Argos 5.4 Report Writer Training

Hello, and welcome to the Argos Report Writer
training. My name is Kris, and I will be leading this
training today. For training purposes we will be recording
all training sessions, and make some of them available for download from our support site. If you want to review our recorded trainings,
please download them from the website and you can follow at your own pace. The intended audience for the training is
the Argos Report Writer. The prerequisite to this training is the Argos
Report Viewer training, or a basic understanding of the Argos product. The goal of this training is to demonstrate
the functionalities available to the Report Writer, and how to create each of the four
types of reports in Argos. We will be covering the following objectives
in this training: An overview of what the Report Writer role is; the differences between
a shared report and private report; How to create each type of report; How to add filters,
sorts, and expressions to the report; and how to add objects from the Library of Objects
tool. First, we are going to provide an overview
of what the Report Writer does. To create a report, there are three things
we will need: A DataBlock form, the report query, and a report format. As a Report Writer, we use the information
coming from the DataBlock, and create the report format for the Report Viewers to see. So, as a Report Writer we are dependent on
the information coming from the DataBlock to create our reports. For example, here we have created a report
from a DataBlock returning students that have an outstanding balance, and have a past year
balance on their account. We like this report format, and we want to
return all students that have an outstanding balance, even if they are not past due. For this we would need a completely separate
DataBlock because we are accessing a broader population. Another example would be if we wanted to use
a new data element to the report, such as phone number. Again, we would require an entirely new DataBlock,
this time because the data elements have changed. Even though we’re still working with the same
population, we would need to modify our query for the new data element. In this case, adding a student phone number. This ultimately comes down to communication. Discussion will be necessary between the three
parties that are involved in the report creation process. This will ensure that the created report contains
all of the required data elements. When creating a report, we can have the DataBlock
Designer create the DataBlock that is multifunctional, as it can sometimes be difficult to go back
and modify a DataBlock after it has been created. Okay, next we’re going to discuss the difference
between a shared and a private report. Let’s get started and launch Argos through
the eLauncher web page. And I’m going to start by logging on as a
Report Viewer. If you look at my screen, you’ll notice that
my role is showing as a Report Viewer, and under my Report Writer DataBlock there are
four reports available: the dashboard, extract, CSV, and banded. I’m going to sign out and sign back in as
my Writer. Notice that we now see another report. It’s slightly different than the others, because
there is an “i” superimposed over the icon. This indicates that this is a private report
and can only be seen by the person who made the report private. Only roles that can edit a report are able
to make reports private. A good use for a private report is to make
it private while you, the Report Writer, are developing the report. When the report is ready to go into production,
change the security setting to Shared so that everyone can see it. The next concept I want to go over is informational
only. As a Report Writer, you can’t implement it,
but I do want you to be aware of it. Let’s say you have a report that is wanted
by different people in different departments, and they all want pretty much the same information. The information is not sensitive in nature,
so a report is created for everyone to use. Later, one group needs a piece of information,
and that piece of information –is– sensitive in nature. This could be something like a Social Security
number, disability indicator, or an indicator that someone is getting financial aid. This information should only be viewed by
users with the proper permissions. And the DataBlock Designer role has the ability
to restrict access to a piece of data based on who runs to report. Let’s say the last name is private information. The DataBlock Designer will grant access to
the last name field only to people who are in the human resources department. When the report is run by a member of Human
Resources, the report will include information under the last name field. When the report is run by anyone outside of
HR, the report will not contain information under the last name field, and will show as
blank. This gives you a lot of flexibility to broaden
the users of a report, but again, this necessitates communication with your DataBlock Designer
to create the required report. Next, we will be creating each of the different
types of reports. We create a new report by highlighting the
DataBlock, and clicking on the New button under Report Writer Actions. This pops up a Create New Report or Dashboard
window. Here we will get the report a name, set the
permissions to shared or private, give the report a description, and select what type
of report it will be. While the first item in this list is a dashboard,
this selection will just create a new shortcut to the dashboard that was created by the DataBlock
Designer. We are going to focus on the other three reports,
which are the actual reports that can be created. That is our CSV, our extract, and our banded
report. We are going to start with a comma delimited
report, and let’s give this report a name, type in a description– the best practice
is to fill this in as descriptively as possible. After we’ve created a number of different
reports, we’ll need to be able to differentiate them. Remember that the Report Viewers are the ones
who need to know what the report does, so a good description here can save a lot of
time. I have selected the CSV type, and I’ll click
Create. This automatically takes us to the Edit Report
window, and you can see we have six tabs along the top: the General, Filters, Sort, Refresh,
API, and Saved Execution States. I’m going to talk about filters and sorts
in more detail after I’ve created the report. The Refresh tab will allow you to refresh
the variables within the DataBlock. The API tab is used by Argos Administrators
to set up API calls, and the Saved State tab is used for managing saved states. If you want to find out more information about
any of these different tabs, you can press F1, and that will launch the in-product help
for this topic. At any time that you’re working in Argos,
pressing F1, which I do now, will bring you into the in-product help in the appropriate
section. I’m going to go back to my General tab, sorry
excuse me one moment, and I’m going to click Design. Here is the Design window for the CSV report. You’ll notice it has the title of my report
at the top of the design window. And remember here we’re creating a CSV, which
is a flat text file, so the design work is going to be fairly minimal. First we would select the fields for our report,
which are listed in the left-hand pane. These are the database fields returned from
the DataBlock query. If we need a field that isn’t in this list,
we would need to work with our DataBlock Designer to get it added. We can select our fields in one of two ways. We can double click on the field to add it. We can also use the Ctrl key on our keyboard,
or the Shift key to make multiple selections, and then use the arrows to move them over. The double arrow is going to move over all
of the fields. To remove a field from the report, highlight
them and click on the X. For this example, I’m going to add LastName,
FirstName, Street1, City, State, and Zip. If I want to reorder the columns in my CSV,
I can highlight the field and use the blue arrows. I can also rename a field heading by double-clicking,
or by selecting it and clicking the Abc icon. When you rename a column header, you can use
spaces in the name, and please note that we are just renaming the header that will appear
in the CSV. We’re not renaming the actual field. For this example I’m going to rename the Street1
to just read “Street”. So far, we’ve just added fields to our CSV
report, but we can also add expressions. By clicking on the E=MC squared button this
brings up my expression builder, which will help me in building my expression. The Fn icon is going to show me a list of
available functions. The Abc icon is a list of available user-defined
variables, and the signal icon is a list of dataset fields. For a simple demonstration, I’m going to add
an expression returning the report date. I can either look through all the available
functions, or just a specific subset. Since I am wanting to add the date, I know
this is in the Date & Time category. And here are all the available data and time
functions. As I click on each function, you can see it
shows a description at the bottom. I’m going to choose the Now function to determine
the current system date and time, and click OK. And in my Expression builder I can see the
Now function, showing my expression is complete. And I’m just going to click OK. This is asking me for a field name. I’m going to call it “Date and Time” and click
OK. At the bottom right hand side of this panel,
we can see we have a few more options for our CSV report. “Write column header”– this option is checked
by default, and it will add a column header as the first row of your CSV report. The headers will be the name of the data fields
as seen in this right-hand pane. There is the option to include a byte order
mark. Some programs such as Microsoft Excel require
a byte order mark in the file to render extended ASCII characters correctly. You should check this box if there may be
foreign characters in the data, and you will be opening the CSV file in such a program. “Suppress printing of repeated lines”– this
was a new feature added in version 5.2 and above of Argos. This option removes duplicate lines from the
report. The duplicates will only be removed if they
are appearing sequentially. Any duplicates that appear further down the
report would not be suppressed. To remove all duplicates from the report,
please make sure to sort by records so the duplicates will be grouped together. “Append blank line to the end of report”–
this will add a blank line to the end of the report if desired. And finally the separator. Here you would enter the character you wish
to use as a field separator. Standard CSV reports use a comma, and this
is going to be the default in Argos. I’m going to leave all of these as the default. And let’s see how the report looks. Okay. And okay. And I’m going to run my report. Mmm, don’t have any saved settings, so… Here’s our CSV report with the columns that
we selected. We can see that the Street column has been
renamed, and the Date and Time column is the furthest to the right. Before I close out, notice that we have addresses
from a variety of different states. And the records are being sorted by last name
and then by first name. If we want to narrow our results, we can filter
by a field, or sort by a field in the report. Let’s close out of here and go back in to
edit my report. And, sorry one moment, I have a question coming
in. “How are user-defined functions captured? How complex can they be, and are they stored
anywhere?” Um, that is a fairly complicated question
and probably more than I would want to go into in this session. If I could have you open up a HelpDesk ticket
for that, that’s something one of our analysts would definitely be able to go into with more
detail for you. As I say, there’s just a lot going on in there
and it would depend exactly how you are wanting to do it and what you are wanting to set up. So let’s go back in to edit a report for now. So, filters and sorts are part of editing
the report, and once activated, they can be deactivated by a Report Writer role or above. To activate a filter or sort, you would check
the Activate box. Something that should be noted is filters
set up in the Report Filter tab run –after– all of the filters and conditions coming from
your DataBlock report query. If used, the filter tab is essentially tacking
on additional conditions to the existing DataBlock. In the case of large record sets, this will
add additional processing time. Sorts set up in the report Sort tab will completely
bypass any sort order defined in the DataBlock, and use the report sort order instead. I’m going to start by adding a filter to my
report. And let’s use an example of the state of Pennsylvania. So to add a filter, first you click the button
at the top, which I did, and you can then double click or drag to choose the filter
you want to use. Then we’ll type in the filter, since we only
want to use Pennsylvania, I’m going to add a space, an equals sign, another space, single
quote, “PA”, and another single quote. One moment, I have another question coming
in. “I noticed that on the CSV report the zip
code column removed the leading zeros. Can the report generator be set up so that
the Zip code includes leading zeros?” That would be set up when the report query
was being created. So if the query set up by the DataBlock Designer
includes leading zeros, it will appear in the report. So back on this, we could type this out for
each new state, but a much easier way of doing it would be using a SQL function. So let’s clear this out for now. If you are familiar with SQL, many SQL functions
will work here. We will be using the IN function to include
all of our user input. So I want this to be, IN, Pennsylvania, California. Next I’m going to work on my sort tab. We’ll start by activating the override, and
I’m going to want to sort by… let’s see… state, and then by city. Let’s see how this report has turned out then. Notice that here we only have addresses from
the states of California and Pennsylvania, and that the report is sorted first by state,
and then by city. States aren’t showing up just on part of the
record set we’re using. If we set up our reports properly the first
time, changes to the record set later will show up when the report is run. I’m going to pause for a moment here just
in case there are any additional questions. So what I’m getting asked here is, “When do
we need to choose the address type when we run the report?” If you’re referring to selecting from this
box here, that’s just how my dashboard has been set up to run, so if I don’t select an
address type the report query isn’t going to be anything to work off of. Depending on the type of report that you’re
creating, would determine what information you do or do not need to select on a dashboard
report such as this. Okay, let’s move on from the CSV. And we’re going to take a look at extract
reports. So an extract report is also a flat text report
similar to a CSV, but it’s been designed to meet predefined output specifications. It can also create a comma delimited output
that is more complex than a CSV file, and can be used to create fixed width and XML
files. So we are going to create an extract report
that will output into a fixed-width format. Start by clicking New from a new report. This is my “Report Writer Training – Extract”. And I’m not going to fill in the description
for now. Select Extract, and Create. This brings us back to the Edit Report window,
where we can add our filters and sorts the same as before. And let’s go into the design area. So this is the extract report design window. Notice again we have the name of the report
at the top, and it’s divided into three sections. We have our Report Structure, our Configure
Report, and our Datasets. I’m going to talk about the Dataset region
first. the Dataset region contains SQL queries that
can return data for the report. ArgosData (main) dataset contains the data
selected by the report query in the DataBlock. You’ll notice these are the same fields that
were available in the CSV report. The other datasets will contain the results
of other queries that are running in the dashboard. We could also use these as part of a report
if we wished. All of these datasets will be populated either
by the report query or elements in the dashboard set up by your DataBlock Designer. The middle area is where we configure each
section. And we can start by configuring the main report
settings. We can choose which type of report format
you wish to use. That is our fixed width, a delimited, or an
XML report. If we select Delimited, first notice Argos
will warn us that this will undo any information not stored for this action. You will lose all configuration data specific
to the current format. For right now, I’ll just click Yes to continue. In a delimited extract report, notice there’s
a field called Delimiter. The delimiter is the field used to separate
data, most commonly used by a comma. In some cases a tab can be used as the delimiter. This icon with the two arrows pointing up
to each other will insert a tab into the delimiter box. For this extract report, we’re going to use
fixed width. I just wanted to talk to you about the delimiter
before moving on. To the left is the Report Structure area. Here we can add sections to our report. The detail record is the most important section
within a report, because it contains the record information being returned from the data source. One detail section contains the information
for one record, and it will repeat for each record returned from the report. The Report Structure area is also where we
would add sections for the comment object we saw in a Report Viewer training. If you would like more information on report
formats, check out the in-product documentation. I’m going to start by adding a title section. In the middle configuration area, we can configure
the section properties. Note that we have an option here to print
conditionally by creating an expression. The Fields tab is where you would add the
fields you want to include in the title section. You have the option to add a dataset field,
an expression, an easy expression, which allows us to use the most commonly-used expressions,
a constant, and a variable. We are going to add a couple of constants
into our title section. The first constant is going to be our school
name, so I’m going to rename this to “School”. I can set my width to 45. The width needs to be wide enough for any
school name, and if we’re designing this report to send to the government, you would need
to follow their specifications. Next, I’m going to set the value, and this
is going to be “Evisions University”. As I type my characters, you may have noticed
the width value has automatically adjusted to accommodate the value I entered. It’s doing this because it’s a constant field
type. After entering my value, I can set the width
back to 45. Add a second constant… and this is going
to be my contact email… and again, set my width to 45. I also want to add an expression that’s going
to generate today’s date. I’ll do that with an expression field. So I’m going to call this “Report Run Date”. I’m going to change my width to 10. I can change my width first because unlike
a constant, this is an expression, and it will not auto adjust. So next I need to create an expression to
bring in today’s date. I do that by clicking on the ellipsis. And this brings up my Expression Builder. Similar to the CSV, I’m going to use the Function
button, Date & Time, and I’m going to use Now(). OK, and OK. And we can see my expression. To make sure that the date displays the way
I want it, I can also apply a formatting mask. Because the width is 10 characters, I want
a format that’s going to return, well, 10 characters. So this one here of month month day day year
year year year, with the forward slashes, that’s going to be 10 characters long. Double-click to apply, and click OK. So this is going to generate a date that is
10 characters wide, which is the width I’ve set for my field. OK, next we’re going to create a comment row
that you may have seen when we were doing the Report Viewer training. We’re going to add that as a child section. Okay, I’m being asked, “what does the date
do without the formatting mask?” It’s just going to go to whatever the default
date is set up to be, which I believe is usually just month month date date year year, rather
than the four-year format. Just to retouch on the formatting mask, it
can also be used for some other common number functions as well. And up at the top here it explains what everything
is going to do. Okay, so as mentioned, I’m going to add my
comments, and I’m going to add it as a child section because I want it to immediately follow
the title. Provide my properties… and I’m going to
rename this “Comments” so I can see what it’s going to be in my report structure. Go back to my fields… and I can now select
my comments variable. Which one was that, sorry… it’s this one. Okay. I’m going to set my width to be 100. And now any comments that are typed into the
comments box on my dashboard are going to be included in this report. We can move on and add my Detail section. We can rename this section in the Section
Property tabs, change the associated dataset, if required, but I’m OK with it just being
called “Detail”, and I want to use the Argos dataset. Let’s go to Fields and add fields onto my
report. You can double click on the dataset fields
or drag and drop over onto the board. I want ID, LastName, FirstName, City, State,
and Zip. Now that I’ve added them, I can configure
the width based on my report specifications. Remember that the width of a field defines
the number of characters that will be displayed, so if I set LastName to 25, and someone’s
last name is longer than that, it is going to be truncated. I want my ID to be 15, my LastName of 25 is
fine, 15 for my FirstName, 35 for City, 4 for State, and 10 for Zip. Now that I have my report set up how I want
it, let’s take a look and see how it looks. Unlike in the CSV report, we have a Test button
at the top of the toolbar. This will allow you to preview your extract
report without leaving the design window. My parameter entry pops up. I’ll fill this out again. And this time I’m also going to put something
into my comment section. Note at the bottom left there is a control
that allows you to choose how many records you want to return. Setting this to zero would return all records. While running a test report I don’t need to
return all records, I just need to return enough to check out the design of my report. Set it to a hundred, that should be enough
to preview, and click OK. So here is my report. We can see my title section with “Evisions
University”, the email address, and today’s run date. Here is my child band with the comments I
entered in that memo box. And then the detail section returning one
line for each entry returned. You can notice here something in the last
name has exceeded my limit, and it has been cut off. Before we get started with creating a banded
report, let’s go over some basic concepts. It’s called a banded report because the data
is arranged into bands. And it’s similar to an extract report, except
in an extract report the data is arranged in two sections. There is a great deal of similarity between
the two different report styles, but they do work differently, and knowing how bands
work is crucial to being able to build the banded reports. The first band we need to talk about is the
detail band. The detail band is the most important band
within a report because it contains the record information being returned from the data source. One detail band contains the information for
one record, and the detail band repeats for each record until the end of the report. While all the rest of the bands we’re going
to talk about are optional, a report –must– have a detail band. The first of the optional bands is the page
header. The page header prints at the top of each
page. You can also have a page footer, and this
will print at the bottom of each page. There is a title band, and the title will
print only on the first page. Just like the title band, we also have a summary
band, and that will only print on the last page. There are also column headers, which will
print at the top of each page. The next band is a group band. There is a group header that defines the beginning
of the band, and a group footer which defines the end of the band. Grouping bands are bands that group detail
records based on a definition. In a grouping band the header band is required,
but the footer is optional. The next band is a child band, which always
prints after its parent. We have a child band here that follows our
group header and contains our column labels. That’s the slate blue band here, and highlighted
here because it’s difficult to see. We also have a child band following after
the group footer. In this case it doesn’t contain any data,
but it is being used as a separator to separate the group footer from the following group
header. The in-product documentation covers these
definitions if you want to review in more detail. So now we’re going to create a banded report. We will create it in stages, but when we’re
finished it should look something like this. One thing I should have mentioned while I
was still in there, I’d like to point out this Design DPI dropdown at the bottom of
the window. This option allows you to specify the DPI
that the report was designed in. The report will then scale appropriately when
viewed in systems with a different DPI setting. You may need to specify a DPI setting here
for reports that were created in earlier versions of Argos. In order for the report to scale correctly,
that is. New reports are automatically set to 96 when
created. So to create a banded report, I’ll select
my DataBlock, and click New. Give it a name, and choose Banded, and click
Create. As with the other reports, I can set up filters
and sorts, API, saved states, but let’s click… actually before we do that, let’s do a sort,
because I want to see the records in order by state, then city, last name, first name. Then click Design. And here this brings up our Banded Report
Wizard. Question before I move on, is “What version
of Argos is the DPI adjustment available?” That is a good question, let me just check
on that. I don’t know off the top of my head. I’m just bringing up our Argos release notes,
which is where you can find all this kind of information, so I’m doing this off on a
different monitor. It looks like this was Argos 4.3, was when
we added that functionality. So quite a few versions back, it’s been there
for a while. So this is the Banded Report Wizard. Because banded reports are a little more complicated
to work with, the wizard is here to help us get them created. It has two tabs, the Report Type and Report
Style. We have the different types of template we
can create, and if I click on them we can see an example off to the side. So the list report, tabular style report,
a blank report, a form style, or mailing labels. If we had a specific template, we could also
choose to add it from the Library of Objects. The Library of Objects is a collection of
different types of objects that we can create, and then use again in our reports. When running the Banded Report Wizard, we
can select templates and/or styles from the Library of Objects. A template would be a pre-built report that
could contain images or preset fonts that you may want to use as the basis for all of
your reports. A style is going to be a set of colors or
fonts. I don’t have any… there you go, I do have
a style set up in here, if I wanted to use it. I will now have clicked that, I don’t want
to use it so let me just exit back here. Okay. So I’m going to select the List type, and
click on Next. So on the far left pane here now it’s showing
the fields coming over from my DataBlock, and you’ll notice these are all the same ones
that we’ve seen in the previous reports because they’re all being populated by the same report
query. You can double click, or use the single arrow,
or the double arrows to move everything over. I can also move them back over if I had ones
I didn’t want. I’m going to add LastName, FirstName, and
I want City, State, and Zip. You may have noticed that the banded report
resizes fields after adding them. I’m just going to take the Zip back out. And if you note the size, it adjusts as they
go. After we get out of the Report Wizard, you
can still add fields, so don’t worry if you forget to add one during this part of the
creation. And click Next. This next window allows you to choose some
default bands. Bands can be added or removed once inside
the editor as well. We can also choose to format our labels and
datasets here. A new option available in version 5.2 and
above is to format the bands, which will allow you to specify the default font options for
each band. For now I’m going to add a page footer band,
and that’s going to be used to hold my page number. On this Page Settings tab you can change your
report title, and you can also set up some settings such as the size, the page margins,
orientation, number of columns per page. I’m fine with all the defaults here, so I’m
going to click Finish. So this has created a very basic banded report
this time. I’ll be discussing the toolbar options as
we go through this banded report and use them. For now, I’m going to click Preview to see
what my basic report looks like. Again, return 100. So this is our basic preview. It’s looking pretty plain, but it will do
as a good starting point. So before we get started with this let’s go
over the banded report interface. As always, the name is at the top of my window. I’d like you to focus on this Structure pane
to the left. This was implemented in Argos 4.5. Before that there was a dropdown that displayed
all of the bands and objects. The structure pane is more organized and easier
to search for bands and objects in the report. This shows all of the bands in the report
and the objects that have been placed in each band. As we add content to our banded report, you’ll
notice the structure pane will be filled up with additional bands and objects. The first thing I’m going to add is a date
to my page header. For that I will need a system variable. To add that, I use the icon with “SYS”. I’ll click on the icon, and then click in
the band where I want it to be placed. When adding bands, these are added a little
differently, but that will be covered a little later on. So I’ve clicked in my page header, and I get
an Edit window. I want add some wording so, “Report… Printed… on: ” and I’m going to select “Date”
from my dropdown. :eave my alignment as Left. And I do want to auto-size the width so it
will adjust based on the date being returned. And drag this to my top left corner. Oops, a little outside my border there. So you may have noticed as I’m moving around,
some blue guidelines do appear. This is telling you where the object is in
alignment to other objects on the report. The next thing I’m wanting to add is a page
number. I could use the SYS variable again to get
a simple page count, but I want to do something a little more complex and include the current
page number as well. To do this, we’re going to use an expression,
and we get the expression by clicking on the E=MC squared button. And then I’m going to click in my page footer. This brings up the Expression Wizard, which
is slightly different than the Expression Builder seen in the CSV and extract reports. We have all the same options. We just don’t have the picture icons. So let’s see what we’re going to do. I’m going to want something like [page number]
of [page count], so the first thing I’m going to do is add a function. This brings up the list of available functions
as before. You could look through them all by clicking
on the All button, but I happen to know that the one I’m looking for is in the Other subset. And it is PAGENUMBER. Again notice you get a description of the
function when you click on it. So continue. So now we have the page number and our expression. Next I’m going to want to add some wording. And I’m going to need to ensure that I put
leading and trailing spaces, and use the plus sign between each of the variables. Page number… plus… there’s my leading
space… of… and my trailing space… another plus at the end… and this time I’m going
to add another function, and I’m going to add PAGECOUNT. Okay so now my expression reads, page number,
space of space, page count. To confirm the expression is constructed properly,
I can use the Validate button. Oops, that’s the Variable button, –there’s–
the Validate button. Okay so we can see it’s going to return number,
space of space, and then number. Because this isn’t actually running with a
proper report, it’s not going to show sensible numbers, which is why you’re seeing page “3
of 0” basically. So this is okay, but I think I’m going to
want to add the word “page” in front of page number. Again, single quote, ‘Page’, make sure to
include a trailing space, plus my page number. And again, I can validate. So now I’m going to get “Page [#] of [#]”. OK. And OK. And OK. Actually, let’s go back in here because I
want to set my alignment to be centered. And make sure it auto sizes the width in case
we get some very long page counts. Set this object to the top of my band… Come on… there we go. I can now resize this band to minimize the
white space. You would have noticed when I resize the band,
when I click on it I do get control points and that was how I was changing the size. We can also align objects vertically and horizontally
by using the alignment tools. So I can click on this and just make sure
it’s aligned vertically and horizontally in the band. The next thing I’m going to want to do is
change my title band. My default title is “New Report”. To change that I can just double click the
object. It’s actually going to be an address list. In addition you can also change the font style
and size. Let’s use Verdana. Regular is fine. Size 22. And let’s make it blue. OK. and OK. And I’m going to want this on the right-hand
side of my title band. That should do it. The next thing I want in my title is going
to be my logo. To add a picture, you could click on the icon
that looks like a mountain scene, however this should only be done the first time that
you add an object into Argos. Argos is not designed to modify images, and
if modifications are performed on an image it may begin to pixelate. We want to prevent this, especially since
a banded report is designed to be printed. We would recommend using photo manipulation
software, something like Adobe Photoshop, to resize the image first, and then add the
image into the Library of Objects. We will discuss adding to the Library of Objects
later in the training, but for now we’re going to retrieve a logo from it. We’re going to use the icon that looks like
a book, and this brings up my Library of Objects. This is a, it’s going to take you to your
default folder when you click into it. If you have access to other folders you will
be able to select them. For now I just want to select my Evisions
logo and click OK. Sorry. I hadn’t selected my title band before I did
that, that’s why it didn’t add it. There we go. Nope, that’s the old logo, let’s not use that
one. Select my band again. Let’s try this one. That’s a little better. Resize my band, so the logo fits in it… Okay. Now my title band is complete. The next thing we’re going to work with is
our labels. For these, first we’ll select all the labels. We can do that by holding down Shift and multi-selecting. You can also hold down the Ctrl key on your
keyboard, and draw a box, and that will select any of the labels that that box touches. Another option is you can select in the Structure
pane off to the side. So now we can set these labels to change in
unison, by clicking on Edit. We are going to set some properties here,
so I want the font to be the same as the band. I want to align left, color Transparent, and
I’m going to uncheck everything else. OK. So now let’s do a preview and see how the
report is coming along. Notice that my search parameters are still
entered, and this is because I’ve not left the design window. OK. So this is looking a little better. Oh, I’ve still got a logo at the top. I’ll need to remove that. Uh, I’ve got my logo and title, I’ve got my
report printed on, and if I scroll down, I can see I’ve got my page count. Get rid of that. I’m being asked, “Can we edit margins, etc.
after we commit?” So the margin around the outside of this,
yes, you can change that at any point. There you go, I just right-clicked in the
side there. Just to show you that again, I just move my
cursor, right-click, and I can change my margins, columns, anything that was set up in the original
setup here. OK so the next thing that we’re going to do
is start grouping the records by state. To group detail bands, we need a band group. And adding a band group to a report is a little
bit different than adding a typical object. We would click on the, nope, sorry, that’s
the settings, and that’s not it. These are my band icons here. So you would click on the band icon first,
and then click anywhere on the report. Because the band is automatically placed. There are four types you can add in at this
point. This is going to be just a single band, which
is going to create a title band, a page header, or a summary band. We have a child band, a group band, and a
sub-detail band. We are going to be adding a group band. And our Property window pops up automatically. Prior to version 5.0 you would first need
to click on the icon, and then click on the report to add the band. The band is added to the report automatically,
and placed in the appropriate location in version 5 onwards. You would set the master dataset, I only have
one, that’s my main ArgosData. If others had been created they would appear
in that dropdown. I do want to include a footer band, so I’m
going to create a new one. The footer band is going to be used to hold
the state count for each state in my report. With a band group we need to define what we
are grouping by. We can either group by a data field, or by
an expression. For here, we want to write an expression,
or we could just define the database field we want to group by. Come in here. And let’s go into the database field, under
ArgosData. So here we have a list of the available fields. We want to group by State, and click OK. And OK again. And we can see our group-by is going to use
the State field now. I also want to make this band match the color
that you may remember from the example. So go into my color here, and I’ve got a custom
color saved. And OK. We want this band to reprint on each new page,
and we’re going to use a top frame line for my header. I’m going to select my footer now, and I’m
going to make that a different color so it stands out from the header. Again, I’ve got a custom color to use here,
and I’m going to give the frame a bottom line. So now we have a group band header and footer,
over here notice it called Header1 and Footer1. Those names don’t really mean too much. I want to call them something a little more
meaningful. Click in the group header. Sorry. Highlight the group header. I actually want to click on “Edit the options
for the selected object”. This is going to be my StateGroupHeader. And do the same, StateGroupFooter. So now at a glance on my structure, I can
see what these are. Now that we’ve got the header and footer,
let’s take a look and see how the report’s coming along. All right. So I can see that this is grouping by my states. Notice that these bands are jutting right
up against each other. This is where you could place a child band
to add some separation between the groups. Also notice that because each record is printing
the state, this confirms that it is grouping the way I want, but I no longer need to print
the state for each record returned. Instead, I could put a state identifier into
my header. So let’s make those changes. First thing I want to do is add a child band. This is going to follow my StateGroupFooter. You can see now why renaming the bands can
be useful. That’s the only setting I want to change,
so I’m going to click OK, and because this is just being used as a spacer, let’s edit. So this is my StateGroupChild. And I can make the height 0.15. OK, let’s just quickly take a look at that. And now we can see there is a space coming
in between the footer and the header. OK, so now I’m going to want to complete my
header. I’m going to start by selecting my labels. And I want to move these from my column header
into my group header. Notice that if I try to drag and drop, it’s
not going to allow me to do that. The reason for this is that each band is essentially
its own entity. You can move objects from one band to another
by using copy/paste. So let’s highlight. Actually I want to cut. And paste into my column header. I no longer need State to be in there, so
I can delete that out. I’m being asked, “Should my report be grouped
by State first?” That is entirely up to you and how you want
your report to be formatted. On this one I am grouping by state just because
that’s the best example with the dataset I have, so my report is going to group by the
state in the bands, and then within each band it’s going to order it by the city name, and
then last name and first name. Your Report Viewers should be able to tell
you what the best format for them is going to be, and that will allow you to determine
what you’re grouping by, and then what you’re ordering by. So because each record is only returning the
name, city, and Zip in the detail band, I can go ahead and add the street address as
well. I’ll start by moving City over, because I
want Street to go before it. And now I have room to add my street. First thing I’m going to do is just a quick
copy and paste of that label. Notice instead of using your mouse, you can
use the arrow keys on your keyboard for allowing more precision movement. Double-click that and call it “Street”. If I was adding a new one, I could also have
clicked on the “A” to add a text field. And that would have allowed me to create a
new label as well. Now to add my database field, that’s the “A”
icon here with the stack behind it. And this is going into my detail band. There’s my ArgosData. And I’m going to add Street1. And again just positing it a little on the
form. So now we’ve moved the labels down, and everything’s
looking aligned. OK, column header, I don’t need anymore so
I will delete that now. And the last thing I want to add is a total
count for the number of addresses in each state, and the total number of addresses in
the entire report. I’m going to start with the total for which
I need a summary band. This is added by adding a single band, and
then change the type to be Summary. And click OK. I’m going to rename this band so I know what
it is. And we can see it’s appearing under my child,
but above the page footer. To count the total number of addresses I’m
going to use an expression again. Go into my expression builder, and I’m going
to use a function. The function I’m going to use is COUNT, because
it will count each record being returned to the report. So at this point the expression would only
return the number of records. I want to add some wording into this, so we’ll
use “Total State Count: ” and a trailing space, plus my COUNT. Total state count, and then it’s going to
give me my number. OK. And OK. And let’s center this, and auto-size the width. And I’ll use these to center it in my summary
band. So now I’m also going to add a count that’s
going to count each state. I can do that by copying my expression and
putting it into my group footer. So I’m going to need to adjust my expression
so it will only return an address count for one state. And I’ll also want to use a state abbreviation
instead of the full names. I’ll do this by adding, let’s see… so my
expression is now going to be using the database field State, plus our leading space, Count,
plus COUNT. OK, so it is returning “text6”, but that’s
just letting me know that that’s where the database field is going to go. Count, and number. OK, and OK. I need this to reset after print, so that
after it does one band, it’s going to reset the count back to 0. And OK. And let’s save and preview. So now we can
see my Arizona count of 1, British Columbia 2, California 12. One thing I did miss actually, is I’d rather
like to know what state this is, rather than just having it appear down there. So let’s add an expression into my header. Show my state, and let’s make the font a little
bigger so it stands out. Expand the size of my band. And move my headers down a little. Much better. We can see the count. If we jump to the last page, there’s my total
count of 100, which is what I’d specified here. If I set this to 0, that will return all records. 447. The next topic we’re going to discuss is the
Library of Objects. During building the banded report we added
the logo object to our report by retrieving it from the library, but I’d also like to
show you how to add objects to the library. We created our report almost completely from
scratch, but there are many elements on that report that we may want to use time and time
again. Instead of recreating those objects every
time we want to use them in a report, we could save them into the Library of Objects. You can save objects, bands, object groups,
band groups, or even complete templates. Let’s see, first thing I’m going to do in
my report, just to show you, select my logo. And click on the book icon with a plus beside
it. This brings up the Library of Objects again,
defaulting to my own folder. I would name the object, give it a description,
and clicking OK is going to save this into the Library of Objects. I don’t need to save that one, so I’m just
going to cancel out from that. You can create an object in the Library of
Objects by selecting multiple objects, single bands, or multiple bands. You can also create a template that would
contain pre-set fonts and images. For a template we would recommend clearing
any data that is related to a database, otherwise it will conflict with any data added by the
user in the report wizard. To create a template, click in the margin
to deselect any selections, and click to add in to the Library. You would then give your template a name,
and a description so others could know what it was, and click OK will add the entire template
into the Library of Objects. One final thing I would like to point out,
is just this Help icon at the top of Argos. This launches our in-product webhelp to explain
the most commonly-used functions in Argos. And pressing F1 at any time within the application
will take you to the Help as well. We have come to the end of the training. Before I close down the session, I would just
like to bring up the Evisions Knowledge Base, which is very useful for new users. From the Evisions Support Site, I’ll click
on the Knowledge Base icon here. The Knowledge Base will help answer many common
questions or issues. To use the Knowledge Base you can scroll down
the list of available articles. You can narrow by subcategory over on the
right, or you can use the search bar to search for any errors or keywords you may have run
into. Just as an example here, I want to “run reports
in argos web viewer”. Notice it auto-populates with some suggestions,
or I can just hit Enter. And this will return everything that it’s
found. If you are running into any issues in Argos
or any error messages, the Knowledge Base is a good place to come to to try and resolve
that issue. If you’re a DataBlock Designer or an Argos
, please sign up for the appropriate trainings on our website. And thank you everyone for attending. I hope you have a great day. If you have any further questions about anything
we discussed in this training, please visit our in-product documentation, visit our Knowledge
Base, or you can go through our Support Site to open a support ticket, and one of our Argos
analysts will be happy to assist you.

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