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Sybase PowerDesigner Report Guide

Sybase, Inc. Provides the software described in this manual under a Sybase License Agreement. No part of this publication may be reproduced, transmitted, or translated. Use, duplication, or disclosure by the government is subject to the restrictions set forth in DFARS 52.2277013 for the DOD and in FAR 52.227-19(a)-(d) for civilian agencies.

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Sybase PowerDesigner Report Guide

Uploaded by

René GBravo

Available Formats

Download as PDF, TXT or read online on Scribd

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Sybase PowerDesigner Reports User's Guide

Version 11.0 DC38091-01-1100-01 Last modified: November 2004

Copyright 1991-2004 Sybase, Inc. All rights reserved. Information in this manual may change without notice and does not represent a commitment on the part of Sybase, Inc. and its subsidiaries. Sybase, Inc. provides the software described in this manual under a Sybase License Agreement. The software may be used only in accordance with the terms of the agreement. No part of this publication may be reproduced, transmitted, or translated in any form or by any means, electronic, mechanical, manual, optical, or otherwise, without the prior written permission of Sybase, Inc. Use, duplication, or disclosure by the government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of DFARS 52.2277013 for the DOD and as set forth in FAR 52.227-19(a)-(d) for civilian agencies. 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All other trademarks are property of their respective owners.

Contents

About This Book 1

...........................................................................................vii Using the Report Editors ...................................................1

What is a report? ...................................................................... 2 Introducing the Report Editors .................................................. 3 Using the Report Template Editor ............................................ 4 Opening the Report Template Editor.................................. 4 Standard report templates.................................................. 6 Creating a report template.................................................. 7 Modifying a template ........................................................ 10 Closing the Report Template Editor ................................. 12 Using the Report Editor........................................................... 13 Opening the Report Editor................................................ 13 Displaying the Report toolbar ........................................... 15 Creating a report .............................................................. 17 Previewing a report from the Report Editor ...................... 18 Printing a report from the Report Editor ........................... 19 Generating an RTF or HTML file from the Report Editor . 19 Closing the Report Editor from a model ........................... 20 Closing the Multi-Model Report Editor.............................. 21 Organizing the Report Editor .................................................. 22 Creating a report section .................................................. 22 Creating a template from a report section........................ 26 Modifying the structure of a report section ....................... 28 Reapplying the template default values to a report section .............................................................................. 28 Renaming a report section ............................................... 30 Deleting a report section .................................................. 32 Using the Report Language Editor.......................................... 34 Understanding the Report Language Editor..................... 34 Opening the Report Language Editor............................... 37 Translating a report language resource file...................... 38 Attaching a language resource file to a report.................. 46

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iii

Managing a Model Report ............................................... 49

Using a report template for a model report............................. 50 Creating a model report .......................................................... 51 Generating a model report...................................................... 54 Modifying a model report ........................................................ 56 Saving a model report............................................................. 58

Managing a Multi-Model Report ...................................... 59

Using a report template for a multi-model report .................... 60 Creating a multi-model report ................................................. 61 Generating a multi-model report ............................................. 64 Modifying a multi-model report ............................................... 66 Saving a multi-model report.................................................... 68

Building Reports .............................................................. 69

Managing report items ............................................................ 70 Adding items to a report ................................................... 70 Adding nodes to a report .................................................. 72 Modifying the collection of a node .................................... 73 Inserting a table of contents ............................................. 74 Inserting a text paragraph ................................................ 74 Inserting a text file or a graphical file................................ 75 Inserting graphs................................................................ 76 Repositioning an item....................................................... 76 Changing the depth level of an item................................. 77 Copying an item in a report .............................................. 78 Deleting an item from a report.......................................... 78 Making a global object selection for the report................. 78 Refining the report object selection.................................. 81 Using nodes ............................................................................ 86 Node dependency ............................................................ 87 Using node titles............................................................... 88 Modifying a node title........................................................ 88 Using items ............................................................................. 91 Model-dependent items.................................................... 91 Object-dependent items ................................................... 91 Independent items............................................................ 93 Formatting items ..................................................................... 94 Defining global format for an item .................................... 94 Formatting individual items .............................................. 95 Defining a default report font............................................ 95 Selecting text to format .................................................... 96 Selecting a font................................................................. 99 Formatting a paragraph.................................................. 101 Selecting border format.................................................. 102

PowerDesigner

Selecting tab spacing format .......................................... 104 Editing text...................................................................... 106 Formatting a graph ......................................................... 106 Formatting a list item ...................................................... 108 Selecting information to display in a card....................... 110 Setting up report pages......................................................... 112 Modifying a report header or footer ................................ 112 Including a title page....................................................... 116 Removing the title of an item.......................................... 117 Modifying report properties............................................. 119 Customizing an HTML report ......................................... 120 Using print preview ............................................................... 127 Opening print preview..................................................... 127 Navigating in print preview ............................................. 128 Finding an object in print preview................................... 128 Zooming in print preview ................................................ 130 Printing a report from print preview ................................ 130 Generating an RTF or HTML file from print preview ...... 130 Closing print preview ...................................................... 130

Index

.........................................................................................131

Reports User's Guide

PowerDesigner

About This Book

Subject

This book describes the creation and generation of reports in PowerDesigner. It shows you how to do the following: Build and generate model reports in various languages Build and generate multi-model reports in various languages

Audience Documentation primer

This book is for anyone who will be building reports with PowerDesigner. The PowerDesigner modeling environment supports several types of models: Conceptual Data Model (CDM) to model the overall logical structure of a database, independent from any software or data storage structure considerations Physical Data Model (PDM) to model the overall physical structure of a database, taking into account DBMS software or data storage structure considerations Object Oriented Model (OOM) to model a software system using an object-oriented approach for Java or other object languages Business Process Model (BPM) to model the means by which one or more processes are accomplished in operating business practices XML Model (XSM) to model the structure of an XML file using a DTD or an XML schema Requirements Model (RQM) to list and document the customer needs that must be satisfied during a development process Information Liquidity Model (ILM) to model the replication of information from a source database to one or several remote databases using replication engines Free Model (FEM) to create any kind of chart diagram, in a contextfree environment

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vii

About This Book This book only explains the creation and generation of reports in PowerDesigner. For information on models or other aspects of PowerDesigner, consult the following books:
General Features Guide To get familiar with the PowerDesigner interface before learning how to use any of the models. Conceptual Data Model Getting Started To learn the basics of the CDM. Conceptual Data Model Users Guide Physical Data Model Getting Started Physical Data Model Users Guide

To work with the CDM. To learn the basics of the PDM.

To work with the PDM.

Object Oriented Model Getting Started To learn the basics of the OOM. Object Oriented Model User's Guide

To work with the OOM.

Business Process Model Getting Started To learn the basics of the BPM. Business Process Model User's Guide XML Model User's Guide

To work with the BPM.

To work with an XSM. To work with the RQM. To work with the ILM.

Requirements Model Users Guide

Information Liquidity Model Users Guide Repository Getting Started Repository Users Guide central repository.
Typographic conventions

To learn the basics of the Repository. To work in a multi-user environment using a

PowerDesigner documentation uses specific typefaces to help you readily identify specific items: monospace text (normal and bold) Used for: Code samples, commands, compiled functions and files, references to variables. Example: declare user_defined, the BeforeInsertTrigger template. UPPER CASE Object codes, reversed objects, file names + extension.
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viii

About This Book Example: The AUTHOR table appears in the Browser. Open the file OOMAFTER.OOM. bold text Any new term. Example: A shortcut has a target object.
SMALL CAPS

Any key name. Example: Press the ENTER key.

About This Book

PowerDesigner

C H A P T E R

Using the Report Editors

About this chapter

This chapter describes what is a report and the use of the Report Template Editor to create and edit templates, the use of the Report Editor and the Multi-Model Report Editor to create and edit reports for one or several models. It also describes how to use the Report Language Editor to create and edit report language resource files.
Topic What is a report? Introducing the Report Editors Using the Report Template Editor Using the Report Editor Organizing the Report Editor Using the Report Language Editor Page 2 3 4 13 22 34

Contents

Reports User's Guide

What is a report?

What is a report?
A report allows you to publish valuable information about one model (model report) or several models (multi-model report) using different outputs. You can print a report in order to have it on a paper support, or you can generate it in RTF or HTML format for better reusability. PowerDesigner manages a structured representation of the report using a tree view format. You define a report by selecting items in the Available Items pane (left pane) and insert them in the Report Items pane (right pane). Each item you add in your report can be formatted individually. The items you use to create your report structure are part of a stored list of items. You generate the created structure from the design objects of your model. You use the Report Editor to define a model report structure. You use the Multi-Model Report Editor to define a multi-model report structure. You can also use a predefined structure called template to help you quickly generate a report or save your current report structure as a template to add it to the list of available templates. You can preview your report before its final output and also select the objects to generate. The report is an easy to consult document that shows parts or the global content of a model under a textual format.

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Introducing the Report Editors

Report Template Editor The Report Template Editor is an independent module. It allows template creation and modification. You can open the Report Template Editor with no model attached to it. A report template is an independent and reusable file saved on your hard disk, which indicates what information to include in your report. You can create this file to generate model reports or multi-model reports (several models in the same report). Report Editor You use the Report Editor to define a report structure in order to generate a report for a single model. A model report is the association of a model, a report structure and a selection of objects. It graphically reflects the structure of a model. You generate a model report to document a particular model and analyze its contents. Multi-Model Report Editor You use the Multi-Model Report Editor to define a report structure in order to generate a multi-model report. A multi-model report is the association of several models to several report structures and several selections of objects. It is the graphical representation of the structure of several models. You generate a multi-model report when you want to have a clear overview of several models in the same report. You can see for example to which table (physical data) corresponds an entity (conceptual data). The Report Editor and the Multi-Model Report Editor have their own respective windows but share the same graphical interface. The title bar indicates which editor you are using. Since both Editors share the same features, the term Report Editor is used in this manual when specifying is not required. Report Language Editor The Report Language Editor is an independent module. You can open it without any model opened in the workspace. It allows you to create and modify language resource files for reports. Language resource files can be attached to reports in order to generate reports in any other languages than English.

Reports User's Guide

Using the Report Template Editor

You use the Report Template Editor to build report templates. With the Report Template Editor, you can: Create a template Modify a template Save a template in a .RTP file

Opening the Report Template Editor

You open the Report Template Editor when you need to create or modify a report template. You can also create a template in the Report Editor using a report section.

For more information on how to create a template from a report section

see section Creating a template from a report section.
To open the Report Template Editor:

Select ToolsResourcesReport Templates. The List of Report Templates appears. It displays the alphabetical list of all the templates saved on your hard disk.

Select a template type in the Type dropdown listbox.

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The list of available templates corresponding to the selected type appears. If no template is available, you can open the Report Template Editor by clicking the New tool to create a new template.

For more information on creating a template, see section Creating a

report template.

3 4

Select a template. Click the Properties tool. The Report Template Editor window appears. The Available Items pane lists all the standard items available for all report types and the items corresponding to the type of template you have selected.

Reports User's Guide

Using the Report Template Editor The Template Items pane lists all the items of the selected template.

Opening the List of Report Templates from the List of Reports

You can open the List of Report Templates from the List of Reports by selecting ModelReports from the model diagram window. In the List of Reports, click the Manage Report Templates tool.

Standard report templates

By default PowerDesigner ships with a series of predefined structures called templates.

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Standard report templates are installed in the Resource Files sub-directory of your PowerDesigner directory. There are three types of standard templates for each type of model.
Template type Full Standard File naming convention* modelFULlanguage.RTP modelSTDlanguage.RTP Contents of resulting report Table of contents All main model items Table of contents Model graphs Package graphs Most list items Title item All list items

List

modelLISlanguage.RTP

* language in a filename is a two letter code for the language of the report template. For example, a PDM list report in English uses the template file PDMLISUS.RTP.

Creating a report template

A report template is a file that you can use to quickly generate a report. You can use standard templates that ship with PowerDesigner or create your own templates. When you create a template, you indicate what information you want to include in the report. You can select a language to display information in the desired language. When you create a template you need to provide the following information:
Option Name Language Type Description Name of the template Language in which you want to create your template. English is the default language Type of the model for which you create the template

To create a template:

Select ToolsResourcesReport Templates.

Reports User's Guide

Using the Report Template Editor The List of Report Templates appears.

Click the New tool. The Report Template Type dialog box appears.

3 4

Type a template name in the Name box. Select a language from the Language dropdown listbox. It displays the available languages. English is the default language in which the report is printed.

For more information on languages in reports, see section Using

the Report Language Editor. 5 Select a template type in the Type box.

Click OK.

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Chapter 1 The Report Template Editor window appears. 7

Using the Report Editors

Add items to the Template Items pane. They display in the language you selected.

For more information on adding items to the Report Items pane,

see chapter Building Reports.

For more information on languages in reports, see section Using

the Report Language Editor. 8 Select FileSave. A Save As dialog box appears. The name you type at creation in the Report Template Type dialog box appears by default with an RTP extension. You can choose another name. 9 Click Save. The next time you create a report, you will be able to use this new template that appears in the List of Report Templates.
Language in a template

When you use a template created in a language different from the one you select to create your report, only user-defined items such as Title or Text paragraph will keep the language of the template. Other items will be displayed in the report language.

For more information on creating a report, see chapters Managing a

Model Report and Managing a Multi-Model Report.
Reports User's Guide

Using the Report Template Editor

Undo functionality not available

You cannot use the Undo functionality in reports.

Modifying a template
You can modify an existing template and save it in an RTP file. You can, for example, keep the global structure of a template but display only object lists. You can reuse a modified template to create other reports.
To modify a template:

Select ToolsResourcesReport Templates. The List of Report Templates appears.

Select a template type in the Type dropdown listbox.

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The list of available templates corresponding to the selected type appears.

3 4

Select a template. Click the Properties tool. The template appears in the Template Items pane.

5 6

Modify the template in the Template Items pane. Select FileSave.

Reports User's Guide

Using the Report Template Editor

Renaming a template

You can rename a template in the Template Items pane by rightclicking the Template node at the root of the tree and select Rename from the contextual menu.

For more information on modifying a template, see section Adding

items to a report in chapter Building Reports.
Accessing a report template from the Browser

You can also access a report template from the Browser by rightclicking the Workspace node and in the contextual menu select Add. From the standard Open dialog box that appears, select an RTP file and click Open. The template file appears in the Browser. You can then open it.

Closing the Report Template Editor

Once you have modified the template, you can close the Report Template Editor.
To close the Report Template Editor:

Select FileClose. If you did not save the changes, a confirmation box prompts you to save your template.

Click OK.

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Using the Report Editor

You use the Report Editor to build report structures. A report structure indicates what will be printed in a report. With the Report Editor, you can create and modify the structure of a report. You can include objects from the model diagram or listed objects in a report structure. The Report Editor allows you to preview and print a report and also generate a report as an RTF or HTML file.

Opening the Report Editor

You open the Report Editor when you want to create or modify a report. You can open two types of reports: A model report A multi-model report

Opening the Report Editor from a model

You open the Report Editor from a model using the List of Reports. From this list, you can also create, modify or delete a report. You can preview a report, print it or generate it as RTF or HTML file.
To open the Report Editor from a model:

Select ModelReports.

Reports User's Guide

Using the Report Editor The List of Reports appears. It displays the alphabetical list of all the reports saved in the model. If there are no existing reports, all the tools in the List of Reports dialog box are grayed, except for the New Report tool and the Manage Report Templates tool.

Select a report. If no report is available, you can open the Report Editor by clicking the New tool to create a new report.

For more information on creating a model report, see chapter

Managing a Model Report. 3 Click the Edit Report tool. The structure of the selected report appears in the Report Editor window.

Opening the Report Editor from the Browser

You can open the Report Editor from the Browser by double-clicking a report node in the Browser. 14

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Opening the Multi-Model Report Editor

Since multi-models reports are saved in individual files (.MMR), you open the Multi-Model Report Editor from the Browser.
To open the Multi-Model Report Editor:

Double-click a multi-model report in the Browser. The structure of the selected multi-model report appears in the MultiModel Report Editor window.

Multi-model report not visible in the Browser

If there is no multi-model report visible in the Browser, right-click the Workspace node and in the contextual menu select Add. From the standard Open dialog box that appears, select a multi-model report (MMR) and click Open. The report appears in the Browser. You can then open it.

For more information on creating a multi-model report, see chapter

Managing a Multi-Model Report.

Displaying the Report toolbar

PowerDesigner provides a predefined Report toolbar that is designed to provide quick access to the most commonly used commands for report management.
To display the Report toolbar:

Select ToolsCustomize Toolbars. The Toolbars dialog box appears.

Reports User's Guide

Using the Report Editor 2 Select the Report checkbox to display the Report toolbar. The Report toolbar appears simultaneously.

Click Close.

For more information on managing toolbars, see section Managing

toolbars in chapter Using the PowerDesigner Interface in the PowerDesigner General Features Guide. The following table indicates the names and actions of common tools in the Report toolbar:
Tool Name Print Preview Print Generate RTF Generate HTML Add Item Up One Level Down One Level Raise Level Lower Level Action Displays a report print preview Prints a report Generates a report as an RTF file Generates a report as an HTML file Adds item to the Report Items pane Moves item up one level Moves item down one level Moves item at the same level as a node Moves item within a node

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Creating a report
You use the Report Editor to create model reports and the Multi-Model Editor to create multi-model reports. Whatever the Editor you use to create a report, you must have at least one model opened in the workspace and a section is automatically created by default.

For more information on sections, see section Organizing the Report

Editor. When you create a model report, a Reports category appears under the Model node in the Browser tree view and the Report Editor window opens.

When you create a multi-model report, a Multi-Model Report node appears under the Workspace node in the Browser tree view and the Multi-Model Report Editor window opens.

Reports User's Guide

Using the Report Editor

You can: Print a report Generate a report as an RTF file Generate a report as an HTML file

If you use a template, you do not have to define the contents of the report. However, you can create sections and select objects from the model diagram or from a list.

For more information on selecting objects, see section Selecting objects

to include in a report in chapter Building Reports.

Previewing a report from the Report Editor

The Report Editor provides a preview feature that allows you to see what your report will look like once printed.
To preview a report from the Report Editor:

Select FilePrint Preview. or Click the Print Preview tool. The Print Preview window displays the first page of the report.

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Previewing a report from the List of Reports

You can also preview a report from the List of Reports by selecting ModelReports. From the List of Reports, select the report you want to preview and click the Print Preview tool.

Printing a report from the Report Editor

Once you have selected or customized a template for the report, you can print it from the Report Editor.
To print a report from the Report Editor:

Select FilePrint. or Click the Print tool.

Printing a report from the List of Reports

You can also print a report from the List of Reports by selecting ModelReports. From the List of Reports, select the report you want to print and click the Print Report tool.

Generating an RTF or HTML file from the Report Editor

You can generate a report file as an RTF or HTML file (compliant with XHTML standards) from the Report Editor. HTML report generation folder Each time you generate an HTML report and change the name of the HTML file, a report generation folder is created in your Windows Explorer. It contains all the files associated to the generated report. HTML files, images and style sheet files are stored in this folder for example. The folder name is composed of the name of the HTML file followed by _files and displays as follows:

For more information on style sheet files, see section Customizing an

HTML report in chapter Building a report.

Reports User's Guide

Using the Report Editor

Packages in HTML report

HTML reports respect the package tree view defined in your model.
To generate an RTF file from the Report Editor:

Select FileGenerateRTF. or Click the Generate RTF tool.

To generate an HTML file from the Report Editor:

Select FileGenerateHTML. or Click the Generate HTML tool.

Generating an HTML or RTF file from the List of Reports

You can also generate an HTML or RTF file from the List of Reports by selecting ModelReports. From the List of Reports, select the report you want to generate and click the Generate RTF or Generate HTML tool.

Closing the Report Editor from a model

When you close the Report Editor from a model, you return to the current model and the report is not saved until you save the model.
To close the Report Editor from a model:

Select FileClose.

Saving reports

When you save the model, you also save the reports it contains. To lower the size of your model, you can create a multi-model report even for a single report as a multi-model report is saved in a file external to the model. To do so, you have to create a template from the section of your report, then create a multi-model report using the template that corresponds to the section of your report for a model. For more information on how to create a template from a section, see section Creating a template from a report section. For more information on how to create a multi-model report using a template, see chapter Managing a Multi-Model Report.

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Closing the Multi-Model Report Editor

When you close the Multi-Model Report Editor, you have to save the report in a file with a .MMR extension.
To close the Multi-Model Report Editor:

Select FileClose.

Reports User's Guide

Organizing the Report Editor

A report must always contain at least one section, which appears as a tab at the bottom of the Report Items pane of the Report Editor. A report section allows you to segment your model in order to facilitate your analysis. Each section has its own selection of objects and can only be of one type (PDM, CDM, OOM, BPM, XSM or FEM). When you create a model report or a multi-model report, a section is automatically created by default. The type of the section is the one you select when you create the report. In a model report, sections are always related to the type of the model for which you generate the report. For example, if you want to generate a report for a BPM model, all the sections you create in your report are of a BPM type. In a multi-model report, sections can be related to different model types, depending on the type of the models referenced in the workspace. For example, a multi-model report can contain a PDM related section, an OOM related section and a BPM related section, if these types of model are referenced in the workspace. You can create, delete, modify and rename as many sections as you want using the List of Report Sections. You can create an empty section or a section based on a template. By default, sections are numbered in a report but you can modify this property in the report property sheet.

For more information on paragraph numbering, see section Modifying

report properties in chapter Building Reports.

Creating a report section

There are two ways of creating a report section: Creating an empty section Creating a section based on a template

When you create a new section, the Template column is set to <None> by default and the Apply Template check box is automatically selected.

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Creating an empty section

You can create an empty section that you will customize afterwards.
To create an empty section:

Select ReportSections from the Report Editor. The List of Report Sections appears. It contains a section by default.

(Optional) Type a section name. If you do not type a section name, the section tab appears with a default name in the Report Items pane that you can modify afterwards.

(Optional for the multi-model report only) Click the Model column and select a model from the dropdown listbox. The section is of the same type as the selected model.
Model selection

For a model report, the Model column displays by default the current model. For a multi-model report, the Model column displays the alphabetical list of all the models referenced in the workspace.

Reports User's Guide

Organizing the Report Editor 4 Click the Template column and select None from the dropdown listbox. The Apply Template check box is automatically selected.

Click OK. The Report Editor window appears. The new report section appears as a tab at the bottom of the Report Items pane, which is empty.

Creating a section based on a template

You can create a section based on a template. You can keep the template default values or use them as a basis for further modifications of the section.
To create a section based on a template:

1 24

Select ReportSections from the Report Editor.

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Chapter 1 The List of Report Sections appears.

Using the Report Editors

Click a blank line. or Click the Add a Row tool. or Select a section in the list and click the Insert a Row tool to insert the new section before the selected line. An arrow appears at the beginning of the line.

(Optional) Type a section name. If you do not type a section name, the section tab appears with a default name in the Report Items pane that you can modify afterwards.

(Optional for the multi-model report only) Click the Model column and select a model from the dropdown listbox. The section is of the same type as the selected model.
Model selection

For a model report, the Model column displays by default the current model. For a multi-model report, the Model column displays the alphabetical list of all the models referenced in the workspace.

Reports User's Guide

Organizing the Report Editor 5 Click the Template column and select a template from the dropdown listbox. The templates corresponding to the type of the model you selected are listed. The Apply Template check box is automatically selected.

Click OK. The Report Editor window appears. The section you created appears as a tab at the bottom of the Report Items pane.

Click the section tab. The Report Items pane is filled with the template you have selected.

Creating a template from a report section

Once you have created a report section, you can save it as a template. You can use that template to create other reports. 26
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To create a template from a report section:

Using the Report Editors

Click the tab corresponding to the section you want to save as a template. The corresponding report appears in the Report Items pane.

Select ReportCreate Template From Section. The Report Template Editor appears. The items which were listed in the Report Items pane of the Report Editor appears now in the Template Items pane

Select FileSave. A Save As dialog box appears.

4 5

Type a template name. Click Save. The next time you create a report, you will be able to use this new template that appears in the List of Report Templates.

Reports User's Guide

Organizing the Report Editor

Modifying the structure of a report section

You can modify the structure of any report section.
To modify the structure of a report section:

Click the section tab that you want to modify at the bottom of the Report Items pane. The corresponding report appears in the Report Items pane.

Modify the report.

For more information on modifying a report structure, see section

Adding items to a report in chapter Building Reports.
Undo functionality not available

You cannot use the Undo functionality in reports.

Reapplying the template default values to a report section

You can easily delete the modifications you applied to a report in the Report Editor and return to its initial state without deleting the selection of objects. To do so, you have to reapply the template default values to the section using the List of Report Sections.
To reapply the template default values to a report section:

Select ReportSections from the Report Editor.

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The List of Report Sections appears. The Apply Template check box corresponding to the section on which your are working has been cleared because you have changed the default parameters.

Select the Apply template check box to reapply the template default values to the section.

Click OK.

Reports User's Guide

Organizing the Report Editor You return to the Report Editor. The section appears with the template default parameters and the object selection is preserved.

Renaming a report section

You rename a report section using the List of Report Sections.
To rename a report section:

Select ReportSections from the Report Editor. The List of Report Sections appears.

Click the Name column of the section you want to rename. An arrow appears at the beginning of the line.

PowerDesigner

Chapter 1 3 Type a new name for the section.

Using the Report Editors

Click OK. The Report Editor window appears. The section is renamed in the Report Items pane.

Renaming a section in the Report Items pane

You can rename a section directly in the Report Items pane by rightclicking the section node at the root of the tree and select Rename from the contextual menu.

Reports User's Guide

Organizing the Report Editor

Deleting a report section

You delete a report section using the List of Report Sections.
To delete a report section:

Select ReportSections from the Report Editor. The List of Report Sections appears.

Select the section you want to delete. An arrow appears at the beginning of the line.

3 4

Click the Delete tool. Click OK.

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The Report Editor window appears. The section you deleted is no longer displayed in the Report Items pane.

Section deletion

You cannot delete all the sections contained in a report because a report must always contain at least one section.

Reports User's Guide

Using the Report Language Editor

You use the Report Language Editor to create or modify report language resource files. Report language resource file A report language resource file is a file in XML format saved with the .XRL extension. It contains all the printable texts of a report and their default values. You use it when you create your report and later generate it whatever the output. A report language resource file is stored in a central area and can be shared by any report to guarantee data consistency and save time to the user. PowerDesigner ships with a series of report language resource files located in the Resource Files directory.
Report V7 and higher

When you open a report from version 7 or higher, strings linked to objects are displayed in English.

Understanding the Report Language Editor

You access the Report Language Editor from the List of Report Languages. The Report Language Editor is composed of two distinct parts: the language tree view displayed on the left hand side to navigate through the language categories and entries and their corresponding information displayed to the right of the tree view. The language tree view contains the following three categories:
Category Object Attributes Description Contains all the strings linked to objects (names of objects properties, for example) per module Contains all the strings linked to report items (Organization unit annotation, for example) per module Contains all the strings linked to keywords used in property values (Undefined or None for example) Used for translation of Name of object properties in cards, checks, and lists

Report Titles

Titles of any report items

Values Mapping

Keywords in object property values in cards, checks, and lists

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For more information on object lists, see section Formatting a list item
in chapter Building Reports.

For more information on object cards, see section Selecting information

to display in a card in chapter Building Reports. The Report Language Editor looks as follows:

For more information on how to manipulate categories and entries in

the Report Language Editor, see chapter The Resource Editor in the General Features Guide. Object Attributes and Report Titles categories The Object Attributes and Report Titles categories both contain a subcategory per module of PowerDesigner together with a Common Objects subcategory that contains objects common to all modules.

For more information on how to translate the name of object properties

in cards, checks, and lists or to translate report titles, see section Translating a keyword in an object property value.

Reports User's Guide

Using the Report Language Editor

Values Mapping category

The Values Mapping category contains two sub-categories that both contains a Standard entry:
Category Forms Lists Used for translation of Keywords in object property values in cards and checks Keywords in object property values in lists

The Standard entry appears by default and contains a mapping table that applies to all modules. It displays existing keyword names whatever the model in the Name column and their replacing value in the Value column that is used when the report is generated or previewed. You can customize the default mapping tables. They are always used for all modules unless you define a mapping table for a particular module. A Standard mapping table looks as follows:

You can only define mappings for boolean values (Yes, No or True, False for example) and predefined values (None or Undefined for example).

For more information on how to customize the default mapping tables,

see section Translating a keyword in an object property value.

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Using the Report Editors

Opening the Report Language Editor

You open the Report Language Editor when you need to create or modify a report language resource file. You can also modify a report language resource file directly from the Report Editor by right-clicking an item in the Report Items pane.

For more information on how to modify a report language resource file

from the Report Editor, see section Translating a report language resource file.
To open the Report Language Editor:

Select ToolsResourcesReport Languages. The List of Report Languages appears. It displays the alphabetical list of all the report language resource files saved on your hard disk.

2 3

Select a report language. Click the Properties tool. The Report Language Editor window appears.
Opening the Report Language Editor from the Report Editor

You can also open the Report Language Editor from the Report Editor by selecting ReportEdit Current Language.

For more information on the management tasks you can perform from
the List of Report Languages, see chapter The Resource Editor in the General Features Guide.

Reports User's Guide

Using the Report Language Editor

Translating a report language resource file

In a report language resource file, you can translate: Name of objects properties in cards, checks, and lists using the Object Attributes category Titles of any report item using the Report Titles category Keywords in object property values in cards, checks, and lists using the Values Mapping category

Translating object property names and report titles

To translate object property names and report titles, you must open a report language resource file and click each entry individually in the language tree view to modify its corresponding value in the Value box. The translations you perform in the report language resource file are visible in the generated report. Whatever the category you choose (Object Attributes or Report Titles), you can apply translations to: Each module individually (for example Business process Model) All modules at a time (Common Objects)
Category to select Conceptual Data Model Object Oriented Data Model Physical Data Model Business Process Model XML Model Free Model Common objects Applies to Each module individually

Module Unique

All

All modules

To translate object property names and report titles:

1 2

Open the Report Language Editor. Select the Objects Attributes category if you want to translate an object property name. or Select the Report Titles category if you want to translate a report title. Drill down to the entry you want to translate.
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The name, comment and value for the entry appear to the right of the tree view. 4 5 Type a translation in the Value box and click Apply to commit the changes. Click OK to close the Report Language Editor. A confirmation box appears asking you if you want to save the modified resource file. The next time you open any report that uses the customized report language resource file, the generated report will take these modifications into account.
Performing translation directly from the Report Editor

You can also right-click an item in the Report items pane and select the Edit command. In the Editor dialog box that appears, type a translation and click OK. Note that the User-Defined check box is automatically selected in the Editor dialog box, as you are no longer using the default values used in the report language resource file you have selected. To revert to the default value, deselect the UserDefined check box. Example of a translation in an object card You translate the following entry in the Report Language Editor:

Reports User's Guide

Using the Report Language Editor How it appears in the generated report:

Example of a translation in an object list

You translate the following entry in the Report Language Editor:

How it appears in the generated report:

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Example of a translation of a report title

You translate the following entry in the Report Language Editor:

How it appears in the generated report:

Translating a keyword in an object property value

To translate a keyword in an object property value, you must open a report language resource file and define mappings in a mapping table. Mapping tables are made up of: A Name column, which contains the name of keywords in object property values A Value column, which contains the value assigned to the keyword

The translations you perform in the report language resource file are visible in the generated report.

Reports User's Guide

Using the Report Language Editor The Values Mapping category allows you to define translations for keywords in object property values for: Standard mapping table customization All modules using the default Standard mapping tables in Forms and Lists categories. You can customize these tables Each module individually by creating a mapping table and assign it to a particular module

You can customize the predefined Standard mapping table, which contains keywords that apply to all modules. Click the Standard entry in the Forms or Lists category to display its corresponding mapping table in the right pane of the report language property sheet. Click the line that corresponds to the keyword value you want to translate in the Value column. Type a translation and click Apply.

The following example shows the translation of the <None> keyword:

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Mapping table creation

In addition of using the Standard mapping table, you can create your own mapping table that you can associate to a particular module afterwards. To do so, you have to do the following: Create a new mapping table from the root of the Forms or Lists category using the NewMap Item command from their respective contextual menu Type keyword names and their corresponding values in the mapping table

The following example shows a new mapping table DisplayMap created from the Lists category. You cannot use it until you assign it to a particular module:

Mapping table assignment

Once you have created a new mapping table, you can assign it to a particular module. To do so, you have to recreate the Object Attributes tree view in the Forms or in the Lists category. For example if you want to assign a mapping table for columns in a PDM, you have to do the following: Create a new category from the Forms or Lists category contextual menu using the AddNew category command and name it Physical Data Model 43

Reports User's Guide

Using the Report Language Editor Create a new entry from the Physical Data Model category contextual menu using the AddMap Item command and name it Column Assign an existing mapping table to each property of the Column object for which you want to translate keywords

The following example shows a mapping table in which each column object property uses a different mapping table:

To translate a keyword in an object property value:

1 2 3 4 5

Open the Report Language Editor. Click the Values Mapping category in the Language tree view to display its tree view. Click the Lists or the Forms category to display its tree view. Click a module category to display its tree view Drill down to the object for which you want to display the mapping table to translate. The corresponding mapping table appears to the right of the tree view.

6 7

Click a blank line in the Name column. Type a keyword value to translate.

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Click the corresponding line in the Value column and type the mapping table name you want to use for the translation of the keyword value that will display in the generated report. Click OK. Each time a mapping applies, the exact content of the keyword in the Name column is evaluated (disregarding the case) and replaced with its corresponding translation, which is defined in the mapping table that appears in the Value column.

Example of a translation with a mapping table assigned to a particular module

You define the MandMap mapping table in the Report Language Editor that will be used by another mapping table that you define afterwards:

Reports User's Guide

Using the Report Language Editor You define the Column mapping table that uses the MandMap mapping table you have previously defined:

How it appears in the generated report:

Attaching a language resource file to a report

When you create a report, you can select a report language. The selected report language is a resource file that contains all the printable texts values translated in a given language. These values will appear in the generated report. 46
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To attach a language resource file to a report:

Select ModelReports from the model diagram window. The List of Reports appears. It displays the alphabetical list of all reports saved in the model. If there are no existing reports, all the tools in the List of Reports dialog box are grayed, except for the New Report tool and the Manage Report Templates tool.

Select the New Report tool. The New Report dialog box appears. It displays a default report name.

3 4

Type a report name in the Report Name box if you want to modify the default name. Select a language from the Language dropdown listbox. It displays the available report languages. English is the default language in which the report is printed. Click OK.
Changing the language of a report

You can change at any time the language of a report from the Report Editor by selecting ReportReport Properties.
Reports User's Guide

Using the Report Language Editor The Report Editor window appears. If you add to the Report Items pane an item which is translated in the language resource file, the item automatically appears translated in that pane.
Opening the report language property sheet

You can at any time edit a report language from the Report Editor by selecting ReportEdit Current Language.

PowerDesigner

C H A P T E R

Managing a Model Report

About this chapter Contents

This chapter describes how to manage reports for a selected model.

Topic Using a report template for a model report Creating a model report Generating a model report Modifying a model report Saving a model report Page 50 51 54 56 58

Reports User's Guide

Using a report template for a model report

You can use a template to generate a report for a selected model. Report templates are reusable, they list information to include in reports. You can create your own template in a given language, modify it and save it in an RTP file. However, when you use a template created in a language different from the one you select to create your report, only user-defined items such as Title or Text paragraph will keep the language of the template. Other items will be displayed in the report language.

For information on how to create or modify a template, see section

Using the Report Template Editor in chapter Using the Report Editors. You can also use standard report templates that ship with PowerDesigner.

For information on standard report templates, see section Standard

report templates in chapter Using the Report Editors. You can apply a template to a report when you create the report using the List of Reports or afterwards, using the List of Report Sections. For each report section, you can apply a different template, but all sections are always of the same type of the model, for which you generate the report.

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Managing a Model Report

Creating a model report

You create a model report using the Report Editor. You cannot open the Report Editor without at least one model opened in the workspace. When you create a model report, you need the following information:
Option Report Name Language Report Template Description Name of the report provided by default Language in which the report can be printed. English is the default language List of available templates related to the opened model:

Full: contains the table of contents and all main model Standard: contains the table of contents, model and List: contains Title item and all list items
package graphs and most list items items

To create a model report:

Reports User's Guide

Creating a model report 2 Select the New Report tool. The New Report dialog box appears. It displays a default report name.

3 4

Type a report name in the Report Name box if you want to modify the default name. Select a language from the Language dropdown listbox. It displays the available languages. English is the default language in which the report is printed.

For more information on languages in reports, see section Using

the Report Language Editor in chapter Using the Report Editors. 5 Select a template from the Report Template dropdown listbox. The list displays the templates related to the type of the model you are working on. or Select None, if you do not want any particular template.
Language in a template

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The Report Editor window appears. A section is created by default at the bottom of the Report Items pane, which is filled with the template you have selected. If you did not select a template, the Report Items pane is empty. Simultaneously a report node appears under the Reports category in the Browser.

For more information on the Report Editor, see section Using the
Report Editor in chapter Using the Report Editors. 7 Build the report structure in the Report items pane.

For more information on building a report structure, see chapter

Building reports. 8 Select FileSave from the model diagram window to save your report.

Reports User's Guide

Generating a model report

When you generate a model report, you must select a destination file (RTF, HTML, or Print) Depending on the generation option you select, you generate your report on a printed paper or in a file:
Generation option RTF HTML Print Output RTF file HTML file Printed paper

You can customize your HTML report before generating it.

For more information on customizing an HTML report, see section

Customizing an HTML report in chapter Building a Report.
To generate a model report:

Double-click a report node in the Browser tree view. The structure of the selected report appears in the Report Editor window.

Select FilePrint. or Select FileGenerateRTF. or Select FileGenerateHTML. A standard Print dialog box appears if you have selected Print and a standard Save As dialog box appears if you have selected RTF or HTML.

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Click OK in the Print dialog box. or Type a file name in the Save as dialog box for RTF or HTML. A confirmation box indicates that the report has been successfully generated and asks you if you want to open it with your default browser for an HTML report or your default RTF editor for an RTF report.

Click Yes to open the report.

Quick model report generation from the Browser

If you want to quickly generate a report from the Browser, right-click a report node and from the contextual menu that appears, select Print or GenerateRTF or GenerateHTML.

Reports User's Guide

Modifying a model report

You can use an existing model report to generate a modified model report. You can select an existing report from the List of Reports if you need to: Generate for a different output Change selection of objects Add sections

To modify a model report:

Select ModelReports from the model diagram window. The List of Reports appears. It displays the alphabetical list of all available reports saved in the model.

Select the report you want to modify and click the Edit Report tool. The structure of the selected report appears in the Report Editor window.

PowerDesigner

Chapter 2 3 4 Do all the necessary changes. Select FilePrint. or Select FileGenerateRTF. or Select FileGenerateHTML.

Managing a Model Report

A standard Print dialog box appears if you have selected Print and a standard Save As dialog box appears if you have selected RTF or HTML. 5 Click OK in the Print dialog box. or Type a file name in the Save as dialog box for RTF or HTML. A confirmation box indicates that the report has been successfully generated and asks you if you want to open it with your default browser for an HTML report or your default RTF editor for an RTF report. 6 Click Yes to open the report.
Quick model report generation from the List of Reports

If you want to quickly generate a report from an existing one without modifying it, select a report in the List of Reports then click the Print Report tool, or the Generate HTML or Generate RTF tool.

Reports User's Guide

Saving a model report

When you want to save a model report, you have to save the model. You can then keep the report for a later use.
To save a model report:

Select FileSave from the model diagram window.

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C H A P T E R

Managing a Multi-Model Report

About this chapter Contents

This chapter describes how to manage multi-model reports.

Topic Using a report template for a multi-model report Creating a multi-model report Generating a multi-model report Modifying a multi-model report Saving a multi-model report Page 60 61 64 66 68

Reports User's Guide

Using a report template for a multi-model report

You can use templates to generate a multi-model report. Report templates are reusable, they list information to include in reports. A multi-model report can contain items of all the different types of models of your session. It allows you to have a global view across different models. You can create your own template in a given language, modify it and save it in an RTP file. However, when you use a template created in a language different from the one you select to create your report, only user-defined items such as Title or Text paragraph will keep the language of the template. Other items will be displayed in the report language.

For information on how to create or modify a template, see section

Using the Report Template Editor in chapter Using the Report Editors. You can also use standard report templates that ship with PowerDesigner.

For information on standard report templates, see section Standard

report templates in chapter Using the Report Editors. Each section can be applied a different template type, depending on the models opened in the workspace. For example, if you only have a PDM model and an OOM model opened in the workspace, no BPM type template will be available.

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Managing a Multi-Model Report

Creating a multi-model report

You create a multi-model report using the Multi-Model Report Editor. You cannot create a multi-model report without at least one model opened in the workspace. At creation, a multi-model report must always contain a section that you define by selecting a model. For example, if you want the first section of your multi-model report to be an OOM type section, you have to select an OOM model in the New MultiModel Report dialog box. When you create a multi-model report, you need the following information:
Option Report Name Language Model Name Model Type Report Template Description Name of the report provided by default Language in which the report can be printed. English is the default language List of models to which the first report section can be related. This list depends on the models opened in the workspace Type of the model (OOM, CDM, PDM, BPM, XSM or FEM) List of available templates related to the selected model:

Full: contains the table of contents and all main model Standard: contains the table of contents, model and List: contains Title item and all list items
package graphs and most list items items

To create a multi-model report:

1 2

Open a model. Select FileNew from the model diagram window.

Reports User's Guide

Creating a multi-model report The New dialog box appears. 3 Select Multi-Model Report from the Model Type group box.

The New dialog box displays a default report name. 4 5 Type a report name in the Report Name box if you want to modify the default name Select a language from the Language dropdown listbox. It displays the available languages. English is the default language in which the report is printed.

For more information on languages in reports, see section Using

the Report Language Editor in chapter Using the Report Editors. 6 Select a model in the Model Name dropdown listbox. This is the model to which your first report section is related. The Model type box is automatically updated. Select a template from the Report Template dropdown listbox. The list displays the templates related to the type of the model you selected. or Select None, if you do not want any particular template.
Language in a template

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The Multi-Model Report Editor window appears. A section is created by default at the bottom of the Report Items pane, which is filled with the template you have selected. If you did not select a template, the Report Items pane is empty. Simultaneously a multi-model report node appears under the Workspace node in the Browser.

Build the report structure.

For more information on building a report structure, see chapter

Building reports. 10 Select FileSave from the Multi-Model Report Editor window to save your report.
Creating a multi-model report from the Browser

You can also create a multi-model report from the Browser by rightclicking the Workspace node and from the contextual menu select NewMulti-Model Report.

Reports User's Guide

Generating a multi-model report

When you generate a multi-model report, you must select a destination file (RTF, HTML, or Print) Depending on the generation option you select, you generate your report on a printed paper or in a file.
Generation option RTF HTML Print Output RTF file HTML file Printed paper

You can customize your HTML report before generate it.

For more information on customizing an HTML report, see section

Customizing an HTML report in chapter Building a Report.
To generate a multi-model report:

Double-click a multi-model report node in the Browser tree view. The structure of the selected report appears in the Multi-Model Report Editor window.

Select FilePrint. or Select FileReportGenerateRTF. or Select FileReportGenerateHTML. A standard Print dialog box appears if you have selected Print and a standard Save As dialog box appears if you have select RTF or HTML.

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Click Yes to open the report.

Multi-model report not visible in the Browser

If there is no multi-model report visible in the Browser, right-click the Workspace node and in the contextual menu select Add. From the standard Open dialog box that appears, select a multi-model report file (MMR) and click Open. The report appears in the Browser.

Reports User's Guide

Modifying a multi-model report

You can use an existing multi-model report to generate a modified multimodel report. You can select an existing multi-model report from the Browser if you need to: Generate for a different output Change selection of objects Add sections

You can open a multi-model report, even though the models for which you have created the report are closed in the workspace.
To modify a multi-model report:

Double-click a multi-model report node in the Browser tree view. The structure of the selected report appears in the Multi-Model Report Editor window.

2 3

Do all the necessary changes. Select FilePrint. or Select FileGenerateRTF. or Select FileGenerateHTML. A standard Print dialog box appears if you have selected Print and a standard Save As dialog box appears if you have selected RTF or HTML.

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Click Yes to open the report.

Quick multi-model report generation from the Browser

If you want to quickly generate a multi-model report from an existing one without modifying it, right-click a multi-model report node in the Browser and from the contextual menu that appears select Print or GenerateRTF or GenerateHTML.

Reports User's Guide

Saving a multi-model report

When you want to save a multi-model report, you have to save it in a file with a MMR extension. You can then keep the report for a later use.
To save a multi-model report:

Select FileSave in the Multi-Model Report Editor. A standard Save As dialog box appears.

2 3

Type a name for the multi-model report. Click Save.

Saving a multi-model report from the Browser

You can also save a multi-model report from the Browser by rightclicking a multi-model report node and from the contextual menu that appears select Save.

PowerDesigner

C H A P T E R

Building Reports

About this chapter Contents

This chapter describes how to build a model report or a multi-model report.

Topic Managing report items Using nodes Using items Formatting items Setting up report pages Using print preview Page 70 86 91 94 112 127

Reports User's Guide

Managing report items

You can use the following types of items in your report:
Item Node Model-dependent item Object list Object-dependent item Independent item Description Contains dependent items. Nodes appear as books in the Report Editor Contains information about a model or a package Contains tables listing objects from a model or a package Contains information about a specific object type and can only appear under an object node Can appear anywhere in a report (for example, a table of contents or a graph)

Adding items to a report

You use the Available Items pane to add items to the Report Items pane of the Report Editor. You can add an item to the Report Items pane using: Drag & drop Drag and drop Double-click on the item The item contextual menu

You can drag and drop an item in the Report Items pane only when it already contains at least one item. When you drag an item in the Report Items pane, you must choose a drop position. A box or a line appears indicating where the drop will occur.
While you drag an item over a node If a line appears, drop positions the item at the line and if a box around the node appears, drop positions the item last in the node. While you drag an item over another item If a line appears, drop positions the item at the line and if a box around the item appears, drop positions the item immediately after the item surrounded by the box.

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Drag & drop between reports of the same type

You can also drag and drop items between reports of the same type. If you simply drag and drop an item from one report to another without pressing any key, you move the item from one report to another. You can copy an item by pressing the CTRL key while dragging and dropping the item to another report. The report in which you want to drop the item must already contain at least one item. Double-click When you double-click an item in the Available Items pane, the item in the Report Items pane is placed at the pointer position in that pane. If the pointer is on the root node or on the last item in the Report Items pane, the item you have double-clicked on is placed at the last position in the Report Items pane. When you add an item to the Report Items pane, the item remains in the Available Items pane. You can insert the same item several times in the same report contents. The following report structure contains three instances of the Page break item and two instances of the Text paragraph item.

To add an item to a report:

Drag an item from the Available Items pane into the Report Items pane. or Double-click an item in the Available Items pane. or Select an item in the Available Items pane, right-click and select Add in the contextual menu. The item appears in the Report Items pane.
Double-clicking an item

If you want to add an item at the same level as a node, press the ALT key while you double click the item.

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To add several items to a report:

Select items in the Available Items pane, right-click and select Add in the contextual menu. or Select items in the Available Items pane and click the Add Item tool. The items appear in the Report Items pane.
Multi-selection

Press CTRL while selecting items with the Pointer tool, or use the SHIFT key to select a continuous list of items.

Drag-and-drop not possible

With the drag-and-drop method, the pointer becomes a barred circle when the mouse position is not an available drop target. You can only drop the item when the barred circle becomes a pointer again.

Adding nodes to a report

When you add a node to a report, you automatically add its dependent items but you can then delete the dependent items you do not need by selecting the Delete command in the item contextual menu.
To add a node to a report:

Drag a node item from the Available Items pane to the Report Items pane. The node and its dependent items appear in the Report Items pane.

Package hierarchy

When you add a package node to a report, you can click the Hierarchical Display command in the package node contextual menu to display the package hierarchy in the generated report.

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Modifying the collection of a node

A collection is a list of child objects associated with a parent object. For example, the collection of a class is the list of classes in the current model. By default, each pre-built node in the Available Items tree is associated with a collection. You can create calculated collections. A calculated collection is a list of associated objects with a particular semantic, these associated objects are not directly linked to the current object in the PowerDesigner metamodel. You define a calculated collection on an object when you want to highlight a specific aspect of an object, like for example the sequence diagrams that display a certain operation.

For more information on how to create a calculated collection, see

section Defining a calculated collection in a profile in chapter Managing Profiles of the Advanced User Documentation. You can change the collection associated with a node and set it to a calculated collection to use the report to document calculated collections. Since calculated collections can associate objects that are not directly linked in the metamodel, you can drag and drop any item under any other item in the report. There is no control over the place where you drop report items, and you are responsible for the global consistency of books and collections in your report. Once you have added the appropriate node, you can modify its collection and select a calculated collection. In our example, you define on operations a calculated collection that retrieves the diagrams where messages using a given operation are displayed. In the report, if you want to have these diagrams displayed, you have to insert a diagram node under the operation node and select the calculated collection for the diagram node.

As a result, the generated report displays for each operation, the diagrams showing the messages used by this operation.
To modify the collection of a node:

1 2

Drag and drop the appropriate node in the selected node. Right-click the node and select Collection in the contextual menu. The Book Collection page appears.

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Managing report items 3 4 Select a collection in the Collection dropdown listbox. Click OK.

Inserting a table of contents

A table of contents specifies a complete list of node titles with their page numbers. You can insert a table of contents anywhere in a report.
To insert a table of contents:

Drag a table of contents item from the Available Items pane to the Report Items pane. The table of contents appears in the Report Items pane.

Page break

When you insert a table of contents in a report, you do not need to have it followed by a page break because PowerDesigner automatically provides one after each inserted table of contents.

Inserting a text paragraph

You can use the text paragraph item to type free text in an Editor dialog box.
To insert a text paragraph:

Drag a text paragraph item from the Available Items pane to the Report Items pane. The paragraph item appears in the Report items pane.

Double-click the text paragraph. or Select the item in the Report items pane and select ReportEdit.

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Type text. Click OK.

Inserting a text file or a graphical file

You can insert an ASCII format text file or a graphical file in a report.
To insert a text file or a graphical file:

Drag a text file item or a graphical file item from the Available Items pane to the Report Items pane. A standard Open dialog box appears.

2 3

Select a text file or a graphical file. Click OK. The text file or the graphical file appears in the Report Items pane.

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Managing report items

Inserting graphs
You can add diagram graphics to a report by inserting the Graphics item in the Report Items pane. When you insert this item under a package node, the report will print the package graphs. In the following structure, you will print the graph of a diagram:

In the following structure, you will print the graphs of each package of the diagram:

To insert a graph:

Drag a graph item from the Available Items pane to the Report Items pane. The graph appears in the Report Items pane.

Repositioning an item
You can change the order of items in the report using the drag and drop method within the Report Items pane. The only item you cannot reposition or remove in the Report Items pane is the root node that appears in each section of your report. When you drag a node, you also drag its dependent items.

For more information on the drag and drop method, see section Adding
items to a report.

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To reposition an item:

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Drag an item to a new location within the Report Items pane. or Select an item in the Report Items pane and select ReportUp or ReportDown. The item is repositioned in the Report Items pane.

Contextual menus

You can right-click any item to access its contextual menu and display the commands that apply to it.

Changing the depth level of an item

Items can be positioned at the same level as nodes or within nodes. This change is not possible for object-dependent items that must remain below a node.
To change the depth level of an item:

1 2

Select an item in the Report Items pane. Select ReportRaise Level. The item is positioned at the same level as the node. or Select ReportLower Level. The item is positioned within the node.

Contextual menus

You can right-click any item to access its contextual menu and display the commands that apply to it.

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Managing report items

Copying an item in a report

You can copy any item within the Report Items pane, except the root node. When you copy an item in the Report Items pane, the formatting you have applied to the item is preserved.
To copy an item:

Press CTRL while you drag an item to a second location within the Report Items pane. The item is copied at the desired location in the Report Items pane.

Deleting an item from a report

In the Report Items pane, you can delete any item except the root node. When you delete a node, you also delete its dependent items.
To delete an item from a report:

1 2

Select an item in the Report Items pane. Press SUPPR. or Right-click the item and select Delete from the contextual menu. The item is deleted from the Report Items pane.

Making a global object selection for the report

You create a report to document objects in models and packages. You first make a global selection of objects to appear in the report using the ReportSelect Objects dialog box. This selection is saved with the report. You can then fine tune the object selection from individual items the Report Items pane. For more information see section Refining the report object selection.

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You can use the following tools in the Report Object Selection dialog box:
Tool Name Include Sub-Objects Action Displays sub-objects (like sub-process or subactivity) and objects contained in the subpackages Displays sub-objects (like sub-process or subactivity) and objects contained in the subpackages that use the same namespace (with the Use Parent Namespace check box selected) Selects all objects in the object type page Deselects all objects in the object type page Adds graphically selected objects in the model diagram window Moves the selection to the top of the object list Moves the selection to the bottom of the object list Opens a Filter dialog box to define a filter on the list Enables the filter on the list Displays objects shortcuts contained in the model or package. If both the Include Shortcuts and Include Sub-Objects tools are enabled in the selection list, all the objects shortcuts of the current package and those of the sub-packages appear

Include Sub-Objects using same namespace

Select All Deselect All Use Graphical Selection Move Selected Items to Top Move Selected Items to Bottom Customize Columns and Filter Enable/Disable Filter Include Shortcuts

Include SubObjects tool

The way you use the Include Sub-Objects tool allows you to display either: All objects in the current model or package including sub-objects and objects contained in packages or sub-packages All objects in the current model or package, except sub-objects and objects contained in packages or sub-packages

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Managing report items

Including shortcuts in a report

You can include in a report shortcuts contained in a model or package using the Include Shortcuts tool. Shortcuts are displayed in each object type page in the Report Object Selection dialog box. For example table shortcuts display on the Tables page when you click the Include Shortcuts tool. By default shortcuts are not selected. To include shortcuts in a report, you have to select a model or package and click the Include shortcuts tool, then select the check boxes corresponding to the shortcuts you want to include in your report. When you include in your report shortcuts whose target model is closed, some information such as comment or description for example are unavailable.

For more information on shortcuts, see chapter Managing Shortcuts in

the General Features Guide. Confirming objects selection You can select objects that are not visible in the current list by clicking the: Include Sub-Objects tool Include Sub-Objects using same namespace tool Include Shortcuts tool

However, if you deselect these tools before you commit your selection, the objects you selected are no more visible in the current list. That is why when you want to commit your selection, a confirmation box asks you if you want to include non visible selected objects in the current selection. If you answer:
Yes Objects selection is composed of the objects selected in the current list together with non visible selected objects. No Objects selection is only composed of the objects selected in the current list. Other non visible selected objects are ignored and deselected. Selection tips

If you want to use a selection tool for all object type pages, press CTRL and click the desired tool.
To make a global object selection for the report:

Select ReportSelect Objects from the Report Editor.

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The Report Object Selection dialog box appears. All the objects are selected by default, except shortcuts if any.

2 3 4 5 6

Select a section from the Section dropdown listbox. Select a package from the package dropdown listbox. Select the objects to include in the report from the object list in each object type page. <optional> Click the Use Graphical Selection tool to automatically select the check boxes of objects selected in the diagram. Click OK.

Refining the report object selection

If you need to refine the global selection of objects in your report you can define object selections and filter criteria on the report items displayed in the Report Items pane of the report. In the final report, both object selection and filter criteria are taken into account to edit the final selection of objects of your report.

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Managing report items

Sorting CRUD matrix items

You can use object selections and filter criteria to sort rows and columns in a CRUD matrix table using the Row Selection and Column Selection commands in the CRUD matrix contextual menu in the Report Items pane.

Defining an object selection for a selected report item

When you call the Select Objects dialog box from a report item in the Report Items pane, you can select instances of objects and order them in the printed report. Note: the Select Objects dialog box only displays instances of object selected at the global level, in the Report Object Selection dialog box. See section Making a global object selection for the report for more details on the global selection. To order selected objects, use the arrows in the lower left corner. You can also automatically sort objects alphabetically in ascending or descending order by clicking a column header. You have to click OK to commit the selection in the report. If you click the Switch to Criterion button you display the Define Sort and Filter dialog box and you do not commit the selection of ordered objects.
To define an object selection for a selected report item:

Right-click a book or a model-dependent list item in the Report Items pane and select Selection from the contextual menu. or (Matrix items only) Right-click a matrix item in the Report Items pane and select Row Selection or Column Selection from the contextual menu. The Define Sort and Filter dialog box appears.

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Click the Switch to Criterion button in the lower left corner of the dialog box to display the Select Objects dialog box.

The list displays objects selected in the Report Object Selection dialog box. 3 4 5 Select or deselect the check box beside objects you want to display or remove from the report. Use the arrows in the lower left corner to define a display order for the objects. Click OK.
Hierarchical Display command

If you define a selection of ordered objects on a package for which you also select the Hierarchical Display command, objects in the selection are taken into account when you generate the report but the order in the selection is ignored. For more information on the Hierarchical Display command, see section Adding nodes to a report.

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Managing report items

Defining a filter criterion for a selected report item

The Define Sort and Filter dialog box lets you refine the selection of objects in your report by adding a filter criterion to the list of objects. You can set the following parameters to define the criterion:
Parameter S column To define Means sorted, indicates the attribute will be taken into account for the sort Used to set an order and define a priority among attributes Expression column U column Used to restricts the selection to a defined expression Applies the filter expression to the corresponding column

The expression syntax uses standard wildcards as in the Customize Columns and Filter dialog box.

For more information on the expression syntax, see section Defining a

filter on a list in chapter Using the PowerDesigner Interface in the General Features Guide. You have to click OK to commit the criterion. If you click the Switch to Selection button you display the Select Objects dialog box and you do not commit the criterion.
Lists in books

The Switch to Selection button is not available if the list you are sorting belongs to a book.
To define a filter criterion:

Right-click a book or a list item in the Report Items pane and select Selection from the contextual menu. or (Matrix items only) Right-click a matrix item in the Report Items pane and select Row Selection or Column Selection from the contextual menu.

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Type an expression in the Expression column to restrict the selection in the column to a defined expression. Select the U column to apply the filter expression to the corresponding column. Select the S column to take the attribute into account for the sort. Click OK.
Cancel filter expression

If you want to keep the expression in memory but disable this filter for a while, you can clear the corresponding check box in the U column. The expression parameter will no longer be taken into account.

Reports User's Guide

Using nodes

Using nodes
A node is an item that contains dependent items. Nodes appear as books in the Report Editor. For example the Business rule node contains items that describe a business rule.

Printing nodes

The Report Generator interprets nodes as print loops. For each object node, the report prints all the dependent items. For example, when a model contains two business rules ROYALTIES and AUTHOR_SALES the report prints in the following order: Business rule 1 Card of the business rule ROYALTIES Description of business rule ROYALTIES Annotation of business rule ROYALTIES Client check expression of business rule ROYALTIES Server check expression of business rule ROYALTIES Business rule 2 Card of the business rule AUTHOR_SALES Description of business rule AUTHOR_SALES Annotation of business rule AUTHOR_SALES Client check expression of business rule AUTHOR_SALES Server check expression of business rule AUTHOR_SALES

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Node dependency
Nodes can belong to other nodes. The following table lists all possible node dependencies.
Node type Root node Title Can belong to Root node Package node Object node Can contain All nodes and items in the report contents Title nodes Package nodes Object nodes Independent items Object-dependent items Title nodes Object nodes Independent items Title nodes Object-dependent nodes Independent items Object-dependent items Title nodes Independent items Object-dependent items

Package

Root node Title node Root node Title node Package node Object node

Object

Object-dependent

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Using nodes

Using node titles

You can associate title text with nodes. The title prints above the item that follows in the Report Items pane. A title contains free text. You can insert titles anywhere in the Report Items pane and as often as you want. You can use title nodes to organize a report into chapters. Package, object, and object-dependent nodes have default titles that incorporate variable information:
Node type Title Package Object Object-dependent Default title None Package name Object name Object name Variable syntax %ITEM% %ITEM% %ITEM% %PARENT%

Modifying a node title

You can modify the title of a node. Node titles can include the following variables: Date Time Application Name Item Item Code Item Name Model Code Model Name Module Name Parent Parent Code Parent Name
To modify a node title:

1 2

Select a node in the Report Items pane. Select ReportEdit Title.

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The Editor dialog box opens and displays the current title text.

Type changes to the title text. The User-Defined check box is automatically selected, as you are no longer using the default values of the report language resource file you selected for you report.

(optional) Deselect the Show Title check box if you do not want to show the title of the node in the previewed or generated report.

For more information on the Show Title check box, see section
Removing the title of an item. 5 6 7 8 Place the cursor in the text where you want to insert variable information for object name or package name. Click the Insert button Select a field in the dropdown listbox. (Optional) Click the Format button.

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Using nodes The format dialog box opens to the Font page.

Select format options.

10 Click OK in each of the dialog boxes. The first line of the title appears next to the node in the Report Items pane.

User-Defined check box

When you type changes in the edit box, the User-Defined check box is automatically selected as you are no longer using the default values used in the report language resource file you selected for your report. To revert to the default value, deselect the User-Defined check box. For more information on report language resource files, see chapter Using the Report Editors.

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Using items
In a report, items can be of the following types: Model-dependent items contain information about a model or a package Object-dependent items contain information about a specific type of object Independent items do not contain information about specific models or objects

Model-dependent items
Model-dependent items provide information about a model or a package. If you insert a model-dependent item under a package node, the item contains information related to the package. You cannot insert model-dependent items into object nodes. The following are model-dependent items:
Dependent item Card Description Annotation Begin script (PDM only) End script (PDM only) Object list Print format List of properties Text paragraph Text paragraph Text paragraph Text paragraph Table Content Properties of the model or package Description of the model or package Annotation of the model or package Text to add at the beginning of a script generated from the model Text to add at the end of a script generated from the model Table that lists all objects of a given type in the model

Object-dependent items
Object items provide information about objects in the model. These items have a restricted set of dependent items called object-dependent items. You can delete and change the order of object-dependent items in the Report Items pane. You cannot insert object-dependent items into object nodes of a different type.
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Using items For example, in the following report structure, the node Class precedes its object dependent items.

Printing objectdependent items

The report generator prints object-dependent items once for each node. If an item does not have information for a particular object, it does not appear in the resulting report. For example if a domain does not have any associated rules or check parameters, the domain description prints directly after the domain card. All object nodes have the following object-dependent items:
Dependent item Card Description Annotation Print format List of properties Text paragraph Text paragraph Content Properties of an object Description of an object Annotation of an object

In addition to the items mentioned above, each object node has dependent items related to the object type. For example, a business rule node has a dependent item for server expression.

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Independent items
Independent items do not contain information about specific models or objects. You insert an independent item in a report by dragging and dropping the item icon from the Available pane to the Report Items pane. You can insert the following independent items anywhere in the report:
Icon Independent item Table of contents Text paragraph Text file Page break Graphics Graphical file Generated result Complete report table of contents Paragraph of free text that you type Contents of a text file Prints next item on the following page Graph of model (or package if under a Package node) Contents of a graphical file

Page break

For a report generated as an RTF file, a page break is inserted at the position you place the page break icon. However, when you use the icon to insert a page break in an HTML file, you need to right-click the icon and select Generate in HTML.

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Formatting items

Formatting items
In a report, the available format options depend on the print format: Text format Graph format Table format

Contextual menus

You can right-click any item to access its contextual menu and display the commands that apply to it.

Defining global format for an item

Global formats apply to all new items that you add to a report structure. You apply global format to items in the Available Items pane. After you define global format, it applies every time you add that item to the Report Items pane. Global format does not apply to items already in the Report Items pane.
To define a global format:

1 2

Select an item in the Available Items pane. Select ReportFormat. A Format dialog box that corresponds to the type of the item appears. For example, if you select a graph, the Graph Format dialog box appears.

3 4

Type format changes. Click OK. Every time you add that item to the Report Items pane, it retains the global format.

Multi-selection

You can also change format options for several items at once by pressing CTRL while selecting items of the same type or not with the Pointer tool or using the SHIFT key to select a continuous list of items.

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Formatting individual items

You can change the format of an individual item already in the Report Items pane.
To format an individual item:

1 2

Select an item in the Report Items pane. Select ReportFormat. A Format dialog box that corresponds to the type of the item appears.

3 4

Type format changes. Click OK. The format is applied to the selected item only. If you want to apply the defined format to all items of that type, you must define global format options for that item in the Available items pane.

For more information on default format options, see section

Defining global format for an item.

Defining a default report font

You can easily change the default font proposed for report items, report templates and reports using the Change Fonts Properties dialog box. That default font is saved in the registry. You can simultaneously define a default font for items with different print formats. After you define a default font for an item, it applies every time you add that item to the Report Items pane.
To define a default report font :

Select ReportChange Fonts.

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Formatting items The Change Fonts Properties dialog box appears.

2 3

Select Font format options. Click Ok.

Selecting text to format

Some items include more than one text selection. You can format each text selection independently or altogether using the CTRL or SHIFT key to select several text selections at once from the Available Items pane of the Format dialog box. Card items The following text selections are available for card items (lists of properties), which print in table format.
Text selection Title Text Label Text Description Title of the item Property name on a list of properties Value of a property Example Card of the Table Table Code EMPLOYEE

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CRUD Matrix items

The following text selections are available for CRUD Matrix items, which print in table format.
Text selection Matrix title Matrix row and column Matrix text Description Title of the item Resource and process name CRUD value Example CRUD Matrix Check item (process name in rows) Stock (resource name in columns) RU

Model- and objectdependent items

The following text selections are available for model- and object-dependent items in text format.
Text selection Title Text Description Title of the item Text of the description, annotation, or script Example Table Description This table describes different employee characteristics

List items

The following text selections are available for list items, which print in table format.
Text selection Title Column Header Text Description Title of the item Heading of column Value in the column Example List of Indexes Code PK_EMPLOYEE

Title page

The following text selections are available for the title page, which print in text format.

For more information on the title page, see section Including a title
page.
Text selection Title Optional Fields Description Title of the report Text of the author, date, version or summary Example OOM Report VB, 09.15.99, draft, report with lists only

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Formatting items

Table of contents

The following text selections are available for the table of contents, which prints in text format.
Text selection TOC title Level 1 Level 2 Level 3 Level 4 etc. Description Title of the table of contents Text of the different hierarchy levels in the table of contents Example Table of contents 2 Association information 2.1 Model information 2.1.1 Card of the model OOM etc.

You can select the levels to display from the Show levels to dropdown listbox in the Format dialog box. For an HTML report, you must define the depth level of the table of contents in the HTML Format page of the Report properties dialog box.

For more information on the HTML Format page, see section

Customizing an HTML report.

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Simultaneous selection

Besides, you can simultaneously select items with different print formats and apply to them the format options corresponding to the type of the item. For example, if you select a card item and a list item, the text selections that you can format for both items appear in the Available Items pane of the Format dialog box:

Selecting a font
You can select a font for any item, except for the graph and page break. If you call the Format dialog box from the Available Items pane, the font formatting becomes the default format, as explained in section Defining global format for an item. If you call the Format dialog box from the Report Items pane, the font formatting applies to the selected report item, as explained in section Formatting individual items. The following font formatting is available from the Format dialog box: Font Font style Size Underline Strikeout

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Formatting items
To select a font:

1 2

Select an item. Select ReportFormat. The Format dialog box opens to the Font page.

Select an item in the Available Items pane of the Format dialog box. The item is highlighted.

4 5

Select font format options. Click OK.

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Formatting a paragraph
You can select a paragraph format for any item, except for graphs and page breaks. If you call the Format dialog box from the Available Items pane, the paragraph formatting becomes the default format, as explained in section Defining global format for an item. If you call the Format dialog box from the Report Items pane, the paragraph formatting applies to the selected report item, as explained in section Formatting individual items. The following paragraph formatting is available from the Format dialog box: Indentation (left, right, first line) Spacing (before, after, internal line spacing) Justification (alignment)

To format a paragraph:

1 2

Select an item. Select ReportFormat. The Format dialog box opens to the Font page.

Click the Paragraph tab to select Indentation, spacing and justification formats.

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Select an item in the Available Items pane of the Format dialog box. 101

Formatting items The item is highlighted. 5 6 Define paragraph format. Click OK.

Selecting border format

You can define border formatting in the report. If you call the Format dialog box from the Available Items pane, the border formatting becomes the default format, as explained in section Defining global format for an item. If you call the Format dialog box from the Report Items pane, the border formatting applies to the selected report item, as explained in section Formatting individual items. The following border formatting is available from the Format dialog box:
Frame option Left Result in the generated report Inserts a vertical line to the left of all the occurrences of the highlighted text selection in the Available Items pane Inserts a vertical line to the right of all the occurrences of the highlighted text selection in the Available Items pane Inserts an horizontal line on top of all the occurrences of the highlighted text selection in the Available Items pane Inserts an horizontal line at the bottom of all the occurrences of the highlighted text selection in the Available Items pane Result

Right

Top

Bottom

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Frame option Box Result in the generated report Inserts a unique rectangle around all the occurrences of the highlighted text selection in the Available Items pane (only available for card and list items)

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Width Box width From text

Indicates the width of the border frame Indicates the width of the box frame Sets the amount of space from text to top, bottom, left, and right border

Box option

Box option is only available for: Text Label in card items Column header and Text in list items

If you select the Box option in the Format dialog box of a card item

You insert a unique rectangle that groups all the occurrences of Text Label (property names) including Text (corresponding property values) by default.
If you select the Box option in the Format dialog box of a list item You insert a unique rectangle that groups all the occurrences of Column Header (heading of column, example Code), as well as a unique rectangle that groups all the occurrences of Text (value in the column), if you have previously highlighted each of these text selections in the Available Items pane. To select frame format:

1 2

Select an item. Select ReportFormat. The Format dialog box opens to the Font page.

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Formatting items 3 Click the Border tab to select border format.

Select an item in the Available Items pane of the Format dialog box. The item is highlighted.

5 6

Define border format. Click OK.

Selecting tab spacing format

You can define tab formatting in the report. If you call the Format dialog box from the Available Items pane, the tabs formatting becomes the default format, as explained in section Defining global format for an item. If you call the Format dialog box from the Report Items pane, the tabs formatting applies to the selected report item, as explained in section Formatting individual items. The following tab formatting is available from the Format dialog box:
Tab formatting Tab stop position Default tab stops Description Allows you to type the measurement for a tab stop Sets the default spacing between tab stops

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Tab formatting Alignment Description

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Allows you to select the way you want text to be aligned at the tab stop. To change the alignment for an existing tab stop, click it in the Tab Stop Position box, and then click the new alignment option

This paragraph formatting is particularly useful for the layout of headers and footers.

For more information on headers and footers, see section Modifying a

report header or footer.
To select tab spacing format:

1 2

Select an item. Select ReportFormat. The Format dialog box opens to the Font page.

Click the Tabs tab to select Tab spacing format.

Select an item in the Available Items pane of the Format dialog box. The item is highlighted.

5 6 7 8
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Type a value in the Tab stop position box. Select an Alignment type in the Alignment groupbox. Click Set to set your tabs definition. Click OK. 105

Formatting items

Editing text
You can modify the text of a text paragraph or a text file in a text editor. The default editor is NOTEPAD.EXE.
To edit text:

Double-click a text paragraph or a text file in the report items pane. The Editor dialog box appears.

2 3

Type modifications to the text. Click OK.

Formatting a graph
You can apply zoom options and frame options to graphs.

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Chapter 4 The following zoom options are available for graphs:

Format Fit to Page Option Centered What it does

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Centers the graph on a page and, if necessary, reduces the graph to fit on one page Prints the graph on the next line in the report and, if necessary, reduces the graph to fit on one page Prints the graph on the number of pages required at a percentage print scale Respects the diagram layout and adapts the zoom to generate one page of the diagram per report page

As Paragraph

Custom Keep Diagram Layout

Zoom

You can also frame a graph using the Left, Right, Top and Bottom frame options in the Graph Format dialog box.

For more information on how to frame a graph, see section Selecting

border format.
To format a graph:

Double-click a graph item in the report items pane. The Graph Format dialog box appears.

2 3

Select Graph Format options. Click OK.

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Formatting items

Formatting a list item

List items print in the form of tables. You can format a list item using the List Layout dialog box, which displays the properties of the selected item. From this dialog box you can: Select columns to include in a table Modify column width in a table

Selecting columns for a table

You can choose the columns to include in a table.
To select columns for a table:

Click a list item in the Report Items pane and select ReportLayout. The List Layout dialog box corresponding to the selected item appears. It displays the names of columns available for the table. A check in the Enabled column indicates a column to include in the table.

Click a column name. An arrow appears at the beginning of the line.

Select the Enabled check box to include the column in the table. or Clear the Enabled check box to remove the column from the table. Click OK.

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Modifying column width in a table

You can indicate column width in tables in one of the following ways:
Width Inches Millimeters Percentage Abbreviation inch mm % Description Indicates column width in inches Indicates column width in millimeters Indicates column width in percentage of the remaining space left by columns defined by inches or mm

To modify column width in a table:

Click a list item in the Report Items pane and select ReportLayout. The List Layout dialog box appears. The column width appears in the Width column.

Click a column in the list. An arrow appears at the beginning of the line.

Type a width followed by inch for inches, mm for millimeters, or % for a percentage of the remaining space left by the columns defined by inches or mm. Repeat the previous step until all columns have the width that you want. Click OK.

4 5

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Formatting items

Selecting information to display in a card

A card is the property sheet of an object. Each object type in a model diagram has its own property sheet, which displays the properties that define the object. In a report, card items print in the form of tables. You can select columns to include in a table using the Card Layout dialog box, which displays the properties included in the property sheet of the selected item.
To select information to display in a card:

Click a card item in the Report Items pane and select ReportLayout. The Card Layout dialog box corresponding to the selected item appears. It displays the names of rows available for the table. A check in the Enabled column indicates a row to include in the table.

Click a row name. An arrow appears at the beginning of the line.

Select the Enabled check box to include the row in the table. or Clear the Enabled check box to remove the row from the table. Click OK.
Shortcuts cards

Select the Enabled check box for the Class Name row to distinguish shortcuts cards from the other object types cards in the generated report.

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Hyperlinks for object cards in HTML report

When you generate an HTML report that contains a diagram graphic and the object cards of the symbols, hyperlinks are created between the diagram symbols and the corresponding object cards. You can click a symbol in the diagram to access the object card that corresponds to it in the HTML page.

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Setting up report pages

Before you print a report, you can set up its pages as follows: Include a header and footer in each report section Include a title page for the entire report

These options do not correspond to items in the Report Items pane.

Page setup

When you define a page setup, it only applies to the current section.

Paragraph numbering

If you do not want the paragraphs of your report to be numbered when printed, select the check box No paragraph numbering in the report property sheet.

Modifying a report header or footer

The Report include a default header and footer, which you can modify. Headers and footers that you modify from the Report menu only apply to RTF reports. Headers and footers in HTML reports are defined in the HTML Format page of the report property sheet.

For more information on headers and footers in HTML reports, see

section Customizing an HTML report. Each report section has its own header and footer. Headers and footers can include the following variable information that apply to RTF reports only: Current Date Current Time Page Number Model Name Model Code Module Name Application Name

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Header

To modify a report header:

1 2

Click the root node in the Report Items pane. Select ReportHeader/Footer. The Header and Footer dialog box opens to the Header page.

Type changes to header text. The User-Defined Header check box is automatically selected as you are no longer using the default values of the report language resource file you selected for your report.
Tabs in a header

Use the key combination CTRL+TAB to insert tabulations in a header or open the Tabs page in the Format dialog box to set tab stop values. 4 5 6 Position the cursor in the header text where you want to add variable information. Click the Insert button and select a field from the dropdown listbox. Click the Format button.

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Setting up report pages The format dialog box opens to the Font page.

7 8 Footer

Select format options. Click OK in each of the dialog boxes.

To modify a report footer:

1 2 3

Click the root node in the Report Items pane. Select ReportHeader/Footer. Click the Footer tab.

Type changes to footer text. The User-Defined Footer check box is automatically selected as you are no longer using the default values of the report language resource file you selected for your report.

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Tabs in a footer

Use the key combination CTRL+TAB to insert tabulations in a footer or open the Tabs page in the Format dialog box to set tab stop values. 5 6 7 Position the cursor in the footer text where you want to add variable information. Click the Insert button and select a field from the dropdown listbox. Click the Format button. The format dialog box opens to the Font page.

8 9

Select format options. Click OK in each of the dialog boxes.

User-Defined check box

When you type changes in the Header and Footer box, the UserDefined check box is automatically selected as you are no longer using the default values used in the report language resource file you selected for your report. To revert to the default value, deselect the User-Defined check box. For more information on report language resource files, see chapter Using the Report Editors.

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Setting up report pages

Including a title page

A title page prints as the first page in a report. You include a title page once for the entire report. A title page can include any of the following information:
Information Title Author Date Version Summary Prints Free text, by default the name of the current report Name of the report author, as indicated in the Version Info tab of the model property sheet Date when the report is printed. This box is initialized with the current date Version number of the report, as indicated in the model property sheet Free text describing the report

To include a title page in a report:

Select ReportTitle Page The Title Page dialog box appears. By default, the Include title page radio button and all the optional fields are selected.

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Select the check boxes corresponding to information to include in the title page and type the appropriate text in each corresponding text box. or Clear the check boxes corresponding to information to remove from the title page. Click the Format button to customize the title or the optional fields. The Format dialog box opens to the Font page.

4 5

Select format options. Click OK in each of the dialog boxes.

Title page in HTML report

The title page is always generated for a report generated as an HTML file, even if the Include Title Page option is not selected.

Removing the title of an item

You can remove the title of any item in your report in order to ease the readability of the previewed and generated report. When previewing or generating your report, the title of the item is skipped to only display the content of the item.

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Setting up report pages The following illustration shows a portion of a report preview, with the Show Title command selected:

The following illustration shows a portion of a report preview, with the Show Title command deselected:

The table of contents also reflects your choice to show or not the title of an item, depending also on the depth level you have specified in the Format dialog box of the table of contents.

For more information on the definition of depth levels in a table of

contents, see section Selecting text to format.
To remove the title of an item:

Right-click an item and deselect the Show Title command in the contextual menu. or Double-click an item to open the Editor dialog box and deselect the Show Title check box, then click OK. The title of the item is not displayed in the previewed or generated report.

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Modifying report properties

The report property sheet displays the definition of the current report that you can modify. A report definition includes the following properties:
Property Name Code Comment Language No paragraph numbering Description Name for the report. This name makes the report identifiable Reference name for the report Descriptive label for the report Language of the report. Allows you to change the language of the report When selected, hide section numbers in HTML and printed reports

A report definition also includes the following properties: HTML Format Version Info

For more information on HTML Format property, see Customizing an

HTML report.

For more information on the Version Info tab, see section Displaying
Version information in chapter Using the PowerDesigner interface in the General Features Guide.
To modify report properties:

Select ReportReport Properties from the Report Editor window. or Right-click the report node in the Browser, and select Properties from the contextual menu.

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Setting up report pages The report property sheet appears.

2 3

Type changes to report properties. Click OK.

Customizing an HTML report

From the HTML Format page of the report property sheet, you can customize HTML reports and define their presentation style (color, font, background, header and footer) using: Style sheets (CSS files) Headers and Footers (HTML files)

You can also define the depth level of the table of contents in an HTML report. PowerDesigner ships with a set of predefined style sheets and header and footer files that you can use to generate your HTML reports. They are stored in the Resource Files\HTML Report Style Sheets folder.

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Style sheet structure

The following table describes the use of classes name in the creation of report style sheets:
Class names BODY Description Defines the background styles for all report pages, except the home page frame and the browser frame page Defines the background styles for the browser page Defines the background styles for the home page Defines the default font styles for text blocks, like description, annotation, etc Defines the default font styles for the title of the home page Defines the default styles for tables Defines the default styles for table cells Defines the styles for object list tables Defines the styles for the header cells of object list tables Defines the styles for the cells of object list tables of even rows Defines the styles for the cells of object list tables of odd rows Defines the styles for object card tables Defines the styles for the cell name of object card tables Defines the styles for the cell value of object card tables Defines the styles for the tables around the text blocks Defines the styles for the cells of tables around the text blocks Defines the styles for the tables around the home page title Defines the styles for the cells of tables around the home page title Defines the styles for the tables around graphics

.BROWSERBODY .HOMEBODY .TEXT .TITLE TABLE TD Table.GRID TABLE.GRID TD.HEADER TABLE.GRID TD TABLE.GRID TD TD2 Table.FORM TABLE.FORM TD.HEADER TABLE.FORM TD Table.TEXT TABLE.TEXT TD Table.TITLE TABLE.TITLE TD Table.GRAPHICS Reports User's Guide

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Setting up report pages

Class names TABLE.GRAPHICS TD H1 H2 H3 HR A:LINK A: VISITED A: HOVER .BROWSER A.BROWSER:LINK A.BROWSER:VISITED A.BROWSER:HOVER TABLE.NAVGROUP TABLE. NAVGROUP TD .NAVBUTTON A.NAVBUTTON:LINK A.NAVBUTTON:VISITED A.NAVBUTTON:HOVER Description Defines the styles for the cells of tables around graphics Defines the styles for level 1 headings Defines the styles for level 2 headings Defines the styles for level 3 headings Defines the styles for separator lines Defines the default colors for non-visited hyperlinks Defines the default colors for visited hyperlinks Defines the default colors for highlighted hyperlinks Defines the default font styles for the browser Defines the default colors for non-visited hyperlinks of the browser Defines the default colors for visited hyperlinks of the browser Defines the default colors for highlighted hyperlinks of the browser Defines the styles for the tables around the navigation buttons Defines the styles for the cells of tables around the navigation buttons Defines the default font styles for the navigation buttons Defines the default styles for non-visited hyperlinks of the navigation buttons Defines the default styles for visited hyperlinks of the navigation buttons Defines the default styles for highlighted hyperlinks of the navigation buttons

In a style sheet, you can define font, color, background, size, margin, and alignment for each class name. When you apply a style sheet to a report, all the options you have defined before (ex: font) are no longer taken into account. The styles defined in the CSS file will be applied. 122
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HTML report properties

The HTML Format page includes the following properties. Each property is optional:
Property Style sheet Description Absolute or relative path of the style sheet file (CSS file). You can browse for a local or shared file (UNC), or type a URL Absolute or relative path of the header file (HTML file). You can browse for a local file or shared file (UNC), or type a URL Height in pixels of the upper header Absolute or relative path of the footer file (HTML file). You can browse for a local file or shared file (UNC), or type a URL Height in pixels of the lower footer Number of maximum depth levels to display in the HTML table of contents (TOC). 3 is the default level Width of the table of content expressed as a percentage of the total width of the report window Format for graphic items associated with diagrams. During compression to reduce the graphic size, the PNG format (Portable Network Graphic) reduces the loss of quality but is longer to generate than the JPEG format Format for lists. You can define the number of rows you want to display in the list results You can also define the number of links to additional results displayed below the list. Additional results are numbers with hyperlinks to other pages containing the next rows of the list

Header Location Height Footer Location Height TOC Level Width Image Format PNG JPEG List format Number of rows per page Links to additional results

Show content in HTML TOC

You can also right-click a node title or an object node in the Report Items pane and deselect Show in HTML TOC to only display the title of the node without its content in the table of contents.

For more information on nodes, see section Using nodes.

Style sheets and headers and footers associated files When you generate an HTML report and want to keep the links associated to your style sheets (CSS) or headers and footers files (HTML), we recommend you to gather the linked files in a special folder named as the file to which they are associated and located at the same level in your explorer.

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Setting up report pages For example, the header Header_Blue.html uses files that should be gathered in folder Header_Blue_files:

This is to make sure that when generating the report, the content of the associated folders is also copied and links associated to your style sheets and headers and footers work properly. Location type dependent Depending on their type of location (local or UNC paths, or URL), style sheet files and header and footer files are used the following way:
Location Local path or UNC path URL Use The HTML or CSS file is copied into the report generation folder The reference in the HTML report uses the HTML or CSS file as it is

Valid codepage

By default, PowerDesigner generates in the HTML page a character set (charset) built from the active codepage (Windows-ACP) of the current system.
If the charset is correct the HTML report can be displayed on all systems. If the charset is not correct

you must create the ReportHtmlCharset key in [HKEY_CURRENT_USER\Software\Sybase\PowerDesigner 11\General], and give it the value of the codepage that should be generated in HTML report. You can find examples of HTML charset at the following Web address: http://www.w3.org/International/O-charset-lang.html.

To customize an HTML report:

Select ReportReport Properties from the Report Editor window. or Right-click the report node in the Browser, and select Properties from the contextual menu. The report property sheet appears.

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Click the HTML Format tab to display the corresponding page. <optional> Browse for a .CSS file or type a URL in the Style Sheet box. <optional> Browse for a local or shared .HTM file, or type a URL in the Location box of the Header groupbox. <optional> Browse for a local or shared .HTM file, or type a URL in the Location box of the Footer groupbox. <optional> Type a number in the Level box.

Click OK. When you will generate the HTML report, it will reflect the properties you have defined for the report.
Previous, Next, Home navigation buttons

You can translate the navigation buttons (Previous, Next, Home) generated by default in your HTML report using HtmlNext, HtmlPrevious and HtmlHome items in the Report Titles\Common Objects category of the Report Language Editor. For more information, see section Using the Report Language Editor in chapter Using the Report Editors.

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Setting up report pages

Default buttons

You can set as default the current property values for your HTML report by clicking the Set As Default button. You can also return to the previously saved values, by clicking the Default button.

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Using print preview

From the Report Editor, you can display a print preview, which shows what a report will look like if printed. Different navigation tools help you find parts of the report to preview.

Opening print preview

You open the Print Preview window from the Report Editor using the Print Preview tool.
To open the Preview:

Select FilePrint Preview. or Click the Print Preview tool in the Report toolbar. The Print Preview window displays the two first pages of the report if any.

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Using print preview

Print preview a report item

You can rapidly see what a report item will look like if printed. To do so, right-click the report item in the Report Items pane and select Quick View from the contextual menu that appears. The Print Preview window displays the report item.

Navigating in print preview

In print preview, you can use tools to navigate through the pages in the displayed report.
Tool Goes to preview One page at a time in report Two pages at a time in report First page in report Previous page in report Next page in report Last page in report

To navigate in print preview:

Click a navigation tool in the Print Preview toolbar.

Finding an object in print preview

The print preview feature lets you find all references to an object. You can then go directly to any topic that mentions the object in the current report. In the case of a multi-model report, you can choose the model in which you want to search objects.
To find an object in print preview:

1 128

Click the Find tool.

PowerDesigner

Chapter 4 2 3 4 5 The Find Objects dialog box appears.

Building Reports

(Optional) Select the model you want to search in if you work on a multimodel report. Select an object type from the Object Type dropdown listbox. Select an object name from the Available Objects list.

6 7 8 9

Click the Find button. The Report Topic box displays a list of topics that mention the object. Select a topic in the list. Click the Display button. The topic you selected appears in the print preview window.

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Using print preview

Zooming in print preview

You zoom in the preview by clicking inside the preview window. The cursor becomes a zoom tool. You toggle between the following two viewing scales:
Scale Whole page Custom view Description Uses a scale that fits the entire page or multiple pages in the print preview window Displays the report in its actual size or in a scale you select

Printing a report from print preview

You can print a report from print preview.
To print a report from print preview:

Click the Print tool.

Generating an RTF or HTML file from print preview

You can generate a report file as an RTF or HTML file from print preview.
To generate an RTF or HTML file from print preview:

Click the Generate RTF or Generate HTML tool.

Closing print preview

To close the print preview:

Select FileClose. or Click the Close tool. You return to the Report Editor.

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Index

D A
add node to report 72 default font in report 95 value for template 28 Default for HTML report properties delete item from report 78 section 32 dependent item annotation 91 begin script 91 card 91 description 91 end script 91 object list 91 report 72 display preview 130 toolbar 15 double-click add items to report 70 drag & drop add items to report 70 between report editors 70 120

B
border format 102 width 102

C
calculated collection 73 card display information 110 hyperlinks in HTML report 110 shortcut 111 category Object Attributes 34 Report Titles 34 Values Mapping 34 charset HTML report 124 valid codepage 124 close Multi-Model Report Editor 21 preview 130 Report Editor from a model 20 Report Template Editor 12 column default 108, 109 table 108 width 109 copy item in report 78 criterion 84 CSS structure 120 style sheet 120

E
edit text 106 editor Notepad 74 text 74 empty section 23 expression filter 84

F
file graphical 75, 93 text 75 filter 84 criterion 84

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131

filter (continued) define 84 filter 84 font report 99 size 99 strikeout 99 style 99 underline 99 footer associated files 123 frame in HTML report 120 modify in RTF report 112 format border 102 graph 106 list item 108 paragraph 101 report 94 report item 94, 95, 96, 99, 101 table 108 tabs 104 text 96, 99, 101 title 96 frame graph option 106 paragraph 101 free text 93

H
header associated files 123 frame in HTML report 120 modify in RTF report 112 Hierarchical Display 72, 82 home 120 HTML file 54, 64 generate file 19 insert page break 93 report 19, 130 HTML report charset 124 CSS file 120 customize 120 Default 120 footer 120 header 120 package tree view 19 report generation folder 19 Set As Default 120 style sheet 120 table of contents 120

I
inch 109 indented paragraph 101 independent item graph 93 page break 93 table of contents 93 text 93 item add to report 70 multiple selection 94, 96 remove title 117 show title 117

G
generate as HTML from print preview 130 as RTF from print preview 130 from existing report 56, 66 multi-model report 64 quick report 57, 67 report 54, 59, 130 report as HTML 19 report as RTF 19 graph format 106 frame options 106 independent item 93 package 76 report 76, 106 zoom options 106 graphical file 75, 93

J
JPEG graphic format 120 justified paragraph 101

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L
language attach to a report 46 change in a report 46 in a report template 7 list customize columns and filter 78 enable/disable filter 78 include shortcuts 78 include sub-objects 78 include sub-objects using same namespace item 108

O
object define ordered selection 82 report 78 report node 87, 88 save selection 21 object-dependent item modify 91 print 92 report node 87, 88 open Multi-Model Report Editor 15 preview 127 Report Editor from a model 13 Report Language Editor 37 Report Template Editor 4

M
millimeter 109 MMR file 21 model report 51, 54, 56, 58 select 7 modify report template 10 section 28 multi-model report 60, 61, 66 create 61 generate 64 modify 66 print 64 save 68 template 3 Multi-Model Report Editor 3 close 21 open 15

P
package graph 76 HTML report 19 report node 87, 88 package hierarchy 72 page break HTML 93 independent item 93 page setup 112 paragraph frame 101 indent 101 justify 101 numbered 112, 119 tab space 101 percentage 109 PNG graphic format 120 position item in report 76, 77 preview close 130 display 130 navigate 128 open 127 print 127, 130 quick access 127 report 18, 127, 128, 130 report item 127 search 128 previous 120

N
navigate in preview 128 navigation option home 120 next 120 previous 120 next 120 node title 88 Notepad 74

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133

print multi-model report 64 preview 127, 130 report 19, 54, 130 report node 86 property code 119 comment 119 language 119 name 119 no paragraph numbering 119 report 119 property sheet of a report 119

R
remove item title 117 report add item 70 add node 72 calculated collection 73 copy item 78 create 17, 51 define default font 95 definition 2 delete item 78 dependent item 72 depth level 77 display preview 130 filter criteria 84 font 99 format 101 generate 54, 130 generate as HTML 19 generate as RTF 19 generator 59 global format 94 global object selection 78 graph 76, 106 hierarchy 77 include shortcuts 78 mapping table 34, 38, 41 model 51, 54, 56, 58 modify 56 modify property 119 multi-model 61, 66 multi-select items 70 object selection in report items

81, 82

report (continued) outline 77 page break 93 page setup 112 paragraph 101 position item 76, 77 preview 18, 127, 128, 130 print 19, 54, 130 property 119 property sheet 119 quick generation 57, 67 refine object selection 78 save 20, 58 select object 78 sort criteria 81 summary 116 template 3 text 74, 75 title page 116 toolbar 15 translate object property value translate property names 38 translate report titles 38 Report Editor 3, 13, 18, 19 close from a model 20 multi-model 3 open 13 open from a model 13 organize 22 report item 91 dependent 72, 86 format 94, 95, 96 independent 70, 93 model-dependent 70, 91 node 70 object list 70 object-dependent 70 quick preview 127 type 70 report language define 34 resource file 38, 46 translate 38 translation examples 38 Report Language Editor 3 define 34 open 37 translate resource file 38 report node 72, 86 dependent item 86, 87

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report node (continued) modify title 88 object 87, 88 object-dependent 87, 88, 91 package 87, 88 print 86 template 87 title 87, 88 report template 3, 50, 60 create 7 language 7 modify 10 node 87 standard 6 Report Template Editor 3, 4 close 12 open 4 resource file for report language 34, 38, 46 RTF file 54, 64 generate file 19 report 19, 130 RTP file 7, 10 save 7, 10

show title 117 standard report template 6 style sheet associated files 123 CSS file 120 customize 120 HTML report 120 structure 121 summary report 116 title page 116

T
tab alignment 104 format 104 position 104 tab space in paragraph 101 table column 108, 109 default 108, 109 format 108 table of contents HTML report 120 independent item 93 insert 74 limit depth level 98, 123 page break 74 template apply default values 28 create from a report section 26 modify 10 multi-model report 3 re-apply default values 28 report 3, 50 standard 6 text edit 106 editor 74 file 75 font 99 format 96, 99, 101 independent item 93 paragraph 74 title 88, 96 title page 116 text paragraph 93

S
save multi-model report 68 object selection 21 report 20, 58 Save As Default in HTML report 120 search in preview 128 section 22 create 22 create from a template 24 delete 32 empty 23 modify 28 numbered 112, 119 rename 30 select model 7 shortcut card 111 include in a report 78 Show content in HTML TOC 123 Show levels to 98 Reports User's Guide

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title format 96 free text 88 removed from report 117 report node 87, 88 text 88, 96 title page author 116 date 116 description 116 report 116 summary 116 title 116 version 116 tool customize columns and filter 78 deselect all 78 enable/disable filter 78 include shortcuts 78 include sub-objects 78 include sub-objects using the same namespace 78 move selection to bottom 78 move selection to top 78 select all 78 use graphical selection 78 toolbar display 15 report 15 translate report language 38 TXT file 75, 93 typographic conventions viii

X
XHTML generate file report 19 19

Z
zoom for graph 106

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