,4;3q!" #B'j){+-41D8y9c;1DaElI KLfLoN,O RR]SyY[ \a^ _8ch tHv~{*ƒN„<†%Œk”U•=( PERSONAL PEARL - DESIGN FORMS OVERVIEW K The PERSONAL PEARL DESIGN FORMS service allows you to construct a FORM onK the screen to use later while entering or retrieving data. This involves the following steps: 1 1. Design your form layout on a blank screen. M 2. Define "data input areas" on the form where data is entered and storedas a record. K 3. Select those data input areas that can be used as a general index to2identify and find individual records. (Optional) P 4. Identify the data input areas requiring data from another form.(Optional) 6 5. Install the finished form before entering data.ÿ* PERSONAL PEARL - DESIGN REPORTS OVERVIEW L The PERSONAL PEARL DESIGN REPORTS service allows you to construct a REPORT; layout. Designing a report requires the following steps: 3 1. Design your report layout on a blank screen. K 2. Define "data output areas" on the report where data will be printed on the report. 7 3. Select the sort order for the report. (Optional) B 4. Identify the data output areas requiring data from another form. A 5. Install the finished report before the report is produced.ÿK Each form defined by you and Personal PEARL is identified by a NAME and aG DESCRIPTION which you provide. You may enter the name of a previouslyF defined FORM which appears in the Form Directory, add a new NAME, orC delete an existing form. Enter the FORM name and press RETURN to E add or select. To delete a NAME, press "F10" or "ctrl/O" to delete.ÿ ÿA The FORM DESCRIPTION is provided as an aid to you later on when> you select a FORM from the PEARL Form Directory. You provide@ the DESCRIPTION when you add a new FORM. Enter the DESCRIPTION now, then press RETURN.ÿD The FORM has been added to the Directory. You may now press RETURNB to continue processing the FORM you have added, or you may enter! a different name if you desire. ÿG Press "Y" if you wish to delete the FORM name which you have entered,5 or press "N" if you do not want to delete the FORM.  ÿ M Enter 1 to design the layout of the form to be displayed during data entry.L Enter 2 to design the layout of a report to be produced from entered data.- Enter 3 to enter data into a designed form.' Enter 4 to produce a designed report.ÿ C If you are designing a new form, enter option 1, then each of the= subsequent steps until the form is installed. Steps 3 and 4C are not required to install a form. You may return to any step if> you wish to make additional changes. More help is available1 after you have selected any of the steps above.ÿI In order to LAYOUT a FORM, just key information onto the screen the way@ you would type out a form on a piece of paper in a typewriter.L You may mark those areas into which data will be entered by using "_" for E character or textual information, and "9" for numeric information.C Separate data areas from background text with at least one space. For example: E NAME: ______________________________ AGE: 99 SALARY: $999,999.99 BIRTHDATE: mm/dd/yy B Note that in the above example "$", "," and "." were used in theD area where the salary will be input and "mm/dd/yy" was used in theG area where the birthdate will be input. By designating input areas inG this manner, you will insure that you have allocated enough character$ spaces for the input of this data.ÿF Your form cannot be installed until at least one data input area has6 been specified using option 2 of the selection menu.ÿE Your report cannot be installed until you have defined at least oneG line as a DETAIL, SUBTOTAL, or TOTAL area. (You may have defined only HEADING and/or FOOTING lines.)ÿ J After you have entered the form layout, the next step is to specify the G areas into which data will be placed. Do this by placing the cursor L on the first character of the input area. Then press the "F2" or "ctrl/B".H The data input area will be highlighted. You will be prompted to give F the data input area a name (used for later reference of the data). I Specify whether or not the data is always required and must be entered F in order to complete the form, and finally whether the data will be  textual, numeric or a date.ÿD Enter a one to seven letter or digit name that can be referred to G later when designing reports and other forms. For example: "NAME", D "ADDRESS", "PHONE", "AMOUNT", "TOTAL", "CUST", "CUST2" and so on. 7 The first character of an area name must be a letter.ÿ H Enter "Y" to prevent data entry operator from leaving this area blank.B Enter "N" to allow data entry operator to leave this area blank. ÿB The "C" option allows both characters and numbers to be entered.J The "N" option specifies that the data input area is numeric and may be H used in calculations. The "D" option specifies that the data input A area should be validated as a DATE when the form is filled out. ÿH A FORMULA may be entered to compute an input area based on other areasH in your form. You may use + to add values; - to subtract values; * toE multiply two values together; and / to divide one value by another.J You may also use ( to indicate the order in which the computation shouldJ occur. For example: (A + B) * C causes area A and B to be added and thenG the total to be multiplied times area C. If no parentheses are used, M multiplications and divisions will occur before additions and subtractions.ÿD Position on any data input area which contains data which will be D indexed to find and identify individual records when so desired. D Then press a "F2" or "ctrl/B". You will be prompted to enter the H options associated with an indexed area. Commonly selected categories+ include: names, I.D. numbers, and so on. N Designating an area to be used as an indexed area allows you to go directly I to the record or a set of records by simply typing a keyword or number M contained in the indexed area. Indexed areas are used for browsing through  the data file. M For example, if an input area contains names, and the input area containingI the name has been designated as an indexed area, you may go directly toF that record or set of records starting with the name SMITH or JONES.L Enter a "F9" or "ctrl/P" to highlight those input areas which have already" been specified as indexed areas.             ÿD Enter "Y" to designate that the area is an indexed area, or "N" to designate that it is not. ÿC Enter "Y" to show there is one and only one corresponding record B for each value placed in the input area. Enter "N" to show there? may be duplicate names or numbers entered in this input area.ÿG Personal PEARL allows you to "call" information from other forms when you are entering data.  H For example, if one form contains summary information about customers H including a name, address, and phone number, and another form is used G to record sales information for customers, you might want to get the F address and phone number from the summary form and place it in your F sales form. This is done by specifying that the data should be the 0 same in both forms based on the customer name. J When you use this option, the input area name on both forms must be the same.  H For example, use CNAME (Customer NAME) on both forms to call the area H into which customer name will be placed. You might specify CADDR and A CPHONE on both forms also to call the address and phone number. F Then use this option to call data input areas from the other form. G Place your cursor on the area which also appears in the other form. G Then, press "F2" or "ctrl/B" to specify the way in which the data is to be used.E You may press "F9" or "ctrl/B" to highlight all of the input areas / on your current form relating to other forms.            ÿ< Enter the name of the FORM containing the data input area D you wish to reference, or leave name blank for a local data area.  ÿD Enter "1" if this input area is to be used as the PATH to find the record from the other form.D Enter "2" if the data from the other form is to be DISPLAYED as it@ exists in the other form, but is not to be saved in this form. > Enter "3" if the data is to be COPIED and then SAVED in this? form. In the third case, you may change the data after it has$ been obtained from the other form. ÿ F If you are designing a new report, enter option 1, then each of the D subsequent steps until the report is installed. You may return toA any step if you wish to make additional changes. More HELP is ; available after you have selected any of the above steps.ÿ@ Enter the name of the report you wish to access, or a new nameB if you are creating a new report. Press return to select or add > the report, or press "F10" or "ctrl/O" to delete the report. ÿ<ÿ> The new report has been added to your directory. You may now; enter or change the report layout by selecting the report8 for processing. Press return to select the new report. ÿ? Enter "Y" to delete the report from your Report Directory, or enter "N" to keep it.ÿ C Use option 1 to create a report which will use the same layout as1 your input form, which you may wish to change.  D Use option 2 to copy an existing report. Once you have made a copyA of the report, you may change the layout of the report. ReportsD created this way are always the same type as the existing report.  9 Use option 3 to create a new report on a blank screen. ÿE The description you enter here will appear in the Report Directory.ÿD The report to be copied could not be located on disk. Either enter; a different report name, or press ESCAPE to return to the report directory.ÿ I Use a FIXED-type report when you wish each form to appear on a separateJ page. FIXED-type reports are useful for form letters, preprinted forms, and labels. B Use a LIST-type report when you wish to summarize the data from D the input forms, placing many lines on each page. When you create J a LIST-type report you may specify page headings, footings, grand totals and summary subtotals. J Use the SuperCalc spreadsheet option when you wish to create a SuperCalc4 spreadsheet input file from your PEARL data file. J When you use this option the data output areas in the report will become "cells" in the spreadsheet.  ÿF The name of the report you entered has been added to the directory. C The report layout was already on a disk file even though the nameE of the file was not in the Report Directory. You may now change the+ report layout by selecting the same name.ÿB The name of the report you have entered has already been used as? a report name for another form. PEARL does not allow the sameL report name to be used by two different forms. Please choose another name.ÿF Enter the name of a report which you have previously defined. If youC do not remember the name of the report, press ESCAPE to return to the Report Directory.ÿC The input FORM for this program has not yet been created. Use theA DESIGN FORMS option to create the form, then select this option or choose a different option.ÿD In order to layout a FIXED-type report, proceed in the same manner you would to layout a FORM.   E Once you have done the layout for the report, you may then identifyD the areas on the report where information from your data file will be placed during printing. C You may also specify the order in which the forms will be printedC based on any of the information present in the form. For example:@ the report could be sequenced by name, address, zip code, etc.ÿ> In order to create a SuperCalc spreadsheet file, a report isA created from your data file. However, instead of being printed,@ the information you indicate is placed in a file which may be A read in by SuperCalc for subsequent processing by that program. D The SuperCalc report is similar in format to the LIST-type report.B Each set of detail, subtotal, or grand total information, may beC placed as a row of data in the SuperCalc spreadsheet. Within each= of these three groups, each output area you specify will beA placed as a "cell" in the spreadsheet beginning with the second cell in each row. ÿF A LIST-type report is used if you want to list summary information, A and to compute totals or subtotals from the information in your@ form file. You may also specify headings and footings for each page of the report.           !(MORE-- press RETURN to continue)? As you layout a LIST-type report, you must specify the group 4 category you are entering as one of the following: K HEADING - this information will appear at the top of each printed page. N DETAIL - this information will appear in the report for each input record processed in the current form. B SUBTOTAL - this information will appear in the report each timethe first sort field changes. F TOTAL - this information will appear at the end of the report.  F FOOTING - this information will appear at the bottom of each page. D In order to change the group category of the report control being K entered, press "PgDn" or "ctrl/C". The current type of information being C entered will appear in the bottom left-hand corner of the screen. I Once the category of information being entered has been set for a line,? it may not be changed unless the entire line is deleted. Once? the category has been set, the indicator on the bottom of theB screen will change automatically as you position the cursor into& a line of information on the screen. D The special symbol #### may be used in the report layout to supply the current page number.C The special symbol will force a blank line on the report.4 The special symbol will cause a page break. ÿF Specify the name of a data input area in your input form in order toA print information from your data file. If the output area is toA be computed during creation of the report, use a new name, thenC specify the formula to be used to compute the area based on other data areas in the input form.ÿC In order to specify a new data output area in a report, place theF cursor on the first character in the output area, then press "F2" orL "ctrl/B". At this time, the full output area will be highlighted, and you! will be asked to name the area. C If the output area is to contain data which has been placed in anE input form, use the SAME NAME you used to name the data input area.H If the new area is to be computed, then a NEW NAME should be assigned.  G All of the areas specified for output are highlighted on your screen.     ÿI A FORMULA may be entered to compute an output area based on other areasK in your form. Those other areas need not be present on the report as longI as they have been defined on the input form. For example: if two areasL on your input form are named HOURS and RATE, you could compute and place J the product in your report under the new name of GROSS by entering GROSS; as the output area name, and using FORMULA: HOURS * RATE.K A FORMULA may use + to add values, - to subtract one value from another, N * to multiply two values together, and / to divide one value by another. YouM may also use ( to indicate the order in which the computation should occur.N For example, (A + B) * C causes area A and B to be added and then the total L to be multiplied times area C. If no parentheses are used, multiplications= and divisions will occur before additions and subtractions. J In a FORMULA, expressions in parentheses are executed first, followed byF multiplications and divisions and last, additions and subtractions.     ÿL You may not compute a value which is also specified as being an data input area from another form.ÿK 1 - Unbalanced parenthesis, 3 - Order of input area names and L 2 - Input area name is too long, arithmetic operators is invalid, ORH . 4 - Area name starts with a number.ÿF Use this option to specify the order in which the forms on the inputH file will be placed on your report. For example, if you have the inputD areas ZIP, STATE, and NAME on your form, you may specify that the E file should be sorted in order by STATE, then ZIP, and then NAME byD specifying the sequence for STATE, ZIP, and NAME as being 1, 2 and 3, respectively.J The normal order of a sort may be reversed by typing an R underneath the7 selected area. (B comes before A, 2 comes before 1).E If no SORT priority is specified, then the report will be in random' order as it appears on the data file.D Subtotal processing on list type reports is dependent on the firstH sort priority. Records with the same value for the first sort priority9 data area are grouped together for subtotal processing.       ÿ> You may call in data from other forms when a report is being= created by using this option. Select the data area which isA used as the path to the other form by placing the cursor on the@ area, then pressing "F2" or "ctrl/B" to specify the manner in  which the area is to be used. ? Note that once another form has been called by specifying theD indexed area to the form, any of the input areas in the other form may be used in computations. C An indexed area may be used to identify and find another form, or1 it may be output once the other form is called. ? Once another form has been called, any area in the other form? may be used in a FORMULA for an output area by specifying the= other form name as the prefix in the formula. For example,C if an employee master form (EMPMAST) contains the pay rate (RATE)C for an employee, and the form is indexed by an employee id numberB (EMPID), then the pay rate may be used in a formula by using the name EMPMAST.RATE.ÿ; Enter the name of the FORM which contains the information$ you wish to include in the report.ÿB Enter "Y" to indicate that the data in this input/output area isF being used as the path to find specific records from the other form.D Once the other form has been identified, you may use data from the: form in other output areas using "N" as an option here. ÿÿ™‰Ï