Ohio Educational Computer Network System (OECN)
UDMS Beginning Training Guide


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RECORD SORT----------------------------------------------------------- 
|                                                                    | 
| Sort Entries: 2              REPORT DATA SORTING                   |                                                                
|       Sort Field      Sort Type                                    |                                                                
|                                                                    |                                                                
|   1  DEPTNO             ASC                                        |                                                                
|   2  LASTNAME           ASC                                        |                                                                
|____________________________________________________________________| 
 

Input Fields allow you to dynamically process data. That is, every time the report is run, different data may be applied based upon the input value(s) entered.
Calculated Fields can be defined against fields, constants, functions or synonyms, conditionally or unconditionally.
Record Qualification determines which records to select for output and includes operators such as "exactly equal", "begins with", etc.
Record Sort allows you to define control groups and the order in which the records are to be printed.

3.2.1 Visualizing Your Report

During the entire definition process, the format is displayed, allowing you to visualize your report as you create it. For some screens, the report layout is displayed from top to bottom and left to right. The "column detail" format is displayed in the top window.

The following two screens show a display of the full report layout and the column detail format respectively:


 
FULL REPORT LAYOUT---------------------------------------------------------------- 
|                                                                                | 
| Rpw: REPORTHD           REPORT DEFINITION MODIFICATION     View: PRSPAY        | 
|                                                                                | 
|================================================================================| 
|DD-MMM-YY  HH:MN XM                REPORTHD                            PAGE 9999| 
|                                Lesson 1 Report                                 | 
|                           Data definition (PRSPAY)                             | 
|================================================================================| 
|EMPLOYEE #  DEPT. #  WAGE CLASS       SALARY                                    | 
|**********  *******  **********  ***********                                    | 
|                                                                                | 
|    00-000     9999           9  $999,999.99                                    | 
|                                                                                | 
|                                                                                | 
|                                                                                | 
|                                                                                | 
|                                                                                | 
|                                                                                | 
| REPORT MENU [TOP]                                 <PF3> cancel                 | 
|                                                                                | 
| SELECT Rpt Fields          TOTAL this Rpt      MODIFY Rpt Descriptor  CANCEL   | 
| DEFINE Input/Calc Flds     FORMAT this Rpt     CHANGE Submit Options  SAVE as  | 
| QUALIFY Data Records       GENERATE this Rpt                          CATALOG  | 
| SORT Rpt Data              EXAMINE Format                                      | 
|________________________________________________________________________________| 


COLUMN DETAIL DISPLAY--------------------------------------------------------------- 
|                                                                                  | 
| Rpw: REPORT_HHD         REPORT DEFINITION MODIFICATION     View: PRSPAY          |                                                  
|....:...10....:...20....:...30....:...40....:...50....:...60....:...70....:...80. |                                                  
|EMPLOYEE #  LASTNAME         FIRSTNAME           DEPT. #       SALARY    CA_RAISE |                                                  
|**********  ***************  ******************  *******  ***********  ********** |                                                  
|                                                                                  |                                                  
|    00-000  XXXXXXXXXXXXXXX  XXXXXXXXXXXXXXXXXX     9999  $999,999.99  $99,999.99 |                                                  
|                                                                                  |                                                  
|                                                                                  |                                                  
|                                                                                  |                                                  
| Calc Fields: 1           CALCULATED FIELD DEFINITION       Columns Avail: 918    |                                                  
|   Calc Field Name Typ Mask      Field1        Opr Constant/Expr Field2     Cond  |                                                  
|                                                                                  |                                                  
|  1 CA_RAISE       NU $99,9...  CUR_SALARY     *  .06                       WHN   |                                                 
|   2                             DEPTNO         EQ 1                              |                                                  
|   3 ___________...                                                               |                                                  
|                                                                                  |                                                 
|                                                                                  |                                                  
|                                                                                  |                                                  
| DEFINE                              <PF2> help                  <PF4> finished   |                                                  
|__________________________________________________________________________________|                                                                                                                                    

As you are defining your report, the column detail display may automatically adjust based on your entries. When the column detail display will be affected, the ruler displays in the top window; when the column detail is given simply as a reference and will not be altered, the ruler is absent.


RULER = Column Display WILL Change-------------------------------------------------- 
|                                                                                  | 
| Rpw: REPORT_HHD         REPORT DEFINITION MODIFICATION     View: PRSPAY          |                                                  
|....:...10....:...20....:...30....:...40....:...50....:...60....:...70....:...80. |                                                  
|EMPLOYEE #  LASTNAME         FIRSTNAME           DEPT. #       SALARY    CA_RAISE |                                                  
|**********  ***************  ******************  *******  ***********  ********** |                                                  
|                                                                                  |                                                  
|    00-000  XXXXXXXXXXXXXXX  XXXXXXXXXXXXXXXXXX     9999  $999,999.99  $99,999.99 |                                                  
|                                                                                  |                                                  
|                                                                                  |                                                  
|                                                                                  |                                                  
| Calc Fields: 1           CALCULATED FIELD DEFINITION       Columns Avail: 918    |                                                  
|   Calc Field Name Typ Mask      Field1        Opr Constant/Expr Field2     Cond  |                                                  
|                                                                                  |                                                  
|  1 CA_RAISE       NU $99,9...  CUR_SALARY     *  .06                       WHN   |                                                 
|__________________________________________________________________________________| 


NO RULER = Column Display will NOT Change--------------------------------- 
|                                                                         | 
| Rpw: REPORT_HHD         REPORT DEFINITION MODIFICATION     View: PRSPAY |       
|                                                                         |       
|EMPLOYEE #  LASTNAME         FIRSTNAME           DEPT. #       SALARY    |       
|**********  ***************  ******************  *******  ***********    |       
|                                                                         |       
|    00-000  XXXXXXXXXXXXXXX  XXXXXXXXXXXXXXXXXX     9999  $999,999.99    |       
|                                                                         |       
|                                                                         |       
|                                                                         |       
| Input Fields: 1             INPUT FIELD DEFINITION                      |       
|     Input Field Name  Type          Prompting Text                      |       
|                                                                         |       
|   1 IN_USER            AN   Enter your LASTNAME in all CAPS:            |       
|   2 ___________...                                                      |        
|_________________________________________________________________________|                                                                                

3.2.2 Tutorial Lessons

The lessons that follow contain exercises designed to guide you through a learning process. The content of each lesson is outlined below:
LESSON CONTENT
1. Define a New Report Def
and Select Fields
Covers the minimium steps for defining a report, including the Report Descriptor, Field Selection, Report Generation and Catalog (saving the report definition).
2. Define Input/Calc Fields Illustrates the procedure for defining Input Fields and Calculated Fields.
3. Qualify Data Records Shows how to identify a specific set of records to be included in a report.
4. Sort Report Data Covers how to rearrange the order of the printed records.
5. Format the Report Discusses the format options, from the report heading to the report trailer.

You will be asked to use a view of the database which contains both personnel and payroll records. You are to create an employee salary report in steps. Each of the following lessons performs one step, and will continue with the report were the previous lesson left off.

You will be allowed to save the result of lesson one. After that, you will use a previously saved report which takes up where the prior one left off. Everyone will start lessons 2 - 5, with the same pre-saved sample report.

3.3 Lesson 1 - Defining a New Report Definition

In this lesson you will generate a quick default report using demo personnel and payroll data. Specifically, you will create a report that lists all employees currently employed by the company and their current salary (using the demo file "PRSPAY").

You will use the following steps:

  1. (1) Load the ReportWriter MAIN MENU.
  2. (2) Select "DEFINE a new RPW Def".
  3. (3) Define the report DESCRIPTOR.
    (Includes the report name, description, page width, default formats, security access, etc.)
  4. (4) Select fields to be included in the report.
  5. (5) Generate the report for the results.
  6. (6) Select additional fields for the report and generate it again for the results.
  7. (7) Catalog to save the report.

3.3.1 Load the RPW Main Menu

Use the Menu System and select the OECN option.

Next select the UDMS option. You are first shown a list of the available databases. Use up and down arrows to highlight the desired selection, and then press the [Return] key. For this lesson select the "DEMO UDMS Demo/Practice Dictionary" option.

You will bring up the text based version of UDMS and see the following main menu:


 
 
_________________________________________________________________________ 
|                                                                       | 
| Version 5.3-aa        User Data Management System                     |         
|                                                                       |         
|                       M  A  I  N     M  E  N  U                       |         
|                                                                       |         
|          RPW    ReportWriter                 INQ    Inquiry           |         
|          EXP    Export                                                |         
|          LBL    Labels                                                |         
|          TXT    Text/Merge                                            |         
|                                                                       |         
|                      MOD    Select Defs by Module (RPW, EXP, FRM...)  |      
|                      DATA   Select a Data Def (Record/View/Alias)     |      
|                      EXIT                                             |      
|                                                                       |         
|                                                                       |         
|                                                                       |         
|                                                                       |         
|                                                                       |         
|  MENU                       <PF2> help                  <PF4> exit    | 
|                                                                       |         
|        Copyright (C) 1987-1995 Interactive Software Systems Inc.      |         
|                         Enabled until 11/22/99.                       |         
|_______________________________________________________________________|                                                                                
 
 

Select the RPW option. You should see a screen such as the following:


 
 
------------------------------------------------------------------------- 
|                        EXISTING DATA DEFINITIONS                      |      
|                                                                       | 
|                                                                       | 
|            BILLING            Billing Record                          |    
|            CO_STATS           Company Operating Statistics            |    
|            CUST_LU            Customer Master for FRM Lookups         |    
|            CUST_MST           Customer Name & Address Master          |    
|            DAILYTXN           Daily Transaction File                  |    
|            DEPNDNTS           Dependents Demo File                    |    
|            HISTTXN            History Transaction File                |    
|            INVMSTR            Inventory Master File                   |    
|            NEWDLYTXN          Expanded record for DAILYTXN            |    
|            ORDERS             Order Entries for Customers             |    
|            ORDER_DET          Order Detail Records                    |    
|            ORDER_HDR          Order Header Record                     |    
|            PARTMSTR           Part Master File                        |    
|            PARTORD            History Transactions for PARTMSTR       |    
|                                                                       | 
| SELECT               <PF1> more                   <PF3> cancel        | 
|                                                                       | 
| Highlight the desired DATA DEFINITION by use of the <arrow> keys or   | 
| by entering the Name followed by <return>.  Display windows of        | 
| Definitions by use of the <PF1> key.                                  | 
|                                                                       | 
| Press <return> to make your selection.                                | 
|_______________________________________________________________________| 
 

Select Data Definition

In the ReportWriter lessons, you will use the data definition "PRSPAY". IF PRSPAY is not displayed on your screen, press the [PF1] key until it is. Then, use the [Arrow] keys to highlight it, and press [Return].

Upon selecting "PRSPAY", the REPORTWRITER MENU will appear as shown next.


  
____________________________________________________________________________ 
|                                                                          | 
| Version 5.3-aa               UDMS-ReportWriter           View: PRSPAY    |      
|                                                                          |      
|                                   M E N U                                |      
|                                                                          |      
|           SELECT    any RPW Def cataloged against current Data Def       |      
|           CHOOSE    any RPW Def regardless of Data Def                   |      
|           GENERATE  any RPW Def from same group as current Data Def      |      
|                                                                          |      
|           LOAD      any RPW Def to current Data Def                      |   
|           DEFINE    a new RPW Def against current Data Def               |   
|                                                                          |      
|           DATA      select another Data Def                              |   
|           FINISHED  return to the Main Menu                              |   
|           EXIT                                                           |   
|                                                                          |      
|                                                                          |      
|                                                                          |      
|                                                                          |      
| MENU                             <PF2> help          <PF4> finished      | 
|__________________________________________________________________________|                                                                                
 
 

The following options are available:
Option Explanation
SELECT any report (definition) already defined on the current view. This will bring up a list of all saved reports for this view, and allow you to select and then modify the report.
CHOOSE any report (definition) already saved on any view. This will bring up a list of all reports for all views. This is similar to the SELECT option, except all reports on all views are included.
GENERATE any report already defined on the current view. This option will allow you to generate previous reports.
LOAD any report (definition) already saved on the current view. You can use this as a template to make changes and create a new report from the old one.
DEFINE a new report definition against the current view. This is used to begin a completely new report from scratch.
DATA is used to change to a different view of the data base. For example, to change from PRSPAY to SALESREC.

3.3.2 The Report Descriptor

Since you want to create a new report, Select the DEFINE option to bring up the REPORT DESCRIPTOR screen. The following screen will appear.


 
____________________________________________________________________________ 
|                                                                          | 
| UDMS-ReportWriter             REPORT DEFINITION            View: PRSPAY  |      
|                                                                          |      
|                     R E P O R T     D E S C R I P T O R                  |      
|                                                                          |      
|  1. Report Name             : ______________                             |      
|  2. Description             :                                            |      
|                                                                          |      
|  3. Page Width              :                                            |      
|  4. Default Page Header     :                                            |      
|  5. Default Column Detail   :                                            |      
|                                                                          |      
|  6. Public Report           :                                            |      
|  7. Access Level            :                                            |      
|  8. Access Password         :                                            |      
|                                                                          |      
|  9. Definition Modify Level :                                            |      
|                                                                          |      
|                                                                          |      
| DEFINE                              <PF2> help    <PF3> cancel           |      
|__________________________________________________________________________| 
 

The following fields are used for this option:
Field Description
1. Report Name determines how the report is identified in the data dictionary once it is saved. The name may contain up to fourteen letters, numbers, and/or underscores, and may begin with a letter or an underscore.
2. Description may contain up to thirty-six characters and is the title of the report.
3. Page Width identifies the WIDTH of the report, up to 999 characters. The default page width given on the screen may be adjusted here, as well as in several other places as the process continues.
4. Default Page Header enables you to specify whether or not you want a page header to be automatically formatted, and thus be included in the report display. Otherwise, you will need to enter all of the details from scratch. It is much simpler to accept the default header.
5. Default Column Detail enables you to specify whether or not you want the column detail (data from every qualified record) to be automatically formatted and thus included in the report display. If you select "NO", then you will have to specify the detail yourself---such as the type of field (numeric, alpha, etc.), the length of the field, etc. It is much simpler to accept the default formatting, and then make adjustments, if necessary, than to do it from scratch.
There are three choices for this prompt:
Y Gives a columnar display
B Gives the block display
N Disables the default column detail display

Examples of these three choices are displayed next:


 
***COLUMN DISPLAY***
__________________________________________________________________________________ 
|                                                                                | 
| Rpw: REPORTHD                 REPORT DEFINITION            View: PRSPAY        | 
|....:...10....:...20....:...30....:...40....:...50....:...60....:...70....:...80| 
|EMPLOYEE #  DEPT. #  WAGE CLASS       SALARY                                    | 
|**********  *******  **********  ***********                                    | 
|                                                                                | 
|   00-000     9999           9  $999,999.99                                     | 
|                                                                                | 
|  Report Fields: 4           REPORT FIELD SELECTION         Columns Avail: 36   | 
|________________________________________________________________________________| 
 
 
***BLOCK DISPLAY***
__________________________________________________________________________________                                                                               
|                                                                                | 
| Rpw: REPORTHD           REPORT DEFINITION MODIFICATION     View: PRSPAY        | 
|....:...10....:...20....:...30....:...40....:...50....:...60....:...70....:...80| 
|                                                                                | 
|EMPNO: 00-000          DEPTNO: 9999                                             | 
|WAGE_CLS: 9            CUR_SALARY: $999,999.99                                  |                      
|________________________________________________________________________________|                                                                               
 
 
***NO DISPLAY***
_________________________________________________________________________________ 
|                                                                               | 
| Rpw: DIEHL_T                  REPORT DEFINITION            View: PRSPAY       | 
|                                                                               | 
| Report Fields:              REPORT FIELD SELECTION                            | 
|     Data   Fields                     Record        DspLen Typ Key            | 
|   1 EMPNO                           : PRSMST            5  NU  P              | 
|   2 SSN                             : PRSMST            9  NU  A1             | 
|   3 LASTNAME                        : PRSMST           15  AN  A2             | 
|   4 FIRSTNAME                       : PRSMST           18  AN                 | 
|   5 ADDR1                           : PRSMST           30  AN                 | 
|   6 ADDR2                           : PRSMST           30  AN                 | 
|_______________________________________________________________________________|                                                                                
Column Display includes a column header and 1 line of field placement.
Block Display displays up to 99 lines of data (from the last line up) within the width specified. One or more fields per line are printed in the format of "fieldname:data".
No Display presents the report field list.


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