How to create a User-defined Report View
HOW TO CREATE A USER-DEFINED REPORT VIEW : ACTION MENU
Many pages in Optima offer the powerful ACTION MENU, a core feature of Oracle APEX, which facilitates the creation of personalised visualisations of compiled information that can be saved as reports.
Here is a summary of the most frequently used actions by our customers.
Lets start from the Primary Report of an Interactive Report
The primary report is the original one provided by default to all users. Its name will appear in the list of reports as soon as you start saving your own personalised reports.
View all necessary columns in your original report
- Go to ACTION MENU / COLUMNS
- Select the columns to be displayed or not, with left/right arrows
- Reorder the columns to be displayed, with up/down arrows
- Apply
At this stage you can already create additional columns that would be useful for your next reports
Create a new column to sum the number of days
- Go to ACTION MENU / DATA / COMPUTE
- Name the new column, for example: TOTAL DAYS
- Format Mask: in this example we have use comma for 1000 and dot for decimals - you can use any preferred one.
- Use computational expression : in this example we have used (D-C) Expected completion date minus Start date.
- Apply
The Compute feature
It allows you to add new calculated columns to an Interactive Report or Interactive Grid, it enables you to create on-the-fly computations based on existing columns in the report.
- Customisation: you can define the column heading and Format Mask the computation formula
- Computation: you can use Oracle SQL functions (e.g., string manipulation, date formatting) and mathematical operators) to create new column. For more information see also https://docs.oracle.com/en/database/oracle/oracle-database/26/sqlrf/, enter the term in the search tool of the oracle page.
- These computed columns can be saved as part of a user-defined report view
The Group by feature
Enables users to group the result set by one or more columns and perform mathematical computations against columns.
Example: Group your Task Status and get the Sum of Total days
- Go to ACTION MENU / GROUP BY
- Select column Task Status
- choose SUM Function and Column Total days
- Use preferred format mask
- Apply
Example: Group your Projects / Tests Groups and get the Average of Total days
- Go to ACTION MENU / GROUP BY
- Select first column: Projects
- Select second column: Tests Groups
- Choose AVERAGE Function and Column Total days
- Use preferred Format Mask
- Apply
Example: Group your Tests Steps and get the Average of Total duration
- Go to ACTION MENU / GROUP BY
- Select first column: Test Name
- Selected second column: Test Step
- choose AVERAGE Function and Column Tasks Duration
- Use preferred Format Mask
- Apply
Save and name your new report
- Go to ACTION MENU/ REPORT / SAVE AS
To return to the original primary report, click the table icon next to the new report name, or scroll through the list of reports and select the primary one.
Select a period of time
- Go to ACTION MENU / FILTER
- Select preferred column to refer to
- Select preferred option for timing in the list of operator
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