Hierarchical Reports

This tutorial describes how to use the detail band's Hierarchy Print Options property to create a hierarchical report.

1. Create a new report or open an existing one.

2. Bind the report to a data source.

   

   Each record in the data source should include a field that defines the parent-child relationship and thus builds the hierarchy.

3. Arrange controls on the report.

   • Add the Report Header and Page Header bands (see the Manage Report Bands | Add Bands section in the Introduction to Banded Reports document for details)
   • Add data-bound labels to the Detail band.

   

   Switch to Preview mode to see an intermediate result.

   

4. Specify the Detail band's Hierarchy Print Options property.

   

   Set the following options:

   • Key Field Name and Parent Field Name, or Child List Field Name
     Set the Key Field Name and Parent Field Name properties if your report's data has the Id-ParentID related fields.
     Set the Child List Field Name property if your report's data is recursive. Assign the collection of child objects (records) if they have the same type as the parent objects (records).

   • Indent
     Specify the child level node offset.

   • Keep Together with First Child
     Specify whether to print a parent node together with its first child node on the next page if these nodes do not fit at the end of a page.

   

   As you can see in the image above, the Detail band that contains child rows is printed with the specified indent. However, the row (the sum of the label widths) does not fit the page now.

5. Align labels.

   • Anchor the first data-bound label to the Detail band's left and right edges. Set the label's Anchor Horizontally property to Both.

     

   • Anchor the rest of the data-bound labels to the right edge of the Detail band (their container). Set their Anchor Horizontal property to Right.

     

   

6. Add a drill-down control to expand/collapse child rows.

   • Add a Check Box control to the Detail band at the left-most position.

     

   • Set the Check Box control's glyph options. Use custom glyphs for the checked and unchecked checkbox states.

     

   • Set the Detail band's Drill Down Control property to the added Check Box control.

     

   • Set the Check Box's Check State property to the following expression: [ReportItems].[Detail].[DrillDownExpanded].

     

   

7. Sort report data.

   Use the Detail band's Sort Fields property to sort data on each hierarchy level.

   

   

8. Highlight root nodes.

   To format rows based on their nesting level, use the CurrentRowHierarchyLevel variable in expressions. For example, specify the Detail band's appearance properties as listed below:

   • Set the Background Color property to iif([DataSource.CurrentRowHierarchyLevel] == 0, Rgb(231,235,244), ?)
   • Set the Font | Bold property to [DataSource.CurrentRowHierarchyLevel] == 0