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Copyright 2007, Information Builders. Slide 1
Accumulation Techniques for Reporting with WebFOCUS
Kyle HacheySystems Engineer
Copyright 2007, Information Builders. Slide 2
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
Workshop Objectives
Copyright 2007, Information Builders. Slide 3
Providing Totals in Reports
WebFOCUS enables you to produce commons types of totals in reports:
Totals for numeric values in rowsTotals for numeric values in columnsTotals for sort breaks in a reportGrand totals at the end of a report
W - 4
Copyright 2007, Information Builders. Slide 4
The Compensation and Bonus Estimates Report - 4W
The payroll manager from the Human Resources department needs a report that displays compensation and bonus estimates for each region and a grand total.
Developer Studio
Copyright 2007, Information Builders. Slide 5
Performing Numeric OperationsW -13
Prefix operators are mathematical functions that are added to the fieldname in a verb phrase.
Can only be applied to column fields.
Cannot be applied to sort fields (BY or ACROSS).
Copyright 2007, Information Builders. Slide 6
Performing Numeric Operations (continued)W -13
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 value to the column total.
Sum and count numeric values.
Copyright 2007, Information Builders. Slide 7
Prefix OperatorsW -14
Prefix Operator Function
CNT Count the number of values for a field.
CNT.DST Count the unique occurrences of field values in a sort group.
DST Determines the total number of distinct values in a single pass of a data source.
SUM Add the values of a field.
AVE Calculate the average (mean) value for a field.
MIN Identify the lowest value of a field.
MAX Identify the highest value of a field.
W -14
Prefix Operator Function
ASQ Compute the average sum of the squares for standard deviation in statistical analysis.
ST Provide the aggregate value for a sort group in section headings and footings.
TOT Provide the aggregate value of a field (used primarily in page headings and footings).
PCT Calculate the percentage of a column value to the column total.
RPCT Determine the percentage of a column value to the row total.
PCT.CNT Calculate the percentage of a COUNT to the total count.
FST Select the first instance of a field. *
LST Select the last instance of a field. *
Prefix Operators (continued)
Copyright 2007, Information Builders. Slide 9
The Total Compensation Estimate Report - 15W
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.
Developer Studio
Copyright 2007, Information Builders. Slide 10
Review: Providing Totals in ReportsW -25
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:
Copyright 2007, Information Builders. Slide 11
The Compensation and Bonus Estimates Report - 26W
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.
Developer Studio
W - 37
Type of Function To Add Numeric Values To Recalculate Computed Fields
At specific sortfield only.
At specific sortfield and all sortfields above it.
Review: Section Totals
Copyright 2007, Information Builders. Slide 13
Customized Formatting
- 38W
W - 39Customized Formatting
Message Option Effect
Page Heading Creates a message at the top of each page.
By default, the message appears left justified above first line of text for each page.
Page Footing 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.
Section Heading (Subheading)
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.
Section Footing (Subfooting)
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.
Report Heading 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.
Report Footing 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.
Copyright 2007, Information Builders. Slide 15
The Sales Metrics for All Products
- 40W
Management would like a message in a report that displays the bonus for a Manufacturing Plant, if the plant’s profit exceeds 14 percent.
Developer Studio
W - 46
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.
W - 64
Review: Handling Messages
To display a numeric field’s grand total in a heading, footing, subhead or subfoot, use: <TOT.field
To use subtotal values in a calculation, use:RECAP
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:
Copyright 2007, Information Builders. Slide 18
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
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