An Active Report with Drill-Down - WordPress.com · An Active Report with Drill-Down Here we present the process to prepare an active report with drill down capabilities. It is a

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Prepared by Abinash Shrestha and Rameshwor Parajuli

An Active Report with Drill-Down

Here we present the process to prepare an active report with drill down capabilities.

It is a basic report to quickly grasp the concept behind drilling in active reports. We have used division

level to department level drill up/down.

1) First select a package and open up report studio , select ‘Blank Active Report’ in the report

type.

2) Then insert a table with 2 columns. This table is used for proper alignment and lists/deck

placements.





3) In the first column of the table , insert a list . In the second column insert a data-deck.

4) Now , within the data-deck at the second column , insert another list.

So we have the first list , a date-deck and a second list within the data-deck. We’ll be placing

Division / Quantity in the first list , Department/Quantity in the second list . The second list

will be drived by the first list . So when a division is clicked onto the first list , the second list

shows the departments within that division.



5) Now in the first list , drag DIVISION AND QUANTITY in the two columns of the list.

6) In the second list , drag division,department and quantity.

7) Now , a connection has to be made between the first list and the data-deck. Create a new

connection



The source is the div_key in the first list and target is set as data-deck.



8) Then create a master-detail relationship between the div_key on the data-deck and the

div_key on the list.

9) RUN THE REPORT .During report run, rightclick->show variables should show you the current

values of different active variables.

As we see , both the lists are displayed. So to control the displaying of lists we are using a

new active variable ‘show’ whose value is used to conditionally display the columns on the

list.



10) Select the first list , and go to set variable values . From here we can define the different

values that will be set for the variables when the list row is clicked. Create a new variable ,

name is ‘show’ and in the ‘type in a value’ set it as ‘2’. So whenever a row in the first list is

clicked the value is ‘show’ is set as 2.

11) Repeat the same with the second list , but for the second list , put the value as ‘1’. So when

the row on the second list is clicked , the value of ‘show’ is set as ‘1’.



12) RUN THE REPORT

The report runs well but both the lists are displayed. So correct this , for individual columns in

the first list , set the column visibility to be displayed only when the value of show is ‘1’.



Do the same with the columns in the second list , but for second list set the condition as when

‘show’ is ‘2’.





13) Run the report again, now it should display only one of the lists.

14) Still , the report can be further improved by hiding the div_key from the second list so that it

looks like in place drill-down.



So, I Hope you liked this tutorial , please follow us on twitter @rameshwor_p/@sthabinash and

subscribe !! THANKS !!

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An Active Report with Drill-Down - WordPress.com · An Active Report with Drill-Down Here we present the process to prepare an active report with drill down capabilities. It is a