Impromptu Advance Topics

CatalogCatalog is a metadata layer which works as a bridge between report and database. It contains the following Information • Name & Location of the database • Tables & Columns to be included for reporting • Joins between Tables What Are a Catalog’s Benefits? A catalog has benefits for both you and the user. As an administrator: • It means you can serve different user communities without having to modify your database • It allows you to specify what information is available to users and how it is accessed • It can provide you with a single point of maintenance for your entire Impromptu environment From the users’ perspective, a catalog: • Insulates them from the database, making database training unnecessary • Presents them with an intuitive, business view of their data What Does a Catalog Contain? A catalog contains: • Folders—meaningful groups of information representing columns from one or more tables • Columns—individual data elements that can appear in one or more folders • Calculations—expressions used to compute required values from existing data • Conditions—used to filter information so that only a certain type of information is displayed • Prompts—pre-defined selection criteria prompts that users can include in reports they create • Other components, such as metadata, a logical database name, join information, and user classes What Type of Catalog Should You Create? You can create four different types of Impromptu catalogs: • Personal (the default) • Shared • Distributed (the most common) • Secured The type to create depends on your environment, the knowledge of your users, and your security requirements. Once you have built a catalog of one type, you can easily change it to another type. The Personal Catalog A personal catalog can be used by only one person, and cannot be opened with the User version of Impromptu. If you are creating a catalog for your own use only, then you will want to create a personal catalog. You might also want to begin the catalog creation process by creating a personal catalog. Then you can test the catalog to

ensure that it is set up correctly before converting it to another type of catalog that can be used by others. The Shared Catalog A shared catalog can have many users. The users can create their own reports, but cannot change the catalog. With a shared catalog, all your users work with the same catalog. A shared catalog is useful when: • You want to avoid problems that can arise when users "personalize" their catalogs, by creating different reports and using different data so that consistency throughout your organization is lost • You want to store the catalog on a shared drive on a Local Area Network (LAN) • It is necessary to protect the catalog against modifications, except by you or someone else in the Creator user class • You want users to be able to create and edit their own reports If you create a shared catalog, you will want to define different user classes. You will also want to clear the Edit Folders checkbox in the Governor tab of the User Profiles dialog box for users who should not be able to make modifications. By default, users of a shared catalog cannot add to the catalog, but you can assign them this ability using Governor settings. The disadvantages of a shared catalog are: • Users must have access to the LAN to access the catalog • You can only maintain the catalog when no-one is using it The Distributed Catalog When you create a distributed catalog, you keep a master distributed catalog, and a personal distributed catalog is made from the master for each user. Users can create reports and make changes to their copies of the catalog within the limits of the user classes assigned to them.When you change the master distributed catalog, the changes are automatically applied to each user’s personal distributed catalog. A distributed catalog is useful if: • Users must be able to create and edit reports and append to the catalog contents, but also need the benefit of a common catalog for their group • Users need to be able to work off-line (although they still need access to the database) • You want to make it easier for users to make changes than it would be with a shared catalog, since a shared catalog requires all users to work from the same catalog • As an administrator, you want to maintain the catalog centrally Some disadvantages of a distributed catalog are: • Network traffic is incurred when copying catalogs to user machines • There may be a short delay when a personal distributed catalog is opened, while it Synchronizes with the master distributed catalog The Secured Catalog A secured catalog can also be a distributed catalog. But with a secured catalog users have a read-only version of the catalog. They can’t change the contents of the catalog or the reports created with the catalog, and they can’t create new reports. But they can run reports you have created for them, convert reports to different file formats, and print reports.

non-equi. Proper joins are crucial to the success of ad hoc reporting. All of the possible combinations of these rows could then be reported on. you can use an outer join. They enable you to relate data in one table to data in another table in the same database. complex. you maintain the advantage of having centralized control over the catalog. For example. Types of Impromptu Joins You can make six types of Impromptu joins: • Equi • Non-Equi • Outer • Self (Reflexive) • Compound • Complex Equi Joins The most common type of join is an equi join. Outer Joins Outer joins retrieve rows from one table even if there are no matching rows in another table.The criteria are based on expressions that you define using these operators: • <> not equal to • <lessthan • >greaterthan • <= less than or equal to • >= greater than or equal to To create a Sales Representative report showing which representatives sold more or less than a given representative. . Non-Equi Joins Non-equi joins retrieve all of the rows from one table that meet certain criteria in another table. you could compare the values in the sales amount column with a non-equi join. and do not have to be redefined unless the database structure changes. This helps ensure that users can access the information they need no matter where it is in the database. and include representatives who made no sales at all.With a secured catalog. to create a report showing all sales by sales representative. They can be used in conjunction with self. the linked columns of a database’s Products and Orders tables are the two columns for Product Number. Once you define joins. Users are shielded from having to know anything about how tables relate to one another. What Are Joins? Joins define the relational links between tables in the physical database. and complete control over reporting against the database. or compound joins. so users can retrieve data from more than one table at a time. Equi joins retrieve all of the rows from one table and the rows in another table when the values in the linked columns are equal. and are also required for standard reports. then retrieve the rows from both tables that contain these values. they are available for all users. An equi join between these tables would match up equal values in the two Product Number columns.For example. The disadvantages of a secured catalog are the same as for a shared catalog.

so you can compare data in a column to other data in the same column. you must know the relationship between the two tables you are joining. For example: (Sales. The outer join goes on the master side (which returns all rows). Since a manager is also an employee.and you must consolidate information for the two organizations. Impromptu might be required to assist a database which provides less complete support of the SQL-92 definition of outer join processing. or outer join. as if you combined a left outer join with a right outer join. when your organization acquires another organization. self. even if there is no match. right. Self Joins (Reflexive Joins) Self joins are required when you want to join a table to itself. not the detail side. both the employee and manager data are in the same table. Sometimes a relational database has a unique key. 4) They are not used frequently. The side of the outer join determines which rows are reported on. although they can be used in conjunction with a nonequi or outer join. What is an Alias Table? An alias table is a catalog table that you create from an existing (source) database table. or full outer join. you would create an alias table and join it to its source table. The result is two tables with the same contents but different names. A full outer join retrieves all the rows from both tables. To make it easy for users to understand the information they are selecting. This can affect performance. In doing so. Impromptu provides support for left. Use a complex join. To determine whether to create a left or right outer join. Self Joins: An Example You might create a self join if you want to create a report displaying all of the employees that report to each manager. you create an alias table. be aware of the interaction between Impromptu and your database. processing could end up being done by Impromptu rather than the database. To create a self join. using a button in the Tables dialog box." Compound Joins Compound joins are useful where multiple columns generate a unique key to join to another table. 1. which is a combination of two or more columns. A compound join can also be used in combination with a non-equi. . you would ensure that the information is properly identified by the alias name. This could have a negative impact on performance. right.prod_code. For example. for example. typically with a non-equi join. Complex Joins Complex joins use an expression created with the Expression Editor to join tables. To make the report possible. then join it to its source table.prod_code=Substring(Products. When defining complex joins. If you use internal expressions or functions (those with the icon indicating they could be used in Impromptu).An outer join can be a left. and full outer joins. you could name an alias of "Employees" as "Managers.

By default grouped item is sorted in ascending order.Types of Reports There are eight types of reports that can be created in impromptu • Simple List-Shows data in rows and columns • Grouped List-Show detailed information grouped by common values. • Crosstab report-It enables you to show values at the intersection point of rows and columns and is useful when you need to compare information using one or more criteria in one report.In grouped list report the grouping is done on grouped item.The data itemyou select first decides how the report is sorted and grouped. .The data item which is selected is inserted in the grouped item.

Grouped tab is not available here. Mailing Label-Mailing labels are set of frames.each of which contains mailing address.This report provides a quick and easy way to print mailing labels • .Nested Cross tab • Grouped Crosstab-In row we have grouped item and row item. The report grouping will be in the following order-Customer No. The first data item selected for row goes into grouped item and this decides how the report is grouped and sorted. Customer name and product line respectively. Suppose for ex if you selec customer number as grouped item in row then you insert customer name in row under row item and then product line in column item.

based on customer information present in the database. • Form Letter-In this we have to provide the details of customer and address.The result displays the above details and then we need to edit and put our content for the letter. .

A store procedure can retrived data. • Stored procedure-sp are routines of codes stored in database.’OUT’) Save this as impromptu report and use this in another report. .• Blank Report-This is used to create chart reports and sub reports. Call store procedure name(‘IN’.

Impromptu will then combine the results on the PC. You balance the client/database-server load using settings on the Client/Server tab of the User Profiles dialog box. This option would be a viable solution for users in a warehouse who have diskless Personal Computers (PCs). All single request queries will be allowed.Optimizing Performance Client/Database-Server Balancing Options With Impromptu’s client/database-server balancing features you can optimize processing by determining where and when processing occurs. This option is useful for SQL requests that will be run in other applications besides Impromptu. Impromptu retrieves all rows in the database and then applies the uppercase condition. this option prevents building a query that involves both details and subtotals. if you want last names changed to uppercase. By default. You might want to use this option when queries are very large. but not multiple request or multiple-pass queries. Limited Local Processing Use the Limited Local Processing option when you want data passed from the database server to the PC. and you put this condition in the footer of a query. a report that includes subtotals and/or grand totals won’t be allowed. which handles processing locally. Database Only Use the Database Only option to process on the database server only. If your reporting environment requires flexible processing. then all processing takes place on the database server without restrictions. You can choose to perform query processing by Database Only. You would only see in Impromptu what you were previously able to see in the other application. This type of option may be suitable for novice users. the standard templates provided by Impromptu are set to Limited Local Processing. or Flexible Processing. the Database Only option requires that the query is completely processed on the database server in one query submission. . you can modify the settings in the templates for all new reports that you create. If you put the uppercase condition in the header. In interactive queries. the Limited Local Processing option attempts to perform as much of the processing on the database server as is possible through the use of multiple queries. As a result. For example. Limited Local Processing. In interactive queries. Impromptu applies uppercase to the data as it is displayed. For example. Setting the correct client/database-server options for different user classes ensures that all users get the best possible performance. This option limits you to executing queries that do not require local processing. as these operations are performed in a second request. Limited Local Processing allows for more advanced type querying than Database Only. If you have the Impromptu Request Server package. or when you want the Structured Query Language (SQL) generated by queries to be portable to other applications that access your database.

This option allows for the full querying capability of Impromptu. depending on the database. Limited Local Processing won’t work if you want to sort on a calculated column requiring local expressions. the Flexible Processing option is the default. The dialog displays the message "local database. This option allows Impromptu to execute any query. Flexible Processing With the Flexible Processing option Impromptu determines where processing should take place. For example. the entire result set can be sent to the PC. AVE. this is the option you should set.The Limited Local Processing restriction disallows queries that require local sorting. All other queries are allowed. When you are using a local database." . all options on this tab in the Report Query dialog box are dimmed. MAX or MIN column. flexible processing assumed. SUM. In interactive queries. but it can increase network traffic. where local sorts are performed. and allows Impromptu to determine the location for processing a query. With this option. You can also make Client/Database-Server settings at the query level. If users require such capability. you could not sort or apply a filter on a COUNT. or if a filter is based on a calculated column.

A report user who wants to see related or more detailed information selects a value in the report and drills through to an associated report. Associate Reports for Drill-Through . the chart must contain summary values for one data item (for example. • Both reports must be from the same catalog.Use Drill-Through Reports You can use drill-through reports to create a report that better meets the needs of its primary audience while still providing an easy to access link to related information. Notes • You can only drill through from a value in the parent’s main query to a main query in the child report. For example. The associated drill-through report opens and is filtered on order number 160. You select this value and click the Drill-Through button. you have a report that lists customer names. You want to see the transaction details for order number 160. order numbers. a bar chart that shows the total sale amount for each country). You can set up drill-through associations for the following types of reports: • List reports • Crosstab reports • Reports containing multiple queries (sub-reports) • Reports using snapshots or outflows • Reports including chart frames You can also drill through to Cognos Query. and the total sale amount for each order. • To drill through from a chart.

2. 3. Select a column for which you want to add a drill-through report and click Add. you • select the report from which you want users to start. the following occurs: • Filter information for this value is passed to the filter expression of the child report. ensure that you have a parent report. click Options (Tools menu). select the Drill Through tab. Note: If the Drill Through Properties command (Report menu) is unavailable. and then click Properties. This is called the parent report • select a report that you want users to drill to. • Both the parent and child reports must be from the same catalog. and then select the Enable Drill Through Properties check box. This is called the child report • specify the parent report column(s) from which a child report can be accessed • specify the columns from the parent report that are to be included in the filter expression of the child report When you select a value in one of the specified columns in the parent report and click the Drill-Through button. • Any other columns that you selected for inclusion in the child filter are passed to the filter expression of the child report. Steps Before you begin. . and at least one report that is going to be the drill-through or child report. 1. click Drill Through. From the Report menu. The Add Drill Through Query/Report dialog box appears. Open the parent report (the one from which users will drill). and click any data item. The Drill Through Properties dialog box appears. • The child report’s query runs and the report appears.To set up a drill-through report association.

Impromptu grays them and shows you a message. select Enable Filter by Catalog to see only reports that use the same catalog as the parent report. and . Select Enable Filter by Columns to see only reports that contain columns you are using in the drill-through filter. click OK to set the drill. if you select Product for the drill-through column Product Cost. then when the user drills through on a value of Product Cost. the filter information passed to the child report includes the value of Product that is in the same row as the selected value of Product Cost. along with any grouped columns. Notes • If there is a conflict between the parent and the child filters. 6. You can then choose whether you want to leave the columns in the drill-through filter or clear the selection from the columns and remove them from the drill-through filter. the user will be unable to drill through from the parent to the child report. Select the column(s) to be included in the drill-through filter. if the selected value in the parent report results in the filter Country = ‘Canada’ being passed to the child report. Type the drill-through report name and path.4. 7. Clear the column(s) you do not want included in the drill-through filter. and verifies whether the selected columns exist in the child report.through association and close the dialog box. Click OK. Note: If one or more selected columns do not exist in the child report. In the Drill-Through Properties dialog box. For example. For example. Note: The column you add a drill-through report for is included by default in the drillthrough filter. if you do not add the missing columns to the child report. Impromptu validates the child report’s path and file name. You can clear the check box for these columns if you do not want them in the filter of the child report. For example. the filter passed to the child report could be Product Cost = 500 AND Product = Star Lite. the drill-through (child) report may contain no data. 5. or click Browse to find it. While browsing. However.

when you drill through an error message appears and the drill-through operation fails. the filter becomes Country =’Canada’ AND Country = ‘Germany’. • If you remove or rename a column in the parent or child report. The result is that no rows meet these filter conditions and no data is shown in the drill-through report. . or if the data type of a column changes in the database.the child report already has a filter Country = ‘Germany’.

Select the empty frame that you want to change into a sub-report. This excludes only OLE objects and picture frames. you create a report that compares annual sales. so that you can deliver information that would otherwise only be available with two or more reports. Work With Sub-Reports . group. The creation of sub-reports is best suited to report authors who have a good understanding of the database that the catalog uses.Sub-reports are multiple Impromptu queries contained in a single report. you must define its query as well. you can only group data in different frames on the same columns. you use sub-reports. you create a report that lists sales information. For example. with a regular report. sub-reports cannot be saved as remote snapshots • insert a sub-report into a list frame • sort. For example. and who are creating standard reports for use without modification by the user community. 2. Sub-reports offer more flexibility for grouping and sorting data than a regular report. You want to see the total sale amount for each year by both product and by product type. Sub-reports use the same catalog. You use subreports and display them side by side. but you can group each sub-report on different columns. In order to sort. Steps to Change an Empty Frame into a Sub-Report 1. or filter two different queries simultaneously Create Reports Containing Sub-Reports A new report automatically has a main query. From the Report menu. What You Can Do With Sub-Reports You can • schedule sub-reports with Scheduler and print the results • export the main sub-report query data to other applications using the Save As command • drill through to a sub-report from PowerPlay or Impromptu. group. You can also create reports that display information in a vertical list. When you add a sub-report. You can also apply different sort and filter conditions to each subreport. however. click Change to Sub-Report. and filter on different data items. You can add a sub-report to a report by • adding a new frame as a sub-report • changing an empty frame into a sub-report A frame can be changed to a sub-report or added to the report as a sub-report as long as it can be associated with a query. the filters that are automatically applied from the source report to the drill-through report are always applied to the main query but never applied to the sub-report queries • publish a report with multiple queries as HTML (HyperText Markup Language) and view it with a Web browser What You Can’t Do With Sub-Reports You cannot • save a sub-report as a local snapshot • schedule sub-reports with Request Server.

Hold down the mouse button and drag the mouse diagonally until the frame is the size you want and then release the mouse button. 5. and that the frame is not an OLE object or a picture frame. List. For Example You filter a sub-report query so that it shows only order information for the current customer name in the main query. place the main report in a form frame that shows only one row at a time. If you want a sub-report to show information for another row in the column. . then click the type of frame you want to insert (Chart. The example above uses the Customer Name column to link the queries. 2. that the selected frame is not already a sub-report.Note • If the Change to Sub-Report command (Report menu) is unavailable. the Chart Properties dialog box appears. such as a form frame. you can link them by including data items from the main query in the subreport filter expression. Link Sub-Reports By default. 4. the sub-report shows only information for that customer. ensure you selected a frame. From the Insert menu. the main query and sub-report queries are independent of each other. Position the pointer where you want the upper-left corner of the frame. it changes as you click through the rows in the main report. However. If you add a chart sub-report. When you insert the sub-report into the form frame as well. or Text Frame). For example.<column name> <Column name> is the data item you use to link the queries. Each time you scroll to another customer name. Steps to Insert a New Frame as a Sub-Report 1. Form. click Sub-Report. The filter expression that links a sub-report to a main report looks like this: <column name>=Main Query. Crosstab. it checks for the first row in the Customer Name column and shows only information for that customer. Add the data items you want in this sub-report and click OK. The Query dialog box appears. Select the frame into which you want to insert a sub-report. the main and sub-reports above are both in a form frame that shows only one row of the Customer Name column at a time. 3. When the sub-report query runs.

The Blank template uses a form frame to create a report. Steps to Add a Linked Sub-report 1. click Single Row of Data. and click OK. click Properties. In the Scope of Data box. Main Query. and use data items from the main query to create a filter expression. click the Data items. and click OK. 2. 5. Each time you scroll. open the Customers folder. Click the empty report. Use the scroll buttons on the top right of the report to scroll through the data items in the main query. 2. the report frame is recreated. click Query. Use to drag and size a list frame anywhere in the report. 3. 4. . Create a new report using the Blank template. From the Insert menu. click Sub-Report. 3. From the Report menu. double-click the data items you want to include in the main query. 7. double-click the data items you want to include in the sub-report query. The sub-report then shows information for the current row in the main query. To recreate the example above • double-click Catalog Columns. To recreate the example above. double-click Customer Name. open the Customers folder. open the Orders folder. In the Data tab (Query dialog box). and click List Frame. and double-click Customer Name • double-click = • double-click Report Columns. In the Data tab (Query dialog box). and click the Layout tab. Click the Filter tab. and click Mark for Insertion. and double-click Order Date and Closed Date. In the Query Data box. and the subreport query runs. The cursor shows a List Frame icon. From the Format menu. 6. To recreate the example above. Click OK. and Customer Name 4. Click OK.Steps to Create the Main Report 1.

when you want to select values from a subset of those available in the database. Only the products belonging to the product type you select are retrieved and displayed in your report . The values listed in picklist prompts can be retrieved from • a database via a catalog when you want to select information that often changes. The types of prompts are • type-in • picklist • catalog Each prompt type appears when you open a report. If the text file has a single column of values. so you need not be familiar with the database. When you open a report that contains more than one prompt. For example. Use two columns in the text file to provide descriptive text for the filter values. Impromptu filters the report to show only the orders placed within a specific time period. • a column in another saved Impromptu report. you are prompted to select one of the customer names. For example. the value in the Prompts dialog box is the filter value. If the text file has two columns. Type-in Prompts A type-in prompt captures information that you enter into the prompt. from the Report menu. Picklist Prompts A picklist prompt presents you with a list of data items from which you select one or more values. For example.Prompts Use Prompts to Select Report Data You can use prompts to filter data when you open a report. The report uses your response to filter the data. the value in the Prompts dialog box comes from the second column and the corresponding value from the first column is the filter value. or a HotFile. you cannot enter multiple values in a type-in prompt except when you want to define a range or time period. Prompt Manager). • a text file saved in a comma delimited ASCII format when you want to base a prompt on information from another application. a report can include a prompt that asks you to select a product type from a list of those available in the database. Because Impromptu is case-sensitive. a snapshot. type-in prompts are best suited for capturing dates or numeric values that do not require familiarity with the contents of the database. When you open the new report. Impromptu presents the prompts in the order they are listed in the Available Prompts list (Prompt Manager dialog box. a report on order information uses a type-in prompt to capture two dates. a report picklist prompt based on the Customer Name data item in another report lists only the customer names included in the referenced report. However.

and display a different data item in the prompt. You can access catalog prompts from the Filter tab (Query dialog box). A folder for catalog prompts appears under the Catalog Columns in the Available Components box. you can use one data item as the source for the prompt.Picklist Prompts that Allow Multiple Selections To create picklist prompts that let you select more than one value. they are available to any report that attaches to the catalog. or you can use prompts from the catalog. . the filter expression Product Type in (?Product Type?) brings up the following prompt dialog box: This prompt enables you to select multiple items from the list using Ctrl+click. use the In operator and put the prompt in parentheses. Catalog Prompts The administrator can create catalog prompts stored in a folder within the catalog. For example. Creating Prompts Using the Prompt Manager You can create your own prompts using the Prompt Manager. Because the catalog prompts reside in the catalog. Users can also create their own catalog prompts if they have the access rights or are working with a personal distributed copy of the catalog (Folders in the Catalog menu). For catalog and report picklists. This may affect performance. you can prompt users for a data item such as product name. but use Product Number in the query that generates the report. For example.

Report Picklist • Locate and select the desired report. From the Report menu. • If you want a default value to appear in the Type-in Prompt box when the report is opened. In the Type box. select the appropriate data type.Steps to Create a Prompt for a Single Value 1. Impromptu may select a default data type. select the type of prompt. type a prompt name. 2. In the Message box. type the instructions users see in the Prompts dialog box when you open the report. 4. Depending on the expression. type a default value in the Default Value box. File Picklist • Locate and select the desired file. Impromptu may select a default data type. Do one of the following: Type-in • In the Data Type box. select the type of data you will enter. Click New. 6. and click OK. • In the Data Type box. Catalog Picklist • In the Catalog Columns box. The Prompt Definition dialog box appears. and click OK. 3. 5. select a data item and click Display. • If you want the Report Picklist to show a different data item in the prompt. • Depending on the expression. • In the Report Data box. select the data item you want to use to filter your . select the data item you want to use to filter your report and click Use. click Prompt Manager. In the Name box.

In the Available Components box. Click the prompt you want to appear as the first prompt. Other types of filters apply to existing queries. click the operator you want to use (either And or Or). In the Available Components box. a filter retrieves product information based on the product line captured by the prompt: Product Line = ?Product Line Prompt? Each time you open the report. 8. Click the Filter tab. you can enter a different product line. 9. Steps to Create Prompts for Multiple Values 1. Do one of the following: • To use an existing prompt or create a new prompt. click the desired operator and then double-click Prompt Manager 6. select a data item and click Display. 4. Country = ?Country? and Product in (?Product?) and Sale Amount >= ?Amount? • You can use any combination of prompt types. Filters that use prompts are more efficient than other filtering methods. A prompt filter is applied when data is retrieved from the database on the first query. . add the required data item from the Report Columns or Catalog Columns folder. Click OK. the new prompt appears highlighted in the Available Prompts box. From the Report menu. Create a filter expression up to the point where you want to include the prompt. 2. 7. What You Can Do Using Prompts You can use prompts to • filter reports • calculate data items • format data Filter Reports Prompts are often used to filter reports. click Query. From the Report menu. Steps 1. • If you want the Catalog Picklist to show a different data item in the prompt. Create more than one prompt. In the Available Components box. If more than one prompt is defined. 2. and then click OK. Repeat steps 4 to 7 until all the prompts you want to use are included. 5. For example. then click the Filter tab. Notes • Prompted values appear between question marks. so Impromptu must access the database again. double-click Prompt Manager. but the filter itself stays the same. For example. 3. click Query. 3. and click OK. Click OK. select or create the prompt.report and click Use. 7.

The path for the prompt location and the prompt name appears in the Filter Definition box. Click OK. and then click OK. select the prompt. a prompt called Sales Over the Catalog Prompts folder would look like this: Sale Amount >= ?\Catalog Prompts\Sales Over? 4. double-click Catalog Columns. you create a condition that applies a green background color to all sales amounts greater than the number entered in a prompt.• To use a prompt stored in the catalog. if necessary. For example. 2. you can enter a different markup value without modifying the calculation itself. a prompt called Sales Over looks like this: Sale Amount >= ?Sales Over? 6. Complete the calculation expression. Steps 1. From the Report menu. . Calculating Data Items Prompts can capture values that are used in calculations. For example. In the Calculation Definition dialog box. 7. 5. Format Data Prompts can capture values used in conditions that format data. a calculation determines new product prices based on a markup value captured by the prompt: New Product Price = Product Price + (Product Price * ?Markup?) Each time you open or run the report. 5. Click OK to close the Prompt Manager dialog box. click Query. and click the Data tab. if necessary. For example. select or create the prompt. 3. Click OK. Do one of the following: • To use an existing prompt or create a new prompt. • To use a prompt stored in the catalog. select the prompt. and then click OK. For example. you can change the condition description without modifying the condition itself. 4. Click the Calculate button. and then click OK. You could enter "500" in the prompt as follows: The resulting list would have all sale amounts greater than $500 conditionally formatted. double-click Prompt Manager. Every time you run a report. Impromptu shows the Prompts dialog box where you can select a value. create a calculation expression up to the point where you want to include the prompt. Your prompt name appears in the Expression box. Complete the filter expression. double-click Catalog Columns.

. click Add Custom Condition. click Conditional Formats. Impromptu shows the Prompts dialog box where you can select a value. Select a data item in the report to which you want to add conditional formatting. 6. From the Format menu. click Conditions. 4. 3. • If the prompt doesn’t exist. In the Change Style To box. 10. Complete the condition expression. 9. if necessary. Click OK to close the Prompt Manager dialog box. Click OK. From the Conditions dialog box. Your prompt name appears in the Expressions box. 8. Click OK.Steps 1. select the style you want to apply. All sale amounts over $500 are highlighted. 5. Click Close. 2. select it from the Prompt Manager dialog box. From the Conditional Formats dialog box. click New and create it. 11. For example: Sale Amount >= ?Sales Over? 7. Double-click Prompt Manager and do one of the following: • If the prompt already exists. Create a condition expression up to the point where you want to include the prompt.

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