The properties of a data source you can set up in its properties document in the report structure. The properties document of a data source is separated into three tabs: Main, Selection Parameters and Columns.
| • | Field Data Source; |
| Choose a data source for the report from the list. The list of available depends on settings done by the application administrator. A data source defines the data items for report. If a data processing below isn't chosen, by a data item is become a document in database, otherwise is become a data string computed with fields of a document in database. |
| • | Field Data Processing; |
| This matters only if exist data processing settings for the chosen data source that have been done by the app administrator. It's may be either documents' detailing or documents' integrating. Choose the name of a documents' detailing to divide data from a document into parts according to settings and use each such part instead of whole document as the data source for the report. Otherwise, if you choose a documents' integrating, more than one document may form a one data item of the data source. |
| • | Option Add Rows into Report; |
| Check the option to place each data item of the source in new row of the data table. Otherwise the data items will be used only to compute totals in rows of groups or in related rows of other data sources without adding own rows into table. |
| • | Option Rows Color. |
| | Choose a color for rows with data of the source. It would be useful if you want to distinguish visually data sources in the data table. A color for a column of the data source you can set up in the column properties document. |
| • | Field Position in Level; |
| Choose or type a number to define the order of processing data sources of the same level before placement of their data in report. The related data sources of different levels are processed consistently since the data source of first level ( without relations ). |
| • | List Relate to; |
| Check one or more names of other data sources in the report to relate the data source to them. The option means that data items of the data source will be placed in the report under the data items of the other data sources chosen in the list Relate to if a relation between items of the related data sources will be detected at the reporting. By default if the list Relate to in a data source isn't empty and a relation from its elements at least with one element of the data sources selected in the list will not be set, such items of the data source will not get to the report. The possibility to relate data sources each to other depends on settings done by the application administrator. |
| • | Option Becomes data source of first level if relation will not be set; |
| | Check the option if you want that the elements of the data source will become the first level in the report if a relation with at least one of elements of other data source was not set. If the option isn't checked such data elements will not get to the report. |
| • | Option Apply relations only once. |
| | Check the option if you want that an element of the data source was related only with a one data element of other data source. The setting up all other relations will be skiped. |
| • | Option Existence of relations from other data sources is necessary; |
| Check the option to exclude an element of the data source if a relation with it from elements of other data sources will not be set. Below choose the list of other data sources of the report in which the data source is chosen in the list Relate to. If are chosen more than one data source a relation must be set with element of each one. |
| • | Option Apply final condition for passing a data row to report. |
| Check the option to manage the selection of a data row to the report thru condition. Below type a condition in Formula Language with column values of row ( access to column value thru Cn where n is column number ). The condition is applied for rows of data elements and isn't applied for rows of data groups. |
| • | Option Use documents of other data source in report; |
| The option matters only for a data source of the first level ( a value in the list Relate to isn't chosen ) at presence in the report of data source with the same name. If the option is checked the documents selection in database for the data source will not be performed but will be used the documents of the other data source in report which should be chosen a bit below the option. |
| The options of the tab that are described below are available only if earlier hasn't been checked the option Use documents of other data source in report described above. |
| • | Section Databases; |
| Choose names of databases to select the documents from them for the data source of report. You also can leave the list empty. For data sources of first level ( no relations ) it means choosing names of databases each time when the report is being built. If the list was left empty in a data source of not first level ( with relations ), the setting the names from data source which a relation is set with in the report will be tried at the reporting. At contextual reporting from a database the empty list for a data source of first level will call the try to set the name of the contextual database. When an unsuccessful try of automatic setting the names of databases at reporting occurs a user will be prompted to choose them yourself. |
| • | Section Documents Selection in Databases. |
| In the section the selection parameters of the data source are placed. Each such allows setting up additional selection of documents in a database for the data source. The allowable parameters for a data source and lists of possible values for them as well as how a parameter affects documents selection in a database depend on settings done by the application administrator. |
| For each of eight selection parameters of data source you can the next properties: |
| • | Field Parameter; |
| | Choose the name of a selection parameter from the list. An each selection parameter can affect the documents selection in database. The list of selection parameters available for a data source and how they affect the documents selection is defined by application administrator. |
| • | List Values; |
| | Choose or type the values for the selection parameter. If the list of possible values for the parameter is empty you will be prompted to press the button Refresh Choices near. |
| • | Button Refresh Choices; |
| | Press the button to get list of possible values for the selection parameter if it is provided by application administrator. If the values list is formed from documents of databases you must choose the databases above before pressing the button. The parameter values will be got with taking into account the already adjusted values for other selection parameters on the tab. To save the lists of possible values for selection parameters you should save the data source properties document. |
| • | Option Choose at Reporting; |
| | Check the option to adjust the parameter and values for it each time at reporting. |
| | • | Option Paste Contextual Values. |
| | | The option matters only at contextual reporting for an opened document or marked ones in a view of database. Moreover, the list of possible values for the parameter must be created by the method of getting them from documents of database ( the setting of selection parameter ). When these two conditions are performed the values list will be computed for the contextual documents and pasted as values of the selection parameter to display them at reporting. Thus you can either leave the list without changes or reduce it to affect documents selection but can't add new values. |
| • | Option Include / Exclude; |
| | Make a choice to apply either of a rule or of its negative to select documents in database. The documents selection rule itself for a parameter is defined by application administrator. |
| • | Option Apply parameter's values of other data source. |
| | Check the option if you want to apply the parameter values of other data source in report. The option can be useful for data sources of first level ( no relations ) to avoid the repeated setting of selection parameters for them. Below choose a parameter of other data source in report whose values will be applied for the parameter. |
| If you have chosen a data processing on the tab Main, here could appear the selection parameters applying to the processing. The parameters will be applied after documents selection parameters and the computing the data strings from them for report. |