ACTUATE OVERVIEW

Day 1

Introduction to Actuate

Actuate Features

e-RDPro Development Environment

Various Toolbars,Palettes
-
Connectin to di!!erent databases
-
"ections
-
"tructurin Reports
-
Formattin Reports
-
C#arts
-
Paination
-
Report $eneration Process
-
Creatin "imple Reports

-
$ivin Conditions in "%& 'uer( editor )A*D ,
+R,
-
Passin Parameters
-
Runtime Parameters
-
Ad#oc Parameters
- Conditional Frames
-
$roup Reports
"inle -rea. "inle -rea. Report

What is e.reporting ?
What is e.reporting ?

What it is e.reporting ?
e/reportin is a tec#nolo( t#at dra0s data
!rom diverse data sources, suc# as databases,
!lat !iles, in!ormation ob1ects, and presents t#e
data as a structured content !or vie0in in a
0eb bro0ser/

What is Actuate ?
What is Actuate ?

Actuate is an enterprise reporting solution

introduced by Actuate Corporation in 1996.
Reports are designed by developers using
flagship Actuate tools like the e-RDro and
deployed on the server! for end users to
run"vie#

$ther than soft#are solutions! Actuate also

provides services like support and training

About maor Actuate !eatures
About maor Actuate !eatures

%upporting intelligent report navigation

&sers can vie# Actuate D'()* reports using their #eb bro#sers! identify
ite+s of interest! and navigate to those ite+s ,uickly.
~ Actuate generates a table of contents for each report. This table of contents
displays the report structure elements.The table of contents can be
customised.
~ Actuate provides field based search. Users can download search results for
use in external applications such as word processors and spreadsheets.
~ Defining hyperlinks in a report enables the user to create a link from one part
of report to another part, to another report, or to other related information.

Developing a report using ob-ect-oriented technology

~ Actuate supports using flexible data connections, combinations, and
filters. ou can use multiple data sources for Actuate
reports.Additionally you can combine, filter and transform data from
these sources using Actuate data filters.
~ Actuate provides a rich framework for application development. The
Actuate foundation classes implement a framework for building reports
with components such as text, numeric data,charts, database
connections, !ueries and pages.
About maor Actuate !eatures
About maor Actuate !eatures

"calin deplo(ment across t#e enterprise "calin deplo(ment across t#e enterprise
Actuate provides the follo#ing sophisticated deploy+ent capabilities.
.enerating data fro+ any data source
%upporting +ultiple for+ats /D'()*! D0! 12cel 3
roviding page level security.
%cheduling reports and notifying users
roviding archiving service
%upports third-party reports /Crystal! %CR451 etc3
%upporting Clustering and 0ail over
%upporting +ultiple 1ncyclopaedia volu+es.
About maor Actuate !eatures
About maor Actuate !eatures

Application Re,uire+ents Application Re,uire+ents

%upport +illions of users! often in different countries

6728 high availability
ersonali9ed portal integration
1nd user analysis and develop+ent using spreadsheets
About maor Actuate !eatures
About maor Actuate !eatures

Allo# incre+ental syste+ gro#th to +eet business

de+ands

Re+ain on-line #hile syste+ is e2panded

rogressive vie#ing

:eb-based )anage+ent Console

%yste+ +anage+ent and +onitoring facilities

About maor Actuate !eatures
About maor Actuate !eatures

Clone 0eature - create +any ob-ects #ith si+ilar

characteristics! such as users #ith si+ilar privileges!
role +e+berships! and so on

4nternationali9ation
About maor Actuate !eatures
About maor Actuate !eatures

(ransient Reports
.enerated on-de+and /synchronous3
(he user re,uests the report
(he report is generated #hile the user #aits
Report output /R$4! etc3 is not saved to the Report
1ncyclopedia
(he report is ;thro#n a#ay< i++ediately a defined
ti+e after report is last vie#ed
About maor Actuate !eatures
About maor Actuate !eatures

About maor Actuate !eatures
About maor Actuate !eatures
Component reuse Component reuse
Visual Development Visual Development
Scripting Scripting

Actuate Report Server: A server application that generates Live

Report Documents, manages them in the Report Encyclopedia, and
makes them available to users.

Actuate Management Console: An application for system and

network administrators to manage and control the Actuate report
servers.

Actuate Active Portal: An end user product to access reports in an

encyclopedia volume.

Actuate eRDPro: An obect oriented application to design reports.

ACTUATE CO"#O$E$T%
ACTUATE CO"#O$E$T%

e/reportin arc#itecture
Data sources
XML
ODBC
EJBs
Java Objects
COM objects
CORBADCOM
Ascii !lat !iles
E"cel !iles
#or$ $ocuments
Etc %
Databases
Oracle
S&base
'BM DB(
'n!ormi" Online
MS S)LServer
*rogress
Etc %
E&' E&'
CO" CO"
e+RD *ro
ROD
ROX
Report Server
D,-ML
eSprea$s.eets
V-/
Enc&clope$ia
Management
Console
Create Manage Deliver

Dep(oying an e.Report
Dep(oying an e.Report

Dep(oying an e.Report
Dep(oying an e.Report

DE%I)$I$) ACTUATE RE#ORT
2sin t#e Actuate e Report Desiner
pro!essional

*ets %tart..

+pen t#e
Actuate e/Report
Desiner
Pro!essional/
"elect t#e Create
a *e0 Report
Tab/

*ets %tart..II

T#en C#oose t#e

option as per
(our use/
*ormall( 0e
select t#e 3-lan.
Report4 option
!or our .ind o!
reportin
re'uirements/
5avin done t#is
0e are read( !or
desinin/

Too(bars

6ain Toolbar

Format Toolbar

%uer( Editor Toolbar

Data Toolbar

Vie0er Toolbar

#a(ette

Dragging Components +rom the pa(ates
E7pand t#e
palates/
"tructure
Control
$rap#ics
Pae
Data

Dragging Components +rom the pa(ates II

Dra t#e
correspondin
controls !rom t#e
iven palates into
(our report desin/

Creating reports

Accessin Data

"tructurin report

Formattin report

Runnin and Distributin reports

Data
Access

Data 'ase Connecti,ity

-uery E.itor

"%& $rap#ical Editor

"%& Te7tual Editor

"tored Procedure Editor

%-* E.itor

$rap#ical
Dra and drop t#e table and its contents !or
developin a "%& 'uer( in-order to et t#e
re'uired datasource/

Te7tual
"%& 'uer( needs to be t(ped out to et t#e
re'uired datasource

The Connection Obect..

For database connection, please dra a connection ob1ect !rom t#e iven palates
and select t#e appropriate connection
Please set t#e appropriate properties !or t#ese ob1ects/

The Data%tream/.ata source0 Obect...

Dra and drop t#e appropriate data stream ob1ect in t#e structure pane/T#en
ViewData source to enter t#e 'uer( editor/5ere (ou select t#e re'uired columns
!rom t#e re'uired tables, ive t#e order b(,roup b( conditions as per t#e report
re'uirement/

#age 1 %ection Re(ationship

Types o! %ections

Report "ection

$roup "ection

"e'uential "ection

Conditional "ection

Parallel "ection

Report "ection

"ection 8 -e!ore

"ection 8 5eader

"ection 8 Content

Frames
9
Te7t bo7es
9
&abels
9
:/

"ection 8 Pae Footer

"ection 8 A!ter

"ection 8 "ub-Pae

Di!!erent Types o! %ections
6ain Report "ection or
Root "ection
)AcReport,

Conditional "ection
)AcConditional"ection,
Report "ection
)AcReport"ection,
Parallel "ection
)AcParallel"ection,
"e'uential "ection
)Ac"e'uential"ection,

%tructuring Report

%tatic Contro(s

Display static elements, that do

not interact with a data row.

Lines, images, text labels, drawing

controls

Can be placed in a frame or

directly on a page.

Data Contro(s

Display data from one or more

variables in a data row

Text, dynamic text, integer,

floating point, currency, and
date/time controls

Data controls that display data

from a data row must be placed in
a frame. therwise, they can be
placed in either a frame or directly
on a page.

+ormatting Report

Report #agination

Concept o! !lo0

"ub pae

Pae

Pae lists

Actuate Charts

Chart Components

data points

data categories

data series

A..ing +rames2

T#e Contents o! t#e

be!ore !rame are
e7ecuted onl( once/

T#e Contents o! t#e

pae #eader !rame
are displa(ed on all
paes e7cept t#e !irst
pae
T#e Contents o! t#e
content !rame are
displa(ed as man(
times as t#e data
ro0s/

Dra and drop t#e !rames in t#e be!ore, pae #eader and content slot in t#e
structure pane as per t#e re'uirement/
Frames

A..ing #ages2

A!ter addin t#e

pae to t#e pae list,
include t#e !lo0
component/

;ou can t#en desin

t#e pae as per t#e
reportin
re'uirement/

Dra and drop t#e appropriate pae list and pae component on to t#e structure
pane/
Pae &ist
and Pae
<e are *o0 read( to compile and run t#e report:

Ren.ering the Output2

Clic. on Report
-uild and Run/

To Render t#e output, (ou need to compile t#e desin and t#en run it/

Actuate +i(e Types2
/bas !ile=T#is #as t#e source code o! t#e desin
/rod !ile= Report +b1ect Desin !ile/
/ro7 !ile= Report E7ecutable/T#is is created a!ter buildin t#e /rod !ile/
/roi !ile= Report +utput Instance
/rov !ile= Report Parameter File

Actuate 5as t#e !ollo0in !ile t(pes=

Report )eneration #rocess
Report
Design
.enerate
.bas Code
5uild
12ecutable
Run
Report
=ie#
Report
>/rod
>/bas
>/ro7
>/roi
>/#tml

E7ample = "imple Report

"tored Procedures
- "tored Procedure -uilder
-

Reuse %uer(

"inle Input Filter

6ultiple Input Filter

Accessin Flat Files

CREATE +R REP&ACE PAC?A$E ACT2ATE
I"
T;PE 6;C2R I" REF C2R"+R@
#ROCEDURE RET3E"#/ "4E"# OUT "4CUR05
E*D@
8
CREATE +R REP&ACE PAC?A$E -+D; ACT2ATE
I"
#ROCEDURE RET3E"#/ "4E"# OUT "4CUR0
I"
-E$I*
+PE* 6;E6P F+R "E&ECT > FR+6 E6P <5ERE DEPT*+ I* ) AB,CB,@
E*D@
E*D@
8
#roce.ure 6hich returns re!erence to a cursor

"tored Procedure -uilder
%tep 1 = Ta.e a ne0 "tored procedure data stream
%tep 7 = Clic. on procedures and open "tored Procedure
-ro0ser
%tep 8= "elect t#e re'uired stored procedure/
%tep 9= "(nc#roniDe "tored Procedure <it# "c#ema
Datasource -E"%&-E"(nc#roniDe "tored Procedure
%tep : = *o0 all t#e !ields o! t#e result set 0ill be available
in t#e report/
> All I$ parameters 0ill be available in t#e output
parameter 0indo0/
> All OUT parameters 0ill be available in t#e properties
0indo0 o! "toredProcedure"ource

With Co.e

T#e !ollo0in are eneral steps !or callin a stored procedure

!rom an Actuate report=

Connect to t#e database/

Create and prepare t#e statement to e7ecute t#e stored procedure

usin t#e connectionFs Prepare) , met#od/

I! (ou are passin a value or values to t#e stored procedure,

de!ine t#e procedure input parameters usin t#e statementFs
De!ineProcedureInputParameter) , met#od/ Do not embed t#e
input parameter de!initions in t#e statement itsel!/

To et a value !rom t#e stored procedure=

De!ine output parameters usin t#e statementFs

De!ineProcedure+utputParameter) , met#od/

Call t#e "tart*e7t"et) , met#od/

E7ecute t#e stored procedure usin E7ecute) ,/

$et t#e output parameter value or values usin

$et+utputParameter) ,/

I! t#e stored procedure returns ro0s=

Create a cursor usin t#e statementFs AllocateCursor) , met#od/

-ind columns to data-ro0 variables usin t#e cursorFs

-indColumn) , met#od/

Create t#e data-ro0 ob1ect usin *e0) ,/

Retrieve t#e ro0s usin t#e cursorFs Fetc#) , met#od/

I! t#e stored procedure returns a status, et t#e return status value

usin $etProcedure"tatus) ,/

%uer( Reuse

Ta.e a se'uential section 1ust ne7t to *e0Report App/

Ta.e a ne0 report section/

Ta.e memor( bu!!er/

Ta.e ne0 input datasource

+verride t#e !inis#stream), and !inis#), met#ods o! !irst

report section/

Ta.e a ne0 report section as part o! t#e se'uential

section/

+verride t#e Finis#stream met#od o! second report

section/

Ta.e datastream as memor( bu!!er in t#e second report

section

Add a ne0 met#od as *e0InputAdapter to t#e

datastream

Ta.e te7tcontrols on t#e content section o! t#e second

report and c#ane t#e vale7p propert( to repective
column name/