learn report builder
TRANSCRIPT
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Copyright by Digital Metaphors Corporation
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i
CONTENTS
INTRODUCTION Design ...................................................................... 1
Preview .................................................................... 1Data .......................................................................... 1
About this book ........................................................ 2
A QUICK TEST SPIN Overview .................................................................. 3Getting Started ......................................................... 3
uer! "i#ard ........................................................... 3
Design "orks$a%e ................................................... &Preview .................................................................... '
(i)es ......................................................................... '
CALISTHENICS Overview .................................................................. *Co+$onent Creation ................................................ *
,and Ad-ust+ent .................................................... 1
,asi% Co+$onent Se/e%tion ................................... 1
Do%king Too/bars ................................................... 11
Si#ing0 A/igning0 and Positioning Co+$onents ....... 13
(rontto,a%k Order ............................................... 1
Advan%ed Co+$onent Se/e%tion ............................ 1
Advan%ed Si#ing 1 ....................................................
S$eed 4enu........................................................... 1*
Data Tree ............................................................... 22
SUMMARY TUTORIAL Overview ................................................................ 2*uer! "i#ard ......................................................... 2*
Design "orks$a%e ................................................. 3
Preview .................................................................. 32
(i)es....................................................................... 32
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COVER PAGE Overview ................................................................ 33Design "orks$a%e ................................................. 33
Preview .................................................................. 35
SIMPLE TABLE LISTING Overview ................................................................ 3'uer! "i#ard ......................................................... 3'
Design "orks$a%e ................................................. 3
INVOICE Overview ................................................................ &1Estab/ish the ,asi% Design..................................... &1
(it and (inish .......................................................... &'
ORDER SUMMARY Overview ................................................................ 51De6ine a 4asterDetai/ 7e/ationshi$ ....................... 51
4odi6! the ,asi% 7e$ort 8a!out ............................. 5
DETAILED ORDER SUMMARY Overview ................................................................ 5*7e$ort 8a!out......................................................... 5*
MAILING LABEL Overview ................................................................ 5The 8abe/ Te+$/ate "i#ard................................... 5
Pre$are a Te+$/ate 4anua//! ................................ *
FISH PHOTO ALBUM Overview ................................................................ '3,ui/d the 7e$ort 8a!out .......................................... '3
(it and (inish .......................................................... '
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iii
SALES STATISTICS Overview ................................................................ '*Estab/ish the ,asi% 8a!out ..................................... '*
4odi6! the ,asi% 7e$ort 8a!out ............................. 1
(it and (inish .......................................................... &
FORM LETTER Overview ................................................................ ',ui/d the 7e$ort .....................................................
FISH REFERENCE BOOKLET Overview ................................................................ *3,ui/d the 7e$ort 8a!out.......................................... *3
(it and (inish .......................................................... **
CROSSTAB Overview .............................................................. 15E)tend the Crosstab Design ................................ 1
9nderstanding Crosstab 8a!outs ......................... 11
APPENDIX A: TOOLBARS Overview .............................................................. 113Nudge Too/bar ..................................................... 11&
Si#e Too/bar ......................................................... 115
Draw Too/bar ........................................................ 11
A/ign or S$a%e Too/bar ......................................... 11'
Standard Co+$onent Pa/ette ............................... 11
Data Co+$onent Pa/ette...................................... 11*
Advan%ed Co+$onent Pa/ette ............................. 12
7e$ort Tree.......................................................... 121
Data Tree ............................................................. 122
Standard Too/bar ................................................. 123
(or+at Too/bar ..................................................... 12
Edit Too/bar.......................................................... 125
G/ossar!............................................................... 12'
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GLOSSARY A: ................................................................ 12'13
INDEX A: ................................................................. 13'13*
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;n t ro du % ti on 1
INTRODUCTION
Welcome o Le! " # $#% R e &o " B' $l ( e ") ! *e"$e* o+
'o"$!l* (e,elo&e( o e!c- .o' -o/ o c"e!e
*'#0 #$#% "e&o"*1 T-e 'o"$!l* 2e%$# /$- -e
2!*$c*) *'c- !* -o/ o '*e -e Re&o" De*$%#e")
!#( e#( /$- !(,!#ce( "e&o"$#% ec-#$3'e* l$4e
c"o**!2 c"e!$o#1 T-$* %'$(e *-o'l( -e"e+o"e 2e
-el&+'l o 2o- -e #o,$ce !#( -e *e!*o#e( "e&o"0
2'$l(e"1
DESIGN
T-e Re&o" De*$%#e") &$c'"e( !2o,e) $* -e !&&l$0
c!$o# .o' /$ll '*e o 2'$l( "e&o"*1 I co#!$#*
-"ee /o"4*&!ce*: D!!) De*$%#) !#( P"e,$e/1
W-e# +$"* ($*&l!.e() -e Re&o" De*$%#e"
(e+!'l* o -e (e*$%# /o"4*&!ce 2ec!'*e -$* $*
/-e"e .o' /$ll *&e#( -e m!5o"$. o+ .o'" "e&o"0
2'$l($#% $me1 T-e (e*$%# /o"4*&!ce $* ($,$(e(
$#o /o !"e!*: -e /o"42e#c- !#( -e c!#,!*1
T-e /o"40 2e#c- $* com&"$*e( o+ ool2!"*)
com&o#e# &!l0 ee*) "'le"*) !#( o-e" ool* -!
c!# 2e '*e( o
m!#$&'l!e -e c!#,!*1 T-e c!#,!* $* -e !"e! -!
co#!$#* -e "e&o" l!.o'1 T-$* $* /-e"e /e &l!ce
-e 2!#(* !#( com&o#e#* -! /$ll 'l$m!el. co#0
"ol -e co#e# o+ e!c- &!%e o+ -e "e&o"1
PREVIEW
T-e &"e,$e/ !2 &l!.* !# $#e%"!l "ole $# -e
"e&o"0 c"e!$o# &"oce** 2ec!'*e $ !llo/* .o' o
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m!#. c-!#%e* !#( co""ec$o#* 2!*e( o# /-! /e
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!llo/ .o' o,$e/ e!c- &!%e o+ -e "e&o" o" 7oom
$# o %e ! 2ee" loo4 ! ! *&ec$+$c &!%e1 Yo' c!#
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DATA
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m!#$&'l!e -e (!! #ee(e( +o" ! %$,e# "e&o"1
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(!! /$-o' "e3'$"$#% !# $#0(e&- 4#o/le(%e o+
(!!0 2!*e*1
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2;n trodu %ti on
O#ce -e (!! $* *elece() /e c!# 2e%$# l!.$#% o'
-e "e&o"1 T-e &"$m!". &'"&o*e o+ ! "e&o" $* o
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o (o 5'* -!1
AB!T T"IS B#
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4ee& $# m$#( -! -e 'o"$!l* 2'$l( o# o#e
!#o-e") mo,$#% +"om 2!*$c co#ce&* o com&le8
"e&o"*1 T-e"e+o"e) $ m!. 2e ($++$c'l o com&lee
!# !(,!#ce( 'o"$!l /$-o' -!,$#% +$"* com0
&lee( e!"l$e" 'o"$!l*1 E!c- 'o"$!l &"o('ce*
*ome 4$#( o+ "e&o" !#( 2"$#%* o l$%- $m&o"!#
!*&ec* o+ Re&o"B'$l(e"1
A Quick Test Spin %$,e* .o' ! %l$m&*e o+ -e
Re&o" De*$%#e"6* "e&o"02'$l($#% &oe#$!l1
Calisthenics o++e"* ! *e"$e* o+ e8e"c$*e* -!
&"e0 &!"e .o' +o" -e 'o"$!l*1 Yo' /$ll 2e !
#$m2le '*e" /-e# .o' com&lee -e
c!l$*-e#$c*1
The Summary Tutorial co#ce#"!e* !ll -! .o'
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"e&o" loo4* cle!# !#( &"o+e**$o#!l1
T-e Simple Table Listing 'o"$!l *-o/* .o' -o/
o 2'$l( ! "e&o" '*$#% -e Re&o" W$7!"( !#(
$#"o0 ('ce* *ome /!.* o -!#(le "e&e!$#% (!!1
T-eInvoice 'o"$!l $ll'*"!e* -o/ o e8&o" *!,e(
(!! *o -! .o' c!# '*e $ +o" ! #e/ "e&o" !#(
&"e0 *e#* -e co#ce& o+ %"o'&*1
T-eMailing Label 'o"$!l $#"o('ce* -e L!2el
Tem&l!e ool) /-$c- !llo/* .o' o c"e!el!2el* /$- e!*e1
T-eFish Photo Album *-o/* .o' -o/ o c"e!e !
colo"+'l "e&o" '*$#% -e DBIm!%e com&o#e# !#(
$#"o('ce* *ome co#ce&* $# "el!$o# o com&o0
#e#* !#( -e /!. -e. /o"41
T-e Sales Statistics 'o"$!l e!c-e* -e ($++e"e#ce
2e/ee# (!! !#( $#+o"m!$o# !#( +'"-e"
(e,elo&* -e co#ce& o+ %"o'&*1
T-eForm Letter 'o"$!l *-o/* .o' -o/ o *e '&
! lee" +o" m!** m!$l$#%1
T-eFish Reerence !ooklet $ll'*"!e* -o/ o
c"e0 !e ! "e&o" /$- *$(e02.0*$(e memo* !#(
$#"o0 ('ce* "e%$o#*1
T-e Crosstab 'o"$!l o++e"* ! "e&o" $# -e +o"m o+
! *&"e!(*-ee) /-$c- $* '*e+'l /-e# ! l!"%e
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A&&e#($8 A (e*c"$2e* -e ool2!"* !#( -e$" co#0
e#* $# (e!$l1
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e#co'#e" !* .o' /o"4 -"o'%- -e 'o"$!l*1
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9 A u i% k T e st S $ i n
A QUICK TEST SPIN
VERVIEW
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+ollo/$#% $em*:
9 A l$* o+ com&!#. #!me*
9 A co#!c #!me +o" e!c- com&!#.
9 A &-o#e #'m2e" +o" e!c- co#!c
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o Calisthenics !#( %o -"o'%- $ +$"*) -e# "e'"#
o -$* 'o"$!l1
GETTING STARTED
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cl$c4$#% o# $1 T-e C'*ome" !2le *-o'l( #o/
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4 Cl$c4 o# -e Se O"(e" 2'o#1
5 Do'2le0cl$c4 o# C'*ome"1Com&!#. *o $
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6 Cl$c4 F$#$*-1
7 Yo'6,e o++$c$!ll. com&lee( .o'" +$"* 3'e".
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Co+$onents
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2 Pl!ce ! DBTe8 com&o#e# $# -e (e!$l 2!#(1
3 C-!#%e -e e8 +"om 2ol( o "e%'l!" 2.
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co#!$#$#% -e +$el(*1 T-e +$"* com&!#. #!me
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c!&$o# o+ -e DBTe8> com&o#e#1
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9 C-oo*e 6Co#!c6 +"om -e ("o&0(o/# l$*1 T-e
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11 C-oo*e 6P-o#e6 +"om -e ("o&0(o/# l$*
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BAND AD1!STMENT
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2!#(1 We c!# "eme(. -$* 2. $#c"e!*$#% -e
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($,$(e" '& !#( (o/#1
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($,$(e" '& !#( (o/#1 No$ce -e /o l$le l$#e*
-! !&&e!" o# -e ,e"$c!l "'le" o -e le+ o+ -e($,$(e"1 T-e*e l$#e* !"e c!lle(gui$es2ec!'*e
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BASIC CMPNENT SE2ECTIN
O#ce com&o#e#* !"e c"e!e() -e "e!l /o"4
2e%$#*) +o" e!c- com&o#e# #ee(* o 2e c!"e+'ll.
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2 Selec -e "em!$#$#% com&o#e#*: -ol( (o/#
-e S-$+ 4e. !#( -e# cl$c4 o# -e o-e" /o
l!2el* !#( -e *-!&e1 All o+ -e com&o#e#*
*-o'l( #o/ 2e *elece(1 Yo' c!# ell -! -e. !"e
*elece( 2. -e *m!ll %"!. 2o8e* *'""o'#($#% e!c-
com&o#e#1 T-e*e 2o8e* !"e c!lle(selectionhan$les1
3 Cl$c4 o# -e /-$e *&!ce o+ -e -e!(e" 2!#(1
No$ce -! -e com&o#e#* !"e (e*elece(1
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4 Cl$c4 o# -e /-$e *&!ce o -e le+ o+ -e +$"*
l!2el) -ol( (o/# -e le+ mo'*e 2'o#) !#( 2e%$#
("!%%$#% -e mo'*e (o/#1 A boun$ing bo& /$ll
!&&e!"1 I *-o'l( loo4 l$4e -e "ec!#%'l!" 2o8
2elo/1
5 D"!% -e mo'*e !c"o** -e com&o#e#* '#$l
-e 2o'#($#% 2o8 e#com&!**e* !ll o+ -e
com&o#e#*1
6 Rele!*e -e mo'*e 2'o#1 All o+ -e com&o0
#e#* /$ll 2e *elece(1
7 Pl!ce .o'" c'"*o" o,e" o#e o+ -e com&o#e#*
!#( ("!% $# !#. ($"ec$o#1 No$ce -o/ !ll o+ -e
com&o#e#* mo,e $# '#$*o#1 T-$* $* c!lle( ! com0
&o#e#selection1
Noe: T-e*e !"e -e /o me-o(* .o' c!# '*e o
*elec m'l$&le com&o#e#*: the shit'click
metho$ ;-ol( (o/# -e S-$+ 4e. !#( cl$c4 -e
com&o0 #e#*< !#( the boun$ing bo& metho$ ;-ol(
(o/# -e mo'*e 2'o# !#( o'l$#e -e
com&o#e#*
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5 D"!% -e mo'*e o -e le+ '#$l -e "ec!#%le
&$,o* !#( !&&e!"* !* +ollo/*:
No$ce -o/ -e 2o"(e" c-!#%e* +"om ! -$c4 l$#e
o ! -$# l$#e o $#($c!e -! -e ool2!" /$ll
*'cce**0 +'ll. (oc41
6 Rele!*e -e mo'*e 2'o#1 T-e ool2!" $* #o/
(oc4e( ,e"$c!ll.1
7 D"!% -e ool2!" o,e" -e '&&e" le+ co"#e" o+
-e -e!(e" 2!#(1 T-e "ec!#%le) /-$c- "e&"e*e#*
-e #e/ &o*$$o# o+ -e ool2!") /$ll loo4 l$4e -$*:
8 Rele!*e -e -!#(le1 T-e ool2!" $* #o/ !
loat' ing %in$o%1 T-e !"e! ! -e o& o+ -e
ool2!" ;l!2ele( 6D"!/6< $* c!lle( -e title bar1
Yo' c!# mo,e -e /$#(o/ 2. &l!c$#% .o'" c'"*o"
o,e" -e $le 2!" !#( ("!%%$#%1
9 Cl$c4 o# -e clo*e 2'o# $# -e $le 2!"1
T-e ool2!" /$ll 2e clo*e(1
10 Selec V$e/ Tool2!"* +"om -e m!$# me#' o+
-e Re&o" De*$%#e" !#( cl$c4 o# D"!/ me#'
$em1 No$ce -! -e ool2!" "e'"#* o -e *!me
&l!ce $ /!* 2e+o"e .o' clo*e( $1
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.o' c!# clo*e -e ool2!" 2. cl$c4$#% -e clo*e
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!cce**$#% V$e/ Tool2!"* +"om -e m!$# me#'1
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11 D"!% -e ool2!" o -e '&&e" "$%- co"#e" o+
-e (e*$%# /o"4*&!ce *o -! $ loo4* l$4e -$*:
12 Rele!*e -e -!#(le1 T-e ool2!" $* #o/(oc4e( -o"$7o#!ll.1
Noe: All ool2!"* -!,e -e *!me (oc4$#% !2$l$.
!* -e D"!/ ool2!"1
SI&ING3 A2IGNING3 AND PSITINING
CMPNENTS
I# o"(e" o %e !ll o+ -e com&o#e#* l$#e( '&
#e!l. o" *$7e( co""ecl.) .o' m'* 4#o/ -o/
o *$7e !#( !l$%# /$- (e8e"$.1
Si4ing
1 De*elec !ll com&o#e#* 2. cl$c4$#% o# -e
/-$e *&!ce o+ -e -e!(e" 2!#(1
2 Selec -e *-!&e com&o#e# $# -e -e!(e" 2!#(1
3 Pl!ce .o'" c'"*o" o,e" -e l$le 2l!c4 2o8 o#
-e "$%- *$(e o+ -e *-!&e !#( /!$ '#$l -e c'"*o"
c-!#%e* o ! le+"$%- !""o/1 T-e l$le 2l!c4
2o8e* -! *'""o'#( -e *-!&e !"e c!lle(si#ing
han$les1
4 D"!% -e c'"*o" o -e "$%- !#( #o$ce -o/ -e*-!&e %e* /$(e"1
5 Pl!ce .o'" c'"*o" o,e" -e *$7$#% -!#(le o# -e
2oom o+ -e *-!&e !#( /!$ +o" -e c'"*o" o
c-!#%e o !# '&(o/# !""o/1
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6 D"!% -e c'"*o" (o/# !#( #o$ce -o/ -e l!2el
%e* !lle"1
7 Pl!ce .o'" c'"*o" o,e" -e *$7$#% -!#(le o# -e
"$%-0-!#( co"#e" o+ -e *-!&e !#( /!$ +o" -e c'"0
*o" o c-!#%e o ! ($!%o#!l !""o/1
8 D"!% -e c'"*o"1 T-e *-!&e %e* 2o- /$(e"
!#( !lle"1
9 D"!% -e *-!&e o -e le+ co"#e" o+ -e -e!(e"
2!#(1
10 Mo,e -e *-!&e '& !#( (o/# $# -e -e!(e"
2!#(1 No$ce -e %'$(e* o# -e ,e"$c!l !#( -o"$0
7o#!l "'le"*1 W-e#e,e" .o' !"e ("!%%$#% o" *$70
$#%) -e %'$(e* *-o/ .o' -e &o*$$o# !#( *$7e o+
-e *elec$o#1
11 U*e -e %'$(e* o *e -e *-!&e o >? $#c- 2.
>? $#c-1 T-e %'$(e* *-o'l( m!c- '& /$- -e >?
$#c- m!"4 o# 2o- -e -o"$7o#!l !#( ,e"$c!l
"'le"*1
Noe: Yo' c!# !l*o !(5'* -e *$7e o+ !
com&o#e# 2. *elec$#% -e com&o#e#) -e#
-ol($#% (o/# -e S-$+ 4e. !#( &"e**$#% -e !""o/
4e.*1 Yo' c!# '*e -$* me-o( o *$7e *$#%le !#(
m'l$&le com&o#e# *elec$o#*1
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Aligning
1 I+ -e Al$%# o" S&!ce ool2!" $* #o !l"e!(. ,$*$0
2le) l!'#c- $ 2. *elec$#% V$e/ Tool2!"* !#(
cl$c4$#% o# Al$%# o" S&!ce1 T-e ool2!" *-o'l(
!&&e!" !2o,e -e -o"$7o#!l "'le"1
2 Doc4 -e Al$%# o" S&!ce ool2!" o# -e le+
*$(e o+ -e Re&o" De*$%#e"1
3 Selec -e *-!&e com&o#e# $# -e -e!(e" 2!#(1
4 Hol( (o/# -e S-$+ 4e. !#( -e# cl$c4 o# -e
-"ee l!2el*1 All +o'" com&o#e#* *-o'l( #o/ 2e
*elece(1
5 Cl$c4 -e Al$%# To& $co# o+ -e Al$%# o"
S&!ce ool2!"1 T-e l!2el* *-o'l( !l$%# /$- -e
*-!&e1
6 Mo,e L!2el@ o -e 2oom o+ -e -e!(e" 2!#(
7 Selec L!2el@ !#( S-$+0cl$c4 -e o-e" com&o0
#e#* $# o"(e" o !(( -em o -e *elec$o#1
8 Cl$c4 -e Al$%# Boom $co# o+ -e Al$%#
o" S&!ce ool2!"1 T-e com&o#e#* *-o'l( !l$%#
/$- L!2el@1
Noe: T-e +$"* com&o#e# *elece( $# ! m'l$0
*elec $* -e o#e o /-$c- -e o-e"* !l$%#1
Positioning
1 De*elec -e com&o#e#* 2. cl$c4$#% $# -e
/-$e *&!ce o+ -e -e!(e" 2!#(1
2 Selec -e *-!&e1
3 Hol( (o/# -e C"l 4e. !#( &"e** -e '& !""o/
*e,e"!l $me* o mo,e -e *-!&e1
4 A* .o' mo,e -e *-!&e '*$#% -$* me-o() loo4
! -e *!'* 2!" $# -e lo/e" "$%-0-!#( co"#e" o+
-e Re&o" De*$%#e"1 T-e To& me!*'"eme#
*-o'l( "!c4 /$- -e com&o#e#6* loc!$o#
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5 U*e -e "$%- !""o/ 4e. o mo,e -e *-!&e o
-e "$%-1 T-e Le+ me!*'"eme# *-o'l( "!c4
/$- -e com&o#e#6* loc!$o#1
6 Po*$$o# -e *-!&e *o -! -e Le+ $* !#( -e
To& $* 1?J
7 De*elec -e *-!&e1
8 U*e -e *-$+0cl$c4 me-o( o *elec -e l!2el*1
9 U*$#% -e !""o/ 4e.*) &o*$$o# -e *elec$o# !
Le+ o+ >1@?> !#( ! To& o+ 1@J1
/RNT5T5BAC# RDER
T-$* *ec$o# $ll'*"!e* -o/ ! com&o#e# c!# 2e
'*e( !* ! 2!c4%"o'#( +o" o-e" com&o#e#*1
Tas' (
Create and Co/or Sha$es
1 C"e!e /o mo"e *-!&e* #e!" -e +$"* *-!&e $#
-e -e!(e" 2!#(1
2 Selec -e +$"* *-!&e1
3 Loc!e -e F$ll Colo" $co# o# -e D"!/
ool2!"1
4 Cl$c4 -e (o/# !""o/ 2'o# o -e "$%- o+ -e
$co#1 T-e F$ll Colo" &!lee /$ll 2e ($*&l!.e(1
5 Selec .ello/1
6 Selec -e *eco#( *-!&e1
7 Se -e colo" o !3'!1
8 Selec -e -$"( *-!&e1
9 Se -e colo" o ,$ole1
Tas' )
Over/a$ Sha$es and Estab/ish their Order
1 Po*$$o# -e &'"&le *-!&e *o -! $* co"#e" o,e"0l!&* -e co"#e" o+ -e .ello/ *-!&e1
2 Po*$$o# -e &'"&le *-!&e *o -! $* co"#e" o,e"0
l!&* -e co"#e" o+ -e !3'! *-!&e1 T-e -"ee *-!&e*
*-o'l( loo4 l$4e -$*:
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3 Selec -e P"e,$e/ !21 No$ce -! -e *-!&e*
"e!$# -e$" +"o#0o02!c4 o"(e"$#%1
4 Re'"# o -e (e*$%# /o"4*&!ce !#( "$%-0cl$c4
o,e" -e &'"&le *-!&e1
5 Selec -e Se#( o B!c4 me#' o&$o#1 No$ce-o/ -e &'"&le *-!&e $* #o/ 2e-$#( -e !3'!
*-!&e1
6 R$%-0cl$c4 o,e" -e &'"&le *-!&e1
7 Selec -e B"$#% o F"o# me#' o&$o#1 T-e &'"0
&le *-!&e $* o#ce !%!$# $# +"o# o+ -e !3'! *-!&e1
8 R$%-0cl$c4 o,e" -e .ello/ *-!&e1
9 Selec -e B"$#% o F"o# me#' o&$o#1 T-e .el0
lo/ *-!&e $* #o/ $# +"o# o+ -e o-e" /o *-!&e*1
10 Re*o"e -e o"$%$#!l o"(e" o+ -e *-!&e* 2.
(ec$($#% /-$c- *-!&e #ee(* o 2e *e# o -e 2!c4
o" 2"o'%- o -e +"o#1 ;A#*/e": Se#( -e .ello/
*-!&e o -e 2!c41ia the uer! "i#ard
1 T-e Q'e". W$7!"( /$ll come '& /$- ! l$* o+
A,!$l!2le T!2le*1 C-oo*e -e Cl$e#* !2le 2.
(o'0 2le0cl$c4$#% o# $1 T-e Cl$e#* !2le *-o'l(#o/ !&&e!" $# -e l$* o+ Selece( T!2le*1
2 O#ce -e Cl$e#* !2le $* *elece() cl$c4 -e
F$#$*- 2'o#1
3 Yo'6ll #o$ce ! #e/ /$#(o/ $# -e '&&e" le+0
-!#( co"#e" o+ -e (!! /o"4*&!ce1 T-$* $* -e (!0
!,$e/1 I "e&"e*e#* -e (!! -! /$ll 2e *elece(
+"om -e (!!2!*e e!c- $me -e "e&o" $*
%e#e"!e(1 I# ! l!e" e8e"c$*e) /e /$ll *-o/ .o'
-o/ o m!4e mo($+$c!$o#* o ! (!!,$e/1 Fo"#o/) le6* mo,e
o# o 2'$l($#% -e "e&o"1
4 Cl$c4 o# -e De*$%# !2 $# o"(e" o 2e%$# l!.$#%
o' .o'" "e&o"1
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Tas' *
Do%k the Data Tree
1 M!8$m$7e -e Re&o" De*$%#e" /$#(o/1
2 H$(e -e Al$%# o" S&!ce ool2!"1
3 Selec V$e/ Tool2!"* D!! T"ee +"om
-e m!$# me#'1
4 Pl!ce .o'" c'"*o" o,e" -e 2oom o+ -e D!!
T"ee '#$l -e c'"*o" 2ecome* !# '&(o/#
!""o/ 1
5 Hol( (o/# .o'" le+ mo'*e 2'o# !#( ("!% -e
mo'*e (o/# '#$l .o' c!# *ee !ll o+ -e +$el(
#!me* l$*e( $# -e 2oom &!" o+ -e D!! T"ee1
6 Cl$c4 o# -e $le 2!" o+ -e D!! T"ee !#( ("!%
$ o -e le+) m!4$#% *'"e -! -e ool2!" $* 2elo/
-e -o"$7o#!l "'le"1 Co#$#'e ("!%%$#% '#$l -e
&o*$0 $o# "ec!#%le !&&e!"* !* *-o/# 2elo/1 T-$*
"ec0 !#%le $#($c!e* -o/ -e D!! T"ee /$ll 2e
(oc4e(1 T-e *c"ee# *-o'l( loo4 l$4e -$* 5'*
2e+o"e -e D!! T"ee (oc4*:
7 Rele!*e -e mo'*e 2'o#1 T-e D!! T"ee
*-o'l( (oc4 o# -e "$%- o+ -e /o"4*&!ce l$4e -$*:
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Tas' +
Create a >erti%a/ 7e$ort
1 Cl$c4 o# -e L!.o' !2 ! -e 2oom o+ -e
D!! T"ee1
2 Selec -e ,e"$c!l *.le1
3 Cl$c4 o# -e D!! !2 ! -e 2oom o+ -e D!!
T"ee1
4 Cl$c4 -e 6L!* N!me6 +$el(1
5 Hol( (o/# -e C"l 4e. !#( cl$c4 -e 6Tele0
&-o#e6 +$el(1 Yo'" *elec$o# *-o'l( loo4 l$4e
-$*:
6 Loc!e -e ($,$(e" l!2ele( 6De!$l6 o# -e
c!#,!* o+ -e (e*$%# /o"4*&!ce1
7 Pl!ce .o'" c'"*o" o,e" -e ($,$(e"1 Yo'"
c'"*o" *-o'l( c-!#%e o !# '&(o/# !""o/ )
$#($c!0
$#% -! .o' c!# ("!% -e ($,$(e" '& !#( (o/#1
8 I#c"e!*e -e -e$%- o+ -e (e!$l 2!#( 2. ("!%0
%$#% -e ($,$(e" '#$l -e %'$(e "e!c-e* -e o#e
$#c- m!"4 o# -e ,e"$c!l "'le"1
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9 Po*$$o# .o'" c'"*o" o,e" -e 6L!* N!me6 +$el(
$# -e D!! T"ee !#( ("!% -e *elec$o# $#o -e
(e!$l 2!#(1
10 Rele!*e -e mo'*e 2'o#1 T-e
com&o#e#* #ece**!". o ($*&l!. -e 6L!*
N!me6 !#( 6Tele0 &-o#e6 +$el(* $# -e "e&o" !"e
c"e!e(1
11 Cl$c4 o# -e P"e,$e/ !21 No$ce -o/ -e
l!2el* "e&e! +o" e!c- "o/ o+ -e (!!1 T-$* $*
c!lle( ! ,e"$c!l "e&o" 2ec!'*e -e com&o#e#*
!"e l!$( o' $# ! o&0o02oom +!*-$o#1
Tas' ,Create a Tabu/ar 7e$ort
1 Re'"# o -e (e*$%# /o"4*&!ce1
2 Selec !ll o+ -e com&o#e#* !#( &"e** -e
(elee 4e.1
3 Cl$c4 o# -e L!.o' !2 ! -e 2oom o+ -e
D!! T"ee1
4 Selec -e !2'l!" *.le1
5 Cl$c4 o# -e Fo# $co# +o" L!2el*1
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6 A ($!lo% 2o8 l$4e -$* /$ll !&&e!":
7 M!4e -e +o# *.le 2ol(1 No/ !#. l!2el
c"e!e( ,$! -e D!! T"ee /$ll 2e 2ol(1
8 Cl$c4 -e OK 2'o# o# -e Fo# ($!lo%1 No$ce
-o/ -e ($!%"!m ! -e o& o+ -e D!! T"ee
"e+lec* -e c-!#%e 2. 2ol($#% -e /o"(
6Com&!#.61
9 Cl$c4 o# -e D!! !2 ! -e 2oom o+ -e D!!
T"ee1
10 Po*$$o# .o'" c'"*o" o,e" -e 6L!* N!me6
+$el( $# -e D!! T"ee !#( ("!% -e *elec$o# $#o
-e lo/e" le+ co"#e" o+ -e -e!(e" 2!#(1
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11 Rele!*e -e mo'*e 2'o#1 T-e
com&o#e#* #ece**!". o ($*&l!. -e 6L!*
N!me6 !#( 6Tele0 &-o#e6 +$el(* !"e c"e!e(1
T-e l!2el* !"e $# -e -e!(e" 2!#( !#( -e (!!
$* $# -e (e!$l 2!#(1
12 Cl$c4 o# -e P"e,$e/ !21 No$ce -o/ -e
l!2el* !&&e!" o#l. o#ce ! -e o& o+ -e &!%e1
T-$* "e&o" $* 6!2'l!"6 2ec!'*e -e (!! $* l!$( o'
$# ! le+0o0 "$%- +!*-$o#1
Tas' -
Create a Tabu/ar 7e$ort with a Grid
1 Re'"# o -e (e*$%# /o"4*&!ce !#( (elee !ll
o+ -e com&o#e#*1
2 Cl$c4 o# -e L!.o' !2 ! -e 2oom o+ -e
D!! T"ee1
3 Cl$c4 -e G"$( c-ec4 2o8 +o" 2o- L!2el* !#(
F$el(*1
4 Cl$c4 o# -e D!! !2 ! -e 2oom o+ -e D!!
T"ee1
5 Po*$$o# .o'" c'"*o" o,e" -e 6L!* N!me6 +$el(
$# -e D!! T"ee !#( ("!% -e *elec$o# $#o -e
lo/e" le+ co"#e" o+ -e -e!(e" 2!#(1
6 Rele!*e -e mo'*e 2'o#1 No$ce -e 2o8e*
!"o'#( -e com&o#e#*1 T-e*e *-!&e* /$ll %$,e '*
-e e++ec o+ ! %"$(1
7 U*e -e 2o'#($#% 2o8 me-o( o *elec !ll o+
-e com&o#e#* $# -e -e!(e" 2!#(1
8 Remo,e -e l!2el* +"om -e *elec$o# 2.
-ol($#% (o/# -e S-$+ 4e. !#( cl$c4$#% o# e!c-
l!2el1 O#l. -e *-!&e* *-o'l( #o/ 2e *elece(1
9 Loc!e -e F$ll colo" $co# o# -e D"!/
ool2!" !#( *elec l$%- %"!.1
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10 D"!% -e ($,$(e" l!2ele( 6De!$l6 '& '#$l $
mee* -e 2oom o+ -e com&o#e#* $# -e (e!$l
2!#(1
11 Cl$c4 o# -e P"e,$e/ !21 No$ce -e %"$( e++ec1
12 S!,e -e "e&o" !* C!l? !#( clo*e -e Re&o"
De*$%#e"1
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35 S u+ + a r ! Tu to r ia/
SUMMARY TUTORIAL
VERVIEW
T-$* 'o"$!l /$ll *ol$($+. !ll o+ -e "e&o"02'$l($#%
ec-#$3'e* .o' le!"#e( $# C!l$*-e#$c*1 T-e +$#!l
"e&o" *-o'l( co#!$# -e +ollo/$#% $em*:
9 A l$* o+ c'*ome" #'m2e"*
9 A l$* o+ com&!#. #!me*
9 A co#!c +o" e!c- com&!#.
9 A &-o#e #'m2e" +o" e!c- co#!c
$!ER% WI&ARD
1 Cl$c4 -e Ne/ Re&o" $co# o# -e m!$#
ool2!"1
2 Cl$c4 o# -e D!! !21
3 Selec F$le Ne/ $# o"(e" o !cce** -e Ne/
Iem* ($!lo%1
4 Do'2le0cl$c4 o# -e Q'e". W$7!"( $co#1 T-e
Q'e". W$7!"( /$ll come '& /$- ! l$* o+
A,!$l!2le T!2le*1
5 C-oo*e -e C'*ome" !2le 2. (o'2le0cl$c4$#%
o# $1 T-e c'*ome" !2le *-o'l( #o/ !&&e!" $#
-e l$* o+ Selece( T!2le*1
6 Cl$c4 F$#$*-1
7 Acce** -e (e*$%# /o"4*&!ce1
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DESIGN WR#SPACE
Tas' (
8aun%h the Data Tree and Set Pro$erties
1 I+ $ $* #o !l"e!(. ,$*$2le) l!'#c- -e D!! T"ee
ool2!"1
2 Doc4 $ o# -e le+ *$(e o+ -e /o"4*&!ce1
3 Cl$c4 -e l!.o' !2 o+ -e D!! T"ee1
4 Se -e S.le o T!2'l!"1
5 De*elec -e G"$( 2o8e* $+ -e. !"e c-ec4e(1
6 Cl$c4 -e +o# $co# +o" L!2el*1
7 Se -e L!2el +o# o A"$!l) Bol() >1
8 Se -e F$el( +o# o A"$!l) Re%'l!") >1
9 Cl$c4 o# -e (!! !2 o+ -e D!! T"ee1
10 P"e** C"l S o *!,e .o'" /o"41 S!,e -e
"e&o" !* S'mm!". T'o"$!l1 S!,e ! -e e#( o+
e!c- !*41
Tas' )
8a! Out Co+$onents in the Detai/ ,and
1 Pl!ce .o'" c'"*o" o,e" -e 6De!$l6 ($,$(e"1 Yo'"
c'"*o" /$ll c-!#%e o !# '&(o/# !""o/ ) $#($0
c!$#% -! .o' c!# ("!% -e co#"ol '& !#( (o/#1
2 I#c"e!*e -e -e$%- o+ -e (e!$l 2!#( 2. ("!%0
%$#% -e ($,$(e" (o/# '#$l -e %'$(e "e!c-e* -e
o#e $#c- m!"4 o# -e ,e"$c!l "'le"1
3 Pl!ce ! *-!&e com&o#e# $# -e (e!$l 2!#(1
4 Se -e *-!&e6* +$ll colo" !#( l$#e colo" o .el0
lo/1
5 R$%-0cl$c4 o,e" -e *-!&e !#( *elec P!"e#0
He$%- !#( P!"e#W$(-1
6 Hol( (o/# -e C"l 4e. /-$le .o' *elec -e
6C'*#o6) 6Com&!#.6) 6Co#!c6) !#( 6P-o#e6 +$el(*
$# -e D!! T"ee1
7 D"!% -e *elec$o# +"om -e D!! T"ee $#o -e
lo/e" le+ co"#e" o+ -e -e!(e" 2!#( !#( "ele!*e-e mo'*e 2'o#1 L!2el* *-o'l( 2e c"e!e( $# -e
-e!(e" 2!#( !#( DBTe8* *-o'l( 2e c"e!e( $# -e
(e!$l 2!#(1
Tas' *
Position the Co+$onents
1 Po*$$o# -e *elec$o# *o -! -e l!2el* l$#e '&
/$- -e 2oom o+ -e -e!(e" 2!#(1
2 De*elec -e com&o#e#* 2. cl$c4$#% o# -e
/-$e *&!ce o+ -e +ooe" 2!#(1
3 Selec !ll o+ -e com&o#e#* $# -e (e!$l 2!#(1
4 S-$+0cl$c4 -e .ello/ *-!&e o "emo,e $ +"om
-e *elec$o#1
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5 D"!% -e *elec$o# '& *o -! -e com&o#e#*
l$#e '& /$- -e o& o+ -e (e!$l 2!#(1 T-e l!.o'
*-o'l( loo4 l$4e -$*:
6 De*elec -e com&o#e#*1
Tas' +
Si#e the Co+$onents
1 Selec -e Com&!#. DBTe8 com&o#e# $#
-e (e!$l 2!#(1
2 U*e -e *$7$#% -!#(le o m!4e -e com&o#e##!""o/e"1 S$7e -e com&o#e# *o -! -e %'$(e
l$#e* '& /$- -e -"ee $#c- m!"4 o# -e -o"$7o#!l
"'le"1
3 S-$+0cl$c4 -e Com&!#. l!2el $# -e -e!(e"
2!#(1
4 L!'#c- -e S$7e ool2!"1
5 Loc!e -e S-"$#4 W$(- o Sm!lle*
$co# !#( cl$c4 o# $1 T-e l!2el6* /$(- *-o'l(
*-"$#4 o m!c- -! o+ -e DBTe81
Tas' ,
A/ign the Co+$onents and Ad-ust the Detai/
,and
1 Selec -e Co#!c !#( P-o#e l!2el*1
2 S-$+0cl$c4 -e co""e*&o#($#% DBTe8
com&o0 #e#* $# -e (e!$l 2!#(1
3 D"!% -e *elec$o# '#$l $ "e!c-e* -e @ > $#c-
m!"4 o# -e -o"$7o#!l "'le"1
4 Le+ 5'*$+. -e DBTe8 C'*#o com&o#e#
$# -e (e!$l 2!#(1
5 D"!% -e (e!$l 2!#( ($,$(e" '& '#$l $ mee*
-e 2oom o+ -e com&o#e#*1
Tas' -
8a! Out the (ooter ,and
1 Cl$c4 -e S.*em V!"$!2le $co# 1
2 Cl$c4 -e lo/e" le+ *$(e o+ -e +ooe" 2!#(1
3 Selec P"$#D!eT$me +"om -e ("o&0(o/# l$*
2o8 $# -e '&&e" le+ co"#e" o+ -e /o"4*&!ce1 T-e
(!e !#( $me *-o'l( !&&e!" $# -e com&o#e#1
4 Pl!ce !#o-e" *.*em ,!"$!2le com&o#e# $#
-e lo/e" "$%- *$(e o+ -e +ooe" 2!#(1
la
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5 Selec P!%eNoDe*c ;P!%e N'm2e"
De*c"$&$o#< +"om -e ("o&0(o/# l$* 2o81 T-e
&!%e #'m2e" *-o'l( !&&e!" $# -e com&o#e#1
6 R$%- 5'*$+. -e *.*em ,!"$!2le 2. cl$c4$#% -e
"$%-05'*$+. $co# 1
7 Al$%# -e o&* o+ -e *.*em ,!"$!2le*1
8 P"e** C"l S o *!,e .o'" /o"41
PREVIEW
1 Cl$c4 o# -e P"e,$e/ !2 !#( loo4 ! .o'"
"e&o"1
2 T-e (!! $* *ol$( .ello/1 Le6* &' /-$e *&!ce*
2e/ee# -e (!! $# o"(e" o ($++e"e#$!e -e "o/*1
/I0ES
1 Cl$c4 -e De*$%# !2 o "e'"# o -e (e*$%#
/o"4*&!ce1
2 R$%-0cl$c4 o,e" -e .ello/ *-!&e1
3 Selec P!"e#He$%-1
4 D"!% -e (e!$l 2!#( ($,$(e" (o/# '#$l .o'
c!# *ee ! l$le /-$e *&!ce 2elo/ -e *-!&e1 T-e
l!.0 o' *-o'l( loo4 l$4e -$*:
5 P"e,$e/ -e "e&o" o#ce !%!$#1 I *-o'l( loo4
-$*:
6 Clo*e -e Re&o" De*$%#e") *!,$#% -e c-!#%e*
o -e "e&o"1
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39 C o v e r P a ge
COVER PAGE
VERVIEW
T-$* 'o"$!l *-o/* .o' -o/ o c"e!e ! co,e" &!%e
+o" ! "e&o"1 T-e +$#!l &"o('c /$ll co#!$# -e +ol0
lo/$#% $em*:
9 T-e $le o+ -e "e&o"
9 A (e*c"$&$o# o+ -e co#e#* o+ -e "e&o"
DESIGN WR#SPACE
Tas' (
Create and Ad-ust the Tit/e ,and
1 O&e# -e S'mm!". T'o"$!l "e&o"1
2 Selec F$le S!,e A* +"om -e m!$# me#' o+ -e
Re&o" De*$%#e"1
3 N!me -e "e&o" Co,e" P!%e !#( cl$c4 S!,e1
T-e#!me ! -e o& o+ -e Re&o" De*$%#e" *-o'l(c-!#%e o Co,e" P!%e1
4 H$(e -e D!! T"ee $+ $ $* ,$*$2le1
5 Selec Re&o" T$le1 A $le 2!#( /$ll !&&e!"
! -e o& o+ -e c!#,!*1
6 I#c"e!*e -e -e$%- o+ -e $le 2!#( 2.
("!%%$#% -e ($,$(e" (o/# '#$l -e %'$(e "e!c-e*
-e 1J $#c- m!"4 o# -e ,e"$c!l "'le"1
7 R$%- cl$c4 o,e" -e /-$e *&!ce !#( *elec Ne/P!%e1
Tas' )
Create a Sha$e and a 8abe/
1 Pl!ce ! *-!&e $# -e '&&e" le+ co"#e" o+ -e
$le 2!#(1
2 Se -e &o*$$o# o+ -e *-!&e:
Le+
To&
W$(-
He$%-
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3&Co ve r Pag e
3 Se -e +$ll !#( l$#e colo" o+ -e *-!&e o l$%-
%"!.1
4 Pl!ce ! l!2el o,e" -e *-!&e1
5 Se -e c!&$o# o C'*ome" Re&o"1
6 Se -e +o# *$7e o ?1
7 Se -e 5'*$+$c!$o# o le+ 1
8 Selec -e *-!&e !#( -e# *-$+0cl$c4 -el!2el1
9 L!'#c- -e Al$%# o" S&!ceool2!"1
10 Cl$c4 -e Al$%# Ce#e" $co# !#( -e
11 Al$%# M$((le $co# o# -e Al$%# o" S&!ce
ool2!"1 T-e l!2el *-o'l( 2e ce#e"e( $# -e m$((le
o+ -e *-!&e l$4e -$*:
Tas' *
Create and Ad-ust a Sha$e
1 Pl!ce ! #e/ *-!&e 2elo/ -e e8$*$#% *-!&e1
Se -e &o*$$o# o+ -e *-!&e:
Le+ ?1
To& K1
W$(- K1
He$%- @1@
2 Se -e l$#e colo" o+ -e *-!&e o (!"4%"!.1
Tas' +
Create and Ad-ust 8abe/s
1 C"e!e +o'" l!2el* !#( &l!ce -em o,e" -e
*-!&e1
2 Se -e c!&$o# +o" e!c- l!2el:
L!2el? C'*ome" N'm2e"
L!2el@ Com&!#.
L!2el Co#!c
L!2elJ P-o#e N'm2e"
3 Selec -e l!2el* !#( *e -e +o# *$7e o ??1 T-e
$le &!%e *-o'l( loo4 l$4e -$*:
4 Selec -e C'*ome" Re&o" l!2el !#( -e# *-$+0
cl$c4 -e C'*ome" N'm2e" l!2el1
5 Cl$c4 -e Al$%# M$((le $co# o+ -e Al$%#
o" S&!ce ool2!"1
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41 C o v e r P a ge
6 Se -e o& o+ -e C'*ome" N'm2e" l!2el o
1J1
7 Se -e o& o+ -e P-o#e N'm2e" l!2el o 1J1
8 Selec -e C'*ome" N'm2e" l!2el !#( -e#
*-$+0cl$c4 -e -"ee l!2el* 2elo/ $1
9 Cl$c4 -e Le+ Al$%# $co# !#( -e S&!ce
Ve"$c!ll. $co#1 T-e *elec$o# *-o'l( #o/
loo4 l$4e -$*
PREVIEW
1 Cl$c4 -e P"e,$e/ !21 T-e $le &!%e *-o'l(
loo4 l$4e -$*:
2 Cl$c4 -e Ne8 P!%e 2'o#1 T-e "e* o+ -e
S'mm!". Re&o" *-o'l( !&&e!"1
3 Clo*e -e Re&o" De*$%#e" !#( *!,e -ec-!#%e*1
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43 S i+ $ / e T ab / e 8 is ti ng
SIMPLE TABLE LISTING
VERVIEW
T-$* 'o"$!l $ll'*"!e* -o/ o c"e!e ! !2le0*.le
"e&o"1 T-e +$#!l &"o('c /$ll $#cl'(e -e +ollo/0
$#% $em*:
9 A l$* o+ com&!#. #!me*
9 A co#!c +o" e!c- com&!#.
9 A l$* o+ o"(e"* +o" e!c- com&!#.
9 T-e !mo'# &!$( +o" e!c- o"(e"
$!ER% WI&ARD
Tas' (
A%%ess the uer! "i#ard and Se/e%t (ie/ds
1 C"e!e ! #e/ "e&o"1
2 Acce** -e (!! /o"4*&!ce1
3 Selec F$le Ne/1
4 Do'2le0cl$c4 o# -e Q'e". W$7!"( $co#1
5 Do'2le0cl$c4 o# -e C'*ome" !2le $# o"(e" o
*elec $1
6 Do'2le0cl$c4 o# -e O"(e"* !2le1
7 Cl$c4 Ne8 '#$l .o' "e!c- -e *c"ee# /$- -e
Se O"(e" o&$o#1
8 Cl$c4 Se O"(e" !#( *elec
C'*ome"1Com&!#.) C'*ome"1Co#!c) !#(
O"(e"*1O"(e"#o1
9 Cl$c4 F$#$*-1 T-e com&lee( (!!2!*e /$ll
!&&e!"1
10 Acce** -e (e*$%# /o"4*&!ce1
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DESIGN WR#SPACE
Tas' (
Create a 8a!out >ia the 7e$ort "i#ard
1 Selec F$le Ne/ $# o"(e" o !cce** -e Re&o"
W$7!"(1
2 Do'2le0cl$c4 o# -e Re&o" W$7!"( Ico#1
3 Selec -e +ollo/$#% +$el(* 2. (o'2le0cl$c4$#%:
Com&!#.
Co#!c
O"(e"#o
Amo'#&!$(
4 Cl$c4 Ne8 '#$l .o' *ee -e *c"ee# /$- -e
c-ec4e"e( "!c$#% +l!%1 Selec 6Mo($+. -e "e&o"6*
(e*$%#61
5 Cl$c4 F$#$*-1 T-e "e&o" l!.o' /$ll !&&e!":
6 R$%-0cl$c4 o,e" -e Ne/ Re&o" l!2el $# -e
-e!(e" 2!#( !#( *elec A'o*$7e +"om -e *&ee(
me#'1
7 Selec -e Ne/ Re&o" l!2el !#( *e -e c!&$o#
o 6S!le* De!$l 2. Com&!#.61
8 P"e** C"l S !#( *!,e -e "e&o" !* S$m&le
T!2le1
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9 Cl$c4 -e P"e,$e/ !21 No$ce -e "e&e$$o# o+
-e com&!#. !#( co#!c #!me*: -$* "e&e$$o#
$#-$2$* "e!(!2$l$.1 Le6* m!4e -e "e&o" mo"e
"e!(!2le 2. *-o/$#% -e*e ,!l'e* o#l. o#ce1
Tas' )
Se/e%t Su$$ress7e$eated>a/ues
1 Re'"# o -e (e*$%# /o"4*&!ce1
2 R$%-0cl$c4 o,e" -e Com&!#. DBTe8 com&o0
#e# $# -e (e!$l 2!#( !#( *elec S'&&"e**Re&e!0
e(V!l'e* +"om -e *&ee( me#'1
3 R$%-0cl$c4 o,e" -e Co#!c DBTe8 com&o0
#e# $# -e (e!$l 2!#( !#( *elec S'&&"e**Re&e!0
e(V!l'e*1
4 Cl$c4 -e P"e,$e/ !21 T-e com&!#. !#(
co#!c #!me* #o lo#%e" "e&e!1
5 Sc"oll (o/# o -e 2oom o+ -e &"e,$e/
&!%e1 No$ce -! -e l!* com&!#. #!me $* Bl'e
S&o"* Cl'21
6 Cl$c4 -e Ne8 P!%e $co# 1 No$ce -!
6Bl'e S&o"* Cl'26 (oe* #o !&&e!" ! -e o& o+
-$* &!%e1 Bec!'*e -e com&!#. !#( co#!c#!me* (o #o "e&e!) -e o& o+ -e #e8 &!%e -!*
#o com&!#. #!me= $ $* -e"e+o"e ($++$c'l o ell
/-! com&!#. &l!ce( -e*e o"(e"*1
Le6* mo($+. -e "e&o" *o -! -e com&!#. !#(
co#!c #!me* "e&"$# ! -e o& o+ #e/ &!%e*1
Tas' *
Se/e%t 7e$rintOnSubse
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1 Re'"# o -e (e*$%# /o"4*&!ce1
2 Cl$c4 o# -e l$#e $co# o# -e S!#(!"(
com&o#e# &!lee1
3 Cl$c4 $# -e (e!$l 2!#( o c"e!e -e l$#ecom&o0 #e#1
4 R$%-0cl$c4 o,e" -e l$#e !#( *elec
P!"e#W$(- +"om -e *&ee( me#'1 T-e l$#e /$ll
*"ec- o m!c- -e /$(- o+ -e 2!#(1
5 Se -e To& o+ -e l$#e o 1>J1
6 P"e** C"l S o *!,e .o'" /o"41
7 Acce** -e &"e,$e/ *c"ee#1 T-e com&lee(
"e&o" *-o'l( loo4 l$4e -$*:
8 Clo*e -e Re&o" De*$%#e"1
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47 ;n v o i% e
INVOICE
VERVIEW
T-$* 'o"$!l *-o/* .o' -o/ o c"e!e !# $#,o$ce1
T-e %o!l o+ -$* e8e"c$*e $* o $ll'*"!e %"o'&* !#(
-e$" +'#c$o#1 T-e +$#!l &"o('c /$ll &"e*e# ! *e
o+ $#,o$ce*1 E!c- $#,o$ce /$ll co#!$# -e +ollo/0
$#% $em*:
9 A com&!#. #!me
9 A co#!c +o" e!c- com&!#.
9 T-e o"(e"* +o" e!c- com&!#.
9 T-e !mo'# &!$( +o" e!c- o"(e"
9 T-e o!l !mo'# &!$( +o" e!c- com&!#.
ESTAB2IS" T"E BASIC DESIGN
Tas' (
9se the Dataview 6ro+ the Si+$/eTab/e
7e$ort
1 O&e# -e S$m&le T!2le "e&o"1
2 Acce** -e (!! /o"4*&!ce1
3 Selec F$le E8&o"1 A *!,e ($!lo% 2o8 /$ll
!&&e!"1
4 C"e!e ! +ol(e" #!me( D!! !#( o&e# $1
5 N!me -e (!! 6C'*ome" O"(e"*6 !#( cl$c4*!,e1
6 Clo*e -e Re&o" De*$%#e"1
7 Cl$c4 o# -e Ne/ Re&o" $co#1
8 Acce** -e (!! /o"4*&!ce1
9 Selec F$le Im&o"1
10 Do'2le0cl$c4 o# C'*ome" O"(e"*1 Yo'
*-o'l( #o/ *ee -e C'*ome" O"(e"* (!!,$e/ $#
-e (!! /o"4*&!ce1
Noe: All o+ -e (!!,$e/* $# -e (!! /o"4*&!ce
!"e *o"e( $# /-! $* c!lle( ! (!! mo('le1 Yo'
c!# '*e -e e8&o" +e!'"e o *!,e ! (!! mo('le
o'*$(e o+ ! "e&o"1
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W-e# .o' +$#( .o'"*el+ '*$#% -e *!me (!!,$e/*
o,e" !#( o,e" !%!$#) $ $* o+e# '*e+'l o *!,e -em
$# ! (!! mo('le o'*$(e o+ -e "e&o" *o -! .o'
c!# '*e -em ;,$! -e $m&o" +e!'"e< /-e#
c"e!$#% #e/ "e&o"*1
Tas' )
Generate the 8a!out >ia the 7e$ort "i#ard
1 Acce** -e (e*$%# /o"4*&!ce1
2 Selec F$le Ne/ !#( (o'2le0cl$c4 o# -eRe&o"
W$7!"( $co#1
3 Selec -e +ollo/$#% +$el(*:
Com&!#.
Co#!c
O"(e"#o
Amo'#&!$(
4 Cl$c4 Ne8 '#$l .o' "e!c- -e *c"ee# /$- -e
c-ec4e"e( "!c$#% +l!%1 Selec 6Mo($+. -e "e&o"6*
(e*$%#61
5 Cl$c4 F$#$*-1 T-e "e&o" l!.o' /$ll !&&e!":
6 Selec -e Ne/ Re&o" l!2el !#( *e -e c!&$o#
o I#,o$ce1
7 P"e** C"l S !#( *elec 6All Fol(e"*6 +"om -e
("o&0(o/# l$*1 Se -e #!me o+ -e "e&o" o
I#,o$ce !#( cl$c4 o# -e *!,e 2'o#1
8 P"e,$e/ -e "e&o"1 No$ce -o/ -e com&!#.
!#( co#!c #!me* "e&e!1 I# -e &"e,$o'* 'o"$!l)
/e le!"#e( -o/ o -!#(le "e&e!e( ,!l'e* ,$! -e
S'&&"e**Re&e!e(V!l'e*&"o&e".1 Ho/e,e") /e
c!# -!#(le -e*e ,!l'e* !#o-e" /!.1
Tas' *
Create a Grou$
1 Re'"# o -e (e*$%# /o"4*&!ce !#( *elec
Re&o" G"o'&* +"om -e m!$# me#'1 A ($!lo%
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com&'e -e o!l &e" o"(e" !#( &e" com&!#.1
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MDI/% T"E BASIC REPRT 2A%!T
Tas' (
Ca/%u/ate Tota/s 6or Ea%h Co+$an!
1 Re'"# o -e (e*$%# /o"4*&!ce1
2 Selec Re&o" G"o'&*1
3 Cl$c4 A((1
4 A**$%# -e %"o'& o -e C'*No +$el( 2.
e8&!#(0 $#% -e ("o&0(o/# l$* 2o8 !#( *elec$#%
6C'*No61
5 Cl$c4 OK1 A %"o'& -e!(e" !#( %"o'& +ooe"
2!#( /$ll !&&e!" o# -e c!#,!*1 No$ce -e
(e*c"$&$o#* o# -e*e 2!#(*1 T-e #'m2e" *-o/*
/-$c- %"o'& -e 2!#( 2elo#%* o !#( -e /o"(6C'*#o6 *-o/* -e +$el( o /-$c- -e %"o'& $*
!**$%#e(1
6 E8e#( -e %"o'& +ooe" 2!#( o -e *eco#( $c4
o# -e ,e"$c!l "'le":
7 Selec ! DBTe8 com&o#e# $# -e (e!$l
2!#(1 T-$* e*!2l$*-e* -e +o# *$7e !#( *.le +o"
-e DBC!lc /e !"e !2o' o c"e!e1
8 Pl!ce ! DBC!lc com&o#e# $# -e %"o'& +ooe"
2!#(1
9 A**$%# $ o -e 6To!l6 +$el(1
10 R$%-0!l$%# -e DBC!lc com&o#e# /$- -e
To!l DBTe8 com&o#e# $# -e (e!$l 2!#(1
11 Se -e o& o+ -e DBC!lc com&o#e# o 11
Tas' )
Ca/%u/ate the Tota/ uantit! Per Co+$an!
1 Pl!ce !#o-e" DBC!lc com&o#e# $# -e %"o'&
+ooe" 2!#(1
2 A**$%# $ o -e 6Q.6 +$el(1
3 R$%-0!l$%# -e DBC!lc /$- -e Q.
DBTe8 com&o#e# $# -e (e!$l 2!#(1
4 Al$%# -e o& o+ -e Q. DBC!lc /$- -e To!l
DBC!lc1
5 R$%- 5'*$+. -e e8 o+ -e DBC!lc*1
6 Pl!ce ! *-!&e $# -e %"o'& +ooe" 2!#( !#( *e$ o P!"e#W$(- !#( P!"e#He$%-1
7 Se#( -e *-!&e o -e 2!c41
8 Se -e *-!&e6* colo" o .ello/1 T-e l!.o'
*-o'l( loo4 l$4e -$*:
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9 P"e,$e/1 T-e .ello/ *-!&e* *-o/ /-e"e -e
%"o'& +ooe" $* &"$#$#%1 T-e %"o'& +ooe" 2!#(
co#!$#* -e %"!#( o!l +o" 2o- -e 3'!#$. o+
$em* *ol( !#( -e *!le* "e,e#'e1 No/ le6* c!lc'0
l!e -e o!l +o" e!c- o"(e"1
Tas' *
Ca/%u/ate Tota/s 6or Ea%h Order
1 Re'"# o -e (e*$%# /o"4*&!ce1
2 Selec Re&o" G"o'&*
Data Tra8ersal > Gro?ps
3 Cl$c4 -e A(( 2'o#) -e# *elec C'*0
ome"1O"(e"#o +"om -e ("o&0(o/# l$* 2o81
4 Cl$c4 OK1 Ne/ %"o'& -e!(e" !#( %"o'& +ooe"
2!#(* !"e c"e!e( +o" -e O"(e"#o %"o'&1 T-e l!.0
o' *-o'l( loo4 l$4e -$*:
Data Tra8ersal
A "e&o" $* %e#e"!e( 2!*e( o# ! (!!2!*e !2le1 A
(!!2!*e !2le $* ! collec$o# o+ (!! o"%!#$7e( $#o
col'm#* !#( "o/*1 T-e +ollo/$#% ($!%"!m *-o/*
-e co#e#* o+ ! .&$c!l (!!2!*e !2le:
A "e&o" (oc'me# ;-e &!%e* .o' *ee $# -e &"$#
&"e,$e/ /$#(o/< $* c"e!e( /-e# -e "e&o" %e#e"0
!e* ! (e!$l 2!#( +o" e!c- "o/ $# -e (!!2!*e
!2le1 T-e !c o+ mo,$#% +"om o#e "o/ $# -e !2le
o -e #e8 $* c!lle( (!! "!,e"*!l1 D!! "!,e"*!l
c!# ! -!,e ! ("!m!$c $m&!c o# -o/ -e "e&o"(oc'me# $* %e#e"!e(1 T-$* $* e*&ec$!ll. "'e $#
-e c!*e o+ %"o'&*1
Gro?ps
Re&o" %"o'&* !"e "e&"e*e#e( $# -e l!.o' 2. !
m!c-e( &!$" o+ 2!#(*: -e %"o'& -e!(e" !#( %"o'&
+ooe"1 T-e %"o'& -e!(e" &"$#* /-e# -e %"o'&
2e%$#*= -e %"o'& +ooe" &"$#* /-e# -e %"o'& -!*
e#(e(1 Fo" e8!m&le) le6* *!. .o' /!#e( o *ee
-e o"(e"* "ece$,e( 2. ! 2'*$#e**) o"%!#$7e( 2.
e!c- mo#- o+ -e .e!"1 Yo' /o'l( +$"* c"e!e !
(!! *elec$o# -! /!* *o"e( 2. mo#-) -e# .o'
/o'l( c"e!e ! %"o'& 2!*e( o# -e 6mo#-6 +$el(1
T-e "e&o" m$%- loo4 *ome-$#% l$4e -$*:
T-e *-!(e( "ec!#%le co#!$#$#% -e mo#- #!me
$* -e %"o'& -e!(e"1 A l$#e -!* 2ee# &l!ce( $# -e
%"o'& +ooe" o $#($c!e -e e#( o+ -e %"o'&) !#(
-e (e!$l 2!#( co#!$#* -e com&!#. #!me) o"(e"
#'m2e") !#( -e o!l !mo'# &e" o"(e"1
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3 Se -e *-!&e6* colo" o !3'!1 T-e l!.o'
*-o'l( loo4 l$4e -$*:
4 P"e,$e/1 T-e !3'! *-!&e* *-o/ /-e"e -e
%"o'&+ooe" $* &"$#$#% +o" e!c- o"(e"1 No$ce -!
-e c'*ome" #'m2e") com&!#. #!me) !#( o"(e"
#'m2e" $# -e (e!$l 2!#( co#!$# "e&e!$#% ,!l'e*1
Tas' ,
(i) the 7e$eating (ie/ds
1 Re'"# o -e (e*$%# /o"4*&!ce1
2 E8e#( -e C'*#o %"o'& -e!(e" 2!#( o -e
*ec0 o#( $c4 o# -e ,e"$c!l "'le"1
3 Selec -e C'*#o !#( Com&!#. DBTe8 com0
&o#e#* $# -e (e!$l 2!#( !#( mo,e -em $#o -e
C'*#o %"o'& -e!(e" 2!#(1
4 E8e#( -e O"(e"#o %"o'& -e!(e" o -e *eco#(
$c4 o# -e ,e"$c!l "'le"1
5 Mo,e -e O"(e"#o DBTe8 +"om -e (e!$l
2!#( $#o -e %"o'& -e!(e" 2!#(1
6 P"e,$e/ -e "e&o"1 No/ -e c'*ome" !#(
o"(e" $#+o"m!$o# !&&e!"* o#l. o#ce ! -e o& o+
-e co""e*&o#($#% %"o'&1
/IT AND /INIS"
Tas' (
4odi6! the ,ands
T-e (!! $# -e (e!$l 2!#( $* #o #ee(e( o !#*/e"
-e 3'e*$o#* /e &o*e( ! -e 2e%$##$#% o+ -e'o0 "$!l1 I# +!c) $ !((* '##ece**!". 6#o$*e6 o -e
"e&o" !#( m!4e* $ ($++$c'l o *ee -e !#*/e"* c!l0
c'l!e( $# -e %"o'& +ooe" 2!#(*1 We c!# "e*ol,e
-$* $**'e 2. -$($#% -e (e!$l 2!#(1
1 Re'"# o -e (e*$%# /o"4*&!ce1
2 R$%-0cl$c4 o,e" -e /-$e *&!ce o+ -e (e!$l
2!#(1
3 Selec V$*$2le) /-$c- /$ll *e -$* o&$o# o
F!l*e1
4 P"e,$e/1 No/ o#l. -e o!l* !"e *-o/#1 Ho/0
e,e") -e O"(e"#o !&&e!"* o# ! *e&!"!e 2l!#4 l$#e1
I /o'l( 2e e!*$e" o "e!( -e "e&o" $+ /e&l!ce(
-eO"(e"#o /$- -e o!l1
5 Re'"# o -e (e*$%# /o"4*&!ce1
6 Mo,e -e O"(e"#o DBTe8 +"om -e
O"(e"#o %"o'& -e!(e" 2!#( o -e O"(e"#o
%"o'& +ooe" 2!#(1
7 R$%-0!l$%# -e DBTe8 /$- -e O"(e"#o
l!2el $# -e -e!(e" 2!#(1
8 Al$%# -e o& o+ -e DBTe8 /$- -e Q.
DBC!lc1
9 Se -e -e$%- o+ -e O"(e"#o %"o'& -e!(e"
2!#( o 1
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10 Delee -e *-!&e* +"om -e O"(e"#o !#(
C'*#o %"o'& +ooe" 2!#(*1 T-e l!.o' *-o'l(
loo4 l$4e -$*:
Noe: T-e *-!&e* /e"e '*e( o -el& '* 3'$c4l.
$(e#$+. /-e"e -e %"o'& +ooe" 2!#(* /e"e &"$#0
$#%1 No/ -! /e -!,e -$((e# -e (e!$l 2!#()
-e. !"e #o lo#%e" #ece**!".1
Tas' )Set the (or+at o6 the D,Ca/%s
1 R$%-0cl$c4 o,e" -e To!l DBC!lc $# -e
C'*#o %"o'& +ooe" 2!#( !#( *elec D$*&l!.
Fo"m!1
2 Selec -e +$"* me#' o&$o# /$- ! (oll!" *$%#1
3 R$%-0cl$c4 o,e" -e To!l DBC!lc $# -e
O"(e"#o %"o'& +ooe" 2!#( !#( *elec D$*&l!. Fo"0
m!1
4 Selec -e +$"* me#' o&$o# /$- ! (oll!" *$%#1
Tas' *
Co+$/ete the Custno Grou$ (ooter ,and
1 Selec -e DBC!lc com&o#e#* $# -e C'*#o
%"o'& +ooe" 2!#( !#( *e -e +o# o 2ol(1
2 Pl!ce ! *-!&e $# -e C'*#o %"o'& +ooe" 2!#(1
3 Se -e +ollo/$#% &o*$$o#* +o" -e *-!&e:
Le+ 1J
To& 1
W$(- 1J
He$%- 1>
4 Se#( -e *-!&e o -e 2!c41
5 Se -e colo" o+ -e *-!&e o l$%- %"!.1 T-e
l!.o' *-o'l( loo4 l$4e -$*:
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Tas' +
Put the (inishing Tou%hes on the 7e$ort
1 Selec -e C'*#o !#( Com&!#. DBTe8* $#
-e C'*#o %"o'& -e!(e" 2!#( !#( -e O"(e"#o
DBTe8$# -e O"(e"#o %"o'& +ooe" 2!#(1
2 Se -e +o# colo" o #!,.1
3 Se -e +o# o 2ol(1
4 Se -e V$*$2le *&ee( me#' o&$o# o F!l*e +o"
-e +ollo/$#% l!2el*:
Iem#o
De*c"$&$o#
L$*&"$ce
5 C-!#%e -e e8 +o" -e*e l!2el* !cco"($#%l.:
Ne/ Re&o" S!le* S!$*$c*
C'*#o C'* No1
O"(e"#o O"(e" No1
6 A'o*$7e -e*e -"ee l!2el*1 T-e +$#!l l!.o'
*-o'l( loo4 l$4e -$*:
7 P"e,$e/1 T-e +$#!l "e&o" *-o'l( loo4 l$4e -$*:
8 Clo*e -e Re&o" De*$%#e") *!,$#% -e c-!#%e*1
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(or+ 8 e tter93
FORM LETTER
VERVIEW
T-$* 'o"$!l $ll'*"!e* -o/ o c"e!e ! +o"m
lee"1 T-e "e&o" /$ll $#cl'(e -e*e $em*:
9 A lee" +o" e!c- c'*ome" $# -e (!!02!*e
9 T-e #!me !#( "e'"# !(("e** o+ -e
"ec$&$e# /$-$# e!c- lee"
Tas' (
Create a ,rie6 8etter
T-e +$"* -$#% .o'6ll #ee( o (o $* com&o*e ! ?0@
l$#e lee" $# Wo"(P!(1 We6ll '*e -$* lee" o
$ll'*0 "!e -e &"oce** o+ o&e#$#% ! (oc'me# ,$!
-e R$c-Te8 com&o#e# !#( c-!#%$#% $ $#o !
Fo"m Lee"1
1 Selec S!" P"o%"!m* Acce**o"$e* Wo"(P!(1
2 Com&o*e ! ?0@ l$#e lee" !(("e**e( o:
E!"l G"!.
> Poc!-o#!* D"$,e
B'"l$#%o#) KY J>
3 Selec F$le S!,e +"om -e Wo"(P!( m!$# me#'1
4 Selec R$c- Te8 Fo"m! +"om -e 6S!,e !*
T.&e6 ("o&0(o/# l$* 2o81
5 Loc!e -e ($"eco". co#!$#$#% .o'" Re&o"0B'$l(e" !&&l$c!$o#1 ;T-e ($"eco". *-o'l( 2e
C:P"o%"!m F$le*Le!"# Re&o"B'$l(e"1 2ol(1
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5 Co&. !#( &!*e -e l!2el !#( ("!% $ !2o,e
A3'!1
6 Le+0!l$%# -e #e/ l!2el /$- A3'!1
7 Se -e e8 o De*c"$&$o#1
8 Cl$c4 -e l!2el) -e# co&. !#( &!*e $1 D"!% $
!2o,e F'c-*$!1
9 Le+0!l$%# -e #e/ l!2el /$- F'c-*$!1
10 Se -e e8 o Re,$e/1
Tas' -
4odi6! the ?eaders
1 P"e,$e/1 T-e O,e",$e/ l!2el loo4* %oo() 2'
-e o-e" l!2el* &"$# $# +"o# o+ Yello/1
2 Se -em o S-$+W$-P!"e#1
3 P"e,$e/1 No/ -e. &"$# ! -e e#( o+ -e
2!#(1 We #ee( o c"e!e o#e mo"e "e%$o# $# o"(e"
+o" -e l!2el* o &"$# !2o,e -e memo*1
Tas' .
Create and P/a%e Tit/e7egion
1 C"e!e ! "e%$o# 2elo/ Yello/1
2 Se -e #!me o T$leRe%$o#1
3 Selec No L$#e1
4 U*e -e *$7$#% -!#(le* o "e*$7e -e "e%$o# *o
$6* -e *!me /$(- !* Yello/1
5 Se -e -e$%- o+ -e "e%$o# o 11
6 D"!% -e De*c"$&$o# !#( Re,$e/ l!2el* $#*$(e
-e T$leRe%$o#1
7 D"!% -e T$leRe%$o# '#$l $ $* 5'* !2o,e -e
A3'! !#( F'c-*$! memo*1
8 Al$%# -e o& o+ -e l!2el*1
9 Le+0!l$%# -e l!2el* /$- -e memo*1
10 Re('ce -e -e$%- o+ -e "e%$o# *o -! $
(oe* #o o,e"l!& -e o& o+ -e memo*1 T-e
l!.o' *-o'l( loo4 l$4e -$*:
Tas' 6
Preview and (inish
1 P"e,$e/1 T-e #e/ "e%$o# #ee(* o *-$+
"el!$,e o Yello/1
2 Re'"# o -e De*$%# Wo"4*&!ce1
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3 Selec S-$+Rel!$,eTo !#( *elec Yello/1
4 P"e,$e/1 No/ A3'! !#( F'c-*$! #ee( o
*-$+ "el!$,e o T$leRe%$o#1
5 Selec S-$+Rel!$,eTo !#( *elec T$leRe%$o#1
6 P"e,$e/1 T-e +$#!l "e&o" *-o'l( loo4 l$4e -$*:
7 Clo*e -e Re&o" De*$%#e" !#( *!,e -e
c-!#%e*1
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C r o s s t ab111
CROSSTAB
VERVIEW
T-$* 'o"$!l *-o/* -o/ o c"e!e ! "e&o" '*$#%
-e C"o**!2 ool1 I# o"(e" o +'ll. '#(e"*!#( -e
co#0 ce& o+ c"o**!2*) /e #ee( o c"e!e &-.*$c!l
&"$#0 o'* !#( loo4 ! -em $# ($++e"e# /!.*=
-e"e+o"e) .o'6ll #ee( !cce** o ! &"$#e") *ome
*c$**o"*) !&e) !#( ! *!&le" +o" -$* 'o"$!l1 B. -e
e#( o+ -$* 'o"$!l /e /$l