Reporting Tips and Techniques From a FOCWIZARD

Copyright 2007, Information Builders. Slide 1

Reporting Tips and Techniques From a FOCWIZARD

Noreen ReddenInformation Builders


Reporting Tips and Techniques

HEADINGs (and SUBHEADs) Centering only Certain Lines SUBHEADs When YOU want them (not when FOCUS does)

Report Body SUBTOTALs and SUMMARIZEs

One Line Only Please Only the word TOTAL, no BY Value SUBTOTALs By PAGE, Not Sort Grouping

OVER for BY fields? ACROSS

“labels” ACROSS Summarization

.



Center?

HEADING

SUBHEAD

No Value



One Line






HEADINGs and SUBHEADs


Center Only One Line of HEADING Style SheetHEADING"Run Date: &DATEDMYY ""Page: <TABPAGENO ""Report of Job History for Employees of The XYZ Corporation""<Hgroup "" "" <HArea ""Department:<+0> <DEPT <+0> "" <+0> " …TYPE=HEADING, LINE=3, JUSTIFY=CENTER,$



Center Only One Line of HEADING Fixed Format (No Style Sheet) HEADING CENTER "RUN DATE: &DATEDMYY <200"

"PAGE: <TABPAGENO <200 "

"REPORT OF JOB HISTORY FOR EMPLOYEES OF THE XYZ CORPORATION"

"<HGROUP "

" "

" <HAREA "

"DEPARTMENT: <DEPT "




HEADINGS appear at the top of each page, before Column Headings.

SUBHEADs appear at control breaks, after Column headings.

How to get a SUBHEAD ONLY when the control break is in the middle of a page, not at the start of the page?

USE TABPAGENO and WHEN


… COMPUTE XYZ/A5 = EDIT(TABPAGENO); NOPRINT COMPUTE ABC/A5 = LAST XYZ; NOPRINTON DEPT SUBHEAD " " "SUBHEAD DEPARTMENT:<+0> <DEPT " " " WHEN ABC EQ XYZ

HEADING CENTER "RUN DATE: &DATEDMYY <200" "PAGE: <TABPAGENO <200 " "REPORT OF JOB HISTORY FOR EMPLOYEES OF THE XYZ CORPORATION" "<HGROUP " " " " <HAREA " "DEPARTMENT:<+0> <DEPT "



RUN DATE: 07/08/2007 PAGE: 2 REPORT OF JOB HISTORY FOR EMPLOYEES OF THE XYZ CORPORATION REGIONAL AREA: CENTRAL DEPARTMENT: ADMIN SERVICES ID NUMBER SALARY XYZ ABC --------- ------ --- --- 000000180 $25,400.00 00002 00001 *TOTAL $25,400.00 SUBHEAD DEPARTMENT: MARKETING 000000040 $62,500.00 00002 00002 *TOTAL $62,500.00



Report Body


Title for SUBTOTAL, + Value of Sort Field Must fit under displayed Sort Fields, or the line will break.


TABLE FILE EMPDATAPRINT NAME SALARY AS 'Salary' …BY Grouping NOPRINTBY AREA NOPRINTBY DEPT NOPRINTBY PIN AS 'ID Number'…ON AREA SUBTOTAL AS '*TOTAL AREA'ON DEPT SUBTOTAL AS '*TOTAL'




Change Alpha Verb Objects to BY fields where possible.


TABLE FILE EMPDATAPRINT-* NAME SALARY AS 'Salary' …BY Grouping NOPRINTBY AREA NOPRINTBY DEPT NOPRINTBY PIN AS 'ID Number‘BY NAME…ON AREA SUBTOTAL AS '*TOTAL AREA'ON DEPT SUBTOTAL AS '*TOTAL'




Create a “Dummy” BY field with Blank value.


DEFINE FILE EMPDATABLANK/A1 = ‘ ‘;ENDTABLE FILE EMPDATAPRINT-* NAME SALARY AS 'Salary' …BY Grouping NOPRINTBY AREA NOPRINTBY DEPT NOPRINTBY BLANK NOPRINTBY PIN AS 'ID Number‘BY NAME…ON AREA SUBTOTAL AS '*TOTAL AREA'ON BLANK SUBTOTAL AS '*TOTAL'




Subtotals By Page


TABLE FILE EMPDATAPRINTSALARY AS 'Salary' COMPUTE XYZ/A5 = EDIT(TABPAGENO); NOPRINT COMPUTE ABC/A5 = LAST XYZ; NOPRINT COMPUTE RTOT/D12.2M = IF XYZ EQ ABC THEN RTOT + SALARY ELSE SALARY; NOPRINT COMPUTE RTOTA/A30 = FTOA(RTOT,'(D12.2M)','A30'); NOPRINT COMPUTE CTR/I5 = IF XYZ EQ ABC THEN CTR + 1 ELSE 1; NOPRINT COMPUTE ACTR/A5 = FTOA(CTR,'(D5c)','A5'); NOPRINTBY Grouping NOPRINT PAGE-BREAKBY AREA BY DEPT BY BLANK NOPRINT BY PIN AS 'ID Number'FOOTING BOTTOM"Page Totals: Number of Employees <ACTR Total Salary <RTOTA " ON BLANK SUBTOTAL AS 'Total‘ ON AREA SUBTOTAL AS ‘Total Area’




The Report is Too Wide


TABLE FILE EMPDATAPRINT OLDSALARY AS 'Salary'BY PIN AS 'ID Number'BY NameBY SALARY AS 'Current Salary'BY HIREDATE AS 'Hire Date'BY HIGHEST EFFECTDATE AS 'Effective Date'ON TABLE SET PAGE-NUM OFFON TABLE NOTOTALON TABLE PCHOLD FORMAT HTMLEND





TABLE FILE EMPDATAPRINT COMPUTE ASAL/A30 = FTOA(SALARY, '(D12.2M)', 'A30'); NOPRINT COMPUTE CTR/I3 = IF PIN EQ LAST PIN THEN CTR + 1 ELSE 1; NOPRINT COMPUTE ACTR/A3 = EDIT(CTR); NOPRINT COMPUTE COL1/A30 = IF CTR EQ 1 THEN PIN ELSE

IF CTR EQ 2 THEN Name ELSE IF CTR EQ 3 THEN ASAL ELSE ' '; AS ' ' EFFECTDATE AS 'Effective Date' OLDSALARY AS 'Salary'BY PIN NOPRINTBY HIGHEST EFFECTDATE NOPRINTON PIN SUBFOOT"<Name"WHEN ACTR LE '001';ON PIN SUBFOOT"<ASAL"WHEN ACTR LE '002';ON PIN SKIP-LINE




Another Too Wide Report.


TABLE FILE EMPDATASUM SALARYBY DIVBY DEPTACROSS PINEND


Create a Column based on Sort Order


FILEDEF WIZ1 DISK C:\IBI\APPS\wizards\wiz1.ftm-RUNSET ACROSSLINE = OFFTABLE FILE EMPDATASUM SALARY BY DIV BY DEPT BY PINON TABLE HOLD AS WIZ1END-RUNDEFINE FILE WIZ1COL/I5 WITH PIN = IF DIV NE LAST DIV THEN 1 ELSE IF DEPT NE LAST DEPT THEN 1 ELSE

IF COL GT 3 THEN 1 ELSE COL + 1;ROW/I5 WITH PIN = IF COL EQ 1 THEN ROW + 1 ELSE ROW;ENDTABLE FILE WIZ1SUM PIN OVER SALARYBY DIV BY DEPT SKIP-LINE BY ROW NOPRINT ACROSS COL NOPRINTEND




ACROSS SUMMARIZE (NF 7.6)


DEFINE FILE EMPDATA JOB1/A3 = EDIT(JOBCLASS,'999'); SDEPT/A10 = EDIT(DEPT,'9999999999'); END TABLE FILE EMPDATA SUM CNT.PIN AS 'POP' OVER SALARY AS 'SALARY' OVER COMPUTE AVERAGE = C2 /C1; BY DIV NOPRINT SUBHEAD "DIVISION: <DIV" BY SDEPT AS DEPARTMENT ACROSS JOB1 AS 'JOBCLASS' ON JOB1 SUMMARIZE WHERE JOB1 EQ '019' OR '257' END



PAGE 1 JOBCLASS 019 257 TOTAL DEPARTMENT ------------------------------------------------------------------------DIVISION: CE MARKETING POP 0 1 1 SALARY . $62,500.00 $62,500.00 AVERAGE . 62,500.00 62,500.00 PERSONNEL POP 1 0 1 SALARY $45,000.00 . $45,000.00 AVERAGE 45,000.00 . 45,000.00 SALES POP 2 1 3 SALARY $169,100.00 $43,000.00 $212,100.00 AVERAGE 84,550.00 43,000.00 70,700.00 DIVISION: CORP ACCOUNTING POP 3 0 3 SALARY $224,500.00 . $224,500.00 AVERAGE 74,833.33 . 74,833.33


COMPUTE after ACROSS


TABLE FILE EMPDATA SUM CNT.PIN NOPRINT SALARY NOPRINT COMPUTE NAV = C2/C1; NOPRINT BY DIV NOPRINT BY SDEPT AS DEPARTMENT SUM CNT.PIN AS 'POP' OVER SALARY AS 'SALARY' OVER COMPUTE AVERAGE = SALARY/CNT.PIN; BY DIV NOPRINT SUBHEAD "DIVISION: <DIV" BY SDEPT AS DEPARTMENT ACROSS JOB1 AS 'JOBCLASS' COMPUTE TOTAL = C1; OVER COMPUTE SALARY = C2; OVER COMPUTE AVERAGE = C3; WHERE JOB1 EQ '019' OR '257' END



PAGE 1 JOBCLASS 019 257 TOTAL DEPARTMENT ------------------------------------------------------------------------DIVISION: CE MARKETING POP 0 1 1 SALARY . $62,500.00 $62,500.00 AVERAGE . 62,500.00 62,500.00 PERSONNEL POP 1 0 1 SALARY $45,000.00 . $45,000.00 AVERAGE 45,000.00 . 45,000.00 SALES POP 2 1 3 SALARY $169,100.00 $43,000.00 $212,100.00 AVERAGE 84,550.00 43,000.00 70,700.00 DIVISION: CORP ACCOUNTING POP 3 0 3 SALARY $224,500.00 . $224,500.00 AVERAGE 74,833.33 . 74,833.33



The End

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Reporting Tips and Techniques From a FOCWIZARD