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    Assingment - 3 Creation of Reports - Tabular and Summary

    Uploaded by

    Deepu Reddy
    1) The document describes how to create tabular and summary reports in the eStore application. It provides steps to add reporting functionality, enable objects for reports, and build basic and advanced reports. 2) Instructions are given to create a tabular report that displays eStore name, description, price, and inventory data with price sums, minimums, and maximums and inventory sums. 3) The document also outlines how to generate a summary report that groups data by eStore name and includes average unit price and total units sold calculations.

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    Assingment - 3 Creation of Reports - Tabular and Summary

    Uploaded by

    Deepu Reddy
    28 views3 pages
    1) The document describes how to create tabular and summary reports in the eStore application. It provides steps to add reporting functionality, enable objects for reports, and build basic and advanced reports. 2) Instructions are given to create a tabular report that displays eStore name, description, price, and inventory data with price sums, minimums, and maximums and inventory sums. 3) The document also outlines how to generate a summary report that groups data by eStore name and includes average unit price and total units sold calculations.

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    Assingment - 3 Creation of Reports - Tabular and Summary

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    1) The document describes how to create tabular and summary reports in the eStore application. It provides steps to add reporting functionality, enable objects for reports, and build basic and advanced reports. 2) Instructions are given to create a tabular report that displays eStore name, description, price, and inventory data with price sums, minimums, and maximums and inventory sums. 3) The document also outlines how to generate a summary report that groups data by eStore name and includes average unit price and total units sold calculations.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    28 views3 pages

    Assingment - 3 Creation of Reports - Tabular and Summary

    Uploaded by

    Deepu Reddy
    1) The document describes how to create tabular and summary reports in the eStore application. It provides steps to add reporting functionality, enable objects for reports, and build basic and advanced reports. 2) Instructions are given to create a tabular report that displays eStore name, description, price, and inventory data with price sums, minimums, and maximums and inventory sums. 3) The document also outlines how to generate a summary report that groups data by eStore name and includes average unit price and total units sold calculations.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    Assignment – 4

    Create a Tabular Report


    Pre-requisite setups for creating reports

    Add the reports builder option to the application

    1) Navigation : setup > Create > Apps > Click on eStore apps > click on edit button > select Reports
    option from the avalible tab column and click add button and select Dashboards and click add
    botton finally click on Save botton.

    Enable the object for creating reports

    2) Navigation : Setup > create >click on eStore object and click on edit button, check allow reports
    check box and click on save button

    In this step you will create a tabular report. Tabular reports present data in simple rows and columns,
    much like a spreadsheet.
    They don't contain groupings, but can be used to show column summaries, like sum, average, maximum,
    and minimum.
    1. Click the Reports tab.
    2. Click Create New Folder.
    3. In Report Folder Label, enter EStore Reports.
    4. Click Save.
    5. Click Create New Custom Report.
    6. In the Select Category panel, select Other Reports.
    7. In the Select Report Type panel, select eStore and click Create. Report types set the rules for which
    records to show in reports, based on object relationships. They also determine which fields you can
    use.The report builder appears, with its dynamic preview built from a limited number of records. The
    EStore Name field is in the report by default. The default report format is tabular.
    8. Drag each of the following fields from the Fields pane to the Preview pane, placing them beside the
    EStore Name
    column. To select multiple fields or columns, press CTRL (Windows) or Command (Mac).
    • Description
    • Price
    • Total Inventory
    You now have a basic report, but let’s add a few bells and whistles like sums and averages.
    1. Click next to Price header and select Summarize this Field.
    2. Select Max and Min.
    3. Click Apply.
    4. Click next to Total Inventory and select Summarize this Field.

    5. Select Sum.
    6. Click Apply.
    7. In the Filters pane, select All EStore from the View drop-down list to assign the set of records that the
    report will use.
    8. Click Run Report.
    9. Review the data and click Save As.
    10. In the Report Name field, enter All EStore with Price and Inventory.
    11. Select EStore Reports from the Report Folder drop-down list.
    12. Click Save and Return to Report. You will now see your All Merchandise with Price and Inventory
    report displayed.
    Create a Summary Report
    Summary reports allow for more advanced customization than tabular reports. You can group report data
    by up to three levels
    and add a chart. In this step you'll create a summary report and group by the eStore name.
    1. Click the Reports tab.
    2. Click Create New Custom Report.
    3. Select Other Reports, then Invoice Statements with Line Items and EStore.
    4. Click Create.
    5. The default format is tabular, but we want a summary report. Click Tabular Format and choose
    Summary instead.
    6. From the Fields pane on the left, within the Line Item folder, select the Unit Price field, drag it to the
    Preview pane, and drop it on the right of EStore Name. A green line will appear when you can drop the
    field to create a new column.

    7. Click the down arrow next to Unit Price, select Summarize this Field, choose Average, and then click
    8. Again in the Fields pane on the left, within the Line Item folder, select the Units Sold field, drag it to the
    Preview pane, and drop it on the right of Unit Price.
    9. Click the down arrow next to Units Sold, select Summarize this Field, chooseSum, and then click Apply
    10. Select the EStore Name field (either from Fields or Preview panel) and drag it to the area labeled Drop
    a field here to create a grouping. This aggregates data by the unique eStore item.
    The report now includes all the invoices and their associated line items grouped by eStore item, as well
    as average price and total units sold.

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