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       
(Showing Draft Content)

报表设计思路

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。

image2019-8-9_10-42-45.png

思路解析:

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。

文档索引:

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。

报表模板

2. 进入报表设计器

报表设计器介绍。

报表设计器及常用操作

3. 添加数据集

介绍报表数据集的种类以及用法。

报表数据来源简介

使用共享数据集

使用内嵌数据集

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。

使用表格组件设计报表

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。

使用矩表组件设计报表

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。

使用图表组件设计报表

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。

使用其他报表组件

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。

报表参数与数据过滤

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。

自定义查询面板

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。

报表外观与布局

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。

表达式专题

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。

交互式报表

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。

报表运行计划

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。

新建报表示例

第十章 文档和用户权限管理