Going through the report data

In a web report, you can choose to show certain groups of records according to your requirements, and switch among the groups to see the data you want.

• Go-to
  Enables you to obtain a different view of data by switching among groups.
• Go-to-by-value
  Enables you to filter data based on a go-to action to obtain a more detailed view of the data.
• Go-down
  Enables you to drill data to a lower-level group according to predefined hierarchies.
• Go-up
  Enables you to drill data to a higher-level group according to predefined hierarchies.
• Going to detail
  Enables you to concentrate on the details of a group.

After a "going" action has been performed, the data presented in the component will be re-loaded from the data buffer, showing only the records in the selected group, and the new report created can be viewed, printed, and exported to other formats in the same way as the original report.

Assume you have created a crosstab report on the business view WorldWideSalesBV in Data Source 1 of the SampleReports catalog showing product sales information with Sales Year (ascending) as the column field, Region (ascending) as the row field, and Total Sales as the summary field, and applied the default style to the crosstab. The crosstab shows as follows:

Also assume that the business view WorldWideSalesBV has defined the following hierarchical relationship: Region > Territory > Country > State > City.

We will now take the crosstab as an instance to illustrate the going functions.

Go-to

The go-to action enables jumping to a different group by replacing the current. It is performed on crosstab column/row headers and table groups.

1. Right-click any value of Region, APAC for example, and choose Go to from the shortcut menu. The list of groups available for "Go to" will appear on the submenu.

   

2. Click Country on the submenu, then in the regenerated result, we can see that Country becomes the group for rows and Sales Year remains the group for columns.

   

3. To return to the original status, click the Undo button on the toolbar.

Go-to-by-value

The go-to-by-value action allows showing the information of another group while applying the current value being clicked on as a filter condition. It is performed on crosstab column/row headers and table groups.

1. Go back to the original report in the above example.
2. Right-click the value APAC of the Region group, and point to Go to by value on the shortcut menu. A submenu for the command is displayed, which lists the same items as those of Go To.
3. Click Country too and the result will be regenerated.

   

   We can see that the result is different from that of go-to. This is because that, for the go-to-by-value action, the group of rows changes to Country while being filtered by the Region value APAC. That is, on the basis of the go-to action, a filtering action where Region = APAC is performed at the same time, and thus the result of go-to-by-value is generated.

   In addition, when a go-to-by-value action is performed, the "Go To" Filter panel will be displayed on the left of the JReport Studio window, showing the group and the value that the filter is based on.

   

4. To go back to the original report, click the Undo button on the toolbar.

Go-down

The go-down action allows going from a non-bottom level group to the one-level-lower group while applying the current selected value as a filter condition. It is performed on table groups, crosstab column/row headers, and chart categories and series.

1. Go back to the original report in the above example, right-click the value APAC, on the shortcut menu, point to Go down, and we can see that Territory is listed as the submenu item.

   

2. Click Territory to see the result. It displays the data about territories in the Asia Pacific region.

   

3. The one-level-lower group for Territory defined in the hierarchy is Country. Now click Asia directly and JReport will go down to Country.

   

   After these two go-down actions, we can see two filters are added in the "Go To" Filter panel, Region = APAC and Territory = Asia.

   

   This is because, when you perform a go-down action, a filter will be created based on the value you click on. In this example, we first click on the APAC region, so JReport drills this region one-level down to display territories in APAC, and thus the filter Region = APAC is created. If you want all data in the one-level-lower group to be displayed when you drill down a group, you can remove the corresponding filter from the "Go To" Filter panel, by clicking X beside the filter condition.

Go-up

The go-up action allows jumping from a group which is non-top level in a predefined hierarchy to the one-level-higher group. It is performed on table groups, crosstab column/row headers, and chart categories and series.

1. Based on the report result after go-down, right-click any value of Country, China for example, on the shortcut menu, point to Go up, and we can see that Territory is listed as the submenu item.

   

2. Click Territory to see the result. Territory is now the group for rows and the filter condition Territory = Asia is removed from the "Go To" Filter panel.

   

3. The one-level-higher group for Territory defined in the hierarchy is Region. Now right-click any value of Territory, South Pacific for example, on the shortcut menu, point to Go up and click Region, the crosstab restores to the original state.

   

Going to detail

The go-to-detail action is performed on the summary of the tables, crosstabs and charts. First define a table and make it contain the information you would like to view about the summary values. Suppose that the summary is total sales in different countries. Then when you perform go-to-detail action on the value of total sales in France, you will get the table displaying the fields you defined and having applied the filter condition Country=France. When you go to detail of the total sales in another country, the table will display the data of that country.

To define the detail table for a summary and perform the go-to-detail action on it:

1. Right-click any summary value and select Edit Detail Table from the shortcut menu. The Edit Detail Table dialog is displayed. See the dialog.

   

2. From the Resources box, add the fields you want to display in the detail table of the summary. To adjust the order of the added fields, click or .
3. Click OK to finish defining the detail table.
4. Right-click a summary value of which you would like to view the detailed information, then click Go to Detail on the shortcut menu. The detail table for the summary value will then be displayed, which shows the fields you have defined.
5. To go back to the original report, click on the toolbar.