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为了方便您了解在产品中创建报表的流程,特绘制了流程图,希望为您的使用带来帮助。
创建报表时,首先需要选择一个报表模板(RDL报表和页面报表),这两种报表在设计和最终呈现时有区别。您根据需要选择即可,文档中我们一般以 RDL 报表为例进行介绍。
选择模板后就会进入报表设计器。
首先需要为报表添加数据,然后就可以开始设计报表。报表组件与仪表板组件一样也需要绑定数据字段,以确定需要呈现的数据。绑定数据后再进行适当的美化即可完成单个组件的制作。
当完成所有组件的添加、布局和设置工作后,一张报表也就制作完成了。
最后一步就是将这张报表分享给其他同事或领导,使他们可以看到和使用你制作的报表。
下面是按照报表的制作思路建立的文档索引,供您在制作报表时参考。
流程名称 | 功能简介 | 相关文档 | ||
---|---|---|---|---|
1.选择报表模板 | 选择合适的报表模板。 | |||
2. 进入报表设计器 | 报表设计器介绍。 | |||
3. 添加数据集 | 介绍报表数据集的种类以及用法。 | |||
4. 添加组件元素 | 表格组件 | 表格是报表中最常用的组件之一,主要用于制作以行和列来组织数据的 二维表类报表。 | ||
矩表组件 | 矩表用来显示按行和列进行分组的数据汇总,适用于行和列都是由数据 动态构成的交叉分析表。最常见的应用场景为数据横向转置和数据的多 维度交叉分析。 矩表与表格最关键的区别在于矩表的行和列都可以动态扩展,而表格的列 则是相对固定的。 | |||
图表组件 | 图表也是报表中非常常用的一个组件,它以图形的形式显示数据,使用户 更容易快速的理解大量数据。 常用的图表组件有:柱形图、条形图、饼图、折线图等等。 | |||
其他组件 | 包含:文本框、迷你图、数据条、条形码、子报表、图片、图形、列表、 目录等等。 | |||
5. 参数与过滤 | 数据过滤是报表的重要能力之一。 虽不是每张报表的必须具备的,但也是报表中非常常用且实用的功能。 实际使用报表时,我们经常并不需要将数据库中所有的数据都呈现出来, 而是根据一些设定的条件过滤出需要的数据,这就是报表的数据过滤。 | |||
另外,对于参数和过滤功能来讲,还有一个非常好用的功能,就是 自定义参数面板。 做好参数与数据过滤后,报表使用的是默认的参数面板,没有任何排布, 完全按照参数的顺序依次显示出来。 此时,您可以使用自定义参数面板功能将参数面板的外观与排布进行自 定义设计。设计之后的参数面板将有效提升用户体验,帮助最终报表的 使用者理解各个过滤条件。 | ||||
6. 报表外观与布局 | 系统为报表的外观提供了非常灵活的设置方式,除了对组件样式进 行单独控制以外,还支持报表的全局控制,可以全方位高效的满足您的 需求。 | |||
7. 其他重要功能 | 表达式 | 报表除了自动生成一些表达式以外,还支持用户自定义表达式用于 报表内容或格式的设定,这也是本产品报表最具特色的核心功能。 | ||
交互式报表 | 交互式报表是一种为实现智能化业务分析的报表解决方案,使静态的报表 尽可能动态化,即报表数据动态化和报表形式动态化,从而提升报表的 实际使用价值。根据用户的分析角度和数据选择的不同而出现不同的报表 展现形式。 | |||
报表运行计划 | 运行计划允许间隔循环运行一张报表,并将运行结果发送给指定的接收 邮箱,以满足定期自动生成报表的需求。 | |||
8. 保存与分享报表 | 保存报表并将制作好的报表分享出去,才能让其他人看到。 |