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Adding a drill up/drill down navigation to reports

In this recipe, we will get introduced to another navigation style for reports. This is used to collapse or expand data. Additionally, we will learn about the list type data region.

How to do it…

A drill-up/drill-down navigation can be added to the report, as follows:

  1. In order to get a feel of this navigation, hide the previous design. Go to the CustTransTable table data region and set the Visible property to false.
  2. Right-click on the Auto design node and navigate to Add | List.
  3. On the new list data region CustTransList, drag the same set of fields as in the table data region.
  4. Similarly add two levels of groupings, CustomerGroup followed by AccountNum.
  5. Select the data region CustTransList and set the property Data Navigation Style to DrillDown.
  6. Now your report should appear with collapsible groups in the preview:

How it works…

This is another navigation method as the document map. This displays collapsible groups in reports that can be expanded and closed by the user. This can be applied to Table, List and Matrix types of reports.

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