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Linked Reports

The ability to create drilldowns can be added by linking reports. Linked reports are only available in the Report Viewer or Dashboard Viewer.

The Linked Report menu contains three tabs: Report, Fields, and Formula.

Report

The Report tab allows you to select which report to link to.

  • To link a report, select a cell and click the Linked Reports button (). The Linked Report window will appear displaying the available reports. Select the report you want to link and press ‘OK.’
  • A cell with a linked report will be indicated by this icon (). You can click on this icon to bring up the Linked Report Menu for this cell.
  • To unlink a report, right-click on the cell with the linked report, and select  Remove Linked Value. Or select the cell with the linked report and open the Linked Report menu. Press  then press OK.

When a link is set on a cell, the unique key of the information being displayed is used to automatically filter the linked report. In the example below, the linked report is filtered for information where Employee Last Name equals ‘Buchanan.’ Note that report and dashboard filters also affect the data within drilldowns.

Fields

By default, this application will attempt to map the field contents of the linked cell to the same field in the linked report. (E.g. {Categories.CategoryID} <> {Categories.CategoryID}).

Using the Fields tab, you can specify which fields to link in order to map different fields with similar content. (E.g. {Categories.CategoryID} <> {Products.CategoryID}).

To add a custom link:

  • Select the category to link from the parent report in the From Category dropdown.
  • Select the category to link to within the linked report in the To Category dropdown.
  • Press the +Add button and select the From and To fields for each new link.

To remove a custom link, press the 'Delete' () button.

Formula

The Formula tab allows you to specify a custom formula in order to further filter the data passed from the linked report. The formula must return True or False. The formula is evaluated for each row in the parent report, and if the condition is not met, the data is excluded from the linked report. See Formulas for more information.

  • Add a Data Field by dragging and dropping it into the 'Formula' box or double-clicking it. Or enter it manually using the following format: {DataCategory.DataField}.
NOTE. Formulas only support one data field. If multiple data fields are used, all but the first will be ignored.
  • Add a Parameter by entering it manually using the following format: @ParameterName@.
  • Add a function by dragging and dropping it into the 'Formula' box or double-clicking it. Or enter it manually.

Chart Drilldowns

Chart drilldowns can also be created by using the Linked Reports menu. Chart drilldowns are only available in the Report Viewer or Dashboard Viewer.

  • To create a drilldown, select a cell that contains a chart and click the Linked Reports button (). The Linked Report window will appear displaying the available reports. Select the report you want to link and press ‘OK.’
  • To remove a drilldown, select the chart and open the Linked Report window. Press the ‘Delete’ button ().


Hidden Article Information

Article Author
Nick
created 2015-12-22 20:50:19 UTC
updated 2017-07-06 18:01:52 UTC

Labels
Linked Reports, Chart Drilldowns,
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