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中国式复杂报表的一大特征是多层表头,分级汇总、分层合并。
例如,期望的报表展示方式如下图。它具有多层行头、多层列头且进行了分类合计。
在 报表中,您可以手动制作此类报表,也可以使用矩表向导快速创建。
文中为您分别介绍这两种方法的制作过程,日常使用推荐使用矩表向导,高效完成报表制作。
为您介绍手动制作过程,旨在为您介绍矩表的子级分组以及汇总行的工作原理。
行分组:按照销售大区、销售省份、销售城市、销售门店进行四级分组。
列分组:按照类别名称和产品名称进行二级分组。
分别对行、列分组添加汇总。
在报表设计器的右侧,打开数据绑定设置面板。
单击添加设置报表使用的数据集,可以选择添加之前定义好的数据源或数据集。例如选择数据源“ WynDemoData ”,单击添加。
设置数据集名称为“ 销售数据 ”,在查询语句中输入SQL语句: select * from 销售明细 ,单击验证,您将看到查询字段处显示字段数目。最后单击确定保存数据集定义。
并将各级汇总的单元格内的表达式按照下图进行修改。
效果如下图。至此,一个多层表头、多层列头、分级汇总的报表就设计完成了。效果满意后,保存报表即可。
在报表设计器的右侧,打开数据绑定设置面板。
单击添加设置报表使用的数据集,可以选择添加之前定义好的数据源或数据集。例如选择数据源“ WynDemoData ”,单击添加。
设置数据集名称为“ 销售数据 ”,在查询语句中输入SQL语句: select * from 销售明细 ,单击验证,您将看到查询字段处显示字段数目。最后单击确定保存数据集定义。
从左侧工具箱中拖拽或单击矩表组件,在弹出的设计向导中单击取消。我们不使用向导。
右击第二行的第一个单元格,此列代表数据行的行头,选择行分组 > 子级分组,如下图:
添加一个子分组之后,矩表将增加一个新列。右击该新列的单元格,继续选择 行分组 > 子级分组,直至矩表变为5列。
右击矩表末列的首行单元格,该单元格代表动态表头,即根据数据动态生成的多个表格列的列头。选择列分组 > 子级分组,如下图。
此时,矩表将变成一个3行5列的结构,如下图:
对前4列,合并第1、2行单元格。
第5列的首行绑定“类别名称”字段,次行绑定字段“产品名称”。
第3行的前4个单元格,分别绑定字段:销售大区、销售省份、销售城市、销售门店。
第3行的最后一个单元格,将用于显示数值,绑定订单金额,会自动进行聚合运算。
设置完毕的效果如下图:
右击分组单元格,选择汇总操作 > 在分组后显示汇总,如下图:
对4级分组做同样的操作,矩表将为每个级别的汇总新添一个数据行。
同样,对“ 类别名称 ”和“ 产品名称 ”两级列分组,也添加相应的汇总列。
设置完毕的矩表如下图:
继续合并汇总单元格,并将各级汇总的单元格内的表达式按照下图进行修改。
调整主题颜色,预览效果如下图。至此,一个多层表头、多层列头、分级汇总的报表就设计完成了。效果满意后,保存报表即可。