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How To Build A Precision Report

tibco

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Covinda Coreena
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13 views7 pages

How To Build A Precision Report

tibco

Uploaded by

Covinda Coreena
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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[Music]

0:06

hello today we're going to introduce you

0:08

to precision reports a way to format

0:11

report output to populate forms in this

0:14

example you're going to automatically

0:16

fill out some of the fields on this w-4

0:18

tax form to give new employees a head

0:20

start on their paperwork

0:22

the data used in this tutorial comes

0:24

from the WF retail database included

0:26

with the product any report can be

0:29

easily converted into a precision report

0:31

but it's also possible to make a

0:33

precision report from scratch in the

0:34

precision report canvas which provides


0:37

all of the same options of the standard

0:38

report canvas with some additional

0:40

formatting tools in the report group in

0:43

the report tab choose precision report

0:45

since a precision report uses features

0:48

unavailable to regular reports

0:49

it can't be converted back first you

0:53

format the page for the form in the

0:54

Layout tab change the paper type to the

0:57

standard 8.5 by 11 letter size next

1:01

you'll cover the page with the image of

1:02

the tax form that you want to fill go to

1:05

the layers tab in the precision reports

1:07

window then go to the tools tab and

1:09
select add image and drag your mouse

1:11

over the canvas next select the image

1:14

file you want to use if you go to the

1:16

IBI folder in your C Drive and open apps

1:18

you can save an image of the form for

1:21

your precision report in a place that

1:22

will be easily accessible in app studio

1:25

to coordinate the data to populate the

1:28

fields on this form you'll create an

1:30

invisible report sorting by ID number

1:32

first click the show and hide icon to

1:35

the left of the word page to hide the

1:37

image of the tax form until you need it

1:39

you can bring it back later by clicking

1:41

the similar icon at the top of the panel


1:43

next select region under data matrix

1:46

this layer controls the report component

1:49

select the fields tab in the same panel

1:51

and add the ID customer field to your

1:53

report click your report and under the

1:56

field tab in the ribbon turn page break

1:59

on this we'll make a new page for each

2:01

person on your list now right-click the

2:05

report and set the invisible option to

2:07

on this will allow us to access the data

2:10

from our report without being visible

2:12

now you'll tell the precision report how

2:15

to autocomplete the fields on this form

2:17

bring the image back by selecting page

2:19
and clicking the show and hide icon at

2:21

the top again

2:22

now choose page header from the same

2:25

window next in the tools tab of the

2:28

ribbon select add text and drag a text

2:31

box over the first name field of the tax

2:33

form to fill it go to the fields tab on

2:36

the right and double click the first

2:38

name data field adding it to the text

2:40

box this will automatically update for

2:43

each person in our database now make a

2:46

text box for last name and fill it by

2:48

double clicking the last name field the

2:50

add text tools stays selected until you

2:53

click select object on the ribbon so you


2:55

won't need to reselect it finally you

2:59

can autocomplete the address for each

3:01

person under home address create a text

3:04

box and add the field customer address

3:06

line 1 now make a text box for city

3:10

state and zip code to fill this field

3:13

double-click customer city type a comma

3:15

followed by a space and then

3:17

double-click the state province code

3:19

type a space and double-click postal

3:22

code this will format the address just

3:24

as you would write it on an envelope

3:27

congratulations you've just started this

3:29

form for potentially thousands of people

3:31
in a matter of minutes when you run each

3:34

person's report you will see that the

3:36

fields are filled with personalized

3:37

information if you want to position the

3:40

text on the form more precisely you can

3:42

use the properties tab on the precision

3:44

reports window to move each text box

3:46

pixel by pixel to put it in the perfect

3:48

spot to learn more visit the web focus

3:52

knowledgebase where you can search all

3:53

technical topics and videos

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