Detailed Report

1）A report is commonly used for data calculation, data statistics and data presentation.

2）This article takes an annual income and expenditure statement as an example to introduce how FineReport helps you to do data calculation, data statistics and data presentation, as well as FineReport’s other functions such as sort order, intra-group calculation and typical formulas.

3）This article also introduces how to design a simple page format.

1. Create a new data set

1) Click [+] and select [DB Query]

2) In the pop-up DB Query window, select [FRDemo] and enter the following SQL statement

select * from Annual

2. Design the report

1) Input headers in the cell range C2: I2:

Actual Cost, Budget Cost, Actual Expenditure, Budgeted Expenditure, Actual Income, Budgeted Income, Actual Profit

2) Drag datasets into cells

• Drag [Region] into B3.

• Drag [Month], [Actual Cost], [Budget cost], [Actual expenditure], [Budgeted expenditure], [Actual income], [Budgeted income] into the cell range B4: H4.

3) Preview

1. Add summary formulas into the cell range C3:H3

 SUM(C4), SUM(D4), SUM(E4), SUM(F4), SUM(G4), SUM(H4)

2. Add formulas in I3 and I4

• Formula: Actual Profit = Actual Income - Actual Expenditure - Actual Cost

• I3: G3 - E3 - C3

• I4: G4 - E4 - C4

3. Preview

1. Click B4

2. In the right-hand pane, select [Expand] and set B3 as the left parent cell.

3. Preview

1. Select B3

2. Add a widget and configure its settings in the right-hand Widget Setting pane as follows

• Select Widget: Button

• Button Type: Tree Node Button

3. Preview

1. Select I4

2. Take the following steps to set the property: click [+], and select [foreground], [Current Row] and [Red]

3. Enter the formula: count(B4[!0]{B3=$B3&&I4>$I4})=0

Meaning: Get the highest profits within the region by calculation and mark it in red

4. Preview

1. Select B5

2. Combine the cell range [B5:I5]

3. Enter the following formula: "Profitable Months: "+COUNT(B4{I4>0})

Meaning: Profitable months within the region

4. Set B3 as the left parent cell of B5

5. Preview

1. Select B4

2. Select [Insert Cell Element] and [Advanced]

3. Sort: Ascending

4. Formula

switch($$$,"Jan",1,"Feb",2,"Mar",3,"Apr",4,"May",5,"Jun",6,"July",7,"Aug",8,"Sep",9,"Oct",10,"Nov",11,"Dec",12)

5. Preview

1. Set Arial font

2. Set the background color of a header to grey and add borders

3. Align texts in a cell, center align data columns in a cell, and left align and indent the first column

4. Change the column width and the row height

5. Preview