Wyn Enterprise User Guide

Wyn Enterprise: Create Report

Wyn Enterprise provides a robust reporting environment for enterprise reports and ad hoc reports. With the help of Wyn reporting features, you can quickly create meaningful and beautiful reports with a lot of ease. The report designer also offers a huge variety of configuration options for the reporting controls that can be used to enhance the report appearance like the background color, font color, etc. or increase the report functionalities like embedding links to jump to another document, use data filters to display only specific information, and so on.

In this example, we will create a report in Wyn Enterprise and learn some basic concepts like sorting, merging, grouping, and working with parameters:

Create Report

Create Report Layout

  1. On the Document Portal, go to Create (+) > Create Report.
    Create report
  2. Select a template of the report. You can choose a Blank RDL Report, a Blank Page Report, or any other report as template from Categories.
    Choosing report templates
  3. Click Create Report.

Pick a Dataset

  1. From the Data Binding tab on the right, select RetailDatasource dataset, which is already available to us, and click Add.

    Bind Data to Table Data Region
    This opens the Edit Dataset dialog with a default query.
    Edit Dataset Dialog
  2. Click Validate and then OK.

Create Databound Table

  1. To view fields in the data set, click the drop-down next to the RetailDatasource dataset and enable Select Fields....
  2. Select the fields required in the table and drag-drop onto the design area.
    Creating a databound table
    A table with its columns bound to the fields is created. The Header row above the details row is automatically filled with labels.
    Creating a databound table
    Alternatively, you can first drag-drop the Table data region onto the design area of the report and then populate the data by dragging and dropping the fields onto the details row.
  3. Re-arrange the columns in the table such that it looks like as shown below.
    Re-arranged databound table
  4. We will now add a column after the Product field to display the total price for the products. Click inside the table to display the column handle, and then click the plus sign. It will add a new column to the table.
    Adding a new column to the table
  5. Select the details row of the newly added column and set the Value field to the following expression: {[Unit price] * Quantity}

    Note: You can change the display format for the total price using the TEXT - Format property. In this example, the TEXT - Format property for the total price is set to 'Currency'.

  6. Then, select the header row of the newly added column and enter the text 'Total Price'.
    The table will now look as shown below.
    Re-arranged databound table

Preview

  1. Click Preview to view the final output of your report.
    Preview Report
    The output of your report will look similar to the following.
    Preview Report
  2. Exit the preview mode by clicking Back on the left side of the designer.

Sort

Let us sort the table data region in alphabetical order of retailer country.

  1. From the adorner on the right side of the table, select Details Group.

    Sorting data in report
  2. Go to the Sort Expressions property, click Show Items, and then select Add Item.
  3. Click the radio button to display the fields and select the 'Retailer Country' field. By default, the sort order is ascending. You can change the sort order to descending by clicking the descending icon.
    Sorting data in report
  4. Preview the report.
    Preview Report

Auto Merge

Data in table or tablix data regions can be merged using AutoMergeMode property. The property provides three options - Never, Always, and Restricted. The detail cells with the same data values and with AutoMergeMode property set to:

  • Never: are not merged.
  • Always: are merged.
  • Restricted: are merged only if the corresponding cells in previous columns are similarly merged.

Let us merge the detail cells for similar products for the corresponding similar retailer country.

  1. Select the Product textbox in the Details Group row.
  2. Go to the Properties pane and set AutoMergeMode property to 'Restricted'. This merges the cells in the Product column with similar products, provided the country is the same.
    Setting automerge property for Product textbox
  3. Similarly, select Retailer Country textbox in the Details Group row and set its AutoMergeMode property to 'Always'.
    Setting automerge property for Retailer Country textbox
  4. Preview the report.
    Preview Report

Group

Let us apply grouping to the table to view the details year-wise. We will use the table with sorting applied on the Retailer Country.

  1. Right-click the Table data region to view options in the context menu.
  2. Go to Group and Insert Groups.
    Grouping in table
    This will add a row group above and below the details row of the table.
    Grouping in table
  3. Select the first text box of the added row group and set its value as following, {Year} The table will now look as follows.
    Grouping in table
  4. Now, from the adorner on the right side of the Table data region, select Table1_TableGroup1 row group, and go to the Properties pane.
    Grouping data in report
  5. In the Group Expressions property, click Show Items and then select Add Item.
  6. Click the radio button to display the fields and select the Year field.
    Grouping data in report
  7. Preview the report. It will look similar to the following.
    Grouping in Table Data Region

Add Parameter

Let us add a parameter that prompts the user to select multiple values. The selected parameters will act as a filter for data displayed in the table.

To add a report parameter that filters the data according to the order method,

  1. From the top right corner of Designer, click the Data icon.
  2. Click Add next to Parameters. A parameter named 'Parameter1' is added.

    Adding parameter to report
  3. Click Parameter1 to edit parameter properties.
  4. First, set the Data Type property to String and then the Multivalue property to True. The parameter properties will now look as shown.

    Adding parameter to report

  5. Go to From query tab and set the Data Set Name property to the added data set, Value Field property to 'Order method type', and Label Field property to 'Order method type'.

    Adding parameter to report
    The multivalue parameter is now added.

To add a filter that renders data according to the user input in the parameter (Parameter1),

  1. Select the table and go to the Properties pane.
  2. Select the Filters property and click Edit.
  3. In the Filters properties, click + Add to specify the filter conditions.
    Adding filter to report
  4. Click the radio button next to Filter Expression to display the fields and select 'Order method type'.
    Adding filter to report
  5. Click the drop-down next to Operator and select 'In'.
    Adding filter to report
  6. Click the radio button next to Filter Values and select 'Parameter1' from the list.
    Adding filter to report
    The filters propertie should now look as below.
    Adding filter to report
    The filter on the table data region is now added.
  7. Preview the report to view the final output.
    The following image displays the report with order method types (parameters) selected as Telephone, Web, and Fax.
    Preview Report
    See Using Report Designer for creating scenario-based reports.

Save Report

Finally, click the Save button on the Menu Bar to save the report. Enter the report name in the Save (As) dialog box, and then again click the Save button. By default, the report is saved under the 'No Category' section of the Document Portal.

Save As Dialog

In addition you can

  • add comments,
  • specify the category if you want to categorize the report,
  • specify the roles to share the report with,
  • modify the commands to appear in the toolbar on previewing the report, and
  • save the report as a template.