Change values displayed in Crystal Reports Group Tree - c#

Is there a way to configure or change the values displayed in the Group Tree displayed on the left in the crystal report viewer?
I ask because in the report I am grouping id numbers, but I display the names associated with the id. I want to display this name in the group tree as well.

Right click group header or footer in gutter
Select 'Ghange Group...'
Click 'Options' tab
Enable 'Customize Group Name Field'; choose an existing field or build a conditional formula

First of all create the Group
Select the Field on which you want the group
Click 'Options' tab check the Keep Group together and Repeat Group Header on each Page
Select 'change Group...'
Click 'Options' tab
Enable 'Customize Group Name Field'; choose an existing field or
build a conditional formula

Related

How to load two RDLC reports in same report viewer?

I have two reports the first one to show general information and the second one to show details and I need to show each one in a different page in report viewer
can you help me to do that
thanks
like the image
Hopefully, the following can help guide you into what you are looking for. First, you will need THREE reports and TWO datatables (or other lists as you have to build your report).
First, On the 3 reports I describe, I would not worry about any of the report final formatting to be perfectly aligned, bold, spacing... get it to work, then you can make it pretty after all is functional.
Next, create a bogus datatable "MyTable" for the sole purpose of creating two records. Even if a single column of "MyGroup" and having it as an int (just for sample purposes).
Now, create two records and set the values in each row to 1 and 2 respectively so your table has
MyGroup
1
2
Now, for the other two reports. It is my understanding that you want the first report to show a summary of each department's totals with a grand-total. The second report is showing the details of all the activity per department. So this is basically using the same dataset returned from whatever query. For this example, I will refer to the datatable as "SalesData".
CREATING THE REPORTS
Create your first report, put a table control on the report, full width you will have for your current reports as landscape or portrait as long as both the same size, you want this report to be the same. Ex: ALL will be portrait. Add your Report Data source to show the "MyTable" and assign that to the table control. Also add the "SalesData" table to the report as well so it is available to the future sub-reports.
On the table control, below where it shows the "Row Groups", add a "Group By" for the "MyGroup" column. This is so we can force a page-break between each group. Once added, right-click on the parent group "MyGroup" and select "Group Properties". This will show an option on the left side to allow you to set page breaks, click the checkbox for "Between each instance of a group". For now, just have the one column in the table control as the "MyGroup" column. Save the report ex: "MySalesRpt.rdlc". Then compile and run the report. You should get this simple report with 2 pages, each showing just the number 1 and 2 respectively. NOTE: You will also want to add the datatable reference for your secondary reports to this main report as well so they are available as sub-reports of the first.
Create a new report ex: "MySalesDetail.rdlc", add the "SalesData" to it. Add a table control to the report and set its source to the "SalesData" table. Include whatever for your detail columns you want to show of the sales activity. Add a data group based on the department, get your sum( salesDollarColumn ). Add a new row outside/below the group footer so you can have the report grand totals as a sum of all ex: SalesDollarColumn. You can test and run this report on its own until it looks correct.
Now, your third report. Copy/paste the MySalesDetail.rdlc report and change it to MySalesSummary.rdlc. So you don't this summary report showing every row that builds the grand total sum() per each department, right-click on the row that represents the details of the group and delete. It will ask if you want to delete rows and associated groups? Reply yes as it will just remove the details row, but keep the group footer that will retain your sum() total per department. Save, test / run this report.
Once all 3 reports work individually, now we can go back to the "MySalesRpt". Add an additional DETAIL row in this otherwise simple 1-detail report. Right-click on the existing detail row and then pick "Insert Row" -> "Inside Group - Below". This will now show as two rows.
Now, in the first row of the report where it did have just a simple textbox, go to your report Toolbox and pick Subreport and put one instance into each row.
On the first row, subreport, right-click and set properties. Set both the Name and "Use this report as a subreport" to the summary report "MySalesSummary". On the second row subreport, do the same but with "MySalesDetail".
Final step. Click on the Subreport representing the "MySalesSummary". Go to the properties of that and scroll down to the "Hidden" property. You want to have this value set to the expression: ex: "=Fields!MyGroup.Value = 2". This way the report will ONLY be generate when it is on the first record where MyGroup = 1.
Similarly, on the second subreport representing the detail, set the hidden equal to the opposite.. "=Fields!MyGroup.Value = 1". Hide when the MyGroup = 1. This way you can have each report on their own page, but only one will show up per group.
I know is sounds deep, but do it slowly and it should work for you. I already did and confirmed this process works. Sorry so many steps, but it has to be broken into multiple parts to tie them all together as you are requesting.
One rdlc in main local report and the other in subreport. Then set InteractiveSize in the main local report to break it to show each one in a different page in report viewer.

How to toggle (Expand/Collapse) group data in rdlc

In my rdlc report,I want to show my group data just like this example--
When I click (+) sign group data under the name will expand and When I click (-) sign group data under the name will collapse.I find resources for SSRS report, but nothing useful for rdlc report in recent times.So I followed in my rdlc according to those SSRC report resources if i can get some result.I followed this two specially--
SQL Server Reporting Services(SSRS)
Expand or Collapse All Grouped Items on SSRS Report
I took a table.take "GROUP2" as row details.add group parent "GROUP1" for "GROUP2".Like---
I select group properties for "GROUP2" like--
then i set visibility hide for "GROUP2" , checked "display can be toggled by this group item" and select "GROUP1" as item.like--
It gives me report like this--
there is "GROUP1" item visible, "GROUP2" is hidden but no (+) or (-) sign or button to expand or collapse group data.
Any one have any idea,What i am missing? or how can i do this in rdlc report like the top example of this question and also i want to set button for "Expand All" and "Collapse All" for this report.
EDIT: I am using asp.net mvc, web api-2 controller.I am tring to get report in pdf format.
First you need to select your column/row group and select group properties.
And then select the grouping item from your DataSource
There you go:
Before expanding of group
After expanding of group
First select the table cell showing [GROUP1], and in the Text Box Properties note the Name. This is not necessarily GROUP1, it could well be Textbox10 etc.
Then in the Text Box Properties for the table cell showing [GROUP2], select that Text Box name below "Display can be toggled by this report item:".
BTW you are likely wasting your time trying to use the expand/collapse functionality in SSRS. It is generally considered flaky and unreliable, and does not scale.
PDF format does not support toggling.
Ref:
https://msdn.microsoft.com/en-us/library/dd255288.aspx
(section titled: Toggle items within a report)
"PDF - The report server exports the current show or hide state of the report to PDF. Interactive toggling is not supported"
#MohammadSadiqurRahman Not sure if you got this problem solved but this is something I do that I hope may help you out.
You will need to make sure that your row groupings have been applied correctly. In the example you gave at the top of your post the row group parent would have been set to account type. You would need to make sure this is done for your 'GROUP1'.
Once you have done this set the row visibility for your collapsed row to 'Hide'. Now check the checkbox 'Display can be toggled by this report item' and set the report item to the cell name for the grouped account types.
Personally I attach it to a new label outside of the tablix which will allow for the entire table to expand/collapse with one click. Just depends on how you want it to work.
I hope this helps you out.

C# RDLC Expand All / Collapse All SubReport

I am using following tools: -
Visual Studio.NET 2013
C#
SQL Server 2014
I have created a report, which contains a sub report. The main report displays the Sale records, while the sub report displays the details of each Sale record (Item details). Each Sale record displays a + sign on the start of the record. User click the + sign and the sub report (details for that specific Sale record) opens.
I want to add a Expand All / Collapse All option to the report.
I have searched a lot but all the articles are related to Groups not to the Sub Reports.
Please tell how to expand/collapse all the records at once.
You can enable a user to interactively expand or collapse report items, or expand or collapse rows and columns associated with a group for a table or matrix. To allow users to expand or collapse an item, you set the visibility properties for that item. Setting visibility works in an HTML report viewer, and is sometimes called a drilldown action.
In report design view, you specify the name of the text box where you want to display the expand and collapse toggle icons. In the rendered report, the text box displays a plus (+) or minus (-) sign in addition to its contents. When the user clicks the toggle, the report display is refreshed to show or hide the report item, based on the current visibility settings for items in the report.
Typically, the expand and collapse action is used to initially display only summary data and to enable the user to click the plus sign to show detail data. For example, you can initially hide a table that displays values for a chart, or hide child groups for a table with nested row or column groups, as in a drilldown report.
To add expand and collapse action to a group
1. In report design view, click the table or matrix to select it. The Grouping pane displays the row and column groups.
If the Grouping pane does not appear, click the View menu and then click Grouping.
Right-click anywhere in the title bar of the Grouping pane, and then click Advanced. The Grouping pane mode toggles to show the underlying display structure for rows and columns on the design surface.
In the appropriate group pane, click the name of the row group or column group for which you want to hide the associated rows or columns. The group is selected and the Properties pane shows the Tablix Member properties.
In Hidden, choose one of the following options to set the visibility of this report item the first time you run a report:
Select False to display the report item.
Select True to hide the report item.
Select to open the Expression dialog box to create an expression that is evaluated at run time to determine the visibility.
In ToggleItem, from the drop-down box, select the name of a text box to which to add the toggle image.
In the following image, the Color row group is configured enable users to expand and collapse associated rows.
To test the toggle, run the report and click the text box with the toggle image. The report display refreshes to show row groups and column groups with their toggled visibility.
To add expand and collapse action to a report item
In report design view, right-click the report item to show or hide, and then click Properties. The Properties dialog box for the report item opens.
Click Visibility.
In When the report is initially run, choose one of the following options to set the visibility of this report item the first time you run a report:
Select Show to display the report item.
Select Hide to hide the report item.
Select Show or hide based on an expression to use an expression evaluated at run time to determine the visibility. Click (fx) to open the Expression dialog box to create an expression.
In Display can be toggled by this report item, from the drop-down box, type or select the name of a text box in the report in which to display a toggle image; for example, Textbox1.
In the following image, the table is configured to enable users to expand and collapse it. The display of the table is toggled by the Products Table text box.
To test the toggle, run the report and click the text box with the toggle image. The report display refreshes to show report items with their toggled visibility.

Grouping by a field

I have a report where I need to group the items by PaymentMethod and then display a total below each group. I am right-clicking on the detail row and selecting Add group > Adjacent Below and then choosing the group by of PaymentMethod.
You can see that the top picture has a line that shows grouping the total row with the detail row, which is what I want. The picture at the bottom is what I am currently getting.
You are using the wrong Add Group option. You should select Add Group -> Child Group.

How can you (programmatically) add a label to an Excel outlining group?

I'm looking for a means of adding a label to an Excel outlining group.
By this I mean: you can group rows or columns in Excel. You are left with a '+' or '-' icon allowing you to expand or contract this group. The problem is when the group is contracted, there is no way of knowing what is in the group. I am looking for a way of adding a label to this group so users know what expanding it will reveal.

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