Slide 1

Slide notes: This is an example of an Invoice. On this Invoice, we use a UNIT to display the Line Items on the Invoice, and in the Unit, we use the 'Numeric Iteration' Template for some of the Values.

 

 

 

Slide 2

Slide notes: The Quantity, Amount & Tax columns all use this kind of Template.

 

 

 

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Slide 5

Slide notes: Our example is based on a Retail Invoice Report.

 

 

 

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Slide 7

Slide notes: Here we see the Tag in the main Document that calls the Unit.

 

 

 

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Slide notes: We note also that this type of Unit Call is based on a Data Source, and for this type of Unit the Data Source is often  'docwritespre', i.e. with a pre-prepared record specifically for the Report.

 

 

 

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Slide notes: Here we can see the Data Source listed.

 

 

 

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Slide notes: From the Metadata, we can retrieve the Data Source Layout.

 

 

 

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Slide notes: We will connect the Tags back to this Layout, to understand where we get the answers from.

 

 

 

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Slide 23

Slide notes: This is our Unit example for this Report. In fact, even the Date column uses the 'Numeric Iteration' Template.

 

 

 

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Slide notes: Of course, the Date in this case is available in internal format, i.e. a number, and we can see at the Display Mask field that we use a Display Mask to turn it into a Date presentation.

 

 

 

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Slide notes: And the actual Data that is used for the answer is of course an iterative Value from field number 1.

 

 

 

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Slide notes: And in the Data Layout for the Transaction Lines, we can see that the Date is available from Field number 1.

 

 

 

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Slide notes: Let's look at the Amount example.

 

 

 

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Slide notes: For the Amount, we also use a Display Mask, and this time a type that we commonly use for Financial Values.

 

 

 

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Slide notes: The answer comes from Data Field number 5.

 

 

 

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Slide notes: We can see this in the Data Layout also.

 

 

 

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Slide notes: And with all of these Templates, we accumulate the Iteration Value into an Accumulator, so that if we need a Total for the Column on the Report then we can get it from the Accumulator.

 

 

 

Slide 36

Slide notes: This Template is ALWAYS used with a Data Source Record where the Unit is based on an included Data Set where a number of Fields have correlated multi or iterative Values.