5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Working with Layout Editor

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Objectives After completing this lesson you should be able to: Describe the Layout Editor tool and its interface Use Layout Editor to build report layouts Work with various layout components Save the layouts

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Revisiting the Layout Editor

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Opening the Layout Editor Click Add New Layout in the Thumbnail view, and then select a template. Select Actions > Edit Layout. Click Create in the List view on the Layout toolbar.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Selecting a Predefined Template Two types of predefined templates: Basic templates Shared templates

Copyright © 2011, Oracle and/or its affiliates. All rights reserved The Layout Editor Interface Click to collapse the entire left pane. Design Area Static ToolbarDynamic Toolbar Access data source, layout components, and item properties panes.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Navigating the Layout Editor Interface Data Source Pane Components Pane Insert Menu

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Navigating the Layout Editor Interface Properties Pane The dynamic Column pane appears when a column is selected in the design area. Context-sensitive menus share many of the same components found in the Properties pane.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Creating a Layout by Using a Basic Template Layout components include: Grid layouts Data tables Charts Repeating sections Text items Images Gauges Pivot tables You can: Format data Add page layout features Save a layout Create a boilerplate

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Inserting a Layout Grid 1 3 2

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Data Tables When working with data tables, you perform the following tasks: Insert a data table Add data fields Work with the Table tab and other dynamic menus Format data –Add background, text colors, and fonts –Add number formats –Define groups, subtotals, and sorts –Apply conditional formats –Set up filters

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Inserting a Data Table Table Tab Drag Data Table from Components to the design area.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Data Fields Drag the data columns to the table layout. Total is automatically inserted.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved The Table Tab and Dynamic Table Menus

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Formatting Data in a Table Column Menu Table Column Header Menu

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Number and Date Formats Format HIREDATE. Format SALARY.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Defining Groups and Subtotals Grouped left

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Defining Sorts Sorted ascending as the first priority Sorted descending as the second priority

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Applying Conditional Formats

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Applying Conditional Formats Red: Salary < $3,500 Green: Salary > $8,000 Yellow: Salary between $3,500 and $8,000

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Defining a Table Filter 1 2 3

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Defining a Table Filter 4 5

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practice 5-1 and 5-2: Overview This practice covers the following topics: Exploring Layout Editor Creating and editing layouts by using Layout Editor Inserting a layout grid Working with layout components Saving the layouts Inserting a data table Applying conditional formats Working with charts Inserting and editing charts

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Charts When working with charts, you perform the following tasks: Insert a chart Add the appropriate data fields to the chart Edit the chart

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Inserting a Chart

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Adding Data Fields to a Chart

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Editing Charts After adding a chart, you edit chart properties by using: Chart menu Properties pane

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Editing Charts: Additional Tasks You can perform these additional tasks: Resize the chart Change the formula applied to a measure Sort a chart field Convert a chart to a pivot table Apply filters

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Repeating Sections 1 2 3

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Repeating Sections Select the Department. Report viewed interactively A chart and a data table added along with corresponding data fields 4

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Text Items and Images

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Gauges

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Page Layout Features Page Layout Tab Header/Footer Section Orientation and Paper Size

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Page Layout Features Header Section Footer Section A report rendered in PDF format

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Saving a Layout

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practice 5-3: Overview This practice covers the following topics: Working with repeating sections Working with gauges Working with page layout features

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Advanced Features Working with pivot tables Creating boilerplates

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Working with Pivot Tables The pivot table appears with your selected content. 1 2

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Creating Boilerplates—Predefined Layouts You can add boilerplates to both: Shared Folders My Folders

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Copyright © 2011, Oracle and/or its affiliates. All rights reserved Summary In this lesson, you should have learned how to: Describe the Layout Editor tool and its interface Use Layout Editor to build report layouts Work with various layout components Save the layouts

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Practice 5-4 and 5-5: Overview This practice covers the following topics: Working with pivot tables Creating boilerplates

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz: Overview This quiz examines your knowledge of the concepts discussed in the lesson.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz The BI Publisher Layout template enables you to view dynamic HTML output and perform lightweight interaction with your report data from within a browser and to generate high fidelity, pixel-perfect reports to PDF, RTF, MS Excel, MS PowerPoint, and static HTML. a.True b.False

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz BI Publisher has two types of predefined templates: Basic and Advanced. a.True b.False

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz Which of the following layout components comprise a Basic template? Select all that apply. a.Data tables b.Charts c.Images d.Gauges e.Pivot table

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz Conditional formats allow you to highlight data fields based on ranges or thresholds. a.True b.False

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz How can you enhance a chart that has been added to a layout? Select all that apply. a.Select a different chart type and style. b.Enable 3-D effects. c.Filter the data. d.Convert the chart to a pivot table. e.Switch the series and dimensions values.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved Quiz Once a layout has been saved, you can change the locale. a.True b.False