose DESC(ending).

Clicking below ‘Suppressing’ will list the columns. Select A.ORDERDATE.

UbiReport v2.0 194

9. Editing the Master Page

At this time, let’s insert a company logo or mascot in the report background. Go

to [Design Edit] -> [Master Edit] form the menu or click on the ‘Master Edit’ icon

from the tool bar.

If you see the master page, go to [Edit] -> [Item] -> [Image] from the menu.

Locate the image item in the center of the master page with a desired size.

Next, click on ‘Filtering’ from the item properties and control its contrast.

If you have finished the steps successfully, you’ll be able to see something like

the following.

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10. Saving Your Report File

If you have successfully completed all the steps so far, you report should be

finished now.

Clicking on [File]→[Save] from the menu or clicking on the ‘Save’ icon from the

tool bar will save your report with the name, PRODUCT.jrf in the folder you want.

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11. Preview / Print

If you want to preview the finished report, click on the preview tab at the bottom.

You’ll be able to see the finished report as shown below.

If you get desired results for features such as sorting and suppressing, you are

ready to use UbiReport to generate any reports you want.

If you want to print this report, click on the ‘Print’ icon on your left.

ubidesigner user guide - ubireport · 2016. 12. 27. · remote file management ... to manage file...

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