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Black Belt Components: Support Simple Navigation with a Document Map - Page 5

December 18, 2006

Procedure: Add Navigation Support with the Document Map Feature

As most of us are already aware, the Document Map feature is not new with Reporting Services 2005. Many of us have implemented it in Reporting Services 2000, and will find that the steps involved in enabling and configuring the Document Map are quite similar in the current version. Moreover, those of us who have been working with Reporting Services for any length of time have also become aware of numerous approaches to providing navigation support for the information consumers within the organizations we serve. As we stated earlier, the Document Map provides a great “out of the box” navigation tool which, by itself, or perhaps in conjunction with other means of “getting around,” can help us to meet the requirements of users. Indeed, I have found the Document Map to be of assistance in the design and development phase of reporting engagements, even when it might prove less than ideal for specific navigation requirements within reports that are ultimately deployed to production scenarios.

Let’s rejoin our new report in Layout view and make the necessary settings to support the navigation capabilities requested by the information consumers.

1.  Open the DBJ_OLAP_Report.rdl (or your own choice of a similar report) in the Solution Explorer, if it is not already open from the steps above.

2.  Click the Layout tab, as necessary, to transit to the Layout view.

DBJ_OLAP_Report.rdl opens in Layout view.

We are now positioned to enable the report to support navigation with the Document Map. We will do so from within the Layout view, where we will again traverse the handful of dialogs and tabs that we passed through in establishing the Product group we added earlier. We will begin, once more, within the Matrix Properties settings.

3.  On the canvas area of the Layout tab, right-click the upper left-hand corner of the Matrix Data Region, as we did within our preparation steps earlier.

4.  Select Properties from the context menu, once again.

The Matrix Properties dialog appears, defaulted to the General tab, as we saw earlier.

5.  Click the Groups tab.

6.  Click the top entry in the Rows list, matrix1_Sales_Reason, to select it.

7.  Click the Edit ... button to the right of the Rows list, as shown in Illustration 17.


Illustration 17: Editing the First Group’s Settings

The Grouping and Sorting Properties dialog once again appears, defaulted to its General tab, as we saw earlier. It is here that we associate the label that is to appear in the new Document Map with the corresponding Group label, as we shall see.

8.  Using the downward pointing arrow on the right side of the Document map label box (just underneath the Group on / Expression section of the General tab), select =Fields!Sales_Reason.Value within the selector, as depicted in Illustration 18.


Illustration 18: Selecting a Value for the Document Map Label Property ...

We are simply assigning the same value to the Document Map label as we have assigned to the Group on Expression (and, by default, to the Group label that appears on the report at runtime). We might have been more sophisticated, and used a combination of fields, or even a function-driven label (I have used conditional logic within expressions, as an example, to generate the labels in Document Map trees for various clients in the past), instead of a simple value.

9.  Click OK, to accept our selection, and to close the Grouping and Sorting Properties dialog.

We return to the Groups tab.

10.  Click the second entry in the Rows list on the Groups tab, matrix1_Product, to select it.

11.  Click the Edit ... button to the right of the Rows list, as we did for the previous group.

We arrive again at the General tab of the Grouping and Sorting Properties dialog, as before. All that remains at this point is to associate the label that is to appear in the new Document Map for the Product group with the respective Group label.

12.  Using the downward pointing arrow on the right side of the Document map label box, just as before, select =Fields!Product.Value within the selector, as shown in Illustration 19.


Illustration 19: Selecting a Value for the Document Map Label for Product ...

Once again, we see that the assignment of the label, particularly in a situation where we want the label to be identical to the Group label itself, is the ultimate in simplicity. The straightforwardness of the steps involved is even more pronounced when we consider the fact that simply assigning a single Document Map label drives the enablement itself of the Document Map.

13.  Click OK, to accept our selection, and to close the Grouping and Sorting Properties dialog, once again.

14.  Click OK on the Groups tab, to close the Matrix Properties dialog.

We return to the Layout view, where we are now ready to verify the effectiveness of our modifications, and to witness the operation of the new Document Map in action.








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