Report Designer - Add a data table to your document using the join editor
Description

However, sometimes you may want to add a data field from a table that isn't available by default. You can use the Join Editor to add additional tables to your report, giving you access to the extra data fields you need.

Before using the Join Editor it's important to understand how data joins work, to ensure your report shows the correct information. You may also find our list of common data joins useful.

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Cause
Resolution
Open and save your document
  1. Select the document you want to edit and click Edit.
  2. On the menu bar click Report, then click Report Properties.
  3. Enter a new report name and description.
  4. Click OK, then on the menu bar click File.
  5. Click Save As and enter a new file name.

Add a new table
  1. In Report Designer, on the menu bar click Report, then click Joins.
  2. In the Toolbox pane click the table that you want to add, for example, INVOICE.
  3. Click and drag the table into the central pane near to the existing table you want to join to.

Create a join between tables
  1. In Join Editor click the table that you want to be the parent table, for example, AUDIT_HEADER.
  2. In the parent table click the variable that you want to join, for example, INV_REF_NUMERIC.
  3. Click the table that you want to be the child table, for example, INVOICE.
  4. In the child table click the variable that you want to join, for example, INVOICE_NUMBER.
  5. Click and drag the highlighted variable from the parent table to the highlighted variable in the child table. For example, click and drag INV_REF_NUMERIC from the AUDIT_HEADER table to INVOICE_NUMBER in the INVOICE table.

The join is created and the parent table is identified by a key.


Set the join type

  1. In the Join Editor click the join between the two tables.
  2. In the Properties pane, in the Join Type drop-down click the type you require, for example, Parent Outer.
  3. In the Properties pane, in the Conditional Join Type drop-down click the same type, then click OK.


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