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Modify an iReport Template

Revision as of 15:50, 7 April 2014 by Evinek (talk | contribs)

Contents

Overview

Once an iReport template has been created, there are many options for modifying the report template including adding new fields, creating variables, filtering the query results and many other options. This section covers the main customisations performed on iReport templates for use in IMSMANG.

Fields, Variables, and Parameters

Adding a Field to an iReport Template

If you need to include a field that was not selected while using the Report Wizard, there are several options for including additional fields.

Option 1: Get fields from Datasource

Using the Report Query dialogue, you can select the option to Get Fields from Datasource Provider, which will automatically add all fields from the selected datasource to the report template. You can then remove any unwanted fields from the report.

Warning.jpg Make sure that the datasource selected in iReports corresponds to the data source for the report.
To add fields from the Report Query dialogue:
  1. Choose the Report Query button.
    Report Query Button
    iReport Report Query Button
  2. From the Report Query Window, choose the Datasource Provider tab.
    Report Query Window
    Report Query Window
  3. Select the Get Fields From Datasource button.
    Datasource Fields
    Datasource Fields
  4. All fields will now be displayed.
  5. Choose Ok to save the fields and return to the iReport Designer.

Option 2: Copy and Paste

Alternatively, you can create a new report template using the Wizard and add the desired fields to the new report. Fields can then be copied and pasted from the new report to the original report.

  1. Create a new report using the iReport Wizard and the same data source
  2. Select the desired fields and finish the report
  3. Using the Report Inspector, navigate to the desired fields
  4. Right click on the field and select copy
    Field Copy
    Field Copy
  5. Navigate to the original report with the missing fields
  6. Right-click on the fields tree in Report Inspector and choose paste
Note.jpg It is not recommended to use the "Add Field" option from the Report Inspector due to the complexity of adding the correct field attributes and properties.

Adding a Parameter to an iReport Template

It is sometimes necessary to add a parameter to an iReport template. Usually parameters are used for transferring data from a main report to a subreport. Below are the steps to add a parameter to an iReport Template.

  1. From the Report Inspector, right click on the Parameter tree and choose Add Parameter.
    Add Parameter
  2. In the Properties pane, enter a parameter name (e.g. ItemGUID} and edit any other properties. For example, if you do not want to use the parameter as a prompt, then deselect the Use as a prompt option.
    Add Parameter

Adding a Variable to an iReport Template

Often it is necessary to add a variable to an iReport template. Variables are used to store calculations and totals in an iReport template. They are often used in the Summary Band portion of a report to store sums of numeric fields (e.g. areaSize) or record counts. There are two main ways to add variables to an iReport template.

For numeric variables

For variables that are numeric (area sizes, number of devices, etc):

  1. From the Report Inspector, select the field that you wish to sum or count.
  2. Drag the field to the Summary Band of the iReport Template canvas.
  3. A dialogue will pop up, select The result of an aggregation function and choose the calculation type you want to perform.
    Select aggregation function
    Choose the type of calculation
  4. Choose OK.
  5. The variable will now appear in the Report Inspector and can be used in the iReport.
    Select aggregation function
    Choose the type of calculation

To add a variable manually

This may be required when adding more complicated variables such as variables designed to perform calculations on one or more fields or when using fields that are not numeric.

  1. From the Report Inspector right click on the Variable tree and choose Add Variable.
    Add Variable
    Add Variable
  2. In the Properties pane,
    Variable Properties Pane
    Variable Properties Pane
    1. Enter a Variable name (e.g. SumAreaSize}.
    2. Select the variable class (i.e. the type of variable to be created. Normally this is the same as the type of the field to be used).
    3. Choose the Calculation type, normally Sum or Count.
    4. Enter a Variable Expression. Normally this is simply selecting the field to be summed or counted (e.g. $F{areaSize}). Click the Editor Button.png on the Variable Expression line to open the Variable Expression editor.
    Edit Variable Expression
    Edit Variable Expression
  3. Choose OK.
  4. Drag the variable to the iReport template as desired.

Report Query Filtering

iReport Designer provides an option for limiting or filtering the results of the query that returns data to the report. While in most cases this Report Query filter is ignored by IMSMANG once the report has been imported in favor of the search criteria, there are some cases where it is important to edit the Report Query filters in iReport. The two main reasons are:

  • temporarily: to limit the results returned when previewing the report during the design phase in iReport
  • permanently: for use in Subreports to restrict the data returned to those that have a relationship with the main report. For example to only return Activities that are associated with the Land in the main report.

Both approaches use the same steps.

Using Report Query filters

To use Report Query filters,

  1. Open the Report Query window from iReport Designer.
    iReport Report Query Button
    Open Report Query
  2. Choose ImsmaQuery from the Query language drop down.
    iReport Report Query Window
    Report Query Window
  3. Enter a valid ImsmaQuery Language filter in the textbox (e.g. localId="MF-HQ-1").
  4. Choose the Preview Data button to verify that the query is limited as desired.
  5. Choose OK to save the Report Query settings and return to the report.

ImsmaQuery Language Syntax

The ImsmaQuery Language syntax is a language designed to limit or filter datasets in iReports interacting with IMSMANG. It is similar to the WHERE clause syntax in SQL though not identical. ImsmaQuery language generally uses the following format: 

field OPERATOR "value"

as in 

localId = "MF-HQ-1"
  1. To start using ImsmaQuery Language, first decide which field you want to include in your filter. You may choose any field that is available on the data source to begin your filtering. As in most places in iReport fields are case sensitive. Therefore localId will work but LocalId, LocalID and localid will all fail to filter the data.
  2. Next choose your operator. Valid operators include "=", "<", ">", "<>", and "LIKE" among others.
  3. Finally, select the value you want to use. Values in ImsmaQuery are always double quoted (e.g. "MF-HQ-1" or "MF-HQ-%"). In addition to constants in the value section, the LIKE operator can take % characters to represent wild cards. For example:
localId LIKE "MF-HQ-1%"

Further, parameters can be used in the ImsmaQuery to represent variables. These take the form: 

localId = "$P{parametername}"

Finally, ImsmaQuery language can support the "IN" operator. The IN operation takes a comma separated, double quoted list, bounded by parentheses as it's value. As in: 

localId IN ("value1", "value2", "value3")

ImsmaQuery Examples

localId LIKE "MF-HQ-%"
endDate > 2010-09-01 AND endDate <2010-09-30
links.toGuid = "$P{ItemGUID}" and type = "ProgressReport"
areaSize < 1000.0
status = "Active" OR status = "Transitional"
Note.jpg Numeric fields should always have the value portion of the filter set to a decimal.

Dates should use the format yyyy-MM-dd.

Strings from lookup tables (i.e. ImsmaEnum) should always refer to the key value rather than the translated value. In one of the above examples, the query filters the status on "Active". However, the status value for the returned rows will be the translated value "Open" instead of "Active".

Special Fields

In addition to providing access to all of the data fields on a particular object, the iReport data sources provide access to several special fields to access hard to reach data from the IMSMA database.

The SQL Field

All iReport data sources have access to a special field called the SQL field to access hard to reach data. This field allows report designers to insert and execute a SQL query to access data from within an iReport template. It's usage requires a knowledge of SQL and the IMSMA database structure and is only recommended for IMSMA administrators with a strong information management background. In all data sources, this special field is called SQLField.

These fields can be added during the iReport Wizard process or manually added later.

To use the SQL field to select data from the IMSMA database:

  1. In the Report Inspector, click on the SQLField to view its properties in the Properties pane.
  2. Edit the name of the SQL field by adding a unique value to the end of the SQL field in parentheses. For example, SQLField(testSQL) or SQLField(VictimCount).
  3. Choose the Properties setter to open the Properties List.
    SQL Field Properties
    SQL Field Properties
  4. Choose Add to create a new property.
    Create the SQL Property
    Create the SQL Property
  5. Set the Property Name to SQL
  6. Set the Property Value to the desired SQL statement.
    Set the SQL Values
    Set the SQL Values
  7. Return to the report and use the new SQL Field just like any other string field.

SQL Field Examples

The SQL statement can be any valid SQL statement that returns a result. This field can be used to retrieve data that is in difficult to access areas of the database. You can use any valid PostgreSQL statement in the SQL field including

  • VIEWS, JOINS, HAVING, sub-selects, and sub-queries
  • PostrgreSQL functions such as COALESCE()
  • a special parameter called {guid} that passes the value of the {guid} from the report to the SQL statement. This can be used like a regular string to limit the SQL statement according to the object in the report.

Examples of SQLField statements include: 

SELECT hazard_localid FROM hazard WHERE hazard_guid = '{guid}'

SELECT COALESCE(sum(qty),0) as QTY
FROM hazreducdeviceinfo
WHERE hazreduc_guid = '{guid}' AND
ordnance_guid IN (SELECT ordnance_guid FROM ordnance WHERE model LIKE '%AP%')

links.toGuid

Another example of a special field available in iReport templates is the links.toGuid value. links.toGuid is available on any of the major objects in IMSMANG including Land, Activity, Education, Accident, Victim, Assistance, Location, and Quality Management. This field can be used in the Report Query portion of a report to filter the results based on linkages to other objects. For example, on a Land report with an Activity subreport, the subreport could contain the following Report Query filter to return only Activities with linkages to the Land on the main report: 

links.toGuid = "$P{HazardGUID}"

As with other areas in iReport, the links.toGuid field is case sensitive and must be referenced exactly.

Sorting and Grouping

Grouping

Grouping allows you to organise the report results using the values of a particular field. Grouping results makes it easier to identify the records which share a common value. Rather than having to visually scan the report results to determine which records have a common value, grouping automatically organises the results for you.

To illustrate, suppose you wanted to create a report to list all land within each location ID. An ungrouped report would simply list all land along with their location ID. Although the location ID is included in the report, it would be difficult, tedious, and time-consuming to scan the entire report to identify those land that have a common location ID.

Land report with no grouping

Land report with no grouping

Grouping report results automatically organises the records using the values on the specified field. Using the example above, the land in the report shown in the figure below are organised within the location to which they are associated. Records that do not contain a value for the selected grouping are put into their own group.

Land grouped by location

Land grouped by location

Adding a Group to an iReport Template

Note.jpg The field on which you would like to group your report results must be included in the report.

To add a group to an existing report:

  1. From the Report Inspector, right-click on the top node of the Report.
  2. Select Add Report Group from the menu
    Add a Report Group
    Add a Report Group
  3. Select a name for your Report Group and choose a field to group by (e.g. maAreaType to group by land classification). The name should be a meaningful name that allows you to easily identify the contents of the group such as the field on which the results are grouped
    Create a Report Group
    Create a Report Group
  4. Choose Next and Finish.

This will create a new group in the iReport template as well as two additional bands (a header and a footer for the group).

Sorting Report Results

It may be helpful to sort the report results using the value in one or more of the fields. Sorting the results makes it easier to review the results and locate any records that you may be searching for. To sort report results:

  1. Create the report.
  2. Select the Report Query button.
    3. The Report query window displays.
  3. Click the Sort options button that is located at the bottom of the Report query window.
    4. The Sorting window displays.
  4. Click the Add Field button.
  5. From the Sort by list, select the field by which you would like to sort the report results.
Note.jpg When sorting data in reports that contain groups, ensure the “Group by” fields appear first in the sort order.
  1. From the Sort type list, select either the Ascending or Descending sort order.
  2. Click the OK button.
    3. The Sorting window displays. The Sort by list displays all the fields that you have selected for the report.
  3. Repeat steps 4-7 for each field on which you would like to sort the results.
  4. After you have completed adding the fields on which you would like to sort the results, click the Close button.
    5. The Sorting window closes.
  5. From the Report query window, click the OK button.
    6. The Report query window closes.
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