Verification:
Test Conditional Drillthrough for Expected Operation
We now
have a launch report with two target reports in place, with conditional
drillthrough established between them. Recall that our client colleagues
have asked that we establish drillthrough from the launch report, enacted by
clicking one of the Sales Territory Groups, to a customized version of
the Sales Territory Group report (which we renamed RS033_TARGET_Country_Cust
Sales Info). We have also designed the drillthrough mechanism to work in a
conditional manner per the directions of the author / developer group. We have
designed an "exception" into the drillthrough mechanism, such that
clicking on the Pacific Sales Territory Group will return a different
report (for purposes of our practice exercise, a simple "message"
report that bears text stating that no data is available for the current year).
We will
next look at the results of our handiwork. Lets execute the launch report,
and then test the conditional drillthrough mechanism we have employed.
1.
Click the
launch report tab to return to the report in the design environment.
2.
From the Layout
view of the RS033_LAUNCH_Country_Cust Base report, click the Preview
tab.
3.
Select FY
2004 in the Date.Fiscal Year parameter selector atop the report,
when Preview opens and the report begins to initialize.
4.
Click the View
Report button in the upper right corner.
The launch report executes momentarily, and then returns
data, as shown in Illustration
71.
Illustration 71: Basic Launch
Report in Preview ...
We can
see that the report appears to execute as expected. Lets attempt a
drillthrough on the first Sales Territory Group, Europe.
5.
Click Europe, on the left side of the report.
The first
of the target reports, RS033_TARGET_Country_Cust Sales Info, executes,
and then returns data. We can see the Parameter Values that have been
passed in the Report Parameter type-in boxes atop the report in Preview.
(We can hide these from the end consumers; I typically do so, with most
clients, for several reasons.)
Lets
take a spin with the drillthrough aligned to the second report, by choosing the
Pacific Sales Territory Group as our point of drillthrough in the launch
report.
6.
Click the Back
to Parent Report arrow atop the Preview, depicted circled in Illustration
72.
Illustration 72: Basic
Launch Report in Preview ...
We return
to the launch report.
7.
Click Pacific,
on the left side of the report.
The
launch report executes momentarily, and then opens, displaying the message as
expected, and as shown in Illustration 73.
Illustration 73: Basic
Launch Report in Preview ...
As we can see, the second
target report is now executed and displayed, based upon the conditional
drillthrough we have established within the Jump to report settings
of the launch report. While we can devise far more sophisticated scenarios to
accomplish conditional drillthrough to each of multiple reports, the
concepts that we have shared in our practice session, that of implanting
complementary conditional logic at both the Report and Parameters
settings (within the launch report), can be extrapolated to meet the business
needs of our clients and employers. And while there are multiple other
approaches to the same end, the direct, out-of-the box capability of Reporting
Services to handle conditional logic at this level represents yet another
improvement over the capabilities of most of the once-dominant enterprise
reporting applications that remain on the market today.
8.
Select File
-> Save All on the main menu, to save our work
to this point.
9.
Select File
-> Exit, to leave the Business
Intelligence Development Studio, when ready.
Conclusion ...
In this article, we obtained hands-on exposure to conditional
Drillthrough within a Reporting Services report set. We discussed
the general concepts, and then presented a scenario within which we could
perform the steps of our practice session to meet the hypothetical business
requirements of a client.
We
prepared for our practice exercise by opening the sample Report Server
project, AdventureWorks Sample Reports, after which we ascertained
connectivity of its shared data source. We next created three basic reports - a "launch,"
and two "target," drillthrough reports - with which to
perform our practice exercise. We then moved into the procedure for modifying
the reports to support drillthrough linkages.
We
primarily made enhancements to the launch report to support conditional
drillthrough to the two target reports. We inserted conditional
logic to select the target report and to determine the respective
handling of parameter passage between the launch and selected target
reports. Finally, we previewed
the new report set in action to ascertain its fitness to demonstrate conditional
drillthrough in meeting hypothetical business requirements. Throughout the steps of our
practice session, we discussed, at appropriate junctures, various settings and
techniques involved in achieving our objectives.
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