Adding elements

You can add more elements to a business view at any time to suit your requirements.

Adding a category

To add a category, follow the steps below:

1. In the Business View Editor window, select the business view (or any existing category) in the right panel, right-click and then click Add Category to display the Category Property dialog. See the dialog.

   

2. In the General tab, set the name and display name for the category in the Name and Display Name text fields. The name and display name must be unique at current level.
3. Type a description for the category in the Description text box if required, which will be shown when you hover the mouse pointer over the category in the Resources panel of JReport Studio.
4. Click the Security tab and set permission to the category as required (for details, see Configuring security).
5. Click OK. A new category will be added to the business view (or the selected category). You can then add view elements to it.

Adding a view element

To add a view element, take either of the following two ways:

• Adding via dialog
  1. Select the business view or a category into which you want to add the view element, right-click it and then select Add View Element from the shortcut menu to bring up the Add View Element dialog. See the dialog.

     

  2. In the General tab, decide the type of the view element by selecting the corresponding item from the Type drop-down list. It can be Group, Aggregation or Detail.
  3. Click the chooser button next to the Mapping Name text field to specify the mapping field of the view element.
  4. Specify the display name of the view element in the Display Name text field.

     By default, the display name is the same as the mapping name. You can change it according to your requirements. The display name must be unique at current level.

  5. If you choose to create an aggregation object, click the Aggregate Function drop-down list to specify the aggregate function for the object.
  6. Specify the tooltip and description of the view element in the Tip and Description text boxes respectively if required, which will be shown when you hover the mouse pointer over the view element in the Resources panel of JReport Studio.
  7. Click the Security tab and set permission to the view element as required (for details, see Configuring security).
  8. When done, click OK to close the dialog.
• Adding by dragging

  In the Business View Editor window, drag a table, DBField, formula, or summary from the Resource Objects panel to the business view or a category. Then, all DBFields in the table, the DBField, formula, or summary will be added as view element into the business view or the category you drop it into, and JReport will determine their types automatically.