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Adhoc Reports Table

  • Ad-hoc reports means on the spot creation of reports (which are not pre-built) based on the client's requirement by connecting to live environment.

Objective​

  • Create Adhoc Report using Table

Prerequisite​

  • Used Sales.cds for this example.

Download adhoc_analysis.zip file from link given adhoc_analysis.zip.

  • After downloading the zip file, add the Sales.cds into the Dataset Section of AIV for this example. To add it into AIV follow this Link.

Adhoc Report - Table: This video contains information regarding How to Create Adhoc Report using Table in AIV.

Steps to Create Adhoc Report using Table​

  1. Login to AIV using your credentials.

  2. Go to Hamburger Docusaurus Slash Introduction icon > Documents > Adhoc Report

    Docusaurus Slash Introduction

  3. There are two ways in which a user can Create Adhoc Report.

I. Clicking on Adhoc Report located at the bottom-most toolbar.

Docusaurus Slash Introduction

II. By right-clicking the any existing user can also create Adhoc Report.

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  1. On clicking the Create Adhoc option, from one of the methods mentioned above user will see the window as below:

    Docusaurus Slash Introduction

  2. Drag & Drop Table component to the empty area as shown below:

    Docusaurus Slash Introduction

  3. As user perform the above step, window will look as per the image below:

    Docusaurus Slash Introduction

  4. Now from the drop down list of Datasets select the Sales.cds as follows:-

    Docusaurus Slash Introduction

  5. Add country to productLine & year to Columns field by dragging it from Dataset Columns. Similarly, add country to Groups & extendedPrice to Aggregation field by dragging it from Dataset Columns.

    Docusaurus Slash Introduction

Group Sorting​

  1. User can perform sorting on column added in group. To perform sorting, click on setting icon available just right side of group column added as shown in below image,

    Docusaurus Slash Introduction

  2. Click on drop-down of Sorting as shown below:

    Docusaurus Slash Introduction

  3. Select the type of sorting you want to apply on this column and click on submit. For this example; select Ascending Type.

  4. Now when you run your report, it will be grouped by Group column and group will be displayed by sorting order as we have selected.

  5. Click on Submit button & your sorting will be saved.

  6. The report will group the products with the same productLine, filter them based on the country name, sort the data in ascending order based on the extendedPrice.

  7. Click on Docusaurus Slash Introduction button right next to extendedPrice Aggregation & your screen will look as per below:

    Docusaurus Slash Introduction

  8. You can specify the format by clicking on the Docusaurus Slash Introduction button right next to Format box will opens the following dialog box:

    Docusaurus Slash Introduction

  9. Select Format Type as & Format AS as required from the drop-down. And as you click on Submit button your window will look as per below:

    Docusaurus Slash Introduction

  10. Fill the below detail:

  • Symbol: $

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  1. Click on Submit button & your window will look as per below:

    Docusaurus Slash Introduction

  2. In Aggregate On radio button select Groups & Select Country in Group drop-down.

    Docusaurus Slash Introduction

  3. Click on Submit button to Save the changes.

  4. Select LANDSCAPE VIEW from the Birt Template drop-down as shown.

    Docusaurus Slash Introduction

  5. You can also specify the number of records you want to show on a page from the following widget near the template selector widget:-

    Docusaurus Slash Introduction

  6. User can select format in which they want to run the report from the drop-down near to RUN option.

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  7. For this example, we select Run as HTML.

  8. To run the Adhoc Report using Table Component, click on Run in the top most right corner as follows:-

    Docusaurus Slash Introduction

  1. Click on RUN option, which will open the following dialog box:-

    Docusaurus Slash Introduction

  2. As the table has no parameters, just click on SEND button & it will redirect you to another screen of the browser.

  3. The Adhoc Report using Table component will be generated in HTML.

    Docusaurus Slash Introduction

  4. If you want to save your table you can click on the Save Docusaurus Slash Introduction button at the topmost right corner below admin which will open the following dialog box:-

    Docusaurus Slash Introduction

  5. You can give your own Name in the selected column, and select Save As a Report / Template.

  6. For this example; give Name: Adhoc Table & Select Save As: Report and click on submit button to perform the save operation.

  7. If you want to change the settings of a widget click on Docusaurus Slash Introduction below Run which will open the following dialog box:-

    Docusaurus Slash Introduction

  8. Here you can change the Name, Width, Height, Visibility and Page Break of your table & click on Submit button to save the changes.

  9. Similarly press Docusaurus Slash Introduction in order to delete the table widget.

✒️ To know more abour Adhoc Reports features follow below Links:-

Chart​

Annotation​

Image​

Annotations​

Text​

Pivot​

Report​

Predefined Component​