Working with Layout Editor

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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

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Revisiting the Layout Editor

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Opening the Layout Editor

Click Add New Layout in the Thumbnail view, and then select a template.

Click Create in the List view on the Layout toolbar. Select Actions > Edit Layout.

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Selecting a Predefined Template

Two types of predefined templates: Basic templates Shared templates

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The Layout Editor Interface

Static Toolbar Dynamic Toolbar

Access data source, layout components, and item properties panes.

Design Area

Click to collapse the entire left pane.

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Navigating the Layout Editor Interface

Data Source Pane

Components Pane

Insert Menu

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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.

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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

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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

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Inserting a Data Table

Table Tab

Drag Data Table from Components to the design area.

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Adding Data Fields

Drag the data columns to the table layout.

Total is automatically inserted.

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The Table Tab and Dynamic Table Menus

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Formatting Data in a Table

Table Column Header Menu

Column Menu

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Adding Number and Date Formats

Format SALARY. Format HIREDATE.

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Defining Groups and Subtotals

Grouped left

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Defining Sorts

Sorted ascending as the first priority

Sorted descending as the second priority

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Applying Conditional Formats

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Applying Conditional Formats

Yellow: Salary between $3,500 and $8,000 Red: Salary < $3,500 Green: Salary > $8,000

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Defining a Table Filter

2 3

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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

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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

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Inserting a Chart

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Adding Data Fields to a Chart

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

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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

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Working with Repeating Sections

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Working with Repeating Sections

Report viewed interactively

Select the Department.

A chart and a data table added along with corresponding data fields

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Working with Text Items and Images

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Working with Gauges

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Working with Page Layout Features

Page Layout Tab

Orientation and Paper Size

Header/Footer Section

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Working with Page Layout Features

Header Section

A report rendered in PDF format

Footer Section

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Saving a Layout

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Practice 5-3: Overview

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

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Advanced Features
Working with pivot tables Creating boilerplates

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Working with Pivot Tables

The pivot table appears with your selected content.

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Creating BoilerplatesPredefined Layouts

You can add boilerplates to both: Shared Folders My Folders

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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

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

Practice 5-4 and 5-5: Overview

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

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