Getting Started with Rwiz 5

This section includes the following topics:

• Starting Rwiz
• Logging on to your Enterprise Database
• Opening an Rwiz Database
• Understanding the Rwiz Main Window
• Creating Your First Report with Rwiz
  

Starting Rwiz
Start Rwiz from the Start menu in Windows.

Logging on to your Enterprise Database
This is the window that appears when you start Rwiz for the first time:

Specify the Rwiz Server IP Address and Port Number. Save these settings and continue to the next window. If you do not know what the IP address and port number should be, ask your system administrator or the person who installed Rwiz Server.

Note: the Rwiz Server IP Address and Port number presented here are for example purposes only, your IP address and port number will most likely be different.

To use Rwiz, you must first select the database from which you want to run your queries and reports. For security reason, Rwiz will not start if logon fails.

Opening an Rwiz Database
This is the window that appears after you log on if you are using Rwiz for the first time or if you choose the item "Open Rwiz Database" from the File menu.

Rwiz uses a Microsoft Access database to store the definitions of the reports you create. EIR ships two databases: rwiz5.mdb and rwiz_master5.mdb; neither database contains report definitions.

You must open a Microsoft Access database to perform any tasks in Rwiz. If this is the first time that you are using Rwiz, select rwiz5.mdb and click on the Open button. The second time you start Rwiz, you will not have to perform this step because Rwiz will remember the last database you used and will automatically open it for you.

Note: At first, there will only be two databases listed: rwiz5.mdb and rwiz_master5.mdb. Begin working using rwiz5.mdb and keep rwiz_master5.mdb as your master copy.

In the future, if you need to work with an empty database again, use menu option New Rwiz Database from the file menu to create a new database.

Understanding the Rwiz Main Window
This is how Rwiz looks if you are using it for the first time.

Note: The window was cropped to reduce the image size on this page.

the Rwiz main window is divided into two panes: Categories and Reports. Reports created using Rwiz or reports imported into Rwiz are listed in the Reports pane. The Categories pane is used to classify Reports according to your needs. By default, all reports are "unclassified" but you can create new categories using the Edit menu. To move reports into new categories, you simply need to drag and drop them.

the Rwiz interface is somewhat similar to the Windows Explorer interface. The one difference between Rwiz and Windows Explorer is that categories do not correspond to actual directories on your hard disk.

The most common tasks can be quickly invoked by clicking on a toolbar button. The table below briefly describes some of the buttons.

Common Tasks in Rwiz

		This is the button you use to create a new report.
		Once you have created a report, this is the button you use to run it.
		Once you have created a report, this is the button you use to run it on the web.
		Once you have run a report, this is the button you use to view it on the web.
		Once you have run a report, this is the button you use to review the printer-ready PDF file output (if one is produced by your SQR report).
		Once you have run a report, this is the button you use to review the extract file output (if one is produced by your SQR report).
		Once you have run a report, this is the button you use to review the printed report file (if one is produced by your SQR report).
		These are the buttons you use to edit the report definition. Creating reports using Rwiz is a 3-step process. The buttons labeled 1, 2 or 3 allow you to quickly edit the information that you have supplied to Rwiz as part of steps 1, 2 or 3, respectively.

Creating Your First Report with Rwiz
This topic assumes that Rwiz is started and that you have an Rwiz database open. You will know that you have a database open when categories All Reports and Unclassified appear on the left hand pane of the Rwiz Main Window.

The first report that we will create will display Employee Number, Name, Department, Job Code, Job Title and Annual Salary. The report will be sorted by Department and then by Job Code. The report will break by departments and sub-totals, and grand totals will be generated for annual salary. The report will only show active employees. In addition, we will request that both a printed report and a tab-delimited file be generated.

Creating an report using Rwiz is a 3-step process:

Step			Define overall report properties.
Step			Specify the database tables that the report will read.
Step			Specify the fields that the report will print or extract.

Step 1. Define overall report properties.

To create a new report, click on this toolbar button or select item "Create New Report..." under the Report menu. The window that will appear is shown below:

Enter "MyFirst" as Report ID and "My very first SQR report" as Report Title. Report ID and Title are the two required fields on this window. Since we want to generate both a printed report and a tab-delimited file, check the Print and Extract File check box. While we want grand totals, we do not need to change totals option because Rwiz will generate grand totals by default. We are done with this step. Proceed to the next step by clicking on the Next button.

Step 2. Specify the database tables that the report will read.

In this step, you need to select the tables that your report will access. Normally, the Available Tables list box contains the list of database tables you most frequently report against and; in this case, all you will have to do is double-click on the ones you need for this report. However, since this is the first time that you are using Rwiz, the Available Tables list box is empty. Click on the Add more tables to Rwiz button and another window will appear to let you fill the Available Tables list box. Make sure that the following tables appear in the Available Tables list box before proceeding: JOB, EMPLOYMENT, PERSONAL_DATA, DEPT_TBL and JOBCODE_TBL (for PeopleSoft 7.5, please select JOBCODE_TBL_VW instead of JOBCODE_TBL).

Once the Available Tables list box is filled, we can go ahead and select the tables we need for our report. Since fields Employee Number, Name, Department ID, Job Code and Annual Salary reside on the JOB and PERSONAL_DATA, tables we will need to select them. First double-click on table JOB and then on table PERSONAL_DATA. The end result should look like the picture shown below. Do not select the department and job code tables yet. In step 3, we will demonstrate how Rwiz can automatically select these tables when you make a request to display the description for Department ID and Job Code.

Note: Rwiz automatically detected that JOB is an effective-dated table. It sets the default so that only the most recent rows (as of the day the report is run) will be retrieved. To change the default, highlight table JOB and click the "Effective Date" button.

Make sure that only active employees are selected. To accomplish this, highlight table JOB and click on the "Selection" button.

On the Selection Criteria window, select field EMPL_STATUS from the drop-down list and then choose the "In list" operator. Click the "Build List..." button that appears. Add values A, L, S and P to the list and click "OK" when you're done.

We are done selecting tables. Now click on the Next button to select fields. The window that will appear is shown below.

Step 3. Specify the fields that the report will print or extract.

• Begin by selecting one field at a time. Using the scroll bar, first find field EMPLID and either double-click on it or click on the Add DB Field button to add it to the list of Report Fields on the right hand side.

• Next, select the employee name field. Since this field is on a different table, first select table PERSONAL_DATA from the tables drop down and then select field NAME from the database fields list box and add it to the report.

• Select table JOB again and highlight field DEPTID. Do not add this field to the report; instead add its description. Do this by clicking on the Add Description button. Rwiz will prompt you to add the long or short description. This is just one of the many timesaving features that are found in Rwiz.

• Next, select field JOBCODE and add it to the report. While field JOBCODE is still highlighted, click on the Add Description button to also add the Job Code description to the report. If the following window appears, enter the correct prompt table name in the area provided and add the Job Code description again. The correct prompt table name is either JOBCODE_TBL_VW or JOBCODE_TBL; it must be the one you added to the list of Available Tables in Step 2.

• Finally, select field ANNUAL_RT and add it to the report.

At this point, everything that you need to appear on the report has been selected. This is what your Rwiz window should look like:

Change Basic Field Properties

You can quickly change basic field properties for the currently highlighted report field using the controls on the Properties frame. For example:

• The report must be sorted and must break on Departments. Highlight report field C.DESCR and click on the Sort On and Break On check boxes.

• The report must generate sub-totals for annual salary. Highlight report field A.ANNUAL_RT and select Sum from the Totals drop-down list.

• Change the heading for field C.DESCR to "Department" by simply typing the new value in the Heading edit box. Do the same for field D.DESCR, highlight it and type "Job Title" in the Heading edit box.

Change More Advanced Properties

For more advanced properties, you can double-click on the report field. We will use this feature to specify the action that the report should take when a break on Department occurs. Double-click on report field C.DESCR, and when the window appears, click on the Sort/Break tab. You should see a window that looks like this:

To ensure that sub-totals are generated every time there is a break on Department, check the Generate Totals check box. Also, click on the Start a New Page radio button to make sure that a page break is generated. Once this is done, click on the Close button to go back to form 3.

Experimenting with other Rwiz features

The report is completely defined now. Before clicking on the Done button, choose each of the View Options to see what fields get displayed. Also, go back to Form 2 and see that Rwiz has automatically selected tables DEPT_TBL and JOBCODE_TBL. Rwiz did this automatically when you made a request to add the description for fields DEPTID and JOBCODE.

Click "Done" to Finish

Click on the Done button to save your work. When you click on the Done button, Rwiz will save your report definition in the currently opened Microsoft Access database and it will also automatically generate the underlined SQR file. By default, the generated SQR file is saved in your "TEMP" directory. You can change this setting by choosing Options under the View menu.

View and Run Your Report

To view the generated SQR file, choose View Generated SQR from the Report menu (or right mouse click on the report and choose View Generated SQR from the pop-up menu that appears).

To run the report, click on the Traffic Light button or the Run on Web button on the toolbar or choose Run Report from the Report menu.

When the report has finished running, click the View on Web button to view the output on the web, or click the Adobe Acrobat toolbar button to review the printer-ready file output or click on the Word toolbar button. Click on the Excel toolbar button to review the spreadsheet-ready extract file output.

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