Use of Templates in Report using BIRT

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Templates

Templates are predesigned report layouts.

Building a report from a template

Templates, for the most part, take the leg work out of having to recreate the same layout over and over again.With templates, we could either use the existing, canned Listing Report template or build our own, saving your time for more complex tasks. It's as simple as creating a new report, using a template, and following the Cheat Sheets.

In this example, we are going to use a Grouped Listing report template to create a simple Employee Sales Detail report, which we will use as a target for a drill down report.

  1. Create a new report called Employee Sales Details Report.rptDesign.Do not go through the wizard; stop at the template selection dialog.
  2. On the New Report – Template screen, select Grouped Listing report.

  3. When the report design opens, the Cheat Sheet is open on the right-hand side. It lays out a series of steps to create a basic report. As we already have the data source created in our library, go ahead and add the data source from the library, and click on the skip option for the data source hint.

  4. For the dataset, click on the Click to perform option. Name the dataset Get Employee Sales, and use the following query:

    select
    EMPLOYEES.EMPLOYEENUMBER,
    EMPLOYEES.LASTNAME || ', ' || EMPLOYEES.FIRSTNAME name,
    ORDERDETAILS.PRICEEACH sales,
    ORDERS.ORDERDATE
    from
    EMPLOYEES,
    CUSTOMERS,
    ORDERS,
    ORDERDETAILS
    where
    ORDERS.ORDERNUMBER = ORDERDETAILS.ORDERNUMBER
    and EMPLOYEES.EMPLOYEENUMBER = CUSTOMERS.
    SALESREPEMPLOYEENUMBER
    and ORDERS.CUSTOMERNUMBER = CUSTOMERS.CUSTOMERNUMBER
    and ORDERS.ORDERDATE between ? and ?

  5. Create two report parameters called startDate and endDate, and bind them to the data set parameters. For startDate, use the default value of 2005-01-01, and for endDate, use the default parameter of 2005-04-01.

  6. When we are back at the Cheat Sheet, we click on Click to Complete for the dataset.
  7. For the Edit Date Binding cheat sheet section, drag the fields over like next screenshot. Make the Group Header row appear with a silver background and the text appear in bold.
  8. When we drag EmployeeNumber over, it will automatically create the group on the EmployeeNumber express. Just be sure to drag it to the GroupHeader section as illustrated in the screenshot.
  9. Select the column with the Name and OrderDate fields, and select Suppress duplicates.
  • Select the Group Header row, and under the Property Editor, choose the Bookmark tab. Use the following expression:

    row["EMPLOYEENUMBER"]

  • Now we have built a report based on a template. Consuming other templates is similar, where a Cheat Sheet can be used.

    Creating a template

    Creating templates can be done by using the new file menu. From there, new templates can be registered with BIRT to be shown on the New Report wizard.Let's take a look at creating a new template from scratch.

    1. Go to File New | Template|.
    2. Call the template as myNewTemplate.rptTemplate.
    3. Enter My First Template for the Display Name.
    4. Enter Testing a new Template for the Description.
    5. If we have an image, we can associate it with one with our template using the Template Image option.

    Now we have a new template to create reports from. Go into the template and create any sort of layout you would like, just like with a regular report design, and save that layout. When we want to use this template, we can simply open it and save it as a report design. If we wish to show this up in the New Report wizard, let's use the following steps.

    1. In the Navigator, right-click on the template we just created and select File Register Template with New File Wizard…|.

    2. Follow the wizard to create a new template.

      So, what about the Cheat Sheets that we saw in the canned templates? Well, Cheat Sheets are simply XML files that explain the steps that are installed as Eclipse plugins.However, it is possible to create new Cheat Sheets if we are familiar with the process. So, let's say we want to associate the My First Report template cheat sheet with the template we just created. Under the Report Propterites/Propterties, we would put in the plugin class under the Cheat Sheet Property. The Dev2Dev article, Building Cheat Sheets in Eclipse, provides a good tutorial on building Cheat Sheets, and is available at http://www.oracle.com/technology/pub/articles/dev2arch/2006/08/eclipse-cheat-sheets.html.

    Summary

    In this article we learned how to use existing report layouts that can be used as a starting point for new reports.We can also create templates using stylesheets.


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