026 s7 Impromptu

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Series 7

Impromptu

What is Impromptu?

Report authors use Impromptu to create business-context reports. Reportauthors can author virtually any report using Impromptu's superior frame-basedreporting interface. Report data can come from any source, and reports can bedeployed to Impromptu users across LANs and WANs, as well as to mobile users


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Getting Started

Double-click the Impromptu icon on the Start page

Once the application is finished resetting, Impromptu will launch for youand you may begin this workshop

You are a distributor of outdoor products, The Great Outdoors Company, whohas just created a report to analyze your sales data by Country ProductSales.imr. You would now like to expand your analysis capabilities by beingable to access the order details for more detailed analysis using the Sales

Order Details.imr.

In this workshop, we will finish building the Sales Order Details.imr anddemonstrate how easy it is to link the results of these reports to provide powerfuldrill through capabilities.

Product Sales by Country

First, lets open the Great Outdoors Sales Data.cat Impromptu catalog. AnImpromptu catalog contains all the required metadata and connection definitions

to build Impromptu reports based on the subject matter.

1. Click the Open an existing report button and double-click theProduct_Sales.imr (.imr is the extension for an Impromptu report)

2. If prompted for a logon, for the User ID type Administrator, leave thepassword blank, and click Log On

3. In the Catalog Logon for GOSALES.CAT dialog box, ensure that theUser class: Creator is selected from the user class drop-down menu,

and click OK


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4. When the Prompts window comes up, ensure that the country Australiaunder the Select the Country to use list is selected, and then click OK

The report should look like this:


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The second report called Sales Order Detail allows you to search on individualOrder numbers, so lets open it now:

5. From the File menu, select Open and choose: Sales_order_detail.imr ,then click Open

The Sales_order_detail.imr report should look like this:


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Drill to Order Details

We now have two open reports both showing complementary data. It would bevery useful to be able to connect these reports somehow.

Impromptu allows you to easily define Drill paths from one report to another. Sonow lets create the Drill through to the order details report using the OrderNumber from the Product_Sales.imr to populate the Sales_order_detail.imr

1. From the Window menu, select Product_Sales.imr

2. When the report appears, from the Report menu select Drill Through>Properties

3. In the Drill Through Properties window, select Ordernumber underReport Columns, and click Add


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4. Under the Columns to be included in the drill through filter list, ensurethat Ordernumber is checked

5. For the Drill through query/report name box, click Browse, selectSales_order_detail.imr, and click Open


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6. Click OK to accept the Drill path as shown:

7. Click OK to return to the Product Sales Report


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Drill Through

1. Now highlight, and right-click the first Order number from theOrdernumber column - in this case it will be 7294

2. When the drop-down for Drill appears, select the Sales_order_detail.imr

Note: You could also highlight the Ordernumber and then press the Drillbutton on the toolbar

or you could double-click on an order number. All three of the theseoptions will give you the same result


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The Sales Order Detail report will now open and display all the line itemdetails of the order number you selected


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Format a Report

The Sales Order Detail report needs a little formatting work, so lets begin byadding a logo in the corner.

1. From the Insert menu, select Picture Frame

2. Bring the mouse cursor into the report frame. If you see a circle with aline strike, then you are not allowed to place the picture in that spot.When you see the mouse cursor change to a box picture, simply clickonce to place it where you want

3. When the Picture Properties window pops-up, click the Browse buttonand browse to: C:\techforum\Impromptu , select GREAT16.BMP andthen click Open


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4. Click OK to add the picture

The image will appear and, once selected, you can now drag and dropto relocate the image or resize it to fit the page


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Now we will change the Column titles

1. Click on the Productname column header to highlight Productname,right-click and select Properties

2. Under the Column Title tab, uncheck the Link the column title text tothe name of the query data item checkbox, then in the Column TitleText: box format the name to read Product Name, and click OK

3. Highlight the Product Name column header, hold down the shift keyand click on the Order Expense column header


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This will cause the entire header row to become highlighted asshown:

4. Right-click and select Format

Here we can alter borders or change fonts

5. Go to the Patterns tab and select the Customize button under theBackground label.

6. Within the color palette select green and click OK.

7. Within the drop down box under the Pattern label select a pattern of your

choice.


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8. Click the OK button on the top right of the Format dialog box to commit thechanges.

Press the Esc key on your keyboard to remove the highlight on the

Column headers to view the format changes that you have just

made

9. From the File menu, select Close

10. If asked to Save changes, select No

11. Again, from the File menu, select Close

12. If asked to Save changes, select No

Doing this twice saves both the Sales Order Detail and Product

Sales reports


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Export to Excel

For the users with Excel 2002 and higher, there is additional functionality thatallows you to omit certain objects when saving as excel.

1. From the File menu, select Open and choose: Annual ProductSales.imr, then click Open

2. In the menu bar, click on Report and from the drop-down, select Excel


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3. Deselect the checkmark beside Images and the click OK

This removes all images from the report when saving as excel

4. From the File menu, select Save As

5. In the Save as type option, select Excel with Format (*.XLS) and clickthe Save button

Lets open up the excel file to see the results

6. From the Windows Start menu, select My Computer

7. Navigate to C:\techforum\Impromptu

8. Double-click on Annual Product Sales.xls


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You should see the following excel spreadsheet:

All Images have been removed


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End of the Road

Steps to exit Excel:

From the File menu, click Exit

If prompted, do not save your changes

Steps to Exit Impromptu:

From the File menu, click Exit

If prompted, do not save your changes

Be sure to close out any remaining open windows

Congratulations you have completed this workshop!

Documents

026 s7 Impromptu