svn commit: r1846159 [2/2] - in /ofbiz/tools: ./ wiki-files/ wiki-files/birt/
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svn commit: r1846159 [2/2] - in /ofbiz/tools: ./ wiki-files/ wiki-files/birt/
 
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Added: ofbiz/tools/wiki-files/birt/Report master creation.html
URL: http://svn.apache.org/viewvc/ofbiz/tools/wiki-files/birt/Report%20master%20creation.html?rev=1846159&view=auto ============================================================================== --- ofbiz/tools/wiki-files/birt/Report master creation.html (added) +++ ofbiz/tools/wiki-files/birt/Report master creation.html Thu Nov 8 15:17:25 2018 @@ -0,0 +1,660 @@ +<!DOCTYPE html> +<html lang="en"> +<head> +<meta charset="UTF-8"> +<!--[if IE]><meta http-equiv="X-UA-Compatible" content="IE=edge"><![endif]--> +<meta name="viewport" content="width=device-width, initial-scale=1.0"> +<meta name="generator" content="Asciidoctor 1.5.7.1"> +<title>Report master creation</title> +<link rel="stylesheet" href="https://fonts.googleapis.com/css?family=Open+Sans:300,300italic,400,400italic,600,600italic%7CNoto+Serif:400,400italic,700,700italic%7CDroid+Sans+Mono:400,700"> +<style> +/* Asciidoctor default stylesheet | MIT License | http://asciidoctor.org */ +/* Uncomment @import statement below to use 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It defines data connexion, and a general filtering form for data. It can be based on an entity, a dedicated service, or in a wider sense on any shape a data connexion can take and return back a map.</p> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_pre_requisite">Pre-requisite</h2> +<div class="sectionbody"> +<div class="ulist"> +<ul> +<li> +<p>OFBiz</p> +</li> +<li> +<p>Birt plugin</p> +</li> +</ul> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_report_master_based_on_an_entityview">Report Master based on an entity/view</h2> +<div class="sectionbody"> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>Create or choice a database entity or view</p> +</li> +<li> +<p>Create the general filtering form within the file plugins/birt/widget/birt/BirtMasterForms.xml. The only informations to be changed are entity-name and form name.</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-xml" data-lang="xml"> <form name="CTNT_MASTER_EXAMPLE" type="single" extends="AbstractFlexibleReportSearchForm"> + <auto-fields-entity entity-name="Example" default-field-type="find"/> + </form></code></pre> +</div> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>Add the informations about this Master in the database using the file plugins/birt/data/BirtMasterData.xml</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-xml" data-lang="xml"> <DataResource dataResourceId="DR_MASTER_EXAMPLE" dataResourceTypeId="ELECTRONIC_TEXT" dataTemplateTypeId="FORM_COMBINED" /> + <ElectronicText dataResourceId="DR_MASTER_EXAMPLE"> + <textData><![CDATA[<!--default domain form--> + <form name="${masterContentId}_${contentId}" type="single" extends="${masterContentId}" extends- resource="component://birt/widget/birt/BirtMasterForms.xml"> + </form>]]> + </textData> + </ElectronicText> + <Content contentId="CTNT_MASTER_EXAMPLE" contentTypeId="REPORT_MASTER" dataResourceId="DR_MASTER_EXAMPLE" statusId="CTNT_PUBLISHED" contentName="Example" description="Master Content for Example" /> + <!-- Data retrieval will be done using perform find on entity Example--> + <ContentAttribute contentId="CTNT_MASTER_EXAMPLE" attrName="Entity" attrValue="Example"/></code></pre> +</div> +</div> +<div class="paragraph"> +<p>The form in the database is the form that will allow users to change form parameters. You can add any field you desire. Some field names are though reserved: reportContentId, overrideFilters, entityViewName, birtContentType.</p> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>Add in the file content/config/contentEntityLabels.xml the Property that will allow translation for your report master description.</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-xml" data-lang="xml"> <property key="Content.description.CTNT_MASTER_EXAMPLE"> + <value xml:lang="en">Example</value> + <value xml:lang="fr">Exemple</value> + </property></code></pre> +</div> +</div> +<div class="paragraph"> +<p>Your Report Master is created ! You can now create reports using it.</p> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_report_master_based_on_a_service">Report Master based on a service</h2> +<div class="sectionbody"> +<div class="paragraph"> +<p>Create in plugins/birt/src/org/ofbiz/birt/birt/BirtMasterReportServices.java 2 dedicated services (see examples there)</p> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>The first one, which name will return 4 items:</p> +<div class="ulist"> +<ul> +<li> +<p>an object of type Map<String, String> called dataMap. <strong>Keys</strong>: data field names. <strong>Values</strong>: data types (OFBiz types).</p> +</li> +<li> +<p>an object of type Map<String, String> called fieldDisplayLabels. <strong>Keys</strong>: data field names. <strong>Values</strong>: the names displayed to the user. This output is optional, should it be missing, the keys will be displayed.</p> +</li> +<li> +<p>an object of type Map<String, String> called filterMap. <strong>Keys</strong>: data filtering field names (exact names used for the form fields). <strong>Values</strong>: data type (OFBiz type). This output is optional, if missing, filters can not be displayed on the report.</p> +</li> +<li> +<p>an object of type Map<String, String> called filterDisplayLabels. <strong>Keys</strong>: data filtering field names (exact names used for the form fields). <strong>Values</strong>: names to be displayed to the user. This output is optional, should it be missing, the keys will be displayed.</p> +</li> +</ul> +</div> +</li> +<li> +<p>The second service will actually get the data. It receives an object (Object type) called reportContext. From this object, you can obtain the map parameters using the following code:</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-java" data-lang="java"> Map<String, Object> parameters = (Map<String, Object>) reportContext.getParameterValue("parameters");</code></pre> +</div> +</div> +<div class="paragraph"> +<p>This Map will give access fields of the filtering form. +This service will return a list called list of type List<GenericValue>, containing the data. A Map<String, Object> would also do.</GenericValue></p> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>create the parent form in the file plugins/birt/widget/birt/BirtMasterForms.xml. +Field names created here must be then names used on the Map parameters of the previous service, and also corresponding to the map filterMap.</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-xml" data-lang="xml"> <form name="CTNT_MASTER_TURNOVER" type="single" extends="AbstractFlexibleReportSearchForm"> + <field name="fromDate"><date-time type="date"/></field> + <field name="thruDate"><date-time type="date"/></field> + <field name="productCategoryId"><lookup target-form-name="LookupProductCategory"/></field> + <field name="productStoreId"><lookup target-form-name="LookupProductStore"/></field> + </form></code></pre> +</div> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>Create the master in database following.</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-xml" data-lang="xml"> <CustomMethod customMethodId="CM_FB_TURNOVER" customMethodTypeId="FLEXIBLE_BIRT" customMethodName="flexibleReportTurnOver" description="service to resolve invoice for turnover report domain"/> + <DataResource dataResourceId="DR_MASTER_TURNOVER" dataResourceTypeId="ELECTRONIC_TEXT" dataTemplateTypeId="FORM_COMBINED" /> + <ElectronicText dataResourceId="DR_MASTER_TURNOVER"> + <textData><![CDATA[<!--default domain form--> + <form name="${masterContentId}_${contentId}" type="single" extends="${masterContentId}" extends-resource="component://birt/widget/birt/BirtMasterForms.xml"> + </form>]]> + </textData> + </ElectronicText> + <Content contentId="CTNT_MASTER_TURNOVER" customMethodId="CM_FB_TURNOVER" contentTypeId="REPORT_MASTER" dataResourceId="DR_MASTER_TURNOVER" statusId="CTNT_PUBLISHED" contentName="Turnover" description="Master Content for TURNOVER domain" /> + <!-- Data retrieval will be done using two service calls. First the contentAttribute Service gives the service that will define which data and label will be retrieved, + and which filter and label are supported by the report design (default value will call the second service with "prepareField" suffix). + Second, the custom method gives the service to retrieve all data in the report design. + Here : flexibleReportTurnOverPrepareFields (customMethodName + "prepareFields") then flexibleReportTurnOver--> + <ContentAttribute contentId="CTNT_MASTER_TURNOVER" attrName="Service" attrValue="default"/></code></pre> +</div> +</div> +<div class="paragraph"> +<p>The form in the database is the form that will allow users to change form parameters. You can add any field you desire. Some field names are reserved: reportContentId, overrideFilters, entityViewName, birtContentType.</p> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>Import these data in the base using Webtools XML import (or the longer "gradlew 'ofbiz -l readers=seed,ext' command).</p> +</li> +<li> +<p>Add in the file content/config/contentEntityLabels.xml the Property which will translate your report Master description.</p> +</li> +</ol> +</div> +<div class="listingblock"> +<div class="content"> +<pre class="highlight"><code class="language-xml" data-lang="xml"> <property key="Content.description.CTNT_MASTER_TURNOVER"> + <value xml:lang="en">Turnover (product)</value> + <value xml:lang="fr">Rotation (des stocks)</value> + </property></code></pre> +</div> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_entities_diagram">Entities diagram</h2> +<div class="sectionbody"> +<div class="paragraph"> +<p>The following diagram shows the Entities linked with Content to store report_master/report. +<span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Report_Master.png?api=v2" alt="Report_Master"></span></p> +</div> +</div> +</div> +</div> +<div id="footer"> +<div id="footer-text"> +Last updated 2018-10-04 08:23:17 Paris, Madrid (heure dÃÃtÃ) +</div> +</div> +</body> +</html> \ No newline at end of file Propchange: ofbiz/tools/wiki-files/birt/Report master creation.html ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/tools/wiki-files/birt/Report master creation.html ------------------------------------------------------------------------------ svn:keywords = Date Rev Author URL Id Propchange: ofbiz/tools/wiki-files/birt/Report master creation.html ------------------------------------------------------------------------------ svn:mime-type = text/html Added: ofbiz/tools/wiki-files/birt/Using the Birt Report Designer.html URL: 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+.show-for-print{display:inherit!important}} +@media print,amzn-kf8{#header>h1:first-child{margin-top:1.25rem} +.sect1{padding:0!important} +.sect1+.sect1{border:0} +#footer{background:none} +#footer-text{color:rgba(0,0,0,.6);font-size:.9em}} +@media amzn-kf8{#header,#content,#footnotes,#footer{padding:0}} +</style> +</head> +<body class="article"> +<div id="header"> +<h1>Using the Birt Report Designer - Admin/Super-User</h1> +</div> +<div id="content"> +<div class="sect1"> +<h2 id="_introduction">Introduction</h2> +<div class="sectionbody"> +<div class="admonitionblock note"> +<table> +<tr> +<td class="icon"> +<div class="title">Note</div> +</td> +<td class="content"> +this feature will be officially available with the R17.12 branch first release +</td> +</tr> +</table> +</div> +<div class="paragraph"> +<p>The creation of a flexible report goes through a design step of the initial flexible report output under the Birt Report Designer.</p> +</div> +<div class="paragraph"> +<p>This document describes the simplest designs to connect to the data. It is not exhaustive, and simply attempts to cover basic needs. You will find much more documentation online. In our approach, the connection to the data is generated automatically by OFBiz, only the design part of the report will be discussed.</p> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_installing_the_birt_report_designer">Installing the BIRT Report Designer</h2> +<div class="sectionbody"> +<div class="paragraph"> +<p>Installing the BIRT Report Designer is easy. If you use Eclipse, you can include it as a plugin. You can also install the whole BIRT Report Designer. I use Eclipse but I prefer the second way, to not mix things. So simply download and install the whole all-in-one thing. Or install the plugin if you prefer and use its "Report Design" view which allows to edit .rptdesign files.</p> +</div> +<div class="admonitionblock note"> +<table> +<tr> +<td class="icon"> +<div class="title">Note</div> +</td> +<td class="content"> +if you installed the BIRT Report Designer under say, a Birt directory, then by default the reports will be accessed from the Birt\workspace\Report Builder directly and this is where you should put the .rptdesign files when downloading them. Your mileage may wary…​ +</td> +</tr> +</table> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_different_areas_of_the_screen_and_their_role">Different areas of the screen and their role</h2> +<div class="sectionbody"> +<div class="sect2"> +<h3 id="_navigator_report_builder">Navigator - Report Builder</h3> +<div class="paragraph"> +<p>This is where you should find the .rptdesign files you downloaded.</p> +</div> +<div class="imageblock"> +<div class="content"> +<img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Report%20Builder.png?api=v2" alt="Report Builder"> +</div> +</div> +</div> +<div class="sect2"> +<h3 id="_data_explorer">Data Explorer</h3> +<div class="paragraph"> +<p>The Data Explorer defaults to the right of your screen. It gives you access to two things. The data fields available for the report, and the filter fields that can be used for this report.</p> +</div> +<div class="imageblock"> +<div class="content"> +<img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Data%20Explorer.png?api=v2" alt="Data Explorer"> +</div> +</div> +</div> +<div class="sect2"> +<h3 id="_palette">Palette</h3> +<div class="paragraph"> +<p>The palette provides the various tools you can insert in the report. Simple text, image, table of data, layout table, graph, aggregation, etc. All objects are added to the report by drag & drop. +<span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Palette.png?api=v2" alt="Palette"></span></p> +</div> +</div> +<div class="sect2"> +<h3 id="_tabs">Tabs</h3> +<div class="paragraph"> +<p>At the right bottom of the window is a series of five tabs.</p> +</div> +<div class="paragraph"> +<p>We will use two:</p> +</div> +<div class="ulist"> +<ul> +<li> +<p>Layout, which will allow most of the design.</p> +</li> +<li> +<p>Master Page, which will give access by its owners to standard parameters such as the orientation or size of the report.</p> +</li> +</ul> +</div> +<div class="paragraph"> +<p>The preview is not accessible because it can not be executed outside of OFBiz. Any changes to the scripts will be erased during the upload in OFBiz.</p> +</div> +</div> +<div class="sect2"> +<h3 id="_simple_design_without_break">Simple design without break</h3> +<div class="paragraph"> +<p>The simplest possible design is to insert in a table (table in the palette), a part or all of the data set data fields. To do this, right-click on Data Set in the Data Explorer -> Insert in Layout, and then select the fields you want to see appear.</p> +</div> +</div> +<div class="sect2"> +<h3 id="_simple_design_with_break">Simple design with break</h3> +<div class="paragraph"> +<p>A break is a collection of data made by Birt from the data. It permits to classify according to a field, and to give details for each category, then to aggregate certain fields, etc.</p> +</div> +<div class="olist arabic"> +<ol class="arabic"> +<li> +<p>Insert a table (Table) in the report -> OK</p> +</li> +<li> +<p>Right-click on the table -> Edit Data Binding, select all fields</p> +</li> +<li> +<p>In the data set field, change "None" in "Data Set", validate</p> +</li> +<li> +<p>Right-click the table -> Insert Group. Configure your group, eg: <span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Group.png?api=v2" alt="group"></span></p> +</li> +<li> +<p>Your table then has five lines:</p> +<div class="ulist"> +<ul> +<li> +<p>A global title line</p> +</li> +<li> +<p>A title line of the group</p> +</li> +<li> +<p>A group detail line</p> +</li> +<li> +<p>A footer of the group</p> +</li> +<li> +<p>A global footer line</p> +</li> +</ul> +</div> +</li> +<li> +<p>Then insert some elements in the design: in the global header, everything that does not depend on the group, for example the title of the report. In the header of the group, everything that is common to the whole group and that you want to see in its title. In the details, the fields that may appear for each group line. As in the image below, the fields might be inserted by Copy/Paste from the Data Set, and titles via a text element of the palette. You can add lines and columns by right clicking on the end of the line (gray rectangle when the table is selected), etc. <span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Design%20with%20break.png?api=v2" alt="Design with break"></span></p> +</li> +</ol> +</div> +<div class="sect3"> +<h4 id="_construction_of_aggregation">Construction of aggregation</h4> +<div class="paragraph"> +<p>The aggregations may be on the whole table, or only on a group. They are characterized by an expression to aggregate (made up of different data fields), a possible filter on the data lines, and an aggregation function, eg: +<span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Aggregation%20builder.png?api=v2" alt="Aggregation builder"></span></p> +</div> +</div> +<div class="sect3"> +<h4 id="_expression_builder">Expression builder</h4> +<div class="paragraph"> +<p>The <em>fx</em> (for expression and filter) buttons are used to open a complex expression construction window. It is possible to use predefined functions, Javascript, data fields, already built aggregations, and so on. This window can also be used by including a data element, which allows to construct non-aggregated data expressions. +<span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Expression%20builder.png?api=v2" alt="Expression builder"></span></p> +</div> +<div class="paragraph"> +<p>Footer lines often allow you to place aggregations, such as sums on the group or table rows, eg +<span class="image"><img src="https://cwiki.apache.org/confluence/download/attachments/68720496/Design%20with%20break%20complete.png?api=v2" alt="Design with break complete"></span></p> +</div> +<div class="admonitionblock warning"> +<table> +<tr> +<td class="icon"> +<div class="title">Warning</div> +</td> +<td class="content"> +any unused line must be deleted, otherwise it generates white spaces on the report. +</td> +</tr> +</table> +</div> +</div> +</div> +</div> +</div> +<div class="sect1"> +<h2 id="_layout_management">Layout Management</h2> +<div class="sectionbody"> +<div class="sect2"> +<h3 id="_general_settings">General settings</h3> +<div class="paragraph"> +<p>Right button leads to Properties Editor tab at bottom. Then click on the Master Page tab, just above. In the Property Editor you will see a series of general properties that will allow you to modify the general form of the report.</p> +</div> +</div> +<div class="sect2"> +<h3 id="_styles">Styles</h3> +<div class="paragraph"> +<p>By right-clicking on any item in the table, you have access to the menu of styles. From there they can be edited, applied, created. A style can be applied to the whole picture, to a row or column, to a cell, or to an element in that cell (text, data, …​).</p> +</div> +</div> +</div> +</div> +</div> +<div id="footer"> +<div id="footer-text"> +Last updated 2018-10-04 08:23:29 Paris, Madrid (heure dÃÃtÃ) +</div> +</div> +</body> +</html> \ No newline at end of file Propchange: ofbiz/tools/wiki-files/birt/Using the Birt Report Designer.html ------------------------------------------------------------------------------ svn:eol-style = native Propchange: ofbiz/tools/wiki-files/birt/Using the Birt Report Designer.html ------------------------------------------------------------------------------ svn:keywords = Date Rev Author URL Id Propchange: ofbiz/tools/wiki-files/birt/Using the Birt Report Designer.html ------------------------------------------------------------------------------ svn:mime-type = text/html |
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