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en:handbuch:kapitel_3:3.06_reportgenerator_reportmaker
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en:handbuch:kapitel_3:3.06_reportgenerator_reportmaker [2009/12/02 15:11] 192.168.0.76 |
en:handbuch:kapitel_3:3.06_reportgenerator_reportmaker [2019/10/25 14:11] (current) |
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| {{:en:handbuch:kapitel_3:reportmaker1.jpg|}} | {{:en:handbuch:kapitel_3:reportmaker1.jpg|}} | ||
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| In the ReportDesigner, the results of the queries are processed. The designer consists of a toolbar, the header (name, title, document type), ... | In the ReportDesigner, the results of the queries are processed. The designer consists of a toolbar, the header (name, title, document type), ... | ||
| - | + | {{:en:handbuch:kapitel_3:reportmaker2.jpg|}} | |
| - | {{:handbuch:kapitel_3:3-246.gif?direct}} | + | |
| ...and the edit bar. | ...and the edit bar. | ||
| Line 27: | Line 25: | ||
| In the work area, the rows can be marked, column contents can be selected and modifications to the rows can be made: | In the work area, the rows can be marked, column contents can be selected and modifications to the rows can be made: | ||
| - | * The functionality {{en:handbuch:kapitel_3:more.gif?nolink}} allows the selection of referenced elements (for example the project on the customer to the branch of the customer), | + | * The functionality {{:handbuch:kapitel_3:more.gif?nolink}} allows the selection of referenced elements (for example in project through the customer to the branch of the customer), |
| * The functionality {{:handbuch:kapitel_3:ok.gif?nolink}} allows the definition of formulas and | * The functionality {{:handbuch:kapitel_3:ok.gif?nolink}} allows the definition of formulas and | ||
| * The functionality {{:handbuch:kapitel_3:traffic.gif?nolink}} allows the definition of values by text or colors. | * The functionality {{:handbuch:kapitel_3:traffic.gif?nolink}} allows the definition of values by text or colors. | ||
| Line 37: | Line 35: | ||
| * Minimum, | * Minimum, | ||
| * Maximum and | * Maximum and | ||
| - | * Mean value | + | * Average |
| This functionality is used only for numbers (duration, amounts of money, …). | This functionality is used only for numbers (duration, amounts of money, …). | ||
| - | The next column ( "Group") is used to determine groupings. For the groups appropriate subtotals are displayed. To use this function, you should sort on the grouping feature in the Advanced Search. | + | The next column ( "Group") is used to determine groupings. For the groups appropriate subtotals are displayed. To use this function, sort in the grouping feature in the Advanced Search. |
| - | With the functionality of "visibility", it can be determined whether the columns appear in the list or not. For example, it is often required for the function {{:handbuch:kapitel_3:ok.gif?nolink}} (formulas) intermediates, which in the actual report itself is not relevant and will be hidden. | + | With the functionality "Visibile", it can be determined whether the columns appear in the list or not. For example, often intermediate results are required for the function {{:handbuch:kapitel_3:ok.gif?nolink}} (formula), which is not relevant for the actual report itself and should be hidden. |
| Other functions in the ReportDesigner: | Other functions in the ReportDesigner: | ||
| - | * **Sorting and ascending:** With sorting, the sequence of the sorting can be established and with the attribute ascending you can control, whether the sorting has to be afferent (set Checkbox) or should it be downwards (do not set Checkbox) | + | * **Sorting and ascending:** Using sorting, the sorting sequence can be established and with the attribute ascending controls, whether the sorting has is ascending (set checkbox) or descending (checkbox is not set) |
| - | * **Diagram :** Functions for graphic analysis (axis of the evaluation, description, categorization,) | + | * **Diagram :** Function for graphic evaluations (axis of the evaluation, description, categorization) |
| * **Caption :** Alternative column heading in the report, if the column name should not be used | * **Caption :** Alternative column heading in the report, if the column name should not be used | ||
| * **Number Format:** Format for numerical values | * **Number Format:** Format for numerical values | ||
| * **Width %:** Scaling the column width for the output format PDF and RTF | * **Width %:** Scaling the column width for the output format PDF and RTF | ||
| - | * **Periodic:** Feature of the key figures for treatment of periods when accrual | + | * **Periodic:** Feature of the key figures for handling periods when accrual |
| These functionality are explained in the following example. | These functionality are explained in the following example. | ||
| - | ===== Create Query ===== | + | ===== Create Query ===== |
| - | In the example, on the basis of a advanced search, a project evaluation will be created. Note: By using quick search in the intro, Reports can also be alternatively used and created. The Advanced Search allows more complex queries, however, to the data pool. | + | In the example, on the basis of a advanced search, a project chart will be created. Note: By using quick search in the intro, Reports can also be alternatively used and created. However, the advanced search allows more complex queries of the data pool. |
| - | First, the advanced-search will be opened in the toolbar, and here, either a new query is created or an existing query is used. | + | First, the advanced search is opened in the toolbar, and here, either a new query is created or an existing query is used. |
| - | {{:handbuch:kapitel_3:3-248.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker3.jpg|}} |
| - | In the example, a query on the project's master data is loaded, which lists all current principal or chief projects (for more information, see the chapter [[en:handbuch:kapitel_3:3.05_bedienung_der_profi-suche|3.05 advanced search]]). | + | In the example, a query on the project's master data is loaded, which lists all current parent or top projects (for more information, see chapter [[en:handbuch:kapitel_3:3.05_bedienung_der_profi-suche|3.05 advanced search]]). |
| - | {{:handbuch:kapitel_3:3-249.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker4.jpg|}} |
| - | The query then delivers the following result in form of a so-called multiple-selection. From this multiple-selection now ... | + | The query then displays the following results as a multiple-selection. Now, the ReportMaker is accessed ... |
| - | {{:handbuch:kapitel_3:3-250.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker5.jpg|}} |
| - | ... the ReportMaker is accessed. | + | ... from this multiple-selection. |
| - | {{:handbuch:kapitel_3:3-251.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker6.jpg|}} |
| - | In the selection report, you can either select the standard report (a listing of all available elements of the document), or (if available) a defined report. As an output format you can select between: | + | In the selection report, a standard report (a list of all available elements of the document), or (if available) a defined report can be selected. The following output format can be selected: |
| - | * CHART (for graphical analysis), | + | * CHART (for graphical evaluation), |
| * CSV (for example for MS EXCEL or for the use of standard letters), | * CSV (for example for MS EXCEL or for the use of standard letters), | ||
| * EDIT (to edit the selected data records), | * EDIT (to edit the selected data records), | ||
| Line 92: | Line 90: | ||
| ===== Create Reports ===== | ===== Create Reports ===== | ||
| - | To create an new report, the report-designer {{:handbuch:kapitel_3:reportdesigner.gif?nolink}} can be accessed with the standard report. | + | To create an new report, the report-designer {{:handbuch:kapitel_3:reportdesigner.gif?nolink}} can be accessed with the standard report. |
| - | {{:handbuch:kapitel_3:3-252.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker7.jpg|}} |
| - | In the standard report, all elements, which are in the document project, will be listed as rows (for example project, applicant, contact person, project manager, ...). | + | In the standard report, all elements, which are in the document project, will be listed as rows (for example project, customer, contact person, project manager, ...). |
| - | {{:handbuch:kapitel_3:3-253.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker8.jpg|}} |
| - | By using the selection-box, on the left side, the lines can be modified. In the example the fields in the left check-box are now marked, which should appear in the report. Afterwards, this selection is inverted (now all lines are marked, which should not be used in the report) ... | + | By using the selection-box, on the left side, the rows can be modified. In the example, the fields in the left check-box are now marked, which should appear in the report. Afterwards, this selection is inverted (now all lines are marked, which should not be used in the report) ... |
| - | {{:handbuch:kapitel_3:3-254.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker9.jpg|}}{{:en:handbuch:kapitel_3:reportmaker10.jpg|}} |
| ... and the selected entries are deleted. | ... and the selected entries are deleted. | ||
| - | {{:handbuch:kapitel_3:3-255.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker11.jpg|}} |
| - | + | ||
| - | Alternatively, you can of course also mark and delete all not required rows. | + | |
| - | {{:handbuch:kapitel_3:3-256.gif?direct}} | + | Alternatively, the rows which are not required can, of course, also be marked and deleted. |
| - | Afterwards, the report is named in the field 'name', the title of the evaluation is defined (headline in the report) and saved. In addition, some of the fields has been renamed in the column Caption (for example applicant in client). | + | Afterwards, the report is named in the field 'name', the title of the chart is defined (headline in the report) and saved. In addition, some of the fields has been renamed in the column Caption (for example applicant in client). |
| - | {{:handbuch:kapitel_3:3-257.gif?direct}} | + | {{:en:handbuch:kapitel_3:reports17.jpg|}} |
| In the tab "Layout" settings can be defined regarding to the report layouts. Here, among other functions, you can specify the number of lines per page, page numbering, grouping types, head and footer layouts and page formats. | In the tab "Layout" settings can be defined regarding to the report layouts. Here, among other functions, you can specify the number of lines per page, page numbering, grouping types, head and footer layouts and page formats. | ||
| - | {{:handbuch:kapitel_3:3-258.gif?direct}} | + | {{:en:handbuch:kapitel_3:reports18.jpg|}} |
| In the tab "CSV" parameter for the out put options “CSV” can be defined. This format is used for spreadsheets and interface files. | In the tab "CSV" parameter for the out put options “CSV” can be defined. This format is used for spreadsheets and interface files. | ||
| - | {{:handbuch:kapitel_3:3-259.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker19.jpg|}} |
| - | In the tap "Diagram", options for graphic evaluations can be set (explanation follows). | + | On the tab "Diagram", options for graphic evaluations can be set (explanation follows). |
| - | {{:handbuch:kapitel_3:3-260.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker20.jpg|}} |
| - | After closing of the new report ... | + | After closing the new report ... |
| - | {{:handbuch:kapitel_3:3-261.gif?direct}} | + | {{:en:handbuch:kapitel_3:reportmaker21.jpg|}} |
| ... it will be directly available in the ReportMaker. | ... it will be directly available in the ReportMaker. | ||
| - | [[(Fortsetzung)|... continued]] | + | [[(Fortsetzung)|... continued page 1]] |
en/handbuch/kapitel_3/3.06_reportgenerator_reportmaker.1259763064.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
