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

5Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Working with Layout Editor

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.5 - 2

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


Revisiting the Layout Editor


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.


Selecting a Predefined Template

Two types of predefined templates:• Basic templates• Shared templates


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.


Navigating the Layout Editor Interface

Data Source Pane

Components PaneInsert Menu


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.


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


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


Inserting a Data Table

Table Tab

Drag Data Table from Components to the design area.


Adding Data Fields

Drag the data columns to the table layout.

Total is automatically inserted.


The Table Tab and Dynamic Table Menus


Formatting Data in a Table

Column Menu

Table Column Header Menu


Adding Number and Date Formats

Format HIREDATE.

Format SALARY.


Defining Groups and Subtotals

Grouped left


Defining Sorts

Sorted ascending as the first priority

Sorted descending as the second priority


Applying Conditional Formats


Applying Conditional Formats

Red: Salary < $3,500

Green: Salary > $8,000

Yellow: Salary between $3,500 and $8,000


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


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


Inserting a Chart


Adding Data Fields to a Chart


Editing Charts

After adding a chart, you edit chart properties by using:• Chart menu• Properties pane


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


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


Working with Gauges


Working with Page Layout Features

Page Layout Tab

Header/Footer Section

Orientation and Paper Size


Working with Page Layout Features

Header Section

Footer Section

A report rendered in PDF format


Saving a Layout


Practice 5-3: Overview

This practice covers the following topics:• Working with repeating sections• Working with gauges• Working with page layout features


Advanced Features

• Working with pivot tables• Creating boilerplates


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


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


Practice 5-4 and 5-5: Overview

This practice covers the following topics:• Working with pivot tables• Creating boilerplates

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

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