Transcript W - Information Builders
Accumulation Techniques for Reporting with WebFOCUS
Kyle Hachey
Systems Engineer Copyright 2007, Information Builders. Slide 1
Workshop Objectives
Use WebFOCUS to produce report totals Row and Column Totals Prefix Operators for Counts, Percentages, Minimums, etc.
Use Compute to combine selected columns Produce section totals at break points Subtotal and Recompute Review report message options Calculate new summary values with RECAP Apply conditions to operations with WHEN Copyright 2007, Information Builders. Slide 2
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Providing Totals in Reports
WebFOCUS enables you to produce commons types of totals in reports: Totals for numeric values in
rows
Totals for numeric values in
columns
Totals for
sort breaks
in a report
Grand totals
at the end of a report Copyright 2007, Information Builders. Slide 3
The Compensation and Bonus Estimates Report The payroll manager from the Human Resources department needs a report that displays compensation and bonus estimates for each region and a grand total.
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Developer Studio Copyright 2007, Information Builders. Slide 4
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Performing Numeric Operations
Prefix
operators
are
mathematical functions
added to the fieldname in a verb phrase. that are Can only be applied to column fields.
Cannot be applied to sort fields (BY or ACROSS).
Copyright 2007, Information Builders. Slide 5
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Performing Numeric Operations (continued)
Numeric operations include: Calculate the
average
(or mean) of the values of a column Determine the
minimum
or
maximum
value of a column.
Calculate the
percentage
of a
column
column total.
value to the
Sum
and
count
numeric values. Copyright 2007, Information Builders. Slide 6
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Prefix Operators
Prefix Operator
CNT CNT.DST
DST SUM AVE MIN MAX
Function
Count the number of values for a field. Count the unique occurrences of field values in a sort group.
Determines the total number of distinct values in a single pass of a data source.
Add the values of a field. Calculate the average (mean) value for a field.
Identify the lowest value of a field.
Identify the highest value of a field.
Copyright 2007, Information Builders. Slide 7
Prefix Operators (continued)
Prefix Operator
ASQ ST TOT PCT RPCT PCT.CNT
FST LST
Function
Compute the average sum of the squares for standard deviation in statistical analysis.
Provide the aggregate value for a sort group in section headings and footings.
Provide the aggregate value of a field (used primarily in page headings and footings).
Calculate the percentage of a column value to the column total. Determine the percentage of a column value to the row total.
Calculate the percentage of a COUNT to the total count.
Select the first instance of a field. * Select the last instance of a field. *
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The Total Compensation Estimate Report The payroll manager from the Human Resources department needs a Total Compensation Estimate report that displays the employee count, salary, benefits and combined salary and benefits for each division.
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Developer Studio Copyright 2007, Information Builders. Slide 9
Review: Providing Totals in Reports
To add all numeric verb objects for a row total, use: To total selected fields only, use: To generate a grand total at the end of a report, use:
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Copyright 2007, Information Builders. Slide 10
The Compensation and Bonus Estimates Report The payroll manager from the Human Resources department needs a Compensation and Bonus Estimates report that displays totals at key break points, such as division and department.
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Developer Studio Copyright 2007, Information Builders. Slide 11
Review: Section Totals
Type of Function
At specific sortfield only.
At specific sortfield and all sortfields above it.
To Add Numeric Values To Recalculate Computed Fields W - 37
Customized Formatting
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Copyright 2007, Information Builders. Slide 13
Customized Formatting
Message Option
Page Heading Page Footing Section Heading (Subheading) Section Footing (Subfooting) Report Heading Report Footing W - 39
Effect Creates a message at the top of each page.
By default, the message appears left justified above first line of text for each page. Creates a message at the end of each page.
By default, the message appears left justified below last line of text for each page.
Options include FOOTING BOTTOM, which displays the footing at the extreme bottom of each page.
Creates a message above a sort group when the sort values change.
By default, the message appears left justified above each section of the sort group. Creates a message below a sort group when the sort values change.
By default, the message appears left justified below each section of the sort group. Creates a one-time message at the top of the first page of the report.
By default, the message appears left justified above first line of text for the report. Creates a one-time message at the bottom of the last page of the report.
By default, the message appears left justified below the last line of text for the report.
The Sales Metrics for All Products Management would like a message in a report that displays the bonus for a Manufacturing Plant, if the plant’s profit exceeds 14 percent.
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Developer Studio Copyright 2007, Information Builders. Slide 15
Using Recap
Command Evaluation Point DEFINE
Evaluated as each record that meets the selection criteria is retrieved from the data source.
COMPUTE
Evaluated at the
Internal Table
level after all the data that meets the selection is retrieved and sorted.
RECAP
Evaluated at the
Internal Table
level, after totals are accumulated and formats are applied prior to presentation.
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Review: Handling Messages
To display a numeric field’s grand total in a heading, footing, subhead or subfoot, use: To use subtotal values in a calculation, use:
To display a RECAP value in a customized text line, use:
RECAP
and
SUBFOOT
To control conditions under which summary lines appear for each sort field value, use:
WHEN
To minimize the width of a report by suppressing a sort field from displaying, use:
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Workshop: Review
Use WebFOCUS to produce report totals Row and Column Totals Count the number of column values with the prefix operator CNT.
Use Compute to combine selected columns Produce section totals at break points Subtotal and Recompute Review report message options Calculate new summary values with RECAP Apply conditions to operations with WHEN Copyright 2007, Information Builders. Slide 18