Basic Report Viewing and Editing (Using Rulers)

This chapter includes the following topics:

Overview

This chapter introduces the use of rulers in the online viewing of reports. Rulers provide great flexibility in report viewing. In this chapter you will:

  • View online a report that was designed for printing, and learn how rulers can change the way your report appears.

  • Use the Report Editing screen to specify a ruler and access other editing screens that are used to define rulers.

  • Use the Edit Report Lines and Columns screen to define headers that do not move when the report is scrolled up and down, and to select a model line for defining a column freeze operation.

  • Use the Edit Report Columns screen to freeze columns so they do not move when the report is shifted left and right, and to color report columns.

  • Use the Color Lines Based on Strings screen to color report lines.

  • Use the Include Lines Based on Strings screen to determine which records are to be included in your report, and to color the included lines.

  • Use the QUICKVIEW key to move between your current editing screen and the Report Viewing screen to check the ruler.

  • Use the Exit Option window in the Report Editing screen to save, temporarily keep, or cancel your report edits.

  • Use the RULER command in the Report Viewing screen to activate, deactivate, and switch between rulers.

  • Use the Notepad facility to create a note that is tagged to a string in your report.

Online Viewing of Reports Designed for Printing

Re-enter the Report Viewing screen and examine the EMPLOYEES-MARKETING report in more detail.

Begin

  1. Enter the Online Viewing facility.

    The User Reports entry panel is displayed.

  2. Ensure that the Extended display type is displayed and that it contains the required values identified in Getting Started.

  3. Type DEMO in the USER field and press Enter.

    The Active User Report List screen is displayed.

  4. Type V in the OPTION field of the EMPLOYEES-MARKETING report and press Enter.

    The EMPLOYEES-MARKETING report is displayed on the Report Viewing screen:

    Figure 19 Employees-Marketing Report Screen (1)

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2
    66019    K. HARARI         16    35,500   XXX-YY-ZZZZ      3
    66043    K. TURRO          02    29,000   XXX-YY-ZZZZ      1
    66045    W. MAY            04    35,000   XXX-YY-ZZZZ      4
    66047    A. FELSEN         08    27,500   XXX-YY-ZZZZ      2
    66050    T. HUBERTY        08    27,500   XXX-YY-ZZZZ      2
    66052    K. WOOD           08    26,000   XXX-YY-ZZZZ      2
    66056    H. RUNDLE         08    26,000   XXX-YY-ZZZZ      2
    66059    L. WEST           26    38,000   XXX-YY-ZZZZ      2
    66078    N. LAMBERT        18    29,000   XXX-YY-ZZZZ      3
    66093    J. SHARPTON       09    29,000   XXX-YY-ZZZZ      3
    66112    K. BENNETT        04    29,000   XXX-YY-ZZZZ      3
    66113    T. OGURA          03    28,000   XXX-YY-ZZZZ      4
    66114    S. MCCLURE        02    37,500   XXX-YY-ZZZZ      2
    66115    N. TRACEY         08    23,000   XXX-YY-ZZZZ      1
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        08.16.47

If the fifth line of your screen contains the following New Page line, it means that "Show Page" mode is on

Copy
====== >>>>>>>>>>>>>>>   N E W   P A G E   <<<<<<<<<<<<<<< ======

At this point in the exercise you will not study this mode. However, because the screen examples appearing in this guide were produced with Show Page mode off, you should turn off Show Page mode to better follow the exercises described in this guide.

If Show Page mode is on, turn it off by typing SHOWPAGE (one word) in the COMMAND field and pressing Enter.

Need for Reformatting Reports

The EMPLOYEES-MARKETING report is a personnel report listing employees and certain pertinent information about them. Beneath the title EMPLOYEES REPORT – FOR MARKETING DEPARTMENT are the column headers for the report fields (EMPLOYEE NO., EMPLOYEE NAME, and so on).

Not all fields in the EMPLOYEES-MARKETING report are immediately visible. The report is designed for printing on 132-column paper, and is over 100 characters wide. The screen display is usually 80 characters wide. To see the INSURANCE field, for example, it is necessary to press the RIGHT key (PF11/PF23).

This exercise illustrates how to find the insurance premium (in the INSURANCE field) for the employee named K. Wood and then reformat the report to find information on it easier.

Begin

  1. Press the RIGHT key (PF11/PF23).

    The UNION DUES, INSURANCE, SICK DAYS, and VAC DAYS fields of the report are now displayed.

    Figure 20 Employees-Marketing Report Screen Shifted Right

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    TMENT       DATE:  03/05/00
    UNION   INSURANCE  SICK  VAC
    DUES               DAYS  DAYS
    ------  ---------  ----  ----
    116.00     212.00   01    02
    150.00     068.00   01    07
    100.00     112.00   01    10
    156.00     114.00   01    06
    154.00     222.00   01    07
    157.00     222.00   01    07
    158.00     292.00   01    07
    153.00     219.00   01    07
    107.00     222.00   05    05
    075.00     200.00   01    00
    106.00     222.00   01    03
    123.00     120.00   01    07
    122.00     220.00   01    07
    120.00     220.00   01    07
    120.00     120.00   01    07
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        16.46.19
  2. Because the EMPLOYEE NAME field is not displayed while the INSURANCE field is displayed, for example, it is difficult to immediately identify which insurance premium belongs to K. Wood. As the report is currently formatted, you would have had to remember that the record for K. Wood was the seventh row down before shifting over to the right.

  3. Press the LEFT key (PF10/PF22) to return to the first report screen.

    Because the EMPLOYEES-MARKETING report displays over an 80 column screen and you are looking for a field which is past the 80th line, it would be convenient if you could keep, for example, the EMPLOYEE NUMBER and EMPLOYEE NAME fields "frozen in place" while you shift the report left and right to find other fields.

    This can be done using Control-D rulers.

  4. For the next example, press the DOWN key (PF08/PF20).

    Look at the value 10 in the record for S. Hawthorne.

    Figure 21 Employees-Marketing Report Screen (2)

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    66115    N. TRACEY         08    23,000   XXX-YY-ZZZZ      1
    66116    D. KRAY           09    35,000   XXX-YY-ZZZZ      3
    66117    S. HAWTHORNE      10    37,500   XXX-YY-ZZZZ      1
    66118    T. WOODLAND       21    36,000   XXX-YY-ZZZZ      2
    66119    J. SCHOLTEN       07    28,000   XXX-YY-ZZZZ      2
    66120    D. GRADWELL       06    29,000   XXX-YY-ZZZZ      3
    66121    J. GOLDEN         05    32,000   XXX-YY-ZZZZ      4
    66122    H. UHRBACH        03    29,000   XXX-YY-ZZZZ      5
    66123    C. GANES          07    28,000   XXX-YY-ZZZZ      2
    66124    B. WAGNER         02    32,000   XXX-YY-ZZZZ      3
    66125    J. O'LEARY        18    33,000   XXX-YY-ZZZZ      1
    66126    D. HENRICH        02    70,000   XXX-YY-ZZZZ      5
    66127    S. LUGAR          28    42,000   XXX-YY-ZZZZ      4
    66128    A. BALTER         03    29,000   XXX-YY-ZZZZ      2
    66129    E. BIRCH          10    27,000   XXX-YY-ZZZZ      2
    66130    J. SUTTON         09    36,000   XXX-YY-ZZZZ      2
    66131    D. DAVENPORT      03    37,000   XXX-YY-ZZZZ      1
    66132    L. LEVY           01    41,000   XXX-YY-ZZZZ      2
    66133    J. BRENNAN        08    27,000   XXX-YY-ZZZZ      1
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        11.41.08

It is not clear what the 10 represents, because the column headers have scrolled out of view.

The column headers have scrolled out of view because the report was developed to display column headers only at the top of each page. Since printed reports usually contain about 60 to 80 lines per page but screens usually display about 20 to 24 lines, column headers from one page scroll off the screen before the column headers from the next page are displayed.

The problem of scrolling headers also can be solved using Control-D rulers.

Rulers

A ruler is a set of screen-editing rules that make a report look different when displayed or printed.

Rulers can be used to do the following:

  • Define headers.

  • Freeze report columns in place.

  • Re-position fields in the screen layout.

  • Eliminate unwanted or unnecessary fields from the display.

  • Select records for inclusion in (or exclusion from) the display.

  • At sites with color monitors, rulers can also be used to color and highlight the displayed report.

In this exercise you will create a ruler that can:

  • Identify report Header lines so that they do not scroll out of sight.

  • Freeze the EMPLOYEE NO. and EMPLOYEE NAME fields in place so that they are visible even when the display is shifted to the right.

Quick Ruler Definition (QUICKVIEW) Key

Ruler creation begins on the Report Editing screen, which can be entered from the Report Viewing screen by pressing QUICKVIEW (PF04/PF16), the Quick Ruler Definition key. It is also possible to enter the Report Editing screen by entering the EDIT command (listed in the Instruction line at the bottom of the Report Viewing screen).

Pressing the QUICKVIEW key alternately takes you between the Report Viewing screen and your current ruler editing screen.

Report Editing Scree

Begin

  1. Press the QUICKVIEW key (PF04/PF16).

    The Report Editing screen is displayed.

    Figure 22 Report Editing Screen

    Copy
    ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
    COMMAND/OPT ===>
    USER DEMO          REPORT EMPLOYEES-MARKETING         JOB JDEMO
    RULER NAME  ===>                      Name or blank for default ruler
    RULER TYPE  ===> VIEW                 View or Print
    REPORT NAME ===>                      To copy a ruler - full report name
    JOB NAME    ===>                      To copy a ruler - full job name
    USER NAME   ===>                      To copy a ruler - full user name
    1   EDIT    report lines and columns
    2   INCLUDE lines based on strings
    3   EXCLUDE lines based on strings
    4   COLOR   lines based on strings
    PLEASE  SELECT OPTION, OR PRESS PF3 TO SAVE/EXIT THE RULER              16.46.36

    The first field in the Report Editing Screen, RULER NAME, is blank. The second field, RULER TYPE, contains the default value VIEW.

    These fields, and the fields below them, do not need to be changed. They are discussed later in this guide.

    Four options appear on the Report Editing Screen, each dealing with a different type of report editing. This exercise pertains to Option 1: EDIT report lines and columns.

  2. Type 1 in the COMMAND field and press Enter.

    The Edit Report Lines and Columns screen is displayed.

Edit Report Lines and Columns Screen

Figure 23 Edit Report Lines and Columns Screen (1)

Copy
-----------------  CONTROL-D - EDIT REPORT LINES AND COLUMNS  ----------(U.E.1)
COMMAND ===>                                         SP CHAR    SCROLL===> CRSR
USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT   TYPE VIEW
O ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+--
1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DE
EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLAS
NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
--------  --------------  ------  ------  ------------  ----------  --------
66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2
66019    K. HARARI         16    35,500   XXX-YY-ZZZZ      3
66043    K. TURRO          02    29,000   XXX-YY-ZZZZ      1
66045    W. MAY            04    35,000   XXX-YY-ZZZZ      4
66047    A. FELSEN         08    27,500   XXX-YY-ZZZZ      2
66050    T. HUBERTY        08    27,500   XXX-YY-ZZZZ      2
66052    K. WOOD           08    26,000   XXX-YY-ZZZZ      2
66056    H. RUNDLE         08    26,000   XXX-YY-ZZZZ      2
66059    L. WEST           26    38,000   XXX-YY-ZZZZ      2
66078    N. LAMBERT        18    29,000   XXX-YY-ZZZZ      3
66093    J. SHARPTON       09    29,000   XXX-YY-ZZZZ      3
66112    K. BENNETT        04    29,000   XXX-YY-ZZZZ      3
66113    T. OGURA          03    28,000   XXX-YY-ZZZZ      4
66114    S. MCCLURE        02    37,500   XXX-YY-ZZZZ      2
66115    N. TRACEY         08    23,000   XXX-YY-ZZZZ      1
OPTIONS: H HEADER F FOOTER D DELETE C COLUMNS I INSERT B BEFORE        16.46.56

The Edit Report Lines and Columns screen displays a copy of the current page of this report. Note the following points about the screen:

  • The name DEFAULT appears in the RULER field.

  • An option field allows line options to be executed on each of the report lines. It is labelled O, and is located under the field label USR.

  • Available options are displayed in the Instruction line at the bottom of the screen.

Defining Non-scrollable Headers

This procedure describes how to define non-scrollable headers.

Begin

  1. In this exercise, you will select the Header option H and apply it to the report title and column header lines.

    Press the NEWLINE key once to move the cursor to the OPTION field for the first report line. Type H four times.

    Figure 24 Defining Non-Scrollable Headers in the Edit Report Lines And Columns Screen

    Copy
    -----------------  CONTROL-D - EDIT REPORT LINES AND COLUMNS  ----------(U.E.1)
    COMMAND ===>                                         SP CHAR    SCROLL===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT   TYPE VIEW
    O ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+--
    H 1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DE
    H  EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLAS
    H     NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    H  --------  --------------  ------  ------  ------------  ----------  --------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2

    These four lines are now defined as Header lines and will not scroll out of sight when the report is viewed.

  2. Press the QUICKVIEW key (PF04/PF16) to look at the results.

    The Report Viewing screen is displayed.

    The ruler name DEFAULT appears in the RUL field.

    The defined Header lines appear in a different color than the rest of the report lines (on monochrome monitors they are bolded), indicating that they are no longer considered data lines.

    Figure 25 Edit Report Lines And Columns Screen With Defined Non-Scrollable Headers (1)

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL DEFAULT
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2
  3. Press the DOWN key (PF08/PF20) to look at the record for S. Hawthorne again.

    The report Header lines remain at the top of the page when the display scrolls. It is now clear that the figure 10 in the record for S. Hawthorne refers to Office Number.

    Figure 26 Edit Report Lines And Columns Screen With Defined Non-Scrollable Headers (2)

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL DEFAULT
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66115    N. TRACEY         08    23,000   XXX-YY-ZZZZ      1
    66116    D. KRAY           09    35,000   XXX-YY-ZZZZ      3
    66117    S. HAWTHORNE      10    37,500   XXX-YY-ZZZZ      1
    66118    T. WOODLAND       21    36,000   XXX-YY-ZZZZ      2
    66119    J. SCHOLTEN       07    28,000   XXX-YY-ZZZZ      2
    66120    D. GRADWELL       06    29,000   XXX-YY-ZZZZ      3
    66121    J. GOLDEN         05    32,000   XXX-YY-ZZZZ      4
    66122    H. UHRBACH        03    29,000   XXX-YY-ZZZZ      5
    66123    C. GANES          07    28,000   XXX-YY-ZZZZ      2
    66124    B. WAGNER         02    32,000   XXX-YY-ZZZZ      3
    66125    J. O'LEARY        18    33,000   XXX-YY-ZZZZ      1
    66126    D. HENRICH        02    70,000   XXX-YY-ZZZZ      5
    66127    S. LUGAR          28    42,000   XXX-YY-ZZZZ      4
    66128    A. BALTER         03    29,000   XXX-YY-ZZZZ      2
    66129    E. BIRCH          10    27,000   XXX-YY-ZZZZ      2
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        11.41.08

Just as you defined headers in the Edit Report Lines and Columns screen, you can use option F (Footer) to define footers at the bottom of each page. These footers will also not scroll away.

Selecting a Model Line for Column Freezing

In this exercise you will select the EMPLOYEE NO. and EMPLOYEE NAME fields for column freezing.

Begin

  1. Press the QUICKVIEW key (PF04/PF16) to return to the Edit Report Lines and Columns screen.

    Figure 27 Edit Report Lines And Columns Screen (2)

    Copy
    -----------------  CONTROL-D - EDIT REPORT LINES AND COLUMNS  ----------(U.E.1)
    COMMAND ===>                                         SP CHAR    SCROLL===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT   TYPE VIEW
    O ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+--
    H 1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DE
    H  EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLAS
    H     NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    H  --------  --------------  ------  ------  ------------  ----------  --------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2

    Column freezing requires the selection of a line to serve as the model for the freezing operation. Any line can be selected for this purpose, by entering C (Columns) in the OPTION field of the line desired as the model.

  2. Type C in the OPTION field to the left of the word EMPLOYEE in the second Header Line and press Enter.

    Figure 28 Column-Freezing in the Edit Report Lines And Columns Screen

    Copy
    -----------------  CONTROL-D - EDIT REPORT LINES AND COLUMNS  ----------(U.E.1)
    COMMAND ===>                                         SP CHAR    SCROLL===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT   TYPE VIEW
    O ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+--
    H 1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DE
    C  EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLAS
    H     NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    H  --------  --------------  ------  ------  ------------  ----------  --------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2

    The Edit Report Columns screen is displayed.

Edit Report Columns Screen

Figure 29 Edit Report Columns Screen

Copy
-------------------  CONTROL-D - EDIT REPORT COLUMNS  ----------------(U.E.1.C)
COMMAND ===>                                                    LINES 001 - L01
USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT  TYPE VIEW
THE ORIGINAL LINE
----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
Use the following 5 lines to Cut & Paste, Color and Freeze columns
CUT   :
PASTE :
COLOR :
HILITE:
FREEZE:
THE RESULTING LINE
----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
TO SHIFT, PLACE CRSR ON THE DESIRED LINE AND USE PF10-LEFT, PF11-RIGHT 16.47.13

The Edit Report Columns screen is divided into the following three main sections:

  • THE ORIGINAL LINE section displays the selected model line as it originally appears.

  • The operations section contains five lines (CUT, PASTE, COLOR, HILITE, and FREEZE) that allow specification of the desired operations.

  • THE RESULTING LINE section displays the model line in its modified form.

Freezing Columns

You can now freeze the EMPLOYEE NO. and EMPLOYEE NAME fields.

Press the NEWLINE key until the cursor moves to the first column beneath the line labeled FREEZE.

Using the Column Numbering line (located under the RESULTING LINE label) as a guide, type F in each column from the first column to the column immediately preceding the O in OFFICE (columns 1 through 27), as shown below.

Each point (either a hyphen, plus sign, or number) on the Column Numbering line represents a column. The numbers on the line (1, 2, and so on) each represent the next 10th column, and the pluses after each number represents the next 5th column.

For example, the number 1 on the Column Numbering Line represents the 10th column. Two hyphens after the number 1 represents the 12th column. The plus sign after the number 3 represents the 35th column.

Figure 30 Freezing Fields in Edit Report Columns Screen

Copy
-------------------  CONTROL-D - EDIT REPORT COLUMNS  ----------------(U.E.1.C)
COMMAND ===>                                                    LINES 001 - L01
USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT  TYPE VIEW
THE ORIGINAL LINE
----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
Use the following 5 lines to Cut & Paste, Color and Freeze columns
CUT   :
PASTE :
COLOR :
HILITE:
FREEZE:
FFFFFFFFFFFFFFFFFFFFFFFFFFF
THE RESULTING LINE
----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
TO SHIFT, PLACE CRSR ON THE DESIRED LINE AND USE PF10-LEFT, PF11-RIGHT 16.47.13

Line Range Field

Begin

  1. Before checking the results of the freeze operation, look at the two LINES fields at the far right of the second line of the screen. These fields specify a report line range (to and from) to which indicated operations are to be applied.

    Figure 31 Looking at Lines in Edit Report Columns Screen

    Copy
    -------------------  CONTROL-D - EDIT REPORT COLUMNS  ----------------(U.E.1.C)
    COMMAND ===>                                                    LINES 001 - L01
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT  TYPE VIEW
    THE ORIGINAL LINE
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    Use the following 5 lines to Cut & Paste, Color and Freeze columns
    CUT   :
  2. The displayed default LINES values 001 – L01 apply the following freeze operations to the entire report:

    Table 4 Default LINES Values and Freeze Operation Results

    Value

    Description

    001

    In the LINES from field. The freeze operation is applied from line 1 (that is, from the first line) of each report page.

    L01

    In the LINES to field. The L indicates that counting begins from the last line of each report page. The operation is applied through the last line of the report.

  3. Check the result of this freeze operation, as follows:

    1. Press the QUICKVIEW key (PF04/PF16). The Report Viewing screen is displayed.

    2. Press the RIGHT key (PF11/PF23).

      Figure 32 Frozen Fields in Report Viewing Screen

      Copy
      ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
      COMMAND ===>                                                   SCROLL ===> CRSR
      USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL DEFAULT
      1            E M P L O Y E TMENT       DATE:  03/05/00
      EMPLOYEE     EMPLOYEE     UNION   INSURANCE  SICK  VAC
      NO.         NAME       DUES               DAYS  DAYS
      --------  --------------  ------  ---------  ----  ----
      66002    A. HABER        116.00     212.00   01    02
      66019    K. HARARI       150.00     068.00   01    07
      66043    K. TURRO        100.00     112.00   01    10
      66045    W. MAY          156.00     114.00   01    06
      66047    A. FELSEN       154.00     222.00   01    07
      66050    T. HUBERTY      157.00     222.00   01    07
      66052    K. WOOD         158.00     292.00   01    07
      66056    H. RUNDLE       153.00     219.00   01    07
      66059    L. WEST         107.00     222.00   05    05
      66078    N. LAMBERT      075.00     200.00   01    00
      66093    J. SHARPTON     106.00     222.00   01    03
      66112    K. BENNETT      123.00     120.00   01    07
      66113    T. OGURA        122.00     220.00   01    07
      66114    S. MCCLURE      120.00     220.00   01    07
      66115    N. TRACEY       120.00     120.00   01    07
      CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        11.41.08

The EMPLOYEE NO. and EMPLOYEE NAME fields remain in position, and the rest of the screen display shifts right.

It is now easy to see which insurance premium belongs to K. Wood.

Note, however, what happened to the report title. The specified columns in the title were frozen, but the rest of the title shifted, making the title unclear.

In the next exercise, you will freeze all displayed columns in the title line so that the title does not shift.

Selecting a New Model Line

Begin

  1. Press the QUICKVIEW key (PF04/PF16).

    The Edit Report Columns screen is displayed.

  2. Press the END key (PF03/PF15).

    The Edit Report Lines and Columns screen is displayed.

    When defining freeze operations, it is recommended that the model line be a line on which the operations are to be applied in the report.

    When you defined a freeze (on columns 001 – 027) for all lines in the report, you selected line 2 to serve as a model line.

    Because you are now about to define a new freeze operation for line 1 only (the title line), select line 1 as a new model line.

  3. Type C in the OPTION field of the report title line (as shown below) and press Enter.

    Figure 33 New Freeze Operation in Edit Report Columns Screen

    Copy
    -----------------  CONTROL-D - EDIT REPORT LINES AND COLUMNS  ----------(U.E.1)
    COMMAND ===>                                         SP CHAR    SCROLL===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT   TYPE VIEW
    O ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+--
    C 1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DE
    H  EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLAS
    H     NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    H  --------  --------------  ------  ------  ------------  ----------  --------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2

    The Edit Report Columns screen is displayed with the new model line.

    Figure 34 Frozen Line in Edit Report Columns Screen

    Copy
    -------------------  CONTROL-D - EDIT REPORT COLUMNS  ----------------(U.E.1.C)
    COMMAND ===>                                                    LINES 001 - L01
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT  TYPE VIEW
    THE ORIGINAL LINE
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPA
    Use the following 5 lines to Cut & Paste, Color and Freeze columns
    CUT   :
    PASTE :
    COLOR :
    HILITE:
    FREEZE:
    FFFFFFFFFFFFFFFFFFFFFFFFFFF
    THE RESULTING LINE
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPA
    TO SHIFT, PLACE CRSR ON THE DESIRED LINE AND USE PF10-LEFT, PF11-RIGHT 16.47.13

The line range is still 001 – L01, and columns 1 through 27 are still frozen. This "old" freeze definition is displayed because it remains the current definition of your new model line (the report title line) until changes are made.

Before defining the new freeze operation for the title line, note the COLOR and HILITE lines above the FREEZE line on the Edit Report Columns screen.

These lines can be used to specify colors and highlights for any columns (in the specified line range) in the report.

When you define this new freeze operation, you will also color the words EMPLOYEES and MARKETING in the report title.

Specifying a New Freeze and Column Colors

In order to perform the desired edits, you must first redefine the line range so that the new freeze and column coloring operations apply only to the title line, line 1, of each report page:

Begin

  1. Change the LINES to value from L01 to 001, so that the line range is now defined as 001 –001. This ensures that the change is applied only to the first line.

  2. Use the NEWLINES key or arrow keys to position the cursor under the C in the word COLOR. This is the first action needed in order to color the words EMPLOYEES and MARKETING in green (for details of valid color codes, see Valid Color and Highlight Options).

  3. Using the SPACEBAR (not the RIGHT key) to move the cursor, type Gs in columns 14 through 30 and columns 64 through 72 in the Color line.

  4. Redefine the freeze to extend the length of the report line by typing Fs for the length of the Freeze line.

    The screen appears as follows:

    Figure 35 New Freezing of Edit Report Lines and Columns Screen

    Copy
    -------------------  CONTROL-D - EDIT REPORT COLUMNS  ----------------(U.E.1.C)
    COMMAND ===>                                                    LINES 001 - 001
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    RULER DEFAULT  TYPE VIEW
    THE ORIGINAL LINE
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPA
    Use the following 5 lines to Cut & Paste, Color and Freeze columns
    CUT   :
    PASTE :
    COLOR :
    GGGGGGGGGGGGGGGGG                                 GGGGGGGGG
    HILITE:
    FREEZE:
    FFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFF
    THE RESULTING LINE
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPA
    TO SHIFT, PLACE CRSR ON THE DESIRED LINE AND USE PF10-LEFT, PF11-RIGHT 16.47.13
  5. Press the QUICKVIEW key (PF04/PF16) to check the results of these edits.

    The Report Viewing screen is displayed. The words EMPLOYEES and MARKETING are colored green in the report title line.

  6. Press the RIGHT key (PF11/PF23).

    The entire report title and the EMPLOYEE NUMBER and EMPLOYEE NAME fields are frozen in place.

    Figure 36 New Frozen Fields in Edit Report LInes and Columns Screen

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL DEFAULT
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPA
    EMPLOYEE     EMPLOYEE     UNION   INSURANCE  SICK  VAC
    NO.         NAME       DUES               DAYS  DAYS
    --------  --------------  ------  ---------  ----  ----
    66002    A. HABER        116.00     212.00   01    02
    66019    K. HARARI       150.00     068.00   01    07
    66043    K. TURRO        100.00     112.00   01    10
    66045    W. MAY          156.00     114.00   01    06
    66047    A. FELSEN       154.00     222.00   01    07
    66050    T. HUBERTY      157.00     222.00   01    07
    66052    K. WOOD         158.00     292.00   01    07
    66056    H. RUNDLE       153.00     219.00   01    07
    66059    L. WEST         107.00     222.00   05    05
    66078    N. LAMBERT      075.00     200.00   01    00
    66093    J. SHARPTON     106.00     222.00   01    03
    66112    K. BENNETT      123.00     120.00   01    07
    66113    T. OGURA        122.00     220.00   01    07
    66114    S. MCCLURE      120.00     220.00   01    07
    66115    N. TRACEY       120.00     120.00   01    07
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        11.41.08

    You have now defined two freeze operations – one for line 1 and one for the rest of the lines on each page.

    Return to the editing screens.

  7. Press the QUICKVIEW key (PF04/PF16).

    The Edit Report Columns screen is displayed

    By redefining the freeze for Line 1, the earlier freeze definition (that is not currently displayed) now applies to all lines except line 1, or in other words, to lines 002 – L01.

  8. Press the END key (PF03/PF15).

    The Edit Report Lines and Columns screen is displayed.

    If you now select as the model line any line except the first (report title), the Edit Columns screen will display the earlier freeze definition in the line range 002 – L01. However, instead of selecting a new model line, exit the ruler, as described in the next exercise.

Exiting a Ruler Definition

By alternately displaying the Report Viewing screen and the most current ruler definition screen, the QUICKVIEW (Quick Ruler Definition) key (PF04/PF16) enables you to immediately check your report edits.

However, the QUICKVIEW key does not save ruler definitions. If you view another report or leave the Online Viewing facility, this ruler definition will be lost.

A ruler definition can only be saved when exiting the Report Editing screen.

The following steps explain how to exit the Report Editing screen and save the ruler definition.

Begin

  1. Press the END key (PF03/PF15) to return to the Report Editing screen.

    The Report Editing screen is displayed. The RULER NAME field contains the name DEFAULT.

    Figure 37 Saving Ruler Definition in Report Editing Screen

    Copy
    ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
    COMMAND/OPT ===>
    USER DEMO          REPORT EMPLOYEES-MARKETING         JOB JDEMO
    RULER NAME  ===> DEFAULT              Name or blank for default ruler
    RULER TYPE  ===> VIEW                 View or Print
    REPORT NAME ===>                      To copy a ruler - full report name
    JOB NAME    ===>                      To copy a ruler - full job name
    USER NAME   ===>                      To copy a ruler - full user name
    1   EDIT    report lines and columns
  2. Exit the Report Editing screen by pressing the END key (PF03/PF15).

    The Exit Option window, with the cursor in the Exit option field, is displayed on the screen.

    Figure 38 Exit Option window in the Report Editing Screen

    Copy
    ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
    COMMAND/OPT ===>                            +---------------------------------+
    USER DEMO          REPORT EMPLOYEES-MAR     |                                 |
                                                |    PLEASE SELECT EXIT OPTION    |
                                                |                                 |
    RULER NAME  ===> DEFAULT                    |    Exit option ===>             |
    RULER TYPE  ===> VIEW                       |                                 |
    REPORT NAME ===>                            |     1  KEEP ruler active        |
    JOB NAME    ===>                            |     2  CLEAR (no ruler)         |
    USER NAME   ===>                            |     3  SAVE ruler as:           |
                                                |                                 |
                                                |    Ruler name  ===> DEFAULT     |
    1   EDIT    report lines and columns        |    Ruler type  ===> VIEW        |
                                                |                                 |
    2   INCLUDE lines based on strings          +---------------------------------+
    3   EXCLUDE lines based on strings
    4   COLOR   lines based on strings
    PLEASE SELECT OPTION, OR PRESS PF3 TO SAVE/EXIT THE RULER              16.51.06

    When the Exit Option window is opened, it shows the same Ruler name and Ruler type that are displayed in the Report Editing screen. In this case, the name and type are DEFAULT and VIEW, respectively.

    When a ruler is saved, the name and type from the window is assigned. These values can be changed, but you will save the ruler under the same name, DEFAULT.

    Three options appear in the Exit Option window: KEEP, CLEAR and SAVE.

    Table 5 Options of the Exit Option Window

  3. Option

    Description

    KEEP

    Temporarily keeps the ruler definition in memory – until you change rulers (using the RULER name command), view a different report, or leave the Online Viewing facility.

    Pressing the QUICKVIEW key in an editing screen automatically performs a keep operation.

    CLEAR

    Erases the work you did in report editing. This option leaves no ruler current in your Report Viewing screen.

    You should select this option if you do not want to retain the work done in report editing.

    SAVE

    Creates a permanently stored copy on disk until overwritten or deleted of the ruler that can be retrieved when needed.

    Select this option if you think a ruler can be useful in the future.

  4. Type 3 in the Exit option field (as shown below) and press Enter, to save the ruler.

    Figure 39 Saving the Ruler on Exit

    Copy
    ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
    COMMAND/OPT ===>                            +---------------------------------+
    USER DEMO          REPORT EMPLOYEES-MAR     |                                 |
                                                |    PLEASE SELECT EXIT OPTION    |
                                                |                                 |
    RULER NAME  ===> DEFAULT                    |    Exit option ===> 3           |
    RULER TYPE  ===> VIEW                       |                                 |
    REPORT NAME ===>                            |     1  KEEP ruler active        |
    JOB NAME    ===>                            |     2  CLEAR (no ruler)         |
    USER NAME   ===>                            |     3  SAVE ruler as:           |
                                                |                                 |
                                                |    Ruler name  ===> DEFAULT     |
    1   EDIT    report lines and columns        |    Ruler type  ===> VIEW        |
                                                |                                 |
    2   INCLUDE lines based on strings          +---------------------------------+
    3   EXCLUDE lines based on strings
    4   COLOR   lines based on strings
    PLEASE SELECT OPTION, OR PRESS PF3 to SAVE/EXIT THE RULER              16.51.06

    The Report Viewing screen is now displayed with ruler DEFAULT.

    This ruler definition is now saved. Even if you exit and re-enter the Online Viewing facility, you can view this report using this ruler.

Defining Color Based on Strings

In this exercise you will design a report where the records of employees with an annual salary of 40,000 or more are prominently displayed without having to read through the entire report.

To do this, you can use a ruler to request that such records appear in a specific color (and/or with a special highlight) when viewed online.

Begin

  1. First, use the Column Numbering line in the Report Viewing screen to determine the column numbers of the ANNUAL SAL field.

    Annual salary appears in columns 36 through 41.

    Figure 40 Determining Columns for Coloring and/or Highlighting

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL DEFAULT
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1             E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2
  2. To request that records for employees with an annual salary of 40,000 or more appear in reverse highlight, in red, do the following:

    1. Press the QUICKVIEW key (PF04/PF16). The Report Editing screen is displayed.

      Figure 41 Report Editing Screen Before Selecting Color Option

      Copy
      ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
      COMMAND/OPT ===>
      USER DEMO          REPORT EMPLOYEES-MARKETING         JOB JDEMO
      RULER NAME  ===> DEFAULT              Name or blank for default ruler
      RULER TYPE  ===> VIEW                 View or Print
      REPORT NAME ===>                      To copy a ruler - full report name
      JOB NAME    ===>                      To copy a ruler - full job name
      USER NAME   ===>                      To copy a ruler - full user name
      1   EDIT    report lines and columns
      2   INCLUDE lines based on strings
      3   EXCLUDE lines based on strings
      4   COLOR   lines based on strings
      PLEASE SELECT OPTION, OR PRESS PF3 TO SAVE/EXIT THE RULER              16.46.36

      The RULER NAME and RULER TYPE fields specify the current ruler (DEFAULT and VIEW).

  3. When you defined the report Header lines and froze columns, you selected Option 1 on the Report Editing screen. Now select Option 4: COLOR lines based on strings.

    1. Type 4 in the COMMAND field and press Enter.

      The Color Lines Based on Strings screen is displayed.

If you are not working on a color monitor and want to skip this exercise, press the END key (PF03/PF15) twice and proceed to Saving With Or Without Overwriting an Existing Ruler.

Color Screen

Figure 42 Color Lines Based On Strings Screen

Copy
------------------  CONTROL-D - COLOR LINES BASED ON STRINGS  ----------(U.E.4)
COMMAND ===>                                                  Apply on header N
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
ON STR                                             COL     -     LINE     -
COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
PLEASE FILL IN THE  SELECTION STRINGS                                   16.52.18

The Color Lines Based on Strings screen is used to color and highlight report lines in the Report Viewing screen depending on the existence of a specified string in a specified column range. The following is an explanation of the fields on this screen:

The string is specified in the ON STR field.

  • The column range for the string is specified in the COL from and to fields. The string search may optionally be limited to a line range specified in the LINE to and from fields in the ON STR line.

  • Color is specified in the COLOR field.

  • Highlighting is specified in the HILITE field.

  • The string to be colored is specified in the ON fields. Color may be applied either to the specified string, the entire line containing the string, or to any specified block (column and line range). When the LINE to and from fields are blank, color is applied to the specified column range in the line in which the string is found.

Begin

  1. Fill in the screen as illustrated in the following figure:

    Figure 43 Specifying Colors and/or Highlighting by Strings

    Copy
    ------------------  CONTROL-D - COLOR LINES BASED ON STRINGS  ----------(U.E.4)
    COMMAND ===>                                                  Apply on header N
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    ON STR                                             COL     -     LINE     -
    COLOR   HILITE    ON: STRING    or  LINE    or  COL     -     LINE     -
    PLEASE FILL IN THE  SELECTION STRINGS                                   16.52.18

    When filling in these fields, note the following:

  2. The ON STR value of .GE.40,000 means that the specified columns are checked for a value greater than or equal to 40,000.

    Note: There is no embedded space in the value GE.40,000.

  3. The 036 and 041 values in the COL fields mean that columns 36 through 41 are to be checked for the specified ON STR value.

  4. The R value in the COLOR field specifies that selected lines are to be colored Red on the monitor. For details of valid color codes, see Valid Color and Highlight Options.

  5. The R value in the HILITE field specified that selected lines are to be highlighted in Reverse. For details of valid highlight codes, see Valid Color and Highlight Options.

  6. The Y value in the LINE field means that when the ON STR criteria are met, specified color and highlight definitions are to be applied to the entire report line.

  7. Press the QUICKVIEW key (PF04/PF16) to check the result of the color definitions.

    The Report Viewing screen is displayed.

  8. Scroll down through the report using the PF08/PF20 key.

    All employee records showing an annual salary greater than or equal to 40,000 are displayed in red (in reverse highlight).

    The Color Lines Based on Strings screen is discussed in more detail later in this guide.

  9. Type M in the COMMAND field and press the UP key (PF07/PF19) to return to the top of the report.

  10. Press the QUICKVIEW key (PF04/PF16) to display the Color Lines Based on Strings screen.

  11. Press the END key to display the Report Editing screen.

  12. Press the END key again to display the Exit Option window is displayed.

    You are now ready to exit this ruler, as described in the next exercise.

Saving With Or Without Overwriting an Existing Ruler

Now that you are ready to exit the ruler definition, you either can have this ruler replace (overwrite) the original ruler (DEFAULT), or you can save this ruler as a separate ruler:

  • To overwrite the original ruler, leave the name in the Ruler name field of the Exit Option window unchanged.

  • To save without overwriting the original ruler, specify a new name in the Ruler name field in the Exit Option window.

Begin

  1. Fill in the fields of the Exit Option window as follows:

    • Exit option ===> 3

    • Ruler name ===> COLOR40

    • Ruler type ===> VIEW

    This will save the new ruler COLOR40, without overwriting the original ruler.

  2. Press Enter to display the Report Viewing screen, with ruler COLOR40 as its designated ruler.

    Notice that the RUL field contains the value COLOR40.

    Figure 44 Saving a New Ruler

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING   JB JDEMO    04544 DT 050500 RUL COLOR40
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2
    66019    K. HARARI         16    35,500   XXX-YY-ZZZZ      3
    66043    K. TURRO          02    29,000   XXX-YY-ZZZZ      1
    66045    W. MAY            04    35,000   XXX-YY-ZZZZ      4
    66047    A. FELSEN         08    27,500   XXX-YY-ZZZZ      2
    66050    T. HUBERTY        08    27,500   XXX-YY-ZZZZ      2
    66052    K. WOOD           08    26,000   XXX-YY-ZZZZ      2

    The Header lines are colored differently than the rest of the report lines since ruler COLOR4O also contains the edits found in ruler DEFAULT.

Using Rulers for Record Inclusion

In this exercise you will design a report with rulers that contains only the records of those employees from Office Number 08 (that is, with a value of 08 in the OFFICE NO. field).

Begin

  1. First, use the Column Numbering line in the Report Viewing screen to determine the column numbers of the OFFICE NO. field.

    Office numbers appear in columns 30 and 31.

    Figure 45 Determining OFFICE NO. Column Numbers

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL COLOR40
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66002    A. HABER          07    31,000   XXX-YY-ZZZZ      2
  2. Press the QUICKVIEW key (PF04/PF16).

    The Report Editing screen is displayed.

    Figure 46 Selecting a Ruler for Editing

    Copy
    ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
    COMMAND/OPT ===>
    USER DEMO          REPORT EMPLOYEES-MARKETING         JOB JDEMO
     
     
    RULER NAME  ===> COLOR40              Name or blank for default ruler
    RULER TYPE  ===> VIEW                 View or Print
    REPORT NAME ===>                      To copy a ruler - full report name
    JOB NAME    ===>                      To copy a ruler - full job name
    USER NAME   ===>                      To copy a ruler - full user name
     
     
    1   EDIT    report lines and columns
     
    2   INCLUDE lines based on strings
     
    3   EXCLUDE lines based on strings
     
    4   COLOR   lines based on strings
     
     
     
     
    PLEASE SELECT OPTION, OR PRESS PF3 TO SAVE/EXIT THE RULER              16.46.36

Selecting a Ruler for Editing

The value in the RULER NAME field that is initially displayed in the Report Editing screen is the name of your current ruler. In this case, it is COLOR40.

You can change ruler name to an existing ruler with which you want to work. You will now change RULER NAME to DEFAULT, and also select Option 2: INCLUDE lines based on strings.

Begin

  1. Type 2 in the COMMAND field.

  2. Change COLOR40 to DEFAULT in the RULER NAME field.

    Figure 47 Changing the Ruler Name to Default

    Copy
    ------------------------  CONTROL-D - REPORT EDITING  --------------------(U.E)
    COMMAND/OPT ===> 2
    USER DEMO          REPORT EMPLOYEES-MARKETING         JOB JDEMO
    RULER NAME  ===> DEFAULT              Name or blank for default ruler
    RULER TYPE  ===> VIEW                 View or Print
  3. Press Enter.

    The Include Lines Based on Strings screen is displayed.

    Figure 48 Include Lines Base On Strings Screen

    Copy
    ----------------  CONTROL-D - INCLUDE LINES BASED ON STRINGS  ----------(U.E.2)
    COMMAND ===>                                                  Apply on header N
     
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    PLEASE FILL IN THE  SELECTION STRINGS                                   16.50.19

Include Screen

The Include Lines Based On Strings screen limits the records included in a report to those records containing specified strings in specified locations.

This exercise shows you how to include records that contain the string 08 in columns 30 through 31 (the OFFICE NO. field).

Begin

  1. Press NEWLINE.

    The cursor is positioned in the first STR (string) field.

  2. Type in 08 and press Tab.

    The cursor is positioned in the COL from field.

  3. Type in 030.

    The cursor automatically tabs to the COL to field.

  4. Type in 031.

    Your entry should look like the one displayed below:

    Figure 49 Selecting Lines to Include

    Copy
    ----------------  CONTROL-D - INCLUDE LINES BASED ON STRINGS  ----------(U.E.2)
    COMMAND ===>                                                  Apply on header N
     
    STR 08                               COL 030 - 031 LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL

    In this example, the report is limited to records containing a single specified string in a specified column range. However, the Include Lines Based on Strings screen contains twenty lines for string specification and a different string and column-range may be specified on each line of the screen. Records having at least one of the specified strings will be included in the report.

  5. Press the QUICKVIEW key (PF04/PF16) to check the results of the Include edits.

    The Report Viewing screen is displayed.

    Figure 50 Results of Include Edits

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL DEFAULT
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66047    A. FELSEN         08    27,500   XXX-YY-ZZZZ      2
    66050    T. HUBERTY        08    27,500   XXX-YY-ZZZZ      2
    66052    K. WOOD           08    26,000   XXX-YY-ZZZZ      2
    66056    H. RUNDLE         08    26,000   XXX-YY-ZZZZ      2
    66115    N. TRACEY         08    23,000   XXX-YY-ZZZZ      1
    66133    J. BRENNAN        08    27,000   XXX-YY-ZZZZ      1
    66155    M. GOLIGER        08    50,000   XXX-YY-ZZZZ      2
    ======= >>>>>>>>>>>>>> END OF SCROLLABLE DATA IN PAGE <<<<<<<<<<<<<<<<<<< =====

    Only employees from Office Number 08 are included in the report.

  6. Press the QUICKVIEW key (PF04/PF16) to begin to save the ruler.

    The Include Lines Based on Strings screen is again displayed.

  7. Press the END key (PF03/PF15) to return to the Report Editing screen.

  8. Press the END key (PF03/PF15) again, to display the Exit Option window.

  9. Fill in the fields of the Exit Option window as follows and press Enter to save the ruler with a new name.

    • Exit option ===> 3

    • Ruler name ===> OFN08

    • Ruler type ===> VIEW

    The Report Viewing screen is displayed with ruler OFN08 (for Office Number 08).

    Figure 51 Saving New Ruler OFN08

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL OFN08
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66047    A. FELSEN         08    27,500   XXX-YY-ZZZZ      2
    66050    T. HUBERTY        08    27,500   XXX-YY-ZZZZ      2
    66052    K. WOOD           08    26,000   XXX-YY-ZZZZ      2
    66056    H. RUNDLE         08    26,000   XXX-YY-ZZZZ      2
    66115    N. TRACEY         08    23,000   XXX-YY-ZZZZ      1
    66133    J. BRENNAN        08    27,000   XXX-YY-ZZZZ      1
    66155    M. GOLIGER        08    50,000   XXX-YY-ZZZZ      2
    ======= >>>>>>>>>>>>>> END OF SCROLLABLE DATA IN PAGE <<<<<<<<<<<<<<<<<<< =====

Defining Color and Defining Multiple Strings in the Include Screen

Each Include definition line contains fields that can be used to specify colors and highlights for included report lines. Specified colors and highlights are applied to the entire report line. Available color and highlight codes are the same as in the Color Lines Based on Strings screen and the Edit Report Columns screen.

You can now modify ruler OFN08 so that it contains multiple Include criteria and specifies color characteristics for included lines.

Begin

  1. Press the QUICKVIEW key (PF04/PF16) to display the Report Editing screen.

    The RULER NAME field contains OFN08.

  2. Type 2 (the Include lines based on option) in the COMMAND field and press Enter.

    The Include Lines Based on Strings screen, with the edits from ruler OFN08, is displayed.

    Figure 52 Include Lines Screen with Ruler OFN98

    Copy
    ----------------  CONTROL-D - INCLUDE LINES BASED ON STRINGS  ----------(U.E.2)
    COMMAND ===>                                                  Apply on header  N
     
    STR 08                               COL 030 - 031 LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL

    You can now change the Include criteria so that instead of including employees from Office 08, they include only those employees with a salary of 40,000 or more as follows:

    • Employees with a salary of 50,000 or more are to be displayed in red.

    • Employees with a salary from 40,000 to 49,999 are to be displayed in blue.

    You should perform this exercise even if you are not working on a color monitor.

  3. Typing over the 08 string entry, define your Include ruler to contain the string, column range and color definitions shown in the figure below:

    Figure 53 Redefining Ruler OFN98

    Copy
    ----------------  CONTROL-D - INCLUDE LINES BASED ON STRINGS  ----------(U.E.2)
    COMMAND ===>                                                  Apply on header N
     
    STR .GE.50,000                       COL 036 - 041 LINE     -     COLOR R HL
    STR .GE.40,000                       COL 036 - 041 LINE     -     COLOR B HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL
    STR                                  COL     -     LINE     -     COLOR   HL

    Strings are checked using the following rules:

    • When multiple Include strings are specified, checking for strings in each record begins with the first Include definition in the Include screen and continues either until a match is found (and the record is included in the report) or until the last Include definition has been checked.

    • The order of Include string definitions may be significant.

    A record that matches several Include definitions is displayed with the color and highlight specified in the first matching Include definition.

    In the above example, a record with an annual salary of 50,000 or more is included in red before it gets a chance to be included in blue. If the order of the string entries had been reversed (that is, the .GE.40,000 definition had been placed before the .GE.50,000 definition), then records with a salary of 50,000 or more would have been included in blue.

  4. Press the QUICKVIEW key (PF04/PF16) to check the results of the edit.

    The report looks as follows:

    Figure 54 Report Viewing Screen after Editing Ruler OFN98

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> CRSR
    USR DEMO     REP EMPLOYEES-MARKETING  JB JDEMO    04544 DT 050500 RUL OFN08
    ----+----1----+----2----+----3----+----4----+----5----+----6----+----7----+----8
    1            E M P L O Y E E S     R E P O R T    -----    FOR MARKETING   DEPAR
    EMPLOYEE     EMPLOYEE     OFFICE  ANNUAL  SOCIAL        NO. OF      JOB CLASS
    NO.         NAME         NO.    SAL    SECURITY NO.  DEPENDENTS    CODE
    --------  --------------  ------  ------  ------------  ----------  ---------
    66126    D. HENRICH        02    70,000   XXX-YY-ZZZZ      5
    66127    S. LUGAR          28    42,000   XXX-YY-ZZZZ      4
    66132    L. LEVY           01    41,000   XXX-YY-ZZZZ      2
    66144    G. LYONS          28    45,000   XXX-YY-ZZZZ      2
    66154    S. LUTES          25    42,000   XXX-YY-ZZZZ      2
    66155    M. GOLIGER        08    50,000   XXX-YY-ZZZZ      2
    66156    L. WOHL           18    41,000   XXX-YY-ZZZZ      2
    ======= >>>>>>>>>>>>>> END OF SCROLLABLE DATA IN PAGE <<<<<<<<<<<<<<<<<<< =====

    Records showing a salary of 50,000 or more appear in red. Other records (from 40,000) appear in blue.

Logical Operations for String Fields in Rulers

In the string entry, .GE.40,000, the 40,000 identifies the actual search string and the .GE. identifies the logical search operation to perform, namely a "greater than or equal to" search.

In the previously specified string entry, search string 08 was specified without an operator. An equivalence check was performed (that is, report line strings were checked to see if they were equal to ruler-defined strings).

All "string-checking" edits (Color, Include, and Exclude) operate this way:

  • Strings specified without operators are subject to equivalence checking.

  • Logical operations (other than equal to) are indicated by typing .operator.string in the STR field.

Valid operations (and operators) are listed below:

Table 6 Valid Operators in Ruler String Fields

Operator Logical Operation

.GT.

Greater than

.LT.

Less than

.GE.

Greater than or equal to

.LE.

Less than or equal to

.NE.

Not equal to

Clearing a Ruler

Instead of saving these report edits, you use Exit option 2 to clear them.

Begin

  1. Press the QUICKVIEW key (PF04/PF16) to display the Include Lines Based on Strings screen.

  2. Press the END key (PF03/PF15) to display the Report Editing screen.

  3. Press the END key (PF03/PF15) to display the Exit Option window.

  4. Type 2 in the Exit Option field and press Enter to display the Report Viewing Screen.

    Figure 55 Clearing a Ruler on Exit

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>                                                   SCROLL ===> 
    CRSRa------------------------   --------------------(U.E)
    COMMAND/OPT ===>                            +---------------------------------+
    USER DEMO          REPORT EMPLOYEES-MAR     |                                 |
                                                |    PLEASE SELECT EXIT OPTION    |
                                                |                                 |
    RULER NAME  ===> OFN08                      |    Exit option ===>  2          |
    RULER TYPE  ===> VIEW                       |                                 |
    REPORT NAME ===>                            |     1  KEEP ruler active        |
    JOB NAME    ===>                            |     2  CLEAR (no ruler)         |
    USER NAME   ===>                            |     3  SAVE ruler as:           |
                                                |                                 |
                                                |    Ruler name   ===> OFN08      |
    1   EDIT    report lines and columns        |    Ruler type   ===> VIEW       |
                                                |                                 |
    2   INCLUDE lines based on strings          +---------------------------------+

    3   EXCLUDE lines based on strings

    4   COLOR   lines based on strings



     
    PLEASE SELECT OPTION, OR PRESS PF3 TO SAVE/EXIT THE RULER              16.46.36

    No ruler is now active.

RULER/ON/OFF/name Command

You can turn rulers on and off and switch between rulers by using the RULER command:

Table 7 Ruler Command Values

Command

Description

RULER OFF

Turns a ruler off.

RULER ON

Turns a ruler on.

RULER name

Makes a specific ruler current and active.

RULER

Alternately turns the current ruler on and off.

Begin

  1. Type RU OFN08 in the COMMAND field and press Enter.

    Ruler OFN08 appears in its original form. Edits that were entered and then cleared in the last step were not saved.

  2. Type RU OFF in the COMMAND field and press Enter.

    The RUL field is empty. The unedited report is displayed.

  3. Type RU COLOR40 in the COMMAND field and press Enter.

    COLOR40 appears in the RUL field. The report is displayed with the COLOR40 ruler.

  4. Type RU DEFAULT in the COMMAND field. Press Enter.

    DEFAULT appears in the RUL field. The report is displayed with the DEFAULT ruler.

Notepad Facility and Tag Notes

Sometimes it is useful to add comments to a report for you or others to read, or to read the comments of others. The Notepad facility allows comments, or notes, to be added to reports. These notes can be read, modified and deleted.

Two types of notes can be defined:

  • General notes, that are explained in Report List Screens, apply to entire reports. They are defined in the Active User Report List screen.

  • Tag notes are applied to specific strings in the report and are defined in the Report Viewing screen.

Use the following steps to page down a screen and define a note that is tagged to the string S. Hawthorne.

Creating Tag Notes

Begin

  1. Press the DOWN key (PF08/ PF20).

    The report scrolls down a screen. The record for N. TRACEY is displayed at the top of the list.

  2. Use the arrow keys to position the cursor on the first letter (S) in the name S. HAWTHORNE, and then press the TAGNOTE key (PF06/PF18).

    The S is now displayed in red and you are prompted to identify the end of the tag substring.

  3. Use the arrow keys until the cursor is positioned on the last letter (E) in the name S. HAWTHORNE Press the TAGNOTE key (PF06/PF18) again.

    The Tag Note window is opened. The cursor is positioned at the first text position in the window.

    Figure 56 Tag Note In The Report Viewing Screen

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES        PAGE      1 OF        3
    COMMAND ===>      +---------------------NOTE PAD FACILITY--------------(TAG)-+
    USR DEMO     REP  | EDIT       VERSION  0001     M21       05/05/00 16:48:28 |
    ----+----1----+---|                                                          |
    1            E M P|                                                          |
     EMPLOYEE     EMPL|                                                          |
       NO.         NA |                                                          |
     --------  -------|                                                          |
     66115    N. TRAC |                                                          |
     66116    D. KRAY |                                                          |
     66117    S. HAWT |                                                          |
     66118    T. WOOD |                                                          |
     66119    J. SCHO |                                                          |
     66120    D. GRAD |    F3:END               F7:CLEAR             F8:DELETE   |
     66121    J. GOLD +----F5:SAVE--------------F10:PREV-------------F11:NEXT----+
     66122    H. UHRBACH        03    29,000   XXX-YY-ZZZZ      5
     66123    C. GANES          07    28,000   XXX-YY-ZZZZ      2
     66124    B. WAGNER         02    32,000   XXX-YY-ZZZZ      3
     66125    J. O'LEARY        18    33,000   XXX-YY-ZZZZ      1
     66126    D. HENRICH        02    70,000   XXX-YY-ZZZZ      5
     66127    S. LUGAR          28    42,000   XXX-YY-ZZZZ      4
     66128    A. BALTER         03    29,000   XXX-YY-ZZZZ      2
     66129    E. BIRCH          10    27,000   XXX-YY-ZZZZ      2
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        14.45.00
  4. Type the following string in the window: From D. Henrich: While S. Hawthorne is on temporary leave, all matters normally handled by her should be referred to J. Golden (Rm. 06). If there is a problem, contact me.

  5. Press the END key (PF03/PF15).

    The Exit Option window is displayed, prompting you to create the note.

    Figure 57 Exit Option Window after Typing Tag Note

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    0   PAGE      1 OF        3
    COMMAND ===>      +---------------------NOTE PAD FACILITY--------------(TAG)-+
    USR DEMO     REP  | EDIT       VERSION  0001     M21       05/05/00 16:48:28 |
    ----+----1----+---| FROM D. HENRICH:                                         |
    1            E M P| WHILE S. HAWTHORNE IS ON TEMPORARY LEAVE, ALL MATTERS    |
     EMPLOYEE     EMPL| NORM +--------------------------------------------+ DEN  |
        NO.         NA| (RM. |          PLEASE SELECT EXIT OPTION         |      |
     --------  -------|      |                                            |      |
     66115    N. TRAC |      |               CREATE   (Y/N)               |      |
     66116    D. KRAY |      +--------------------------------------------+      |
     66117    S. HAWT |                                                          |
     66118    T. WOOD |                                                          |
     66119    J. SCHO |                                                          |
     66120    D. GRAD |    F3:END               F7:CLEAR             F8:DELETE   |
     66121    J. GOLD +----F5:SAVE--------------F10:PREV-------------F11:NEXT----+
     66122    H. UHRBACH        03    29,000   XXX-YY-ZZZZ      5
     66123    C. GANES          07    28,000   XXX-YY-ZZZZ      2
     66124    B. WAGNER         02    32,000   XXX-YY-ZZZZ      3
     66125    J. O'LEARY        18    33,000   XXX-YY-ZZZZ      1
     66126    D. HENRICH        02    70,000   XXX-YY-ZZZZ      5
     66127    S. LUGAR          28    42,000   XXX-YY-ZZZZ      4
     66128    A. BALTER         03    29,000   XXX-YY-ZZZZ      2
     66129    E. BIRCH          10    27,000   XXX-YY-ZZZZ      2
    CMDS: FIND str (PREV), EDIT, RULER on/off/name, VALUE, N n P n        14.45.00
  6. Type Y (Yes) to create the note, and press Enter.

    The Exit Option window and Tag Note window are closed. The note is saved.

    The number of Tag notes in the report is indicated in the top line of the screen.

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    1   PAGE      1 OF        3

    Notice that the tagged string (S. Hawthorne) is displayed in red. By default, whenever a report is displayed in the Report Viewing screen, strings having attached notes are displayed in red.

    Specifying the SHOWNOTE command (abbreviated SHOWN) alternately changes the color of tagged strings between red and the color of the report line.

Reviewing Existing Tag Notes

You can create more tag notes for other strings. In this exercise, however you will reopen the Tag note you just created.

An existing note is opened by positioning the cursor on any character in the tagged string and pressing the TAGNOTE key (PF06/PF18).

The cursor can be positioned on the tagged string either by using the arrow keys or the LOCNOTE command (abbreviated LOCN). The LOCNOTE command locates the next tagged string even if it appears on a later page.

Before using the LOCNOTE command to position the cursor on the tagged string, scroll back to the top of the page.

  1. Press the UP key (PF07/PF19) to display the top of the report.

  2. Type LOCN in the COMMAND field and press Enter.

    The report scrolls down and the cursor is positioned on the tagged string.

  3. Press the TAGNOTE key (PF06/PF18) to open the previously defined Tag note.

    Figure 58 Viewing a Tag Note

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    1   PAGE      1 OF        3
     COMMAND ===>     +---------------------NOTE PAD FACILITY--------------(TAG)-+
     USR DEMO     REP | BROWSE     VERSION  0001     M21       05/05/00 16:48:28 |
    ----+----1----+---| FROM D. HENRICH:                                         |
    1            E M P| WHILE S. HAWTHORNE IS ON TEMPORARY LEAVE, ALL MATTERS    |
     EMPLOYEE     EMPL| NORMALLY HANDLED BY HER SHOULD BE REFERRED TO J. GOLDEN  |
        NO.         NA| (RM. 06). IF THERE IS A PROBLEM, CONTACT ME.             |
    --------  ------- |                                                          |
     66115    N. TRAC |                                                          |
     66116    D. KRAY |                                                          |
     66117    S. HAWT |                                                          |
     66118    T. WOOD |                                                          |
     66119    J. SCHO |                                                          |
     66120    D. GRAD |    F3:END               F6:UPDATE                        |
     66121    J. GOLD +----F4:NEW---------------F10:PREV-------------F11:NEXT----+
     66122    H. UHRBACH        03    29,000   XXX-YY-ZZZZ      5

    Previously defined notes are displayed in protected (Browse) mode. They cannot be modified unless the UPDATE key (indicated in the first instruction line near the bottom of the window) is pressed. Note the following:

    • The word BROWSE appears in the upper left corner of the window. In Edit mode, the word Edit appears.

    • The instruction lines at the bottom of the window are different in Browse and Edit mode.

    • The same key that opened the note (PF06/PF18) is used as the UPDATE key in Browse mode, to change the mode to Edit mode.

    • The color of the note text is different in Browse and Edit mode.

    You can now change the text of the note.

  4. Press the UPDATE key (PF06/PF18) to display the note in Edit mode.

    Figure 59 Changing Text of a Tag Note

    Copy
    ------------- CONTROL-D/V REPORT VIEWING   NOTES    1   PAGE      1 OF        3
     COMMAND ===>     +---------------------NOTE PAD FACILITY--------------(TAG)-+
     USR DEMO     REP | EDIT       VERSION  0001     M21       05/05/00 16:48:28 |
    ----+----1----+---| FROM D. HENRICH:                                         |
    1            E M P| WHILE S. HAWTHORNE IS ON TEMPORARY LEAVE, ALL MATTERS    |
     EMPLOYEE     EMPL| NORMALLY HANDLED BY HER SHOULD BE REFERRED TO J. GOLDEN  |
        NO.         NA| (RM. 06). IF THERE IS A PROBLEM, CONTACT ME.             |
    --------  ------- |                                                          |
     66115    N. TRAC |                                                          |
     66116    D. KRAY |                                                          |
     66117    S. HAWT |                                                          |
     66118    T. WOOD |                                                          |
     66119    J. SCHO |                                                          |
     66120    D. GRAD |    F3:END               F7:CLEAR             F8:DELETE   |
     66121    J. GOLD +----F5:SAVE--------------F10:PREV-------------F11:NEXT----+
     66122    H. UHRBACH        03    29,000   XXX-YY-ZZZZ      5
  5. Correct the string (Rm. 06) so that it says (Rm. 05).

    Several options are listed in the instruction line at the bottom of a Tag Note window in Edit mode. The DELETE key (PF08/PF20) is used to delete the note. The CLEAR key (PF07/PF19) erases all existing text in a note; this can simplify the rewriting of a note. The END key (PF03/PF15) exits the note.

  6. Press the END key (PF03/PF15).

    The Exit Option window prompts whether to save the changes to the note.

  7. Type Y (Yes) and press Enter.

    The modifications to the note are now saved.

    Tag notes are linked to rulers. To make a Tag note accessible when a specific ruler is active, that ruler must be active when the Tag note is defined. To make a Tag note accessible when no ruler is active, ensure that no ruler is active when the Tag note is defined.

    The Tag note that you have just defined is accessible when ruler DEFAULT is active.

  8. Type =X in the COMMAND field and press Enter.

You have now exited the Control-D Online Viewing facility and returned to your regular operating environment.