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5Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Working with Layout Editor
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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
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Revisiting the Layout Editor
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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.
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Selecting a Predefined Template
Two types of predefined templates:• Basic templates• Shared templates
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The Layout Editor Interface
Click to collapse the entire left pane.
Design Area
Static Toolbar Dynamic Toolbar
Access data source, layout components, and item properties panes.
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Navigating the Layout Editor Interface
Data Source Pane
Components PaneInsert Menu
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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.
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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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Inserting a Layout Grid
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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
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Inserting a Data Table
Table Tab
Drag Data Table from Components to the design area.
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Adding Data Fields
Drag the data columns to the table layout.
Total is automatically inserted.
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The Table Tab and Dynamic Table Menus
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Formatting Data in a Table
Column Menu
Table Column Header Menu
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Adding Number and Date Formats
Format HIREDATE.
Format SALARY.
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Defining Groups and Subtotals
Grouped left
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Defining Sorts
Sorted ascending as the first priority
Sorted descending as the second priority
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Applying Conditional Formats
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Applying Conditional Formats
Red: Salary < $3,500
Green: Salary > $8,000
Yellow: Salary between $3,500 and $8,000
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Defining a Table Filter
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Defining a Table Filter
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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
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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
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Inserting a Chart
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Adding Data Fields to a Chart
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Editing Charts
After adding a chart, you edit chart properties by using:• Chart menu• Properties pane
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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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Working with Repeating Sections
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Working with Repeating Sections
Select the Department.
Report viewed interactively
A chart and a data table added along with corresponding data fields
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Working with Text Items and Images
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Working with Gauges
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Working with Page Layout Features
Page Layout Tab
Header/Footer Section
Orientation and Paper Size
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Working with Page Layout Features
Header Section
Footer Section
A report rendered in PDF format
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Saving a Layout
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Practice 5-3: Overview
This practice covers the following topics:• Working with repeating sections• Working with gauges• Working with page layout features
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Advanced Features
• Working with pivot tables• Creating boilerplates
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Working with Pivot Tables
The pivot table appears with your selected content.
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Creating Boilerplates—Predefined Layouts
You can add boilerplates to both:• Shared Folders• My Folders
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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
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Practice 5-4 and 5-5: Overview
This practice covers the following topics:• Working with pivot tables• Creating boilerplates