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| <p class="head">Bank Statement Example</p> |
| <p class="subhead">Notes</p> |
| |
| <h1>Setup</h1> |
| <p> |
| This report uses a Microsoft Access database called "Sample". To run |
| this report, you'll need to download and install this database: |
| <p> |
| <ul> |
| <li>Download the <a href="Sample.zip">sample database zip file</a>. |
| <li>Unzip the database into a convenient location. |
| <li>Create a System DSN for this database using the Microsoft Access driver. |
| Call it "BIRT Misc". |
| </ul> |
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| <h1>About the Report</h1> |
| <p> |
| The report prints a bank statement for a single account. A report parameter ask |
| for the account ID. The accounts in the sample data base are: 33892, 53205, |
| 76407 and 83927.<p> |
| The report parameter accepts the account number from the user. The query defines |
| a data set parameter that passes the account number to the database. The List |
| item "binds" the query parameter to the report parameter.<p> |
| A List element holds the account overview information including a logo and |
| account summary. The account information comes from the first record in the |
| query. (Another, perfectly fine, way to do this report would have been to use |
| two queries. Have one that fetches the account summary information, another that |
| gets the details for the account.)<p> |
| The account transactions are listed using a table element. The first column |
| shows the record index using the row[0] syntax. (The 0th column of a data row is |
| a 0-based record index.)<p> |
| The Deposit column shows positive transactions, the Withdrawal column shows |
| negative transactions. Two computed columns in the data set create the deposit |
| and withdrawal amounts from the single transaction amount field. The nice thing |
| about doing these calculations in the data set is that you can test them in the |
| designer even before you create the layout -- a handy way to ensure the business |
| calculations are right before moving on to formatting.<p> |
| The Balance column is a running total. We should use the Total.runningSum( ) |
| aggregate. However, when this example was written, that aggregate was not yet |
| available, so the calculation instead uses a global JavaScript variable to |
| compute the total. The balance column uses highlighting to show negative |
| balances as red. (Account 33892 illustrates the resulting formatting.)<p> |
| The report makes extensive use of styles to centralize style information.</body></html> |