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Tag Archives: Report navigation

Navigating to a Report in a Pop-up Window

March 11, 2010 by Paul Turley

7

When using the Jump to Report action in the web browser, the target report is displayed in the same browser window by default.  You can call the JavaScript window.open method to open a new browser window.  Use an expression to build a Jump to URL action with the appropriate report server, folders, report name and parameter values.  The script to do this might look something like:

=”JavaScript:void window.open(‘http://ReportServerName/ReportServer?/Sales Reports/Product Sales Report&rc:Toolbar=False&ProductID=” & Fields!ProductID.Value & “‘, ‘_blank’, ‘toolbar=0′,scrollbars=0,status=0,location=0,
menubar=0,resizeable=0,directories=0,width=600,height=500,left=550,top=550’);”

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Posted in SQL Syndication, SSRS Design. Tagged Pop-up window; Java script, Report navigation

The Low Down on Drill-Down

March 11, 2010 by Paul Turley

0

Printed reports were the norm for decades. When a user wanted to get some important information, they would use their software to print a report and then read it from the page. Today online reports are used to give user access to important information without the need to put ink or toner on paper.

Aside from saving the forests, one of the many advantages of using a report displayed on the screen is that user can interact with reports to get as little or as much information as they need.

Reports with multi-level groups and drill-down actions

Multi-level grouped reports are one of the most fundamental report designs.  A natural extension of this style of report has each subgroup collapsed with the ability to click a toggle item to expand or collapse each group to view detail at a lower level.

Using Reporting Services, this is a straight-forward design pattern but it?s not well documented for the novice report designer. 

There are also a number of options and decision points when designing multi-level drill-down reports:

  • Multi-level Grouped Report with Subtotals
  • Drill-down Report on a Single Dataset
  • Drill-down Report with Dynamic Details
  • Embedded Drill-through Targets

I spend a good deal of time answering questions and moderating the Microsoft Developer Network (MSDN) forum for Reporting Services.  New SSRS users tend to use different terms inconsistently to describe report design elements and concepts.  For example ?I wan to click a drill-down link to open a subreport in a new window to view the details for the item I clicked on.?  Although this probably makes sense to the user who wrote it, it may not make sense to those familiar with standard Reporting Services concepts.  Before we can discuss these design concepts, it?s important that we?re on the same page, using the same words a phrases to describe the same concepts.  Our discussion in this article is limited to designing reports using a table data region.

Standard Terminology

Group

A table data region can have one or more row groups.  A group may be created by dragging a field into the Row Groups list in the lower-left area of the report designer while the table is selected.  A group may optionally have numeric subtotals in the group header (above the details) or the group footer (below the details.)  Each group has one or more group field expressions.  A tables with two nested groups might have sales records grouped first by the Year and then subgrouped by the Month.

image

This example uses a table data region with grouped rows. The drill-down functionality in the next section will work just as well with a matrix style reports with column groups.

Drill-down

The levels or details within a group may be hidden from view until the user clicks on a drill-down icon next to a toggle item.   Using the prior example, the aggregated sales for each Year are visible until the user clicks the [+] before a specific year value.  This expands details for that year and shows a row for each Month.  Likewise, each month shows a [+] which can be used to expand the details for that month and to show individual detail rows.  The year is expanded to show related months and then the month is expanded to show sales details for each product category.

image

Beyond the basic drill-down report design, where a multi-level grouped table has group header rows which may be expanded and collapsed using a toggle item, certain details could also be hidden and shown using a toggle item as well. For example, a product name could be displayed in the detail row with a toggle item used to show a description or order details.

Toggle Item

The name of a report item existing in a row at a level above the current group.  In typical reports, a toggle item is a textbox in the header of a parent group used to expand (show all) or collapse (or hide) a set of rows. By default a plus or minus icon is displayed to the left of the toggle item to indicate the expanded or collapsed state. When a user clicks this icon, the plus icon [+] is used to expand the level and the minus icon [-] is used to collapse and hide details in the lower-level group for that parent value.

Drill-through

A type of report action that navigates from a specific report item to a different report. Optionally, one or more field values in the context of the current row are passed to parameters in the target report to filter records related to the row or item in the source report. By default, the target report is displayed in the same browser or viewer window as the source report. Optionally, the drill-through target report can be displayed in a secondary window. In HTML report rendering, drill-through is implemented using a hyperlink and anchor tag to navigate to the target report. A drill-through report may be implemented using a Report action or a URL action; using an expression to specify the server path, folder name, report name, parameters and optional query string commands.

Drill-through Source

The report containing one or more report items having a Report or URL action. A user navigates from a source report to a drill-through target report.

Drill-through Target

The report that a user navigates to in a drill-through Report or URL action. Any report on the report server may be used as a drill-through target using a relative folder path. When using Business Intelligence Development Studio to design a Report action for a textbox or other report item, all reports in the same project (which are deployed to the same folder) are listed as available target reports.

In Figure 3, a target source report contains a table data region. The textbox for the Year field has a drillthrough action that opens a drillthorugh target report. The corresponding Year field value is passed to a parameter on the target report that filters data in the query for the specified year. In this example, product category sales for 2004.

image

Subreport

A subreport is a report embedded inside another report. Subreports can simply be independent reports or master/detail reports that show detail records related to a group header or master record. Independent subreports are often used to display standardized header and footer information, such as legal statements and disclaimers. To filter and correlate master/detail records, the subreport should be designed with parameters used to filter records in each instance of the subreport related to the master record in the parent report. The parent report in the report designer which shows a dark gray placeholder labeled with the path and name of the child subreport.

image

The second instance of the subreport is called-out, which displays subcategory sales details related to the Bikes category.

image

One of the advantages of using a subreport to display master/detail records is that each report is based on a separate data source and dataset query. As such, this technique may be used to federate and correlate related data from two different data sources. Even the database platforms and query languages can be different. Conversely, one of the disadvantages of this technique is that by opening multiple data connections and running separate queries, report processing may be slower and less-efficient. However, if the data truly resides in different locations and in different database platforms, this may be the best method to bring it into a single view. Subreports are also one of the more challenging report elements to render or export into different formats with the same fidelity as a single table or matrix.

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Posted in SQL Syndication, SSRS Design. Tagged Drill-down, Report navigation

Drill-through Report Link Breadcrumbs

June 27, 2009 by Paul Turley

2

If you have created multiple drill-through reports, you know that the report navigation works in one direction and that some users struggle to find the best method to navigate back to a previous report. The report toolbar contains navigation controls including a Back button for the previous report in a chain of linked reports but many users don’t find this intuitive. A common user experience paradigm in many well-designed web applications places a series of hyperlinks at the top of a page indicating both the path that brought the user to the page they’re viewing and a path for navigating back to any page along that path. This is a breadcrumb trail of hyperlinks. Reporting Service provides a means to navigate to any other report deployed to the server but it does not have any type of HTML report item that would allow you to build a series of embedded hyperlinks or anchor tags.

This technique shows you how to build a series of breadcrumb hyperlinks that will allow your users to see where they’ve been and to navigate back to any report along the trail.

Product Versions

  • Reporting Services 2000
  • Reporting Services 2005
  • Reporting Services 2008

*The example used in this recipe is based on SSRS 2008 but this technique will work in earlier versions.

What You’ll Need

  • Series of reports with report navigation actions
  • Report parameter used to track the breadcrumb trail
  • Custom code function to build an ad-hoc query
  • Dataset used to provide the breadcrumb data
  • Matrix data region containing textbox report actions

Figure XX-1 shows an example of a breadcrumb trail in the report header of a detail report. Note the progressive drill-through path of reports the user opened en route to the current report.

fgXX01

Figure XX-1

In the production implementation of this technique, report actions could be implemented using any of the compatible report items, including textboxes, images, a grouped table, matrix, list or chart data points as the report action source object. The purpose of this recipe is to demonstrate the breadcrumb technique and not the complexities of embedded report actions. As such, we will be using a simple textbox on the report body to navigate between sample reports. These reports will not have any data sources or datasets other than the one required for this technique.

Designing the Report

In the end, you will have four almost identical reports designed to demonstrate the technique. You will start by designing one report with the base functionality for all reports and then create three copies of this report, rename them and make the necessary modifications.

1. Create a new report named Breadcrumb Report 1.

2. Drag and drop the report name from the Built-in Fields to create a title textbox and style the report header as you typically would with a large, bold font, horizontal line, etc, as you see in Figure 1.

3. In the report body, about an inch or three centimeters below the line, add a textbox to use as the report action source object. The user will click this text to navigate to the next report. Add some appropriate text to this textbox to indicate that it’s a link to the second report.

In a more sophisticate production report, this textbox would be replaced with other report items or data regions with appropriate report actions.

fgXX02

Figure XX-2

A report parameter is used to pass the report navigation history to the target report. With each new report in the navigation chain, the name of that target report will be added to a comma-separated string passed in the parameter. This parameter will only be used internally and not shown to the user.

4. Add a report parameter named CallingReports.

5. Set the parameter to accept a Null value and set the visibility to be Hidden.

fgXX03

Figure XX-3

A dataset query will be used to drive a matrix data region to contain the report links. This query will be built using an expression and custom code function. Before we put this part into place, we must create a static query to generate the metadata for the dataset. This dataset will not actually consume any real data but a dataset must have a valid data source, And of course a data source must have a valid connection string to satisfy this requirement.

6. Create a new dataset and name it LinksQuery.

7. Any valid shared or embedded data source may be used for this dataset because data will not actually be read from a database. Create or select a data source and select any local or remote server and any valid database. I’ve used the localhost server and the Master database in this example.

8. For the query, type:

SELECT Null As Link

This is only a temporary placeholder to generate a field object named Link. The actual query string will be generated in a custom code function and expression.

fgXX04

Figure XX-4

A Matrix will be used to display each of the report links, each separated by a right angle bracket, >. Only the column header cells will be used in the Matrix.

9. Add a matrix data region to header area of the report body.

10. Drag the Link field to the Column Groups list to create a new group and group header.

11. Add a new column to the right, inside the group.

12.

13. Right-click in the header cell for this column and add the following expression:

=IIF(Fields!Link.Value = Last(Fields!Link.Value, “LinksQuery”), “”, “>”)

14. Choose both of these cells and set the Color to Blue.

15. Set the text in the first cell to be underscored to make it look like a hyperlink.Compare the matrix shown in Figure XX-5 to validate your design

fgXX05

Figure XX-5

16. Select the entire matrix and remove all borders using the toolbar or ribbon.

17. Resize the second row containing the data cells to reclaim this unused vertical space. Reduce the height of this row to make it as small as possible.

18. Add a textbox to body of the report.

19. Right-click and choose Textbox Properties.

20. On the Actions tab, create a report action by choosing the radio button Go to report.

21. The destination report doesn’t exist yet so you will just type this value into the drop-down list. Type Breadcrumbs Report 2 into the Specify a report property.

22. Click the Add button to add a new target report parameter. If this report has previously been created, this parameter would be available for selection. Type CallingReports in the Name column.

23. Click the expression button (fx) next to the Value column and type the following into the Expression window:

=IIF(IsNothing(Parameters!CallingReports.Value), Globals!ReportName, Parameters!CallingReports.Value & “, ” & Globals!ReportName)

24. Close and save the Expression dialog and use Figure XX-6 to verify these settings.

fgXX06

Figure XX-6

25. Click OK to save these settings and close the Text Box Properties dialog.

26. Edit the report properties and add the following code to the Code window:

Function ListToLinksSQL(List As String) As String

    Dim sTargetReport() As String

    Dim sReport As String

    Dim sOut As String

    sTargetReport = Split(List, “, “)

    For Each sReport In sTargetReport

       If sOut <> “” Then sOut &= ” UNION “

       sOut &= “SELECT ‘” & sReport & “‘ AS Link”

    Next

    Return sOut

End Function

27. Edit the dataset properties.

28. Replace the query command text with the following expression:

=Code.ListToLinksSQL(Parameters!CallingReports.Value)

29. Save and close the report.

30. Create three copies of the Breadcrumbs Report 1, named:

Breadcrumbs Report 2
Breadcrumbs Report 3
Breadcrumbs Report 4

If you are using BIDS, the easiest way to add copies of a report to the project is to select the first report in the Solution Explorer and then use Ctrl-C and Ctrl-V to copy and paste a new file, then rename it. In Report Builder 2.0, use the Save As? feature to save copies of the file to the same folder as the original.

31. Modify each reports so that the report action targets the next report in the sequence and the last report back to the first.

The Breadcrumbs Report 2 report action should navigate to Breadcrumbs Report 3. Breadcrumbs Report 3 should navigate to Breadcrumbs Report 4, and Breadcrumbs Report 4 should navigate back to Breadcrumbs Report 1.

Preview the first report and click the link to navigate to the second report. Continue to follow the links on each subsequent report and note the accumulated breadcrumb links in the report header. Click any of the links to navigate to any of the reports in the series.

fgxx07- arrows

Figure XX-7

Several variations are possible.  This technique will display one link per distinct report.  If the user were to navigate from Report 1 to Report 2 and then back to Report 1,  A link for Report 1 would be displayed only once.  Adding another parameter to capture the current date and time for each drill-through would provide a mechanism to group on each duplicate report and to sort the list in the order of navigation.

Breadcrumbs Reports examples.zip (8.90 kb)

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Posted in SQL Syndication, SSRS Design. Tagged Breakcrumb links, Drill-through, Report navigation

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" & Workspace and Database Recovery Techniques Aaron Nelson Ad-hoc reporting Add columns Add controls Albert Ferrari Alternate row colors Analysis Services Operations Guide Apple Are There Rules for Tabular Model Design? Article Assemblies Azure Azure Reporting Azure SQL Database BARC Survey best practices BI BI Center of Excellence BI COE BI Conference Bill Gates Birds-of-a-Feather BI Roles and Team Composition BISM BI Survey 10 Blogging Breakcrumb links Browser settings Build career Business Intelligence Business Intelligence for Visual Studio 2012 Business scorecard Can I Use Reporting Services with Tabular & PowerPivot Models? Checkbox in report Checkbox list Check mark Chris Webb Cloud computing Column chart Community Conditional formatting Conference presentation Conference review Conference session Conference Session Topics Cortana Power BI Integration Custom code Custom coding reports Custom Functions Dashboard design Dashboard standards Database Lifecycle Management Data Modeling 101 for Tabular Models Data Quality Services Dataset filter nulls Datazen Datazen control selection Date parameters DAX DAX: Essential Concepts DAX: Some of the Most Interesting Functions DAX: Some of the Most Useful Functions DAX functions DAX reference DAX syntax Demo scenario Denali CTP3 DevTeach DLM Do I Write MDX or DAX Queries to Report on Tabular Data? Do We Need to Have SharePoint to Use Tabular Models? Drill-down Drill-through Drillthrough Dynamic column visibility Dynamics CRM Dynamics reporting Embedded formatting ENterprise SSAS Errors Estimating BI European PASS Filter by user Formula Firewall Funnel charts Garner Magic Quadrant Microsoft BI Getting Started with DAX Calculations Global Summit Live Feeds Greenbar report Grocery shopping demo Hans Rosling Happy Birthday Power BI Hide columns Hitachi Consulting How Do You Design a Tabular Model for a Large Volume of Data? How Do You Secure a Tabular Model? How to Deploy and Manage a Tabular Model SSAS Database How to Promote a Business-created PowerPivot Model to an IT-managed SSAS Tabular Model HTML text integrated mode Interview Interviews Isn’t a Tabular Model Just Another Name for a Cube? James Phillips Julie Koesmarno King of Spain KPI indicator Licensing Login prompt Manually starting subscription Map Visualization Marco RUsso Master-detail report Master Data Management MDM MDX datasets MDX queries Microsoft Architecture Journal Microsoft humour Microsoft MVP Microsoft news Mobile Reporting Mobile Reports MVP community MVP Deep Dives 2 MVPs support the community MVP Summit navigation Nested tables Null filter Olivier Matrat Olympia WA Oracle vs Microsoft in the movies Oregon SQL Saturday Parameter controls Parameterize Parameters PASS 2012 PASS BAC Blog Feed PASS community leaders PASS Conference PASS Global Summit 2012 PASS Keynotes PASS Summit PASS Summit 2017 PASS Summit 2018 PASS Summit Announcements Paul te Braak PDF image distortion dithering fonts PerformancePoint Pinal Dave Poll About Product Usage Poll Results Pop-up window; Java script Portland OR Power BI Administration Power BI Best Visuals Contest Power BI DAX Power BI Partner Showcase Power BI Premium Power BI Pro Power BI Training Power BI World Tour PowerPivot Power Pivot Power Pivot DAX Power Query Power Query Training Power View Power View multidimensional cubes Preparing Data for a Tabular Model Project Phoenix Recipes Redmond SQL Saturday Reed Jacobson Remove columns Repeating list Report controls report dependencies Report deployment Reporting Services 2016 Reporting Services Training Report navigation Report parameters Report recipe book Reports for MDX Return specific row Rob Collie DAX Book Robert Bruckner Scheduled Refresh Scripting Tabular Model Measures Self-service reporting Seth Bauer SharePoint SharePoint 2012 SharePoint integration Simplifying and Automating Tabular Model Design Tasks SolidQ SolidQ Journal Solid Quality Mentors Spatial queries; happy holidays; Merry Christmas SQLAuthority SQLCAT SQL Saturday SQL Saturday 446 SQL Saturday Portland Oregon SQL Server SQL Server 2012 Upgrade Guide SQL Server community SQL Server Data Tools – Business Intelligence for Visual Studio 2012 SQL Server Denali SQL Server Denali; Self-service reporting SQL Server Denali CTP3 SQL Server MVP SQL Server Optimization SQL Server Pro Magazine SQL Teach SSAS SSAS Performance Logger SSAS Tabular SSAS Tools BI Development Tools SSDT BI SSRS 2016 SSRS dynamic columns SSRS PowerShell SSRS version control standards Start subscription Steve Jobs StreamInsight Strip line style Subscription Survival Tips for Using the Tabular Model Design Environment Tabular DAX Tabular Model & " Tabular Model Common Errors and Remedies Tabular Model Design Tabular Model Design Checklist Tabular Modeling Tabular models Tabular report design TechEd TechEd 2011 Sessions TechSmith Snagit Pro themes Threshold line Top values Training clsses Unconference User-related report content User authentication User prompted to login Using DAX to Solve real-World Business Scenarios Vancouver BC Vern Rabe Visualisation Visualization Visual Report Design Volunteers Weather and Climate Web.Contents Web API What About Multidimensional – Will Tabular Replace It? 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