To build a report off a query it looks like you have to either A) execute the query, highlight columns in the temporary table generated from the query and build report from that, then point the source back to the query and save the report. B) execute the query and save a copy of the temp table generated to your project, build report from the table you just saved, point the source back to the query and save the report so it runs off the query going forward.
Is this correct? You can't build a report off a query from scratch by pointing the source to the query?
Is the only way to modify a report based on a query (the Sorting & Grouping section is blank and disabled when the source is pointed at a query) to basically go through step B from above all over again?
Also, any plans to add more formatting capabilities to reports such as commas in numbers, $, etc and charts would be great:)
Kirix Support Forums
Reports based on Query
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Re: Reports based on Query
You can build a report off a query from scratch:
1. Create a new query with whatever parameters you want.
2. Save the query to the project.
3. Create a new report.
4. Set the data source in the new report to a query by either:
a. Dragging the saved query from the project panel onto the report detail section
b. Clicking on the report settings icon in the report toolbar and setting the data source to the query.
5. Once you've set the data source, insert fields into the report by opening the field list (click on the diamond in the lower-left) and dragging fields into the detail section.
6. Save the report to the project.
As for formatting, we're definitely planning to expand the capabilities. For now, you can build up the formatting using functions.
1. Create a new query with whatever parameters you want.
2. Save the query to the project.
3. Create a new report.
4. Set the data source in the new report to a query by either:
a. Dragging the saved query from the project panel onto the report detail section
b. Clicking on the report settings icon in the report toolbar and setting the data source to the query.
5. Once you've set the data source, insert fields into the report by opening the field list (click on the diamond in the lower-left) and dragging fields into the detail section.
6. Save the report to the project.
As for formatting, we're definitely planning to expand the capabilities. For now, you can build up the formatting using functions.
Aaron Williams
Kirix Support Team
Kirix Support Team
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Aaron - Kirix Support Team
- Posts: 120
- Joined: Fri Dec 16, 2005 3:01 pm
Re: Reports based on Query
Aaron,
Thanks but how do you add fields to the Sorting and Grouping section (for sort, group header/footer, page break) in Report Settings when your source is pointed at a query for the report? If the report source is based on a table I can add or change them no problem but if the source is a query I can't??
Thanks but how do you add fields to the Sorting and Grouping section (for sort, group header/footer, page break) in Report Settings when your source is pointed at a query for the report? If the report source is based on a table I can add or change them no problem but if the source is a query I can't??
- scbret
- Registered User
- Posts: 10
- Joined: Tue Jun 24, 2008 9:13 pm
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