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How to Create a Drill-Down Report Using the Report Designer

How to Create Drilldown Report Using Report Designer

Drill-down is an interactive feature in SSRS RDL reporting that allows users to organize and visualize data efficiently. In this blog, we will explain how to configure a drill-down action in an RDL report using the Bold Report Designer. Before getting into the steps, let’s look at what a drill-down action is.

The drill-down action adds a toggle to the text box report item in a report that lets users view sections of the report by expanding and collapsing them at runtime. For example, you can show or hide a tablix row associated with a group by configuring a toggle option in the group’s text box. On expanding, it will show the data under that group.

To demonstrate drill-down action, we are going to use the company sales report shown in the following image. You can download the report design from here: https://www.boldreports.com/wp-content/uploads/2021/01/initial-design.zip

Company Sales Summary Report
Company sales summary report

We’ll show you how to configure a drill-down action in a tablix group to show and hide the Product Sub-Category Name and Sales columns based on Product Category Name on report preview. On expanding, the group will display a detailed view of sales. On collapsing, the group will display a summary of sales.

Drilldown action in runtime
Drilldown action in runtime

The data set query used in this report runs against an Adventure Works database.

Design report

Launch the Bold Reports Enterprise server demo site, referring to the steps to upload a report, then edit the report in Report Designer.

Editing report in Report Designer
Editing report in Report Designer

The tablix report item in the report is designed with the following group structure.

Row groups Column groups
Parent group | Product category

              Child group | Subcategory

Parent group | Order Year

           

Configure the drill-down action

You can configure drill-down actions using the Toggle Item property listed in the report item properties.

Option to configure drilldown
Option to configure drill-down

Select the tablix report item in the design surface to enable the grouping panel.

Tablix grouping panel
Tablix grouping panel

Select the SubCat group in the grouping panel. Now, the group properties will be listed in the properties panel.

Tablix group properties
Tablix group properties

In the Visible property, set the visibility of the SubCat group to show or hide the group the first time you preview a report:

  • Enable the check box to display the group.
  • Disable the check box to hide the group.
  • To determine the visibility state at run time, set the expression for the Visibility property.

Now, let’s uncheck the check box to hide the group initially.

Group visibility
Group visibility

In the Toggle Item property drop-down list, the available text box report items will be listed. Choose the ProdCat field text box to expand or collapse the SubCat based on product categories.

Choose toggle item
Choose toggle item

Note: The text box you use for the toggle must be in a containing scope that controls the item you want to show or hide.

To learn more about initial group visibility and initial toggle state configurations, go through our documentation on drill-down actions.

Report preview

You can preview the report using the built-in Report Viewer. Publish the report and switch to preview mode. The initial state of the report will be as shown in the following image. In the collapsed state, the report displays the total sales of each product category in that year.

Sales Summary Report with drilldown action
Sales summary report with drill-down action

To see a subcategories of products and their sales values in detail, expand the group by clicking on the toggle icon.

Detailed view of group data
Detailed view of group data

Conclusion

I hope this blog provided a clear idea on how to configure drill-down actions in an RDL report using the Bold Report Designer. To explore further, go through our sample reports and Bold Reports documentation. I have also attached the generated .rdl file for further reference.

If you have any questions, please post them in the comments section. You can also contact us through our contact page or, if you already have an account, you can log in to submit your support question.

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