Inserting a table

To insert a table into a report or a library component, take the following steps:

1. Position the mouse pointer at the destination where you want to insert the table. A table can be inserted in the report areas listed in Component placement.
2. Do one of the following:
   • Click Insert > Table on the menu bar.
   • Click the Insert Table button on the Insert toolbar.
   • Drag Table or Horizontal Table from the Toolbox panel.
3. In the Table Type dialog, choose a type for the table:
   • Table (Group Above)
     Creates a table with group information above the detail panel.
   • Table (Group Left)
     Creates a table with group information left to the detail panel.
   • Table (Group Left Above)
     Creates a table with group information left above the detail panel.
   • Summary Table
     Creates a table with only group and summary information.
4. Click OK to confirm the type and the Create Table wizard is then displayed.
5. In the Data screen of the wizard,
   • If you are inserting a table into a page report, define or select the dataset on which the table will be created.
     • New
       If checked, the table will be built on a new dataset created from the catalog resources.
     • Existing
       If checked, specify the dataset in the current report from which the table will be created.
     • Current
       If checked, the table will be built on the dataset which is used by its parent.
   • If you are inserting a table into a web report or a library component, select a business view in the current catalog on which the table will be created.
6. In the Display screen, add the fields from the Resources box to be displayed in the table. Modify the display name of any added field if needed by double-clicking its Display Name column. If required, click the Sort Fields By button to specify how to sort data in the table.

   If you are inserting a table into a web report or a library component, you can also specify a title for the table in the Title text field.

7. In the Group screen, add the fields as the grouping criteria, and then specify the sorting direction of each group level in the Sort column.
8. To add summaries, go to the Summary screen. In the sum on box (the box on the right), specify the group to which the summary will be applied (if you select Table, the summary will be based on the whole dataset), add a field from the Resources box as the sum on field, and then select the function for the summary from the Aggregate Function column. From the Position and Column columns, specify where to place the added sum on field in the table.
9. In the Filter screen, define some filter conditions to filter the data displayed in the table. If you are inserting the table into a web report or a library component, you can select a predefined filter of the specified business view if there is from the Filter drop-down list to apply, or select User Defined in the list to define a new filter.
10. In the Style screen, specify the style of the table as required.

    If you have specified to insert the table into a banded object in a page report, by default the table will inherit its parent's style. If you want to apply another style to the table, uncheck the Inherit Style option and then select the required style from the Style box. For more information, see Inheriting the style from a data container.

11. Click Finish to insert the table.

    If you have used the menu or toolbar command to insert the table and specified to insert it to position other than the report body or tabular cell, after clicking Finish in the wizard, you need to click the mouse button in the destination once again in order to insert the table there.

See also the Create Table wizard for page report or web report/library component for detailed information about options in the wizard.

After a table has been created, you can customize its appearance and behavior by setting properties in the Report Inspector, which can be saved as a CSS style for future use (for details, see Creating a CSS style).