maandag 16 juli 2018

APEX 5.0 Cascading reports

Business case

You want to create a page with two or more reports that are connected with each other.  A kind of master-detail for reports.
In this example we show the list of departments and as a child report we show the employees of that department.


We start with building a blank page for our reports.  Add the different report regions on the page.  Whether you are using interactive reports or classic ones, it doesn't matter.  The solution works for both.

Once the reports are present and working independently, we can start making them connected.
The first report is called master and the second one is called the detail report.

Follow these steps to connect the reports:

  1. Create the necessary page items to hold the information to be passed on to the detail report.  In my case this is only the primary key.  So I create a page item called P7_DEPT_PK_ID.  These page items can be set to hidden, since they have no added value for the end-user.  But for testing purposes, we lease them visible so we can see what is being passed on.  You can make them hidden, once everything is working correctly.
  2. Now we need some javascript-code to pass the values of the current selected master record to these page items.  The easiest way is by using a link column on the master report.  As target for this link-column, we use an URL with the following destination:
    You can see here that we are using a method called "$s", which can be used to put values in items.  As parameters we give the name of the destination parameter and the value, which in this case is the DEPARTMENT_ID from the currently selected master record.

    Some nice explanation on these javascript functions can be found in this blog:
  3. Once the value of the PK is now in this page item, we still need to refresh the detail report.  This can be done through the use of a dynamic action.  In this dynamic action we indicate that whenever the page item P7_DEPT_PK_ID is changed, we need to refresh the detail report.
  4. The only remaining thing to do is to use the page item in the query of the detail report.
  5. Because we are using javascript to fill in the page item, we need to submit the page item to the server, when we are refreshing the detail report.  This is done through the property 'Page Items to Submit' on the detail report.
  6. Now you can run your solution

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