Skip to main content
Pentaho Documentation

Refine Your Report

Overview

Shows you how to refine the report that you created in the previous exercise.

You have created a report in the previous exercise but now you need to make the report more descriptive so that users can understand the content in the report. Follow these instructions to refine your report.

  1. Click File:/edit.png (Edit) to return to the Design page.
  2. Click and drag a File:/rd_35.png (Label) from the tools palette into the middle of the Page Header band. Notice how Report Designer keeps track of the report structure (shown below).
    File:/rd_15.png
  3. Click inside the Label item and type Order Report
  4. Double-click inside the Order Report label to select the text, then in the toolbar, select a larger font size (18 point) and apply boldface.


    File:/rd_16.png

    The changes are applied to the text; however, now that the text is bigger you may not see all of it, so use your resizing handles and enlarge the label until you can see all of the text. Alternatively, you can stretch the resizing handles all the way to each edge of the workspace and click the align center icon in the toolbar so that the text is automatically placed in the center of the report page.
  5. With the Order Report label still selected, click down arrow of the font color icon in the toolbar. Select a color for your label. The font color changes. This page header will appear on every page of your report.
  6. Now, you must create column headers. On the right side of your workspace, click Structure -> Details Header.
  7. In the lower right section of your workspace, click Attributes.
  8. Under common, change the Value of the hide-on-canvas option to False. Notice that the Details Header pane appears in your workspace.
  9. In the toolbar, click File:/select_objects_icon.png (Select Objects). Notice that the icon changes to a cross hair as you move into the workspace.
  10. Move your mouse to the far right of the Details pane. Now, drag your mouse to the far left over all your column objects to select them. You may have to move the mouse under the headings to make them easier to select.
    File:/select_objects.png
  11. Click <CTRL+C> to copy your objects and <CTRL+V> to paste them into the Details Header pane.
    Note: Alternatively, you can choose Copy from the right-click menu.
  12. Under Format in the Report Designer menubar, select Morph. The column objects are changed to labels.
  13. Type the correct heading names for each of your columns: Order No., Order Date, Product Name, Quan., and Price Each. Your headers will align correctly over your columns.
  14. Click File:/preview_eye.png (Preview) to display your report.
    File:/rd_19.png
    The report looks good but you may want to make it even easier to read by applying some banding.
  15. In the toolbar, go to Format -> Row Banding.
  16. In the Row Banding dialog box, choose Yellow from the drop-down list next to Visible Color and click OK.
  17. Click File:/preview_eye.png (Preview) to display your report.
    File:/rd_22.png
  18. In the menubar, go to File -> Save to save your report in the ...\report-designer\samples folder. Type Orders in the File Name text box.
    Note: See More about Row Banding, Data Formatting, and Alignment for additional information about refining your report.