FPReport Designer: what changed
Revision 0 to 1. Removed lines have a minus sign; added lines have a plus sign.
Title: FPReport Designer
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| 1 | + | ## The FPReport Visual report designer | |
| 2 | + | ||
| 3 | + | The FPReport visual report designer has the following features: | |
| 4 | + | ||
| 5 | + | - Design a report from scratch using a visual editor. | |
| 6 | + | - Define variables | |
| 7 | + | - Load/Save report to/from a JSON file | |
| 8 | + | - Connect data to the report | |
| 9 | + | ||
| 10 | + | :* CSV data | |
| 11 | + | ||
| 12 | + | :* JSON data | |
| 13 | + | ||
| 14 | + | :* SQLDB data | |
| 15 | + | ||
| 16 | + | :* DBF Data | |
| 17 | + | ||
| 18 | + | - Preview data | |
| 19 | + | - Export data to known exporters (PDF, Image, HTML) | |
| 20 | + | ||
| 21 | + | The following is how it will look when working on a report: | |
| 22 | + | ||
| 23 | + | <figure> | |
| 24 | + | <img src="fpreport_designer_main.png" title="fpreport_designer_main.png" /> | |
| 25 | + | <figcaption>fpreport_designer_main.png</figcaption> | |
| 26 | + | </figure> | |
| 27 | + | ||
| 28 | + | ## usage | |
| 29 | + | ||
| 30 | + | The Visual report designer is intended to be intuitive, and as such does not require a lot of explanation | |
| 31 | + | ||
| 32 | + | - To add a data field to a band: drag and drop ot from the data tree view no the right. | |
| 33 | + | - Same for functions | |
| 34 | + | - ctrl-drag will create a selection rectangle | |
| 35 | + | - shift-click can be used to select multiple elements | |
| 36 | + | - Move the selection using arrow keys (shift to use bigger step) | |
| 37 | + | - Resize the selection using ctrl-arrow keys (shift to use bigger step) | |
| 38 | + | ||
| 39 | + | Quick explanation of the menu | |
| 40 | + | ||
| 41 | + | ### File | |
| 42 | + | ||
| 43 | + | The file menu starts a new report or loads/saves a report from disk. | |
| 44 | + | ||
| 45 | + | - New - speaks for itself | |
| 46 | + | - Open report - load a JSON file with a report from disk. | |
| 47 | + | - Save Report - save report to a JSON file. | |
| 48 | + | - Quit - exit the report designer | |
| 49 | + | ||
| 50 | + | ### Edit | |
| 51 | + | ||
| 52 | + | - Delete - delete the selection | |
| 53 | + | ||
| 54 | + | Copy & Paste are in the works. | |
| 55 | + | ||
| 56 | + | ### Report | |
| 57 | + | ||
| 58 | + | - Add Page : Add a new page to the report. | |
| 59 | + | - Properties: set author, 2-pass, title. | |
| 60 | + | - Report data : To manage data sources. | |
| 61 | + | - Variables: define variables which can be used in expressions | |
| 62 | + | ||
| 63 | + | ### Bands | |
| 64 | + | ||
| 65 | + | This can be used to add various types of bands to the report. | |
| 66 | + | ||
| 67 | + | ### Elements | |
| 68 | + | ||
| 69 | + | The elements menu can be used to add various types of elements to the report. Currently the following types are supported: | |
| 70 | + | ||
| 71 | + | - Memo | |
| 72 | + | - Shape | |
| 73 | + | - Image | |
| 74 | + | - Checkbox | |
| 75 | + | ||
| 76 | + | ### Align objects | |
| 77 | + | ||
| 78 | + | When multiple objects are selected, this menu can be used to align them: | |
| 79 | + | ||
| 80 | + | - Align will show the align dialog | |
| 81 | + | - All other elements just perform the requested alignment on the selection | |
| 82 | + | ||
| 83 | + | ### Resize objects | |
| 84 | + | ||
| 85 | + | When multiple objects are selected, this menu can be used to resize them: | |
| 86 | + | ||
| 87 | + | - Resize dialog will show the resize dialog | |
| 88 | + | - All other elements just perform the requested resize operation on the selection. | |
| 89 | + | ||
| 90 | + | ## Data | |
| 91 | + | ||
| 92 | + | The Report - report data menu can be used to define data sources for the report | |
| 93 | + | ||
| 94 | + | <figure> | |
| 95 | + | <img src="fpreport_design_data.png" title="fpreport_design_data.png" /> | |
| 96 | + | <figcaption>fpreport_design_data.png</figcaption> | |
| 97 | + | </figure> | |
| 98 | + | ||
| 99 | + | The left side shows a list of available data sources. | |
| 100 | + | ||
| 101 | + | The buttons above the list will (from left to right): | |
| 102 | + | ||
| 103 | + | - Clone the currently selected data source. | |
| 104 | + | - Add a new data source. | |
| 105 | + | - Delete the currently selected data source. | |
| 106 | + | ||
| 107 | + | At the right, the configuration details of the data source are shown. This means the name, and type of data. | |
| 108 | + | ||
| 109 | + | Depending on the type, more details can be configured. | |
| 110 | + | ||
| 111 | + | The "preview" button at the top right can be used to show the dataset in a grid: | |
| 112 | + | ||
| 113 | + | <figure> | |
| 114 | + | <img src="fpreport_design_data_preview.png" title="fpreport_design_data_preview.png" /> | |
| 115 | + | <figcaption>fpreport_design_data_preview.png</figcaption> | |
| 116 | + | </figure> | |
| 117 | + | ||
| 118 | + | ### DBF | |
| 119 | + | ||
| 120 | + | Only the filename can be set for a DBF data source. | |
| 121 | + | ||
| 122 | + | <figure> | |
| 123 | + | <img src="fpreport_design_data.png" title="fpreport_design_data.png" /> | |
| 124 | + | <figcaption>fpreport_design_data.png</figcaption> | |
| 125 | + | </figure> | |
| 126 | + | ||
| 127 | + | ### CSV | |
| 128 | + | ||
| 129 | + | For CSV data, some more details can be set: | |
| 130 | + | ||
| 131 | + | - FileName | |
| 132 | + | - Quote character for string fields | |
| 133 | + | - separator character between fields | |
| 134 | + | - First line contanins fieldsnames: | |
| 135 | + | ||
| 136 | + | ||
| 137 | + | if checked, the first line of the CSV file is expected to contain the field names. | |
| 138 | + | ||
| 139 | + | - Use the following field names: | |
| 140 | + | ||
| 141 | + | ||
| 142 | + | If checked, the first line is expected to contain data, and the names of the fields must be entered, one per line, in the memo below the radiobutton. | |
| 143 | + | ||
| 144 | + | <figure> | |
| 145 | + | <img src="fpreport_design_data_csv.png" title="fpreport_design_data_csv.png" /> | |
| 146 | + | <figcaption>fpreport_design_data_csv.png</figcaption> | |
| 147 | + | </figure> | |
| 148 | + | ||
| 149 | + | ### JSON | |
| 150 | + | ||
| 151 | + | For JSON data, there are 2 possibilities for the data source: | |
| 152 | + | ||
| 153 | + | - A file on disk | |
| 154 | + | - A URL | |
| 155 | + | ||
| 156 | + | Depending on what is chosen, the dialog will load the file from the indicated file or download it from the URL. | |
| 157 | + | ||
| 158 | + | The following options are still possible: | |
| 159 | + | ||
| 160 | + | - Path to data array. | |
| 161 | + | ||
| 162 | + | ||
| 163 | + | If the data is not an array, but the actuall data is in some sub-element of the data, then here a path can be entered. | |
| 164 | + | ||
| 165 | + | The designer will make an intelligent guess at where the data is, when the file/url is opened | |
| 166 | + | ||
| 167 | + | - Array based records | |
| 168 | + | ||
| 169 | + | ||
| 170 | + | By default, the JSON support expects an array of objects. An array of arrays is also supported. | |
| 171 | + | ||
| 172 | + | The grid below allows to enter the data type for each of the fields. | |
| 173 | + | ||
| 174 | + | ||
| 175 | + | The designer will make an intelligent guess based on the first row in the array, but e.g. null fields will not be detected correctly. | |
| 176 | + | ||
| 177 | + | valid types are string, integer, float and boolean | |
| 178 | + | ||
| 179 | + | <figure> | |
| 180 | + | <img src="fpreport_design_data_json.png" title="fpreport_design_data_json.png" /> | |
| 181 | + | <figcaption>fpreport_design_data_json.png</figcaption> | |
| 182 | + | </figure> | |
| 183 | + | ||
| 184 | + | ### SQLDB | |
| 185 | + | ||
| 186 | + | Any database reachable by SQLDB can be used as a data source for a report. The configuration needs 2 things: | |
| 187 | + | ||
| 188 | + | - Connection details. These must be entered using the button, which opens the connection editor dialog | |
| 189 | + | - SQL Command. Here an SQL Select command can be entered. | |
| 190 | + | - The "Test connection" button can be used to verify that the connection is reachable. | |
| 191 | + | ||
| 192 | + | <figure> | |
| 193 | + | <img src="fpreport_design_data_sqldb.png" title="fpreport_design_data_sqldb.png" /> | |
| 194 | + | <figcaption>fpreport_design_data_sqldb.png</figcaption> | |
| 195 | + | </figure> | |
| 196 | + | ||
| 197 | + | The connection editor allows to edit the connection settings as they exist in SQLDB: | |
| 198 | + | ||
| 199 | + | - Type: the list depends on the compiled-in SQLDB connections | |
| 200 | + | - Hostname: SQL server hostname | |
| 201 | + | - Database: DatabaseName | |
| 202 | + | - user: username for connection | |
| 203 | + | - Password: password of the user | |
| 204 | + | - Role: user role | |
| 205 | + | - chr.set: character set (UTF8 is recommended) | |
| 206 | + | - Additional parameters: | |
| 207 | + | ||
| 208 | + | ||
| 209 | + | here, additional connection-specific parameters can be entered (port no. etc) | |
| 210 | + | ||
| 211 | + | Again, there is a button to test the connection. | |
| 212 | + | ||
| 213 | + | <figure> | |
| 214 | + | <img src="fpreport_design_sqldb_connection.png" title="fpreport_design_sqldb_connection.png" /> | |
| 215 | + | <figcaption>fpreport_design_sqldb_connection.png</figcaption> | |
| 216 | + | </figure> | |
| 217 | + | ||
| 218 | + | --- | |
| 219 | + | *From the Free Pascal wiki, page "FPReport Designer", as it stood on 2018-03-08 after a change by Djzepi, out of the wiki's dump of 2024-05-26. Copyright stays with the author who wrote it, according to the old wiki's [[Licensing]] page. If you have concerns about this material, [message the admin](/wiki-contact).* |
