> Task 5: | Build a data set for the payments subreport

> In this procedure, you build a data set to indicate what data to extract from the Payments table. The payments subreport that you create later uses this data set.

> 1 | In Data Explorer, right-click Data Sets, and choose New Data Set from the context menu.

> 2 | On New Data Set, type the following text for the data set’s name:

> Payments

> 3 | Use the default values for the other fields, then choose Next.

> 4 | On Query, in Available Items, expand CLASSICMODELS, then expand the Payments table to display the columns in the table.

> 5 | Use the following SQL SELECT statement to indicate what data to retrieve:

> SELECT Payments.paymentDate,
> Payments.checkNumber,
> Payments.amount
> FROM Payments
> WHERE Payments.customerNumber = ?
> This statement selects the PAYMENTDATE, CHECKNUMBER, and AMOUNT columns from the Payments table. The WHERE clause has a parameter marker for the value of CUSTOMERNUMBER. When the report runs, the payments subreport gets the current CUSTOMERNUMBER value from the customers report.

> 6 | Choose Finish to save the data set.

> 7 | On Edit Data Set, create a data set parameter to supply the CUSTOMERNUMBER value for the WHERE clause.

> 1 | Choose Parameters. Edit Data Set displays a default parameter.

> 2 | Choose Edit to modify the parameter definition.

> 3 | On Edit Parameter, specify the following values:

> o | Name: CustID

> o | Data Type: Integer

> o | Direction: Input

> o | Default value: 103

> o | Linked To Report Parameter: None

> 4 | Choose OK to confirm your edits to the parameter definition.

> 8 | Choose Preview Results to confirm that the query returns the correct data. If you created the SELECT statement and created the data set parameter correctly, you should see the results that appear in Figure 13‑6. These are the data rows that the data set returns for customer number 103.

> Figure 13‑6 | Data preview for the payments subreport

> 9 | Choose OK to save the changes to the data set.

(c) Copyright Actuate Corporation 2009