Example - Applying filtering to a table

You can add a filtered table to your PixelPerfect report using the PixelPerfect Filter Editor. In this example, you will use the workflow for creating a highly formatted table, and then edit the Filter String property for the band on which you have added the table.

Refer to the example application sources here: Examples - In-application reporting. Upload the application and data files into a space, and then reload the application. You are ready to complete the example.

What you will do

In this example, we create a highly formatted table that is filtered to only show the sales for product types with sales exceeding $5,000,000.00.

Step 1: Create a data binding

Do the following:

1. Create a new PixelPerfect template.

2. Open the Field List menu available from the right-side panel in the designer.

   

3. Hover your cursor over Levels, and then click .

4. Expand the Sales Tables sheet. Next to Sales by Product Type, click .

   The data binding is created.

Step 2: Create the banded structure

We create a basic structure of bands that will contain the table.

Do the following:

1. On the design surface, right-click anywhere within the Detail1 band and click Insert Band > DetailReport.

   A new DetailReport band is inserted below Detail1.

2. Right-click the Detail2 band within the Detail Report band you just created. Click Insert Band > GroupHeader.

   The band is inserted above the Detail2 band.

Step 3: Bind the content to the data source

Do the following:

1. Select the outermost DetailReport band in the structure (DetailReport1).

2. Click the gear icon at the edge of the design surface.

   

3. In the menu, select the Sales by Product Type level as the Data Member.

   Tip noteAlternatively, click at the far right of the designer. Add the Data Member under Detail Report Tasks.

4. Open the Field List menu, and expand Levels.

5. Drag each of the fields within the Sales by Product Type level onto the Detail2 band.

6. Arrange the field items on the band so they resemble two adjacent rows in a table.

   Tip note

   To align objects precisely with the grid, resize them manually until they are as close to grid lines as possible. Then, right-click each object and select Layout > Size to Grid. You can also open the Properties menu and adjust their size values numerically under Layout > Size.

   For more information, see Arranging content in your PixelPerfect report template.

7. We need to format the Sales values as currency figures. Click the Sales label, and then click the gear icon that appears next to it.

8. In the popout menu, click the ellipsis (three dots) menu under Text Format String.

9. The Format String Editor dialog opens. Choose Currency, and adjust the decimal points. Click OK.

   

10. Resize the Detail3 band, shrinking it so that it is only as small as the items in it.

Step 4: Add column headers

Add column headers within the GroupHeader band by dragging objects onto the design surface.

Do the following:

1. From the toolbox on the left side of the designer, drag two Label objects (one for each column) onto the GroupHeader1 band.

2. Arrange the labels at the top of the GroupHeader1 band so that they are the same length as the table row labels.

3. Double-click each label and insert your own custom fixed text. In this case, you can use the field names.

4. Customize font as desired. For example, you might want column headers to stand out, so you could make them bold.

5. Change the band size so that the objects take up the entire band height.

Step 5: Filter the table

Do the following:

1. Select the DetailReport1 band, and open the Properties menu.

2. Under Detail Report Tasks, click the three-dot icon for Filter String.

   The Filter Editor opens.

3. Move your cursor to the right of the And button. Click the plus symbol that appears.

4. Select Add Condition.

   A condition is created with some default parameters.

5. Change the Product Type field to Sales by clicking on it and using the drop down menu.

6. Change the Equals operator to Is greater than.

7. Select the <enter a value> item, and enter the value 5000000.

8. 

9. Click OK.

Click Save template, and then click Preview report. Download the report and open it to see how it looks.