This walkthrough illustrates how to set up a report to include a
link from the Customer - Top 10 List report to the
Customer - Detail Trial Bal. report. When you run the
Customer - Top 10 List report in preview mode and show
balance data, you can click either a value in the Balance
(LCY) column or a section of the pie chart to view detailed
balance information. By including this functionality, you now have
a report that is dynamic and that you can use to drill down into
data instead of a report that is static.
About This Walkthrough
This walkthrough illustrates the following tasks:
-
Enabling hyperlinks on a report.
-
Adding a link from the balance text box on the report to another
report.
-
Formatting the balance text box to indicate that it is a
link.
-
Adding a link from the pie chart to another report.
-
Running the modified report.
Prerequisites
To complete this walkthrough, you will need:
Enabling Hyperlinks on a
Report
Before you can add a link from a report to another report, you
must enable hyperlinks on the report. For more information, see
EnableHyperlinks
Property.
To enable hyperlinks on a
report
-
In the Classic client, on the Tools menu, click Object
Designer.
-
In Object Designer, click Report, select report 111, the
Customer - Top 10 List report, and then click
Design.
-
In Report Designer, select an empty line.
-
On the View menu, click Properties.
-
In the Properties window, in the EnableHyperlinks
field, select Yes.
-
Save and compile the report.
Adding a Link from the Balance
Text Box
In the following procedure, you add a link from the balance text
box in report 111, the Customer - Top 10 List report to
report 104, the Customer Detail Trial Bal. report.
To add a link from the Balance
Field
-
In the Classic client, on the Tools menu, click Object
Designer.
-
In Object Designer, click Report, select report 111, the
Customer - Top 10 List report, and then click
Design.
-
On the View menu, click Layout.
-
In Visual Studio, in the Body section of the report,
locate the Customer__Balance__LCY__ text box. The value of
the textbox is
=Fields!Customer__Balance__LCY__.Value
.
-
Right-click the text box, and then click Properties.
-
In the Properties window, click the Navigation
tab.
-
Select the Jump to URL check box and enter the following
line in the field below the Jump to URL check box:
|
Copy Code |
="dynamicsnav:////runreport?report=104&filter=Customer.%22No.%22:"+Fields!Customer__No__.Value
|
For more information about creating filters in a URL to run a
report, see How to: Use a Shortcut
to Run a Report.
-
Click OK to close the window.
-
Save the report in Visual Studio.
Formatting the Balance Text
Box
After adding the link from the balance text box to report 104,
you may want to change the format of the balance text box to
indicate that the data in the text box is also a link. The
following steps illustrate how to format the text box.
To format the balance text box
-
In Visual Studio, in the Body section of the report,
select the Customer__Balance__LCY__ text box.
-
On the View menu, click Properties Window.
-
In the Properties window, in the Color field,
select Blue. In the Text Decoration field, select
Underline.
-
Save the report in Visual Studio.
Adding a Link from a Pie
Chart
The following steps add a link from the data in the pie chart to
report 111.
To add a link from a pie chart
-
In Visual Studio, right-click the pie chart, and then click
Properties.
-
In the Chart Properties window, click the Data
tab.
-
Next to the Values field, click Edit.
-
In the Edit Chart Value window, on the Action tab,
select the Jump to URL check box and enter the following
line in the field below the Jump to URL check box:
|
Copy Code |
="dynamicsnav:////runreport?report=104 &filter=Customer.%22No.%22:"+Fields!Customer__No__.Value
|
For more information about creating filters in a URL to run a
report, see How to: Use a Shortcut
to Run a Report.
-
Click OK to close the Edit Chart Value window.
Click OK to close the Chart Properties window.
-
Save and close the report in Visual Studio.
Running the Modified Report
In the Classic client, you must now save the modified report and
compile it before it you can run the report.
To run the modified report
-
In the Classic client, save the Customer - Top 10 List
report. In the Save window, verify that the Compiled
check box is selected, and then click OK.
A message informs you that the .rdlc file for this report has
changed and asks if you want to load the changes. Click Yes
to save the changes in the database.
-
In the RoleTailored client, run the Customer - Top 10
List report. You can run the report either from the
Reports menu on the Customers list or you can enter the
following command at the command prompt:
dynamicsnav:////runreport?report=111
-
In the request page for report 111, under Options, in the
Show field, select Balance (LCY). In the Chart
Type field, select Pie chart.
-
Click Preview to view the report. The report lists the
top 10 list of customers. If you click a value in the Balance
(LCY) column or if you click a section of the pie chart, then
the Customer - Detail Trial Bal. report opens for the
specified customer.
See Also