Inetsoft Designer.Pdf
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Copyright and Disclaimer Notice InetSoft Technology Corporation ("InetSoft") and its licensors retain all ownership rights to the software programs offered by InetSoft (referred to herein as "Software") and related documentation. Use of the Software and related documentation is governed by the license agreement accompanying the Software and applicable copyright law. Your right to copy this documentation is limited by copyright law. Making unauthorized copies, adaptations, or compilation works is prohibited and constitutes a punishable violation of the law. InetSoft may revise this documentation from time to time without notice. THIS DOCUMENTATION IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. IN NO EVENT SHALL INETSOFT BE LIABLE FOR INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND ARISING FROM ANY ERROR IN THIS DOCUMENTATION, INCLUDING WITHOUT LIMITATION ANY LOSS OR INTERRUPTION OF BUSINESS, PROFITS, USE, OR DATA. The Software and documentation are copyright ©1996-2007 InetSoft Technology Corporation. All rights reserved. InetSoft™, Style Report™, Insight Scope™, InetSuite™ and the ‘pages overlaying the i’ logo are trademarks or registered trademarks of InetSoft Technology Corporation in the United States and other countries. Other InetSoft logos, product names, and service names are also trademarks of InetSoft Technology Corporation, which may be registered in other countries. All other products or name brands are the trademarks of their respective holders. The downloading, exporting, or re-exporting of InetSoft software or any underlying information or technology must be in full compliance with all United States and other applicable laws and regulations. Any provision of InetSoft software or documentation to the U.S. Government is with restricted rights as described in the license agreement accompanying InetSoft software. Contact Information Our primary goal is to help our customers. In addition to being your Java tools provider, we want to be your extended team member. All customer suggestions and requests are carefully examined, and we will attempt to satisfy our customers to the maximum degree possible. Your feedback is greatly appreciated. Address InetSoft Technology 4500 New Brunswick Ave Suite 201 Piscataway, NJ 08854 Phone +1 (732) 424-0400 Fax +1 (732) 424-5593 Sales Team [email protected] Customer Service (Non-technical) [email protected] Technical Support Please to go to our web site (http://www.inetsoft.com/) and choose either subscriber support or presales support to open cases. General Information [email protected] Web Site http://www.inetsoft.com/ GETTING STARTED GUIDE 1 DOCUMENTATION ROADMAP ............................................................................................................ 4 2 OPTIONAL COMPONENTS................................................................................................................... 6 3 ABOUT THIS DOCUMENT .................................................................................................................... 7 3.1 Prerequisites ............................................................................................................................................................. 7 3.2 Document Conventions............................................................................................................................................ 7 4 TOUR OF STYLE REPORT ................................................................................................................... 8 4.1 Introduction ............................................................................................................................................................... 8 4.2 Installation Overview ................................................................................................................................................ 8 4.2.1 Configuration..................................................................................................................................................... 10 4.2.2 Designer Interface.............................................................................................................................................. 10 4.3 Data Source and Query Design ............................................................................................................................. 11 4.3.1 Defining a Data Source...................................................................................................................................... 12 4.3.2 Defining a Query ................................................................................................................................................ 14 4.4 Report Layout.......................................................................................................................................................... 17 4.4.1 Choosing a Report Type .................................................................................................................................... 17 4.4.2 Sample Report ................................................................................................................................................... 18 4.4.3 Creating the Layout............................................................................................................................................ 19 4.5 Report Elements...................................................................................................................................................... 21 4.5.1 Adding Text and Presentation Elements............................................................................................................ 22 4.5.2 Adding Data Elements ....................................................................................................................................... 26 4.6 Data Binding ............................................................................................................................................................ 28 4.6.1 Data Formatting and Presentation ..................................................................................................................... 32 4.7 Previewing and Distributing the Report................................................................................................................ 37 4.8 Deploying the Report from the Report Designer ................................................................................................. 38 4.9 Viewing and Modifying Deployed Reports ........................................................................................................... 40 4.9.1 Viewing the Report............................................................................................................................................ 40 4.9.2 Report Parameters and Hyperlinks (Drilldown)................................................................................................. 41 5 CONCLUSION...................................................................................................................................... 45 3 of 46 GETTING STARTED GUIDE 1 Documentation Roadmap For complete coverage of the professional tools and features in InetSoft business intelligence software, please refer to the following documents: I REFERENCE MANUALS Administration Reference This document describes the web based administration interface for InetSoft business intelligence server environment. Server environment controls functional module access, user security, report deployment and performance tuning. II PROFESSIONAL GUIDES AND TUTORIALS Data Modeler Guide Data Modeler is the professional desktop tool to build the meta- data layer that forms the data access foundation for all InetSoft business intelligence front end tools. Data objects designed can be used directly by InetSoft front-ends or serve as atomic building blocks for InetSoft Data BlockTM technology. Data Worksheet Guide Data Worksheet is InetSoft’s user interface for the dynamic Data BlockTM technology. This technology allows IT professionals and power users to assemble data objects in Lego like fashion in real time. Data objects from Data Modeler becomes much more flexible through this technology. Data Worksheet is available as a desktop application and a web application. Viewsheet Guide Viewsheet is a zero client web visualization user interface built upon InetSoft’s Data BlockTM technology. This is a business intelligence tool for mainstream executives and business users. Familiar visual objects are utilized for presentation and interaction to ensure maximum ease of use in data exploration and analysis. User Guide The User Guide discusses the InetSoft Portal, the usage of various components in the InetSoft Portal and provides a good overview of user capabilities. Report Designer Guide Report Designer is a desktop application designed for professionals to develop production reports and dashboard elements. Typically, professionals must use this application, due to the complexity of business logic in reports, and the high demand for information compactness and formatting. 4 of 46 GETTING STARTED GUIDE Scripting Guide This document provides thorough coverage of the scripting environment in the Report Designer. Scripting can be used as simple formulas or as a full ECMAScript/JavaScript environment. Programming Guide This document contains detailed descriptions of InetSoft’s Java API and programming environment. Java Web applications and Java