In this exercise, you will learn how to create highly formatted crosstabs and
graphs using the Presentation Editor.
Exercise Description
There are several ways of formatting crosstabs and graphs:
Use the presentation customizers (for example, the graph type dialog)
Use the formatting toolbar to modify a selected presentation
component directly
Use the Property Inspector to change individual presentation properties
This exercise introduces you to each of these methods. In addition, you will
learn how to create data-driven formats that let you identify exception data
by using special formatting properties. This feature enables users to recognize
exception data quickly. For example:
Use green to format the data in a crosstab if Sales > 1000000
Use red to format the data in a crosstab if Sales < 25000
Exercise Tasks
Formatting crosstabs
To add a title and subtitle to the crosstabs:
If the crosstab that you defined in the Creating Presentations exercise
is not already open, right-click Sales Analysis Crosstab
and choose Presentation Editor.
In the toolbar that is located above the crosstab on the Presentation Editor,
choose the Customizer tool (which is the second tool on the toolbar
and has the the Show Customizer tooltip;
it appears to the right of the QueryBuilder tool).
In the Crosstab Customizer, select the Titles tab.
Enter Asian Sales Summary as the title of the crosstab.
Choose Title font to display the Font dialog box. Change
the title font properties as follows:
Size: 18
Style: Bold
Color Text: Blue
Choose OK to return to the Titles tab.
Enter Stoplight Report as the subtitle of the crosstab.
Choose Subtitle font to display the Font dialog box. Change
the subtitle properties as follows:
Size: 14
Style: Bold
Color Text: Blue
Choose OK to close the Font dialog box.
Choose OK to close the Crosstab Customizer.
To format the crosstab using the formatting toolbar
Click the Geography highlighter bar (the cell above Asia) to select Geography
headers. Use the formatting toolbar at the top to establish the following
format: bold header text that uses a font size of 14
point and a fill color of pastel orange.
To change the format of the data for Asia only, click the
highlighter bar (cell) to the right of Asia. Use the formatting
toolbar to set the text for data values to bold, font size
14 point, and background color dark gray.
To change the text color for the data cell All Products in
Asia to white, click the specific data cell and apply
the changes.
From the File menu, choose Save All to save your work.
To format the crosstab using the Property Inspector and Structure
Window
From the View menu on JDeveloper, choose Property
Inspector to ensure that the Property Inspector is visible and choose
Structure Window to ensure that the Structure Window is visible.
In the Structure Window pane below the System-Navigator pane, select Sales
Analysis Crosstab. Notice that the Property Inspector is updated
to show the properties of the crosstab.
In the Property Inspector, click the button to the right of the gridColor
property value.
Select Color.blue from the Standard Colors drop-down list.
Choose OK. Notice that the grid color has changed to blue.
In the Structure Window pane, expand Sales Analysis Crosstab
and select dataviewTitle.
In the Property Inspector, select True for the underline
property value. Notice that the title text becomes underlined.
From the File menu, choose Save All to save your work.
To specify data-driven formatting for "Big Shots" (Sales
>1000000):
Click any data cell in the crosstab.
On the toolbar that is located above the crosstab, choose the Customizer
tool.
In the Crosstab Customizer, select the Format tab.
Choose Data in the New format box to create
a new data format.
In the Format data dialog box, specify Big Shots for the format
name.
Choose Color to change the background color to green.
Specify the rules that drive the data selection that the Big Shots
format should apply to:
Select the Rules tab.
To specify the measure that the format should apply to, select the Measure:
... item and choose Edit.
Select the Sales measure and choose OK.
Ensure that the checkbox next to the Measure: Sales
item is checked
To specify the products that the format should apply to, select the Product:
... item and choose Edit.
Select the following products: Accessory Div, Audio
Div, and Video Div (do not select All Products).
Choose OK.
Ensure that the checkbox next to the Product:
Accessory Div, Audio Div,Video Div item
is checked.
To specify the geographies that the format should apply to, select the
Geography: ... item and choose Edit.
Select all of the countries in Asia (do not select Asia) and choose OK.
Ensure that the checkbox next to the Geography:
China, India, ... item is checked.
Specify that the format should apply to data values where Sales > 1000000.
Select the Sales = ... item, and choose Edit.
Change the criteria so that it reads Sales greater than (>)
1000000 (do not use commas) and choose OK.
Ensure that the checkbox next to the Sales
> 1000000.0 item is checked.
Choose OK to return to the Crosstab Customizer. The Big
Shots rule is now added to the formats list. Scroll down the list and ensure
that this Big Shots rule is checked.
Do not leave the Crosstab Customizer Format tab. You will now create a second
format that designates poor performers (Sales < 25000).
To specify data-driven formatting for "Losers"
(Sales < 25000):
In the Format tab, choose Data in the New
format box to create a new data format.
In the Format data dialog box, specify Losers for the format
name.
To change the background color to red, choose
Color.
Specify the rules that drive the data selection that the Losers
format should apply to:
Select the Rules tab.
To specify the measure that the format should apply to, select the Measure:
... item and choose Edit.
Select the Sales measure and choose OK.
Ensure that the checkbox next to the Measure: Sales
item is checked
To specify the products that the format should apply to, select the Product:
... item and choose Edit.
Select the following products: Accessory Div,
Audio Div, and Video Div
(do not select All Products). Choose OK.
Ensure that the checkbox next to the Product:
Accessory Div, Audio Div,Video Div item
is checked.
To specify the geographies that the format should apply to, select the
Geography: ... item and choose Edit.
Select all of the countries in Asia (do not select Asia) and choose OK.
Ensure that the checkbox next to the Geography:
China, India, ... item is checked.
Specify that the format should apply to data values where Sales < 25000.
Select the Sales = ... item, and choose Edit.
Change the criteria so that it reads Sales less than
(<) 25000 (do not use commas) and choose OK.
Ensure that the checkbox next to the Sales < 25000.0
item is checked.
Choose OK to return to the Crosstab Customizer.
The Losers rule is now added to the formats list. Scroll down the list and
ensure that this Losers rule is checked.
In the Crosstab Customizer, choose OK to return
to the crosstab.
From the File menu, select Save All to save
your work.
The crosstab now uses the data-driven rules that you just specified to display
exception data cells. The Big Shots show data cells that are highlighted in
green where Sales > 1000000. The Losers show data cells that are highlighted
in red where Sales data < 25000.
Formatting graphs
There are several ways to modify the appearance of a graph:
Use graph customizers (for example, the graph type dialog).
Use the formatting toolbar to modify a selected graph component directly.
Move graph components by using a drag-and-drop operation.
Use the Property Inspector to change individual
graph properties.
In this part of the exercise, you will use all of these approaches to modify
the graph. The goal is to update the graph so that it is a horizontal bar graph
with updated titles and series formats as displayed below:
To add a title and subtitle to the graph using the graph
customizer:
If the graph that you defined in the Creating Presentations exercise is
not already open, right-click Sales Analysis Graph and choose
Presentation Editor.
In the toolbar that is located above the crosstab, choose the Customizer
tool.
In the Crosstab Customizer, select the Titles tab.
Enter Sales in Asia as the title of the graph.
Enter Top 5 Countries Based on Retail Sales as the subtitle
of the graph.
Choose OK to apply the changes.
To format the graph directly using the formatting toolbar:
To select the graph, click any part of the graph image. Notice that the
formatting toolbar is updated to show the properties of the currently selected
graph component.
Change the graph type by selecting horizontal bar from
the Graph Type tool.
Modify the format of the ordinal axis labels. To set the font size to 11
point, click the Sales China label and select 11
from the Font Size list. Then, select the Bold
item in the toolbar.
To remove the gridlines from the graph, click the plot area and select the
Show Grid toolbar item.
While the plot area is still highlighted, use the Fill Color
tool to change the fillcolor to a pastel lemon.
Select the bar that corresponds to the series All Products
and use the Fill Color tool to change the bar color to White.
Update the color of the graph title. Select the Sales in Asia
title and use the Font color tool to change the fillcolor
to blue.
To set the subtitle font to italic, click Top 5 Countries based
on Retail Sales and select the Italic Font tool.
To reposition the graph components, move the legend as follows:
In the Structure Window pane below the System-Navigator pane, select Sales
Analysis Graph. Notice that the Property Inspector is updated to
show the properties of the graph.
In the Property Inspector, select AL_NEVER for the autoLayout
property value and True for the mouseMovingEnabled
property value.
In the presentation editor, click the top left corner of the graph legend
to select the legend component. Drag this corner under the graph plot area
to move the legend under the graph.
To change the height of the legend, click any of the resize elements that
are located on the bottom of the legend selection and drag the element to
increase the height.
Resize the graph plot area in a similar manner so that it is positioned
appropriately.
To format the graph using the Property Inspector and Structure Window
In the Structure Window pane below the System-Navigator pane, expand Sales
Analysis Graph.
Scroll down the list of subcomponents under Sales Analysis Graph, and click
y1MajorTick.
In the Property Inspector, select True for the visible
property value. Notice that only the vertical grid lines appear on the graph.
From the File menu, choose Save All to save your work.
Exercise Summary
In this exercise, you learned how to create highly formatted graphs and crosstabs
using the Presentation Editor. This included both simple and data-driven formatting
displays. In addition, you learned how to apply these formats using the following
techniques: (1) customizers, (2) the formatting toolbar, and (3) the Property
Inspector with the Stucture Window.
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